Holders over time
- CSGP
- MCO
| Quarter | CSGP | MCO |
|---|---|---|
| Q3 2020 | 20 holders, $8.8bn | 30 holders, $17.0bn |
| Q4 2020 | 21 holders, $9.3bn | 21 holders, $16.9bn |
| Q1 2021 | 19 holders, $8.6bn | 17 holders, $16.9bn |
| Q2 2021 | 21 holders, $8.4bn | 16 holders, $20.2bn |
| Q3 2021 | 15 holders, $8.4bn | 25 holders, $19.9bn |
| Q4 2021 | 19 holders, $6.9bn | 25 holders, $22.0bn |
| Q1 2022 | 18 holders, $5.0bn | 22 holders, $19.1bn |
| Q2 2022 | 23 holders, $5.0bn | 19 holders, $15.4bn |
| Q3 2022 | 20 holders, $5.0bn | 21 holders, $13.6bn |
| Q4 2022 | 22 holders, $5.3bn | 17 holders, $15.5bn |
| Q1 2023 | 19 holders, $4.3bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $5.5bn | 25 holders, $19.4bn |
| Q3 2023 | 16 holders, $4.6bn | 21 holders, $17.2bn |
| Q4 2023 | 13 holders, $5.1bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $5.7bn | 22 holders, $21.9bn |
| Q2 2024 | 15 holders, $4.1bn | 24 holders, $23.6bn |
| Q3 2024 | 13 holders, $3.8bn | 31 holders, $26.8bn |
| Q4 2024 | 15 holders, $3.3bn | 31 holders, $25.7bn |
| Q1 2025 | 16 holders, $3.8bn | 30 holders, $25.2bn |
| Q2 2025 | 16 holders, $4.5bn | 30 holders, $26.8bn |
| Q3 2025 | 14 holders, $4.8bn | 31 holders, $26.0bn |
| Q4 2025 | 13 holders, $4.5bn | 32 holders, $27.7bn |
| Q1 2026 | 14 holders, $3.0bn | 28 holders, $23.9bn |
| Q2 2026 | 15 holders, $1.8bn | 31 holders, $24.9bn |
Costar Group Inc
- Holders
- 16
- Reported value
- $3.8bn
- Buyers
- 11
- Sellers
- 4
Breadth +7 among 95 comparable managers.
Moodys Corp
- Holders
- 30
- Reported value
- $25.2bn
- Buyers
- 15
- Sellers
- 13
Breadth +2 among 95 comparable managers.
Who holds both, Q1 2025
Both (8)
Akre Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Invesco Ltd, Markel Group Inc, MFS Investment Management
Only CSGP (8)
Capital Research Global Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Polen Capital Management LLC, Soroban Capital Partners LP, Third Point LLC, Tiger Global Management LLC, Verition Fund Management LLC
Only MCO (22)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.