Holders over time
- FISV
- MCO
| Quarter | FISV | MCO |
|---|---|---|
| Q3 2020 | 30 holders, $12.0bn | 30 holders, $17.0bn |
| Q4 2020 | 29 holders, $13.3bn | 21 holders, $16.9bn |
| Q1 2021 | 21 holders, $15.8bn | 17 holders, $16.9bn |
| Q2 2021 | 24 holders, $15.1bn | 16 holders, $20.2bn |
| Q3 2021 | 20 holders, $15.9bn | 25 holders, $19.9bn |
| Q4 2021 | 21 holders, $17.2bn | 25 holders, $22.0bn |
| Q1 2022 | 20 holders, $15.9bn | 22 holders, $19.1bn |
| Q2 2022 | 19 holders, $14.3bn | 19 holders, $15.4bn |
| Q3 2022 | 23 holders, $15.4bn | 21 holders, $13.6bn |
| Q4 2022 | 24 holders, $17.4bn | 17 holders, $15.5bn |
| Q1 2023 | 27 holders, $20.1bn | 20 holders, $17.3bn |
| Q2 2023 | 28 holders, $22.2bn | 25 holders, $19.4bn |
| Q3 2023 | 31 holders, $18.7bn | 21 holders, $17.2bn |
| Q4 2023 | 28 holders, $21.0bn | 21 holders, $22.3bn |
| Q1 2024 | 23 holders, $24.6bn | 22 holders, $21.9bn |
| Q2 2024 | 23 holders, $21.3bn | 24 holders, $23.6bn |
| Q3 2024 | 23 holders, $24.9bn | 31 holders, $26.8bn |
| Q4 2024 | 26 holders, $28.5bn | 31 holders, $25.7bn |
| Q1 2025 | 27 holders, $29.0bn | 30 holders, $25.2bn |
| Q2 2025 | 35 holders, $20.2bn | 30 holders, $26.8bn |
| Q3 2025 | 34 holders, $15.0bn | 31 holders, $26.0bn |
| Q4 2025 | 35 holders, $7.4bn | 32 holders, $27.7bn |
| Q1 2026 | 24 holders, $6.8bn | 28 holders, $23.9bn |
| Q2 2026 | 17 holders, $5.8bn | 31 holders, $24.9bn |
Fiserv Inc
- Holders
- 27
- Reported value
- $29.0bn
- Buyers
- 17
- Sellers
- 13
Breadth +4 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 (16)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Woodline Partners LP
Only FISV (11)
AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Egerton Capital UK LLP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Squarepoint Ops LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only MCO (14)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Eisler Capital Management Ltd, GAMCO Investors Inc, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Renaissance Technologies LLC, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments 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.