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WEX · MCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

WEXMCO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • WEX
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterWEXMCO
Q3 202010 holders, $1.6bn30 holders, $17.0bn
Q4 202010 holders, $2.3bn21 holders, $16.9bn
Q1 20218 holders, $2.3bn17 holders, $16.9bn
Q2 20218 holders, $1.9bn16 holders, $20.2bn
Q3 20215 holders, $1.6bn25 holders, $19.9bn
Q4 20218 holders, $1.3bn25 holders, $22.0bn
Q1 20229 holders, $1.7bn22 holders, $19.1bn
Q2 202212 holders, $1.4bn19 holders, $15.4bn
Q3 202210 holders, $1.2bn21 holders, $13.6bn
Q4 20229 holders, $1.5bn17 holders, $15.5bn
Q1 20239 holders, $1.6bn20 holders, $17.3bn
Q2 20239 holders, $1.5bn25 holders, $19.4bn
Q3 20236 holders, $1.5bn21 holders, $17.2bn
Q4 20237 holders, $1.6bn21 holders, $22.3bn
Q1 20247 holders, $1.9bn22 holders, $21.9bn
Q2 20248 holders, $1.4bn24 holders, $23.6bn
Q3 20246 holders, $1.5bn31 holders, $26.8bn
Q4 20248 holders, $941m31 holders, $25.7bn
Q1 20259 holders, $839m30 holders, $25.2bn
Q2 20255 holders, $621m30 holders, $26.8bn
Q3 20253 holders, $622m31 holders, $26.0bn
Q4 20256 holders, $740m32 holders, $27.7bn
Q1 20263 holders, $835m28 holders, $23.9bn
Q2 20264 holders, $654m31 holders, $24.9bn
WEX

Wex Inc

Holders
9
Reported value
$839m
Buyers
7
Sellers
2

Breadth +5 among 95 comparable managers.

Business and payment services
MCO

Moodys Corp

Holders
30
Reported value
$25.2bn
Buyers
15
Sellers
13

Breadth +2 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WEX (4)

Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Quantbot Technologies LP

Only MCO (25)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Two Sigma Advisers 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.

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