Holders over time
- ADT
- MCO
| Quarter | ADT | MCO |
|---|---|---|
| Q3 2020 | 4 holders, $16m | 30 holders, $17.0bn |
| Q4 2020 | 2 holders, $5.7m | 21 holders, $16.9bn |
| Q1 2021 | 1 holders, $875k | 17 holders, $16.9bn |
| Q2 2021 | 3 holders, $196m | 16 holders, $20.2bn |
| Q3 2021 | 3 holders, $150m | 25 holders, $19.9bn |
| Q4 2021 | 2 holders, $173m | 25 holders, $22.0bn |
| Q1 2022 | 1 holders, $156m | 22 holders, $19.1bn |
| Q2 2022 | 1 holders, $118m | 19 holders, $15.4bn |
| Q3 2022 | 3 holders, $161m | 21 holders, $13.6bn |
| Q4 2022 | 4 holders, $178m | 17 holders, $15.5bn |
| Q1 2023 | 3 holders, $130m | 20 holders, $17.3bn |
| Q2 2023 | 2 holders, $131m | 25 holders, $19.4bn |
| Q3 2023 | 4 holders, $122m | 21 holders, $17.2bn |
| Q4 2023 | 2 holders, $120m | 21 holders, $22.3bn |
| Q1 2024 | 3 holders, $163m | 22 holders, $21.9bn |
| Q2 2024 | 3 holders, $205m | 24 holders, $23.6bn |
| Q3 2024 | 7 holders, $209m | 31 holders, $26.8bn |
| Q4 2024 | 6 holders, $216m | 31 holders, $25.7bn |
| Q1 2025 | 11 holders, $423m | 30 holders, $25.2bn |
| Q2 2025 | 11 holders, $540m | 30 holders, $26.8bn |
| Q3 2025 | 12 holders, $778m | 31 holders, $26.0bn |
| Q4 2025 | 8 holders, $727m | 32 holders, $27.7bn |
| Q1 2026 | 5 holders, $372m | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $312m | 31 holders, $24.9bn |
Adt Inc Del
- Holders
- 11
- Reported value
- $540m
- Buyers
- 9
- Sellers
- 2
Breadth +7 among 95 comparable managers.
Moodys Corp
- Holders
- 30
- Reported value
- $26.8bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 95 comparable managers.
Who holds both, Q2 2025
Only ADT (8)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Polen Capital Management LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Tudor Investment Corp, Two Sigma Advisers LP
Only MCO (27)
Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, and 2 more
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.