Holders over time
- AON
- V
| Quarter | AON | V |
|---|---|---|
| Q3 2020 | 26 holders, $10.9bn | 55 holders, $62.2bn |
| Q4 2020 | 30 holders, $10.7bn | 52 holders, $67.1bn |
| Q1 2021 | 32 holders, $12.0bn | 58 holders, $64.5bn |
| Q2 2021 | 34 holders, $13.2bn | 52 holders, $69.3bn |
| Q3 2021 | 27 holders, $13.3bn | 56 holders, $63.6bn |
| Q4 2021 | 31 holders, $14.0bn | 47 holders, $58.0bn |
| Q1 2022 | 23 holders, $15.7bn | 59 holders, $61.8bn |
| Q2 2022 | 32 holders, $12.5bn | 57 holders, $55.2bn |
| Q3 2022 | 24 holders, $11.7bn | 57 holders, $50.7bn |
| Q4 2022 | 27 holders, $12.4bn | 54 holders, $59.4bn |
| Q1 2023 | 23 holders, $12.4bn | 55 holders, $64.0bn |
| Q2 2023 | 17 holders, $13.8bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $12.3bn | 55 holders, $61.5bn |
| Q4 2023 | 24 holders, $10.0bn | 48 holders, $68.6bn |
| Q1 2024 | 23 holders, $11.2bn | 50 holders, $73.1bn |
| Q2 2024 | 21 holders, $11.0bn | 45 holders, $69.5bn |
| Q3 2024 | 25 holders, $13.5bn | 47 holders, $70.5bn |
| Q4 2024 | 24 holders, $14.1bn | 48 holders, $77.6bn |
| Q1 2025 | 24 holders, $15.9bn | 43 holders, $83.5bn |
| Q2 2025 | 24 holders, $15.0bn | 45 holders, $83.4bn |
| Q3 2025 | 30 holders, $16.0bn | 48 holders, $82.8bn |
| Q4 2025 | 25 holders, $16.1bn | 49 holders, $86.0bn |
| Q1 2026 | 23 holders, $14.0bn | 49 holders, $73.3bn |
| Q2 2026 | 24 holders, $15.0bn | 52 holders, $81.9bn |
Aon PLC
- Holders
- 24
- Reported value
- $15.0bn
- Buyers
- 17
- Sellers
- 8
Breadth +9 among 95 comparable managers.
Visa Inc
- Holders
- 45
- Reported value
- $83.4bn
- Buyers
- 21
- Sellers
- 23
Breadth -2 among 95 comparable managers.
Who holds both, Q2 2025
Both (21)
AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only V (24)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Renaissance Technologies LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, TCI Fund Management Ltd, ValueAct Holdings LP, Viking Global Investors LP, Walleye Capital LLC
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.