Holders over time
- BAH
- MCO
| Quarter | BAH | MCO |
|---|---|---|
| Q3 2020 | 15 holders, $1.5bn | 30 holders, $17.0bn |
| Q4 2020 | 11 holders, $1.7bn | 21 holders, $16.9bn |
| Q1 2021 | 15 holders, $1.6bn | 17 holders, $16.9bn |
| Q2 2021 | 11 holders, $1.7bn | 16 holders, $20.2bn |
| Q3 2021 | 9 holders, $1.6bn | 25 holders, $19.9bn |
| Q4 2021 | 10 holders, $1.9bn | 25 holders, $22.0bn |
| Q1 2022 | 12 holders, $1.8bn | 22 holders, $19.1bn |
| Q2 2022 | 12 holders, $1.9bn | 19 holders, $15.4bn |
| Q3 2022 | 17 holders, $1.8bn | 21 holders, $13.6bn |
| Q4 2022 | 16 holders, $1.8bn | 17 holders, $15.5bn |
| Q1 2023 | 14 holders, $1.4bn | 20 holders, $17.3bn |
| Q2 2023 | 12 holders, $1.6bn | 25 holders, $19.4bn |
| Q3 2023 | 13 holders, $1.4bn | 21 holders, $17.2bn |
| Q4 2023 | 6 holders, $1.5bn | 21 holders, $22.3bn |
| Q1 2024 | 10 holders, $1.8bn | 22 holders, $21.9bn |
| Q2 2024 | 12 holders, $1.8bn | 24 holders, $23.6bn |
| Q3 2024 | 11 holders, $1.9bn | 31 holders, $26.8bn |
| Q4 2024 | 15 holders, $1.8bn | 31 holders, $25.7bn |
| Q1 2025 | 17 holders, $2.2bn | 30 holders, $25.2bn |
| Q2 2025 | 18 holders, $1.7bn | 30 holders, $26.8bn |
| Q3 2025 | 12 holders, $1.5bn | 31 holders, $26.0bn |
| Q4 2025 | 9 holders, $999m | 32 holders, $27.7bn |
| Q1 2026 | 4 holders, $767m | 28 holders, $23.9bn |
| Q2 2026 | 8 holders, $786m | 31 holders, $24.9bn |
Booz Allen Hamilton HLDG Cor
- Holders
- 18
- Reported value
- $1.7bn
- Buyers
- 11
- Sellers
- 8
Breadth +3 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
Both (10)
AllianceBernstein LP, Arrowstreet Capital LP, Caxton Associates LLP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only BAH (8)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Tudor Investment Corp, Wellington Management Group LLP
Only MCO (20)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, TCI Fund Management Ltd, 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.