Holders over time
- BHF
- V
| Quarter | BHF | V |
|---|---|---|
| Q3 2020 | 7 holders, $358m | 55 holders, $62.2bn |
| Q4 2020 | 8 holders, $463m | 52 holders, $67.1bn |
| Q1 2021 | 9 holders, $593m | 58 holders, $64.5bn |
| Q2 2021 | 5 holders, $564m | 52 holders, $69.3bn |
| Q3 2021 | 7 holders, $558m | 56 holders, $63.6bn |
| Q4 2021 | 7 holders, $640m | 47 holders, $58.0bn |
| Q1 2022 | 8 holders, $623m | 59 holders, $61.8bn |
| Q2 2022 | 7 holders, $459m | 57 holders, $55.2bn |
| Q3 2022 | 6 holders, $469m | 57 holders, $50.7bn |
| Q4 2022 | 6 holders, $551m | 54 holders, $59.4bn |
| Q1 2023 | 5 holders, $453m | 55 holders, $64.0bn |
| Q2 2023 | 7 holders, $480m | 54 holders, $65.2bn |
| Q3 2023 | 5 holders, $495m | 55 holders, $61.5bn |
| Q4 2023 | 6 holders, $524m | 48 holders, $68.6bn |
| Q1 2024 | 10 holders, $667m | 50 holders, $73.1bn |
| Q2 2024 | 9 holders, $465m | 45 holders, $69.5bn |
| Q3 2024 | 8 holders, $473m | 47 holders, $70.5bn |
| Q4 2024 | 9 holders, $502m | 48 holders, $77.6bn |
| Q1 2025 | 16 holders, $525m | 43 holders, $83.5bn |
| Q2 2025 | 13 holders, $428m | 45 holders, $83.4bn |
| Q3 2025 | 7 holders, $332m | 48 holders, $82.8bn |
| Q4 2025 | 5 holders, $261m | 49 holders, $86.0bn |
| Q1 2026 | 7 holders, $342m | 49 holders, $73.3bn |
| Q2 2026 | 4 holders, $255m | 52 holders, $81.9bn |
Brighthouse Finl Inc
- Holders
- 13
- Reported value
- $428m
- Buyers
- 7
- Sellers
- 6
Breadth +1 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 (7)
Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Holocene Advisors LP, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only BHF (6)
Greenlight Capital, Marshall Wace LLP, Maverick Capital Ltd, Soros Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only V (38)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, and 13 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.