Holders over time
- BX
- V
| Quarter | BX | V |
|---|---|---|
| Q3 2020 | 17 holders, $5.5bn | 55 holders, $62.2bn |
| Q4 2020 | 18 holders, $7.0bn | 52 holders, $67.1bn |
| Q1 2021 | 22 holders, $7.1bn | 58 holders, $64.5bn |
| Q2 2021 | 19 holders, $7.2bn | 52 holders, $69.3bn |
| Q3 2021 | 18 holders, $7.6bn | 56 holders, $63.6bn |
| Q4 2021 | 24 holders, $8.6bn | 47 holders, $58.0bn |
| Q1 2022 | 21 holders, $7.2bn | 59 holders, $61.8bn |
| Q2 2022 | 17 holders, $4.9bn | 57 holders, $55.2bn |
| Q3 2022 | 21 holders, $4.6bn | 57 holders, $50.7bn |
| Q4 2022 | 16 holders, $5.0bn | 54 holders, $59.4bn |
| Q1 2023 | 12 holders, $5.4bn | 55 holders, $64.0bn |
| Q2 2023 | 18 holders, $6.3bn | 54 holders, $65.2bn |
| Q3 2023 | 13 holders, $5.6bn | 55 holders, $61.5bn |
| Q4 2023 | 11 holders, $6.9bn | 48 holders, $68.6bn |
| Q1 2024 | 13 holders, $7.3bn | 50 holders, $73.1bn |
| Q2 2024 | 13 holders, $6.8bn | 45 holders, $69.5bn |
| Q3 2024 | 14 holders, $8.6bn | 47 holders, $70.5bn |
| Q4 2024 | 16 holders, $9.7bn | 48 holders, $77.6bn |
| Q1 2025 | 20 holders, $6.7bn | 43 holders, $83.5bn |
| Q2 2025 | 21 holders, $6.8bn | 45 holders, $83.4bn |
| Q3 2025 | 19 holders, $7.7bn | 48 holders, $82.8bn |
| Q4 2025 | 22 holders, $7.4bn | 49 holders, $86.0bn |
| Q1 2026 | 19 holders, $5.3bn | 49 holders, $73.3bn |
| Q2 2026 | 14 holders, $4.1bn | 52 holders, $81.9bn |
Blackstone Group Inc
- Holders
- 21
- Reported value
- $6.8bn
- Buyers
- 14
- Sellers
- 6
Breadth +8 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 (16)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only BX (5)
Citadel Advisors LLC, Marshall Wace LLP, Quantbot Technologies LP, Voloridge Investment Management LLC, Winton Group Ltd
Only V (29)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Polen Capital Management LLC, Soroban Capital Partners LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, and 4 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.