Holders over time
- CSGP
- MCO
| Quarter | CSGP | MCO |
|---|---|---|
| Q3 2020 | 20 holders, $8.8bn | 30 holders, $17.0bn |
| Q4 2020 | 21 holders, $9.3bn | 21 holders, $16.9bn |
| Q1 2021 | 19 holders, $8.6bn | 17 holders, $16.9bn |
| Q2 2021 | 21 holders, $8.4bn | 16 holders, $20.2bn |
| Q3 2021 | 15 holders, $8.4bn | 25 holders, $19.9bn |
| Q4 2021 | 19 holders, $6.9bn | 25 holders, $22.0bn |
| Q1 2022 | 18 holders, $5.0bn | 22 holders, $19.1bn |
| Q2 2022 | 23 holders, $5.0bn | 19 holders, $15.4bn |
| Q3 2022 | 20 holders, $5.0bn | 21 holders, $13.6bn |
| Q4 2022 | 22 holders, $5.3bn | 17 holders, $15.5bn |
| Q1 2023 | 19 holders, $4.3bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $5.5bn | 25 holders, $19.4bn |
| Q3 2023 | 16 holders, $4.6bn | 21 holders, $17.2bn |
| Q4 2023 | 13 holders, $5.1bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $5.7bn | 22 holders, $21.9bn |
| Q2 2024 | 15 holders, $4.1bn | 24 holders, $23.6bn |
| Q3 2024 | 13 holders, $3.8bn | 31 holders, $26.8bn |
| Q4 2024 | 15 holders, $3.3bn | 31 holders, $25.7bn |
| Q1 2025 | 16 holders, $3.8bn | 30 holders, $25.2bn |
| Q2 2025 | 16 holders, $4.5bn | 30 holders, $26.8bn |
| Q3 2025 | 14 holders, $4.8bn | 31 holders, $26.0bn |
| Q4 2025 | 13 holders, $4.5bn | 32 holders, $27.7bn |
| Q1 2026 | 14 holders, $3.0bn | 28 holders, $23.9bn |
| Q2 2026 | 15 holders, $1.8bn | 31 holders, $24.9bn |
Costar Group Inc
- Holders
- 16
- Reported value
- $4.5bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 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 (8)
Akre Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management
Only CSGP (8)
Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Polen Capital Management LLC, Third Point LLC, Tiger Global Management LLC, Viking Global Investors LP, Winton Group Ltd
Only MCO (22)
Acadian Asset Management LLC, AllianceBernstein LP, Berkshire Hathaway Inc, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Voloridge Investment Management LLC, 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.