Holders over time
- EFX
- MCO
| Quarter | EFX | MCO |
|---|---|---|
| Q3 2020 | 18 holders, $5.4bn | 30 holders, $17.0bn |
| Q4 2020 | 17 holders, $6.2bn | 21 holders, $16.9bn |
| Q1 2021 | 18 holders, $5.7bn | 17 holders, $16.9bn |
| Q2 2021 | 18 holders, $7.5bn | 16 holders, $20.2bn |
| Q3 2021 | 21 holders, $7.5bn | 25 holders, $19.9bn |
| Q4 2021 | 19 holders, $8.7bn | 25 holders, $22.0bn |
| Q1 2022 | 19 holders, $6.8bn | 22 holders, $19.1bn |
| Q2 2022 | 23 holders, $5.8bn | 19 holders, $15.4bn |
| Q3 2022 | 19 holders, $4.6bn | 21 holders, $13.6bn |
| Q4 2022 | 14 holders, $5.0bn | 17 holders, $15.5bn |
| Q1 2023 | 17 holders, $4.8bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $5.3bn | 25 holders, $19.4bn |
| Q3 2023 | 14 holders, $2.8bn | 21 holders, $17.2bn |
| Q4 2023 | 12 holders, $3.7bn | 21 holders, $22.3bn |
| Q1 2024 | 14 holders, $3.7bn | 22 holders, $21.9bn |
| Q2 2024 | 12 holders, $4.0bn | 24 holders, $23.6bn |
| Q3 2024 | 17 holders, $5.5bn | 31 holders, $26.8bn |
| Q4 2024 | 18 holders, $5.2bn | 31 holders, $25.7bn |
| Q1 2025 | 12 holders, $5.3bn | 30 holders, $25.2bn |
| Q2 2025 | 17 holders, $5.3bn | 30 holders, $26.8bn |
| Q3 2025 | 9 holders, $4.6bn | 31 holders, $26.0bn |
| Q4 2025 | 15 holders, $4.4bn | 32 holders, $27.7bn |
| Q1 2026 | 13 holders, $4.4bn | 28 holders, $23.9bn |
| Q2 2026 | 13 holders, $3.9bn | 31 holders, $24.9bn |
Equifax Inc
- Holders
- 17
- Reported value
- $5.3bn
- Buyers
- 11
- Sellers
- 5
Breadth +6 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 (13)
Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only EFX (4)
Brevan Howard Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only MCO (17)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Caxton Associates LLP, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, 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.