Holders over time
- EG
- V
| Quarter | EG | V |
|---|---|---|
| Q3 2020 | 8 holders, $779m | 55 holders, $62.2bn |
| Q4 2020 | 8 holders, $775m | 52 holders, $67.1bn |
| Q1 2021 | 8 holders, $757m | 58 holders, $64.5bn |
| Q2 2021 | 11 holders, $936m | 52 holders, $69.3bn |
| Q3 2021 | 9 holders, $791m | 56 holders, $63.6bn |
| Q4 2021 | 10 holders, $971m | 47 holders, $58.0bn |
| Q1 2022 | 9 holders, $830m | 59 holders, $61.8bn |
| Q2 2022 | 9 holders, $844m | 57 holders, $55.2bn |
| Q3 2022 | 11 holders, $769m | 57 holders, $50.7bn |
| Q4 2022 | 11 holders, $1.1bn | 54 holders, $59.4bn |
| Q1 2023 | 14 holders, $1.2bn | 55 holders, $64.0bn |
| Q2 2023 | 19 holders, $2.0bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $2.4bn | 55 holders, $61.5bn |
| Q4 2023 | 16 holders, $1.9bn | 48 holders, $68.6bn |
| Q1 2024 | 12 holders, $2.5bn | 50 holders, $73.1bn |
| Q2 2024 | 9 holders, $2.6bn | 45 holders, $69.5bn |
| Q3 2024 | 15 holders, $2.0bn | 47 holders, $70.5bn |
| Q4 2024 | 17 holders, $1.8bn | 48 holders, $77.6bn |
| Q1 2025 | 15 holders, $1.6bn | 43 holders, $83.5bn |
| Q2 2025 | 14 holders, $1.5bn | 45 holders, $83.4bn |
| Q3 2025 | 12 holders, $1.8bn | 48 holders, $82.8bn |
| Q4 2025 | 13 holders, $1.8bn | 49 holders, $86.0bn |
| Q1 2026 | 13 holders, $1.5bn | 49 holders, $73.3bn |
| Q2 2026 | 14 holders, $2.1bn | 52 holders, $81.9bn |
Everest Group LTD
- Holders
- 14
- Reported value
- $1.5bn
- Buyers
- 13
- Sellers
- 1
Breadth +12 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 (11)
AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Renaissance Technologies LLC, Two Sigma Investments LP, Wellington Management Group LLP
Only V (34)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, and 9 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.