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FHI · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

FHIV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FHI
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterFHIV
Q3 20209 holders, $77m55 holders, $62.2bn
Q4 202010 holders, $121m52 holders, $67.1bn
Q1 20215 holders, $81m58 holders, $64.5bn
Q2 20215 holders, $84m52 holders, $69.3bn
Q3 20217 holders, $77m56 holders, $63.6bn
Q4 20213 holders, $26m47 holders, $58.0bn
Q1 20222 holders, $12m59 holders, $61.8bn
Q2 20222 holders, $44m57 holders, $55.2bn
Q3 20224 holders, $36m57 holders, $50.7bn
Q4 20225 holders, $43m54 holders, $59.4bn
Q1 20236 holders, $64m55 holders, $64.0bn
Q2 20238 holders, $68m54 holders, $65.2bn
Q3 20239 holders, $132m55 holders, $61.5bn
Q4 202312 holders, $136m48 holders, $68.6bn
Q1 20249 holders, $132m50 holders, $73.1bn
Q2 20249 holders, $164m45 holders, $69.5bn
Q3 20248 holders, $199m47 holders, $70.5bn
Q4 202411 holders, $267m48 holders, $77.6bn
Q1 20257 holders, $180m43 holders, $83.5bn
Q2 20259 holders, $270m45 holders, $83.4bn
Q3 20258 holders, $251m48 holders, $82.8bn
Q4 20257 holders, $253m49 holders, $86.0bn
Q1 20266 holders, $233m49 holders, $73.3bn
Q2 20264 holders, $133m52 holders, $81.9bn
FHI

Federated Hermes Inc

Holders
9
Reported value
$270m
Buyers
8
Sellers
1

Breadth +7 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
45
Reported value
$83.4bn
Buyers
21
Sellers
23

Breadth -2 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FHI (1)

Voloridge Investment Management LLC

Only V (37)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, 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), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, and 12 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.

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