Holders over time
- FICO
- MCO
| Quarter | FICO | MCO |
|---|---|---|
| Q3 2020 | 14 holders, $1.1bn | 30 holders, $17.0bn |
| Q4 2020 | 14 holders, $1.3bn | 21 holders, $16.9bn |
| Q1 2021 | 7 holders, $1.0bn | 17 holders, $16.9bn |
| Q2 2021 | 9 holders, $1.0bn | 16 holders, $20.2bn |
| Q3 2021 | 11 holders, $682m | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $935m | 25 holders, $22.0bn |
| Q1 2022 | 9 holders, $545m | 22 holders, $19.1bn |
| Q2 2022 | 11 holders, $682m | 19 holders, $15.4bn |
| Q3 2022 | 9 holders, $426m | 21 holders, $13.6bn |
| Q4 2022 | 14 holders, $831m | 17 holders, $15.5bn |
| Q1 2023 | 15 holders, $1.3bn | 20 holders, $17.3bn |
| Q2 2023 | 20 holders, $1.8bn | 25 holders, $19.4bn |
| Q3 2023 | 15 holders, $1.7bn | 21 holders, $17.2bn |
| Q4 2023 | 23 holders, $3.3bn | 21 holders, $22.3bn |
| Q1 2024 | 19 holders, $3.5bn | 22 holders, $21.9bn |
| Q2 2024 | 15 holders, $3.2bn | 24 holders, $23.6bn |
| Q3 2024 | 16 holders, $4.1bn | 31 holders, $26.8bn |
| Q4 2024 | 19 holders, $4.5bn | 31 holders, $25.7bn |
| Q1 2025 | 25 holders, $4.8bn | 30 holders, $25.2bn |
| Q2 2025 | 20 holders, $3.9bn | 30 holders, $26.8bn |
| Q3 2025 | 17 holders, $3.7bn | 31 holders, $26.0bn |
| Q4 2025 | 18 holders, $4.7bn | 32 holders, $27.7bn |
| Q1 2026 | 11 holders, $3.2bn | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $3.3bn | 31 holders, $24.9bn |
Fair Isaac Corp
- Holders
- 20
- Reported value
- $3.9bn
- Buyers
- 11
- Sellers
- 10
Breadth +1 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 (11)
Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Caxton Associates LLP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only FICO (9)
AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Renaissance Technologies LLC, Soros Fund Management LLC, Verition Fund Management LLC, Winton Group Ltd
Only MCO (19)
Acadian Asset Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, 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.