Holders over time
- FISV
- V
| Quarter | FISV | V |
|---|---|---|
| Q3 2020 | 30 holders, $12.0bn | 55 holders, $62.2bn |
| Q4 2020 | 29 holders, $13.3bn | 52 holders, $67.1bn |
| Q1 2021 | 21 holders, $15.8bn | 58 holders, $64.5bn |
| Q2 2021 | 24 holders, $15.1bn | 52 holders, $69.3bn |
| Q3 2021 | 20 holders, $15.9bn | 56 holders, $63.6bn |
| Q4 2021 | 21 holders, $17.2bn | 47 holders, $58.0bn |
| Q1 2022 | 20 holders, $15.9bn | 59 holders, $61.8bn |
| Q2 2022 | 19 holders, $14.3bn | 57 holders, $55.2bn |
| Q3 2022 | 23 holders, $15.4bn | 57 holders, $50.7bn |
| Q4 2022 | 24 holders, $17.4bn | 54 holders, $59.4bn |
| Q1 2023 | 27 holders, $20.1bn | 55 holders, $64.0bn |
| Q2 2023 | 28 holders, $22.2bn | 54 holders, $65.2bn |
| Q3 2023 | 31 holders, $18.7bn | 55 holders, $61.5bn |
| Q4 2023 | 28 holders, $21.0bn | 48 holders, $68.6bn |
| Q1 2024 | 23 holders, $24.6bn | 50 holders, $73.1bn |
| Q2 2024 | 23 holders, $21.3bn | 45 holders, $69.5bn |
| Q3 2024 | 23 holders, $24.9bn | 47 holders, $70.5bn |
| Q4 2024 | 26 holders, $28.5bn | 48 holders, $77.6bn |
| Q1 2025 | 27 holders, $29.0bn | 43 holders, $83.5bn |
| Q2 2025 | 35 holders, $20.2bn | 45 holders, $83.4bn |
| Q3 2025 | 34 holders, $15.0bn | 48 holders, $82.8bn |
| Q4 2025 | 35 holders, $7.4bn | 49 holders, $86.0bn |
| Q1 2026 | 24 holders, $6.8bn | 49 holders, $73.3bn |
| Q2 2026 | 17 holders, $5.8bn | 52 holders, $81.9bn |
Fiserv Inc
- Holders
- 35
- Reported value
- $20.2bn
- Buyers
- 24
- Sellers
- 12
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 (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Woodline Partners LP
Only FISV (8)
Baupost Group LLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd
Only V (18)
Akre Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Markel Group Inc, Moore Capital Management LP, Polen Capital Management LLC, Soroban Capital Partners LP, TCI Fund Management Ltd, Two Sigma Advisers LP, ValueAct Holdings LP, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP
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.