Holders over time
- MCO
- V
| Quarter | MCO | V |
|---|---|---|
| Q3 2020 | 30 holders, $17.0bn | 55 holders, $62.2bn |
| Q4 2020 | 21 holders, $16.9bn | 52 holders, $67.1bn |
| Q1 2021 | 17 holders, $16.9bn | 58 holders, $64.5bn |
| Q2 2021 | 16 holders, $20.2bn | 52 holders, $69.3bn |
| Q3 2021 | 25 holders, $19.9bn | 56 holders, $63.6bn |
| Q4 2021 | 25 holders, $22.0bn | 47 holders, $58.0bn |
| Q1 2022 | 22 holders, $19.1bn | 59 holders, $61.8bn |
| Q2 2022 | 19 holders, $15.4bn | 57 holders, $55.2bn |
| Q3 2022 | 21 holders, $13.6bn | 57 holders, $50.7bn |
| Q4 2022 | 17 holders, $15.5bn | 54 holders, $59.4bn |
| Q1 2023 | 20 holders, $17.3bn | 55 holders, $64.0bn |
| Q2 2023 | 25 holders, $19.4bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $17.2bn | 55 holders, $61.5bn |
| Q4 2023 | 21 holders, $22.3bn | 48 holders, $68.6bn |
| Q1 2024 | 22 holders, $21.9bn | 50 holders, $73.1bn |
| Q2 2024 | 24 holders, $23.6bn | 45 holders, $69.5bn |
| Q3 2024 | 31 holders, $26.8bn | 47 holders, $70.5bn |
| Q4 2024 | 31 holders, $25.7bn | 48 holders, $77.6bn |
| Q1 2025 | 30 holders, $25.2bn | 43 holders, $83.5bn |
| Q2 2025 | 30 holders, $26.8bn | 45 holders, $83.4bn |
| Q3 2025 | 31 holders, $26.0bn | 48 holders, $82.8bn |
| Q4 2025 | 32 holders, $27.7bn | 49 holders, $86.0bn |
| Q1 2026 | 28 holders, $23.9bn | 49 holders, $73.3bn |
| Q2 2026 | 31 holders, $24.9bn | 52 holders, $81.9bn |
Moodys Corp
- Holders
- 30
- Reported value
- $26.8bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 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 (23)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Woodline Partners LP
Only MCO (7)
Baillie Gifford & Co, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Quantbot Technologies LP, Voloridge Investment Management LLC
Only V (22)
AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Jane Street Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments 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.