Holders over time
- OMC
- MCO
| Quarter | OMC | MCO |
|---|---|---|
| Q3 2020 | 19 holders, $1.2bn | 30 holders, $17.0bn |
| Q4 2020 | 19 holders, $1.5bn | 21 holders, $16.9bn |
| Q1 2021 | 13 holders, $1.5bn | 17 holders, $16.9bn |
| Q2 2021 | 14 holders, $1.7bn | 16 holders, $20.2bn |
| Q3 2021 | 19 holders, $1.4bn | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $1.6bn | 25 holders, $22.0bn |
| Q1 2022 | 13 holders, $2.0bn | 22 holders, $19.1bn |
| Q2 2022 | 12 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 12 holders, $1.2bn | 21 holders, $13.6bn |
| Q4 2022 | 12 holders, $1.6bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $2.0bn | 20 holders, $17.3bn |
| Q2 2023 | 10 holders, $1.8bn | 25 holders, $19.4bn |
| Q3 2023 | 13 holders, $1.3bn | 21 holders, $17.2bn |
| Q4 2023 | 14 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 10 holders, $2.2bn | 22 holders, $21.9bn |
| Q2 2024 | 10 holders, $2.4bn | 24 holders, $23.6bn |
| Q3 2024 | 10 holders, $2.3bn | 31 holders, $26.8bn |
| Q4 2024 | 10 holders, $1.8bn | 31 holders, $25.7bn |
| Q1 2025 | 19 holders, $1.8bn | 30 holders, $25.2bn |
| Q2 2025 | 17 holders, $1.8bn | 30 holders, $26.8bn |
| Q3 2025 | 14 holders, $1.9bn | 31 holders, $26.0bn |
| Q4 2025 | 22 holders, $3.5bn | 32 holders, $27.7bn |
| Q1 2026 | 10 holders, $2.3bn | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $1.7bn | 31 holders, $24.9bn |
Omnicom Group Inc
- Holders
- 17
- Reported value
- $1.8bn
- Buyers
- 14
- Sellers
- 4
Breadth +10 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 (6)
Freestone Grove Partners LP, Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only OMC (11)
Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only MCO (24)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, 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.