Holders over time
- RBA
- MCO
| Quarter | RBA | MCO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $17.0bn |
| Q4 2020 | none listed holders, n.a. | 21 holders, $16.9bn |
| Q1 2021 | none listed holders, n.a. | 17 holders, $16.9bn |
| Q2 2021 | none listed holders, n.a. | 16 holders, $20.2bn |
| Q3 2021 | none listed holders, n.a. | 25 holders, $19.9bn |
| Q4 2021 | none listed holders, n.a. | 25 holders, $22.0bn |
| Q1 2022 | none listed holders, n.a. | 22 holders, $19.1bn |
| Q2 2022 | none listed holders, n.a. | 19 holders, $15.4bn |
| Q3 2022 | none listed holders, n.a. | 21 holders, $13.6bn |
| Q4 2022 | none listed holders, n.a. | 17 holders, $15.5bn |
| Q1 2023 | none listed holders, n.a. | 20 holders, $17.3bn |
| Q2 2023 | 11 holders, $978m | 25 holders, $19.4bn |
| Q3 2023 | 9 holders, $1.1bn | 21 holders, $17.2bn |
| Q4 2023 | 11 holders, $1.1bn | 21 holders, $22.3bn |
| Q1 2024 | 8 holders, $1.2bn | 22 holders, $21.9bn |
| Q2 2024 | 7 holders, $1.2bn | 24 holders, $23.6bn |
| Q3 2024 | 8 holders, $1.3bn | 31 holders, $26.8bn |
| Q4 2024 | 9 holders, $1.5bn | 31 holders, $25.7bn |
| Q1 2025 | 12 holders, $1.9bn | 30 holders, $25.2bn |
| Q2 2025 | 10 holders, $1.8bn | 30 holders, $26.8bn |
| Q3 2025 | 10 holders, $2.7bn | 31 holders, $26.0bn |
| Q4 2025 | 9 holders, $2.3bn | 32 holders, $27.7bn |
| Q1 2026 | 9 holders, $1.8bn | 28 holders, $23.9bn |
| Q2 2026 | 9 holders, $2.3bn | 31 holders, $24.9bn |
RB Global Inc
- Holders
- 10
- Reported value
- $1.8bn
- Buyers
- 4
- Sellers
- 5
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 (6)
GAMCO Investors Inc, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Woodline Partners LP
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), Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Voloridge Investment Management LLC
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.