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SLF · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SLFV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SLF
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterSLFV
Q3 20203 holders, $607m55 holders, $62.2bn
Q4 20207 holders, $682m52 holders, $67.1bn
Q1 20214 holders, $979m58 holders, $64.5bn
Q2 20214 holders, $1.1bn52 holders, $69.3bn
Q3 20212 holders, $1.1bn56 holders, $63.6bn
Q4 20214 holders, $1.1bn47 holders, $58.0bn
Q1 20225 holders, $1.1bn59 holders, $61.8bn
Q2 20224 holders, $777m57 holders, $55.2bn
Q3 20224 holders, $91m57 holders, $50.7bn
Q4 20223 holders, $192m54 holders, $59.4bn
Q1 20233 holders, $129m55 holders, $64.0bn
Q2 20234 holders, $42m54 holders, $65.2bn
Q3 20231 holders, $48m55 holders, $61.5bn
Q4 20233 holders, $34m48 holders, $68.6bn
Q1 20244 holders, $121m50 holders, $73.1bn
Q2 20245 holders, $126m45 holders, $69.5bn
Q3 20247 holders, $258m47 holders, $70.5bn
Q4 20245 holders, $191m48 holders, $77.6bn
Q1 20253 holders, $53m43 holders, $83.5bn
Q2 20251 holders, $22m45 holders, $83.4bn
Q3 20252 holders, $22m48 holders, $82.8bn
Q4 20255 holders, $251m49 holders, $86.0bn
Q1 20263 holders, $152m49 holders, $73.3bn
Q2 20265 holders, $271m52 holders, $81.9bn
SLF

Sun Life Financial Inc.

Holders
1
Reported value
$22m
Buyers
0
Sellers
1

Breadth -1 among 95 comparable managers.

InsuranceFinancial services · L3VLUP
V

Visa Inc

Holders
45
Reported value
$83.4bn
Buyers
21
Sellers
23

Breadth -2 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SLF (0)

None.

Only V (44)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 19 more

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.

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