Holders over time
- SPGI
- V
| Quarter | SPGI | V |
|---|---|---|
| Q3 2020 | 32 holders, $11.7bn | 55 holders, $62.2bn |
| Q4 2020 | 38 holders, $11.8bn | 52 holders, $67.1bn |
| Q1 2021 | 35 holders, $16.0bn | 58 holders, $64.5bn |
| Q2 2021 | 39 holders, $19.8bn | 52 holders, $69.3bn |
| Q3 2021 | 41 holders, $19.8bn | 56 holders, $63.6bn |
| Q4 2021 | 44 holders, $21.9bn | 47 holders, $58.0bn |
| Q1 2022 | 42 holders, $22.3bn | 59 holders, $61.8bn |
| Q2 2022 | 33 holders, $16.2bn | 57 holders, $55.2bn |
| Q3 2022 | 35 holders, $13.6bn | 57 holders, $50.7bn |
| Q4 2022 | 33 holders, $14.5bn | 54 holders, $59.4bn |
| Q1 2023 | 35 holders, $14.9bn | 55 holders, $64.0bn |
| Q2 2023 | 27 holders, $17.0bn | 54 holders, $65.2bn |
| Q3 2023 | 28 holders, $14.9bn | 55 holders, $61.5bn |
| Q4 2023 | 35 holders, $18.3bn | 48 holders, $68.6bn |
| Q1 2024 | 44 holders, $17.8bn | 50 holders, $73.1bn |
| Q2 2024 | 37 holders, $19.2bn | 45 holders, $69.5bn |
| Q3 2024 | 39 holders, $21.1bn | 47 holders, $70.5bn |
| Q4 2024 | 32 holders, $19.1bn | 48 holders, $77.6bn |
| Q1 2025 | 37 holders, $19.2bn | 43 holders, $83.5bn |
| Q2 2025 | 39 holders, $19.7bn | 45 holders, $83.4bn |
| Q3 2025 | 38 holders, $17.9bn | 48 holders, $82.8bn |
| Q4 2025 | 32 holders, $17.2bn | 49 holders, $86.0bn |
| Q1 2026 | 36 holders, $16.1bn | 49 holders, $73.3bn |
| Q2 2026 | 35 holders, $16.6bn | 52 holders, $81.9bn |
S&P Global Inc
- Holders
- 39
- Reported value
- $19.7bn
- Buyers
- 20
- Sellers
- 17
Breadth +3 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 (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only SPGI (10)
Baillie Gifford & Co, Citadel Advisors LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Verition Fund Management LLC, Winton Group Ltd
Only V (16)
Akre Capital Management LLC, Berkshire Hathaway Inc, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Harris Associates LP, Jane Street Group LLC, Moore Capital Management LP, Polen Capital Management LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors 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.