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URI · MCO 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.

URIMCO
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.
  • URI
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterURIMCO
Q3 202014 holders, $1.5bn30 holders, $17.0bn
Q4 202016 holders, $2.1bn21 holders, $16.9bn
Q1 202115 holders, $3.0bn17 holders, $16.9bn
Q2 202118 holders, $2.3bn16 holders, $20.2bn
Q3 202117 holders, $2.9bn25 holders, $19.9bn
Q4 202123 holders, $2.7bn25 holders, $22.0bn
Q1 202219 holders, $2.5bn22 holders, $19.1bn
Q2 202215 holders, $1.8bn19 holders, $15.4bn
Q3 202218 holders, $2.1bn21 holders, $13.6bn
Q4 202217 holders, $2.9bn17 holders, $15.5bn
Q1 202316 holders, $2.6bn20 holders, $17.3bn
Q2 202315 holders, $4.0bn25 holders, $19.4bn
Q3 202315 holders, $4.7bn21 holders, $17.2bn
Q4 202315 holders, $7.1bn21 holders, $22.3bn
Q1 202417 holders, $8.7bn22 holders, $21.9bn
Q2 202417 holders, $7.8bn24 holders, $23.6bn
Q3 202417 holders, $10.9bn31 holders, $26.8bn
Q4 202422 holders, $8.1bn31 holders, $25.7bn
Q1 202520 holders, $5.8bn30 holders, $25.2bn
Q2 202519 holders, $6.6bn30 holders, $26.8bn
Q3 202523 holders, $9.6bn31 holders, $26.0bn
Q4 202525 holders, $7.5bn32 holders, $27.7bn
Q1 202619 holders, $5.4bn28 holders, $23.9bn
Q2 202617 holders, $7.5bn31 holders, $24.9bn
URI

United Rentals Inc

Holders
19
Reported value
$6.6bn
Buyers
11
Sellers
6

Breadth +5 among 95 comparable managers.

Business and payment services
MCO

Moodys Corp

Holders
30
Reported value
$26.8bn
Buyers
14
Sellers
13

Breadth +1 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only URI (5)

Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Verition Fund Management LLC, Winton Group Ltd

Only MCO (16)

Acadian Asset Management LLC, Akre Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Quantbot Technologies LP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Voloridge Investment Management LLC, 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.

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