Holders over time
- VOYA
- V
| Quarter | VOYA | V |
|---|---|---|
| Q3 2020 | 12 holders, $770m | 55 holders, $62.2bn |
| Q4 2020 | 10 holders, $1.1bn | 52 holders, $67.1bn |
| Q1 2021 | 12 holders, $731m | 58 holders, $64.5bn |
| Q2 2021 | 10 holders, $657m | 52 holders, $69.3bn |
| Q3 2021 | 9 holders, $710m | 56 holders, $63.6bn |
| Q4 2021 | 11 holders, $828m | 47 holders, $58.0bn |
| Q1 2022 | 10 holders, $704m | 59 holders, $61.8bn |
| Q2 2022 | 11 holders, $722m | 57 holders, $55.2bn |
| Q3 2022 | 10 holders, $792m | 57 holders, $50.7bn |
| Q4 2022 | 13 holders, $827m | 54 holders, $59.4bn |
| Q1 2023 | 11 holders, $1.4bn | 55 holders, $64.0bn |
| Q2 2023 | 5 holders, $858m | 54 holders, $65.2bn |
| Q3 2023 | 4 holders, $714m | 55 holders, $61.5bn |
| Q4 2023 | 2 holders, $743m | 48 holders, $68.6bn |
| Q1 2024 | 9 holders, $1.0bn | 50 holders, $73.1bn |
| Q2 2024 | 8 holders, $964m | 45 holders, $69.5bn |
| Q3 2024 | 12 holders, $1.2bn | 47 holders, $70.5bn |
| Q4 2024 | 9 holders, $949m | 48 holders, $77.6bn |
| Q1 2025 | 11 holders, $1.1bn | 43 holders, $83.5bn |
| Q2 2025 | 11 holders, $1.3bn | 45 holders, $83.4bn |
| Q3 2025 | 12 holders, $1.4bn | 48 holders, $82.8bn |
| Q4 2025 | 10 holders, $1.2bn | 49 holders, $86.0bn |
| Q1 2026 | 11 holders, $1.2bn | 49 holders, $73.3bn |
| Q2 2026 | 12 holders, $1.5bn | 52 holders, $81.9bn |
Voya Financial Inc
- Holders
- 11
- Reported value
- $1.3bn
- Buyers
- 7
- Sellers
- 4
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 (9)
Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Holocene Advisors LP, MFS Investment Management, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only VOYA (2)
Freestone Grove Partners LP, Hudson Bay Capital Management LP
Only V (36)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Moore Capital Management LP, and 11 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.