L3VLUP
ProSign in

ALLE · 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.

ALLEMCO
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.
  • ALLE
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterALLEMCO
Q3 20208 holders, $724m30 holders, $17.0bn
Q4 20209 holders, $882m21 holders, $16.9bn
Q1 202111 holders, $845m17 holders, $16.9bn
Q2 202119 holders, $1.1bn16 holders, $20.2bn
Q3 202117 holders, $888m25 holders, $19.9bn
Q4 202115 holders, $867m25 holders, $22.0bn
Q1 202213 holders, $583m22 holders, $19.1bn
Q2 202216 holders, $603m19 holders, $15.4bn
Q3 202215 holders, $438m21 holders, $13.6bn
Q4 202214 holders, $500m17 holders, $15.5bn
Q1 202313 holders, $412m20 holders, $17.3bn
Q2 20237 holders, $177m25 holders, $19.4bn
Q3 20236 holders, $63m21 holders, $17.2bn
Q4 20236 holders, $177m21 holders, $22.3bn
Q1 20244 holders, $252m22 holders, $21.9bn
Q2 20247 holders, $305m24 holders, $23.6bn
Q3 20243 holders, $350m31 holders, $26.8bn
Q4 202410 holders, $441m31 holders, $25.7bn
Q1 202512 holders, $739m30 holders, $25.2bn
Q2 20258 holders, $740m30 holders, $26.8bn
Q3 202511 holders, $900m31 holders, $26.0bn
Q4 20259 holders, $843m32 holders, $27.7bn
Q1 20269 holders, $716m28 holders, $23.9bn
Q2 20266 holders, $515m31 holders, $24.9bn
ALLE

Allegion PLC

Holders
11
Reported value
$900m
Buyers
8
Sellers
2

Breadth +6 among 95 comparable managers.

Business and payment services
MCO

Moodys Corp

Holders
31
Reported value
$26.0bn
Buyers
15
Sellers
14

Breadth +1 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q3 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ALLE (5)

AQR Capital Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, Quantbot Technologies LP, Walleye Capital LLC

Only MCO (25)

Akre Capital Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund 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.

Back to the 13F Explorer →