Holders over time
- BAH
- MCO
| Quarter | BAH | MCO |
|---|---|---|
| Q3 2020 | 15 holders, $1.5bn | 30 holders, $17.0bn |
| Q4 2020 | 11 holders, $1.7bn | 21 holders, $16.9bn |
| Q1 2021 | 15 holders, $1.6bn | 17 holders, $16.9bn |
| Q2 2021 | 11 holders, $1.7bn | 16 holders, $20.2bn |
| Q3 2021 | 9 holders, $1.6bn | 25 holders, $19.9bn |
| Q4 2021 | 10 holders, $1.9bn | 25 holders, $22.0bn |
| Q1 2022 | 12 holders, $1.8bn | 22 holders, $19.1bn |
| Q2 2022 | 12 holders, $1.9bn | 19 holders, $15.4bn |
| Q3 2022 | 17 holders, $1.8bn | 21 holders, $13.6bn |
| Q4 2022 | 16 holders, $1.8bn | 17 holders, $15.5bn |
| Q1 2023 | 14 holders, $1.4bn | 20 holders, $17.3bn |
| Q2 2023 | 12 holders, $1.6bn | 25 holders, $19.4bn |
| Q3 2023 | 13 holders, $1.4bn | 21 holders, $17.2bn |
| Q4 2023 | 6 holders, $1.5bn | 21 holders, $22.3bn |
| Q1 2024 | 10 holders, $1.8bn | 22 holders, $21.9bn |
| Q2 2024 | 12 holders, $1.8bn | 24 holders, $23.6bn |
| Q3 2024 | 11 holders, $1.9bn | 31 holders, $26.8bn |
| Q4 2024 | 15 holders, $1.8bn | 31 holders, $25.7bn |
| Q1 2025 | 17 holders, $2.2bn | 30 holders, $25.2bn |
| Q2 2025 | 18 holders, $1.7bn | 30 holders, $26.8bn |
| Q3 2025 | 12 holders, $1.5bn | 31 holders, $26.0bn |
| Q4 2025 | 9 holders, $999m | 32 holders, $27.7bn |
| Q1 2026 | 4 holders, $767m | 28 holders, $23.9bn |
| Q2 2026 | 8 holders, $786m | 31 holders, $24.9bn |
Booz Allen Hamilton HLDG Cor
- Holders
- 12
- Reported value
- $1.5bn
- Buyers
- 8
- Sellers
- 5
Breadth +3 among 95 comparable managers.
Moodys Corp
- Holders
- 31
- Reported value
- $26.0bn
- Buyers
- 15
- Sellers
- 14
Breadth +1 among 95 comparable managers.
Who holds both, Q3 2025
Both (5)
Acadian Asset Management LLC, AllianceBernstein LP, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Two Sigma Investments LP
Only BAH (7)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Quantbot Technologies LP, Tudor Investment Corp, Wellington Management Group LLP, Winton Group Ltd
Only MCO (26)
Akre Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, 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, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, TCI Fund Management Ltd, Two Sigma Advisers LP, Verition Fund Management LLC, and 1 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.