Holders over time
- CSGP
- MCO
| Quarter | CSGP | MCO |
|---|---|---|
| Q3 2020 | 20 holders, $8.8bn | 30 holders, $17.0bn |
| Q4 2020 | 21 holders, $9.3bn | 21 holders, $16.9bn |
| Q1 2021 | 19 holders, $8.6bn | 17 holders, $16.9bn |
| Q2 2021 | 21 holders, $8.4bn | 16 holders, $20.2bn |
| Q3 2021 | 15 holders, $8.4bn | 25 holders, $19.9bn |
| Q4 2021 | 19 holders, $6.9bn | 25 holders, $22.0bn |
| Q1 2022 | 18 holders, $5.0bn | 22 holders, $19.1bn |
| Q2 2022 | 23 holders, $5.0bn | 19 holders, $15.4bn |
| Q3 2022 | 20 holders, $5.0bn | 21 holders, $13.6bn |
| Q4 2022 | 22 holders, $5.3bn | 17 holders, $15.5bn |
| Q1 2023 | 19 holders, $4.3bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $5.5bn | 25 holders, $19.4bn |
| Q3 2023 | 16 holders, $4.6bn | 21 holders, $17.2bn |
| Q4 2023 | 13 holders, $5.1bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $5.7bn | 22 holders, $21.9bn |
| Q2 2024 | 15 holders, $4.1bn | 24 holders, $23.6bn |
| Q3 2024 | 13 holders, $3.8bn | 31 holders, $26.8bn |
| Q4 2024 | 15 holders, $3.3bn | 31 holders, $25.7bn |
| Q1 2025 | 16 holders, $3.8bn | 30 holders, $25.2bn |
| Q2 2025 | 16 holders, $4.5bn | 30 holders, $26.8bn |
| Q3 2025 | 14 holders, $4.8bn | 31 holders, $26.0bn |
| Q4 2025 | 13 holders, $4.5bn | 32 holders, $27.7bn |
| Q1 2026 | 14 holders, $3.0bn | 28 holders, $23.9bn |
| Q2 2026 | 15 holders, $1.8bn | 31 holders, $24.9bn |
Costar Group Inc
- Holders
- 14
- Reported value
- $4.8bn
- Buyers
- 6
- Sellers
- 9
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 (8)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management
Only CSGP (6)
Capital Research Global Investors, D. E. Shaw & Co., Polen Capital Management LLC, Third Point LLC, Tiger Global Management LLC, Viking Global Investors LP
Only MCO (23)
AllianceBernstein LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, 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.