Holders over time
- ROL
- MCO
| Quarter | ROL | MCO |
|---|---|---|
| Q3 2020 | 11 holders, $1.1bn | 30 holders, $17.0bn |
| Q4 2020 | 9 holders, $1.0bn | 21 holders, $16.9bn |
| Q1 2021 | 11 holders, $912m | 17 holders, $16.9bn |
| Q2 2021 | 11 holders, $739m | 16 holders, $20.2bn |
| Q3 2021 | 10 holders, $791m | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $484m | 25 holders, $22.0bn |
| Q1 2022 | 7 holders, $399m | 22 holders, $19.1bn |
| Q2 2022 | 10 holders, $552m | 19 holders, $15.4bn |
| Q3 2022 | 11 holders, $509m | 21 holders, $13.6bn |
| Q4 2022 | 14 holders, $476m | 17 holders, $15.5bn |
| Q1 2023 | 12 holders, $387m | 20 holders, $17.3bn |
| Q2 2023 | 13 holders, $570m | 25 holders, $19.4bn |
| Q3 2023 | 15 holders, $716m | 21 holders, $17.2bn |
| Q4 2023 | 12 holders, $803m | 21 holders, $22.3bn |
| Q1 2024 | 8 holders, $688m | 22 holders, $21.9bn |
| Q2 2024 | 9 holders, $725m | 24 holders, $23.6bn |
| Q3 2024 | 11 holders, $671m | 31 holders, $26.8bn |
| Q4 2024 | 10 holders, $690m | 31 holders, $25.7bn |
| Q1 2025 | 12 holders, $920m | 30 holders, $25.2bn |
| Q2 2025 | 13 holders, $1.2bn | 30 holders, $26.8bn |
| Q3 2025 | 12 holders, $1.2bn | 31 holders, $26.0bn |
| Q4 2025 | 14 holders, $1.7bn | 32 holders, $27.7bn |
| Q1 2026 | 16 holders, $1.7bn | 28 holders, $23.9bn |
| Q2 2026 | 14 holders, $512m | 31 holders, $24.9bn |
Rollins Inc
- Holders
- 12
- Reported value
- $1.2bn
- Buyers
- 6
- Sellers
- 6
Breadth 0 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 (6)
Acadian Asset Management LLC, GAMCO Investors Inc, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC
Only ROL (6)
AQR Capital Management LLC, Maverick Capital Ltd, Quantbot Technologies LP, Renaissance Technologies LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MCO (25)
Akre Capital Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, 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.