Holders over time
- URI
- MCO
| Quarter | URI | MCO |
|---|---|---|
| Q3 2020 | 14 holders, $1.5bn | 30 holders, $17.0bn |
| Q4 2020 | 16 holders, $2.1bn | 21 holders, $16.9bn |
| Q1 2021 | 15 holders, $3.0bn | 17 holders, $16.9bn |
| Q2 2021 | 18 holders, $2.3bn | 16 holders, $20.2bn |
| Q3 2021 | 17 holders, $2.9bn | 25 holders, $19.9bn |
| Q4 2021 | 23 holders, $2.7bn | 25 holders, $22.0bn |
| Q1 2022 | 19 holders, $2.5bn | 22 holders, $19.1bn |
| Q2 2022 | 15 holders, $1.8bn | 19 holders, $15.4bn |
| Q3 2022 | 18 holders, $2.1bn | 21 holders, $13.6bn |
| Q4 2022 | 17 holders, $2.9bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $2.6bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $4.0bn | 25 holders, $19.4bn |
| Q3 2023 | 15 holders, $4.7bn | 21 holders, $17.2bn |
| Q4 2023 | 15 holders, $7.1bn | 21 holders, $22.3bn |
| Q1 2024 | 17 holders, $8.7bn | 22 holders, $21.9bn |
| Q2 2024 | 17 holders, $7.8bn | 24 holders, $23.6bn |
| Q3 2024 | 17 holders, $10.9bn | 31 holders, $26.8bn |
| Q4 2024 | 22 holders, $8.1bn | 31 holders, $25.7bn |
| Q1 2025 | 20 holders, $5.8bn | 30 holders, $25.2bn |
| Q2 2025 | 19 holders, $6.6bn | 30 holders, $26.8bn |
| Q3 2025 | 23 holders, $9.6bn | 31 holders, $26.0bn |
| Q4 2025 | 25 holders, $7.5bn | 32 holders, $27.7bn |
| Q1 2026 | 19 holders, $5.4bn | 28 holders, $23.9bn |
| Q2 2026 | 17 holders, $7.5bn | 31 holders, $24.9bn |
United Rentals Inc
- Holders
- 23
- Reported value
- $9.6bn
- Buyers
- 11
- Sellers
- 10
Breadth +1 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 (16)
AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only URI (7)
Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Eisler Capital Management Ltd, Walleye Capital LLC, Winton Group Ltd
Only MCO (15)
Acadian Asset Management LLC, Akre Capital Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, Dodge & Cox, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Verition Fund Management LLC
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.