Holders over time
- VOYA
- V
| Quarter | VOYA | V |
|---|---|---|
| Q3 2020 | 12 holders, $770m | 55 holders, $62.2bn |
| Q4 2020 | 10 holders, $1.1bn | 52 holders, $67.1bn |
| Q1 2021 | 12 holders, $731m | 58 holders, $64.5bn |
| Q2 2021 | 10 holders, $657m | 52 holders, $69.3bn |
| Q3 2021 | 9 holders, $710m | 56 holders, $63.6bn |
| Q4 2021 | 11 holders, $828m | 47 holders, $58.0bn |
| Q1 2022 | 10 holders, $704m | 59 holders, $61.8bn |
| Q2 2022 | 11 holders, $722m | 57 holders, $55.2bn |
| Q3 2022 | 10 holders, $792m | 57 holders, $50.7bn |
| Q4 2022 | 13 holders, $827m | 54 holders, $59.4bn |
| Q1 2023 | 11 holders, $1.4bn | 55 holders, $64.0bn |
| Q2 2023 | 5 holders, $858m | 54 holders, $65.2bn |
| Q3 2023 | 4 holders, $714m | 55 holders, $61.5bn |
| Q4 2023 | 2 holders, $743m | 48 holders, $68.6bn |
| Q1 2024 | 9 holders, $1.0bn | 50 holders, $73.1bn |
| Q2 2024 | 8 holders, $964m | 45 holders, $69.5bn |
| Q3 2024 | 12 holders, $1.2bn | 47 holders, $70.5bn |
| Q4 2024 | 9 holders, $949m | 48 holders, $77.6bn |
| Q1 2025 | 11 holders, $1.1bn | 43 holders, $83.5bn |
| Q2 2025 | 11 holders, $1.3bn | 45 holders, $83.4bn |
| Q3 2025 | 12 holders, $1.4bn | 48 holders, $82.8bn |
| Q4 2025 | 10 holders, $1.2bn | 49 holders, $86.0bn |
| Q1 2026 | 11 holders, $1.2bn | 49 holders, $73.3bn |
| Q2 2026 | 12 holders, $1.5bn | 52 holders, $81.9bn |
Voya Financial Inc
- Holders
- 12
- Reported value
- $1.4bn
- Buyers
- 7
- Sellers
- 5
Breadth +2 among 95 comparable managers.
Visa Inc
- Holders
- 48
- Reported value
- $82.8bn
- Buyers
- 31
- Sellers
- 14
Breadth +17 among 95 comparable managers.
Who holds both, Q3 2025
Both (10)
Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Freestone Grove Partners LP, Holocene Advisors LP, MFS Investment Management, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only VOYA (2)
Hudson Bay Capital Management LP, Point72 Asset Management LP
Only V (38)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, and 13 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.