Holders over time
- VRSK
- META
| Quarter | VRSK | META |
|---|---|---|
| Q3 2020 | 21 holders, $5.1bn | 65 holders, $131bn |
| Q4 2020 | 14 holders, $5.6bn | 68 holders, $137bn |
| Q1 2021 | 18 holders, $4.7bn | 71 holders, $147bn |
| Q2 2021 | 20 holders, $4.4bn | 64 holders, $173bn |
| Q3 2021 | 13 holders, $4.5bn | 64 holders, $164bn |
| Q4 2021 | 18 holders, $5.0bn | 57 holders, $150bn |
| Q1 2022 | 13 holders, $4.7bn | 53 holders, $93.4bn |
| Q2 2022 | 16 holders, $4.0bn | 58 holders, $65.9bn |
| Q3 2022 | 16 holders, $3.7bn | 57 holders, $53.0bn |
| Q4 2022 | 20 holders, $3.7bn | 58 holders, $56.5bn |
| Q1 2023 | 23 holders, $4.3bn | 57 holders, $80.0bn |
| Q2 2023 | 28 holders, $5.5bn | 64 holders, $112bn |
| Q3 2023 | 22 holders, $5.4bn | 67 holders, $120bn |
| Q4 2023 | 17 holders, $5.0bn | 67 holders, $143bn |
| Q1 2024 | 24 holders, $4.9bn | 70 holders, $193bn |
| Q2 2024 | 25 holders, $6.2bn | 65 holders, $195bn |
| Q3 2024 | 21 holders, $6.0bn | 66 holders, $218bn |
| Q4 2024 | 21 holders, $6.3bn | 65 holders, $224bn |
| Q1 2025 | 24 holders, $7.2bn | 67 holders, $214bn |
| Q2 2025 | 19 holders, $7.3bn | 62 holders, $270bn |
| Q3 2025 | 21 holders, $5.6bn | 67 holders, $256bn |
| Q4 2025 | 14 holders, $5.4bn | 58 holders, $224bn |
| Q1 2026 | 16 holders, $4.5bn | 64 holders, $201bn |
| Q2 2026 | 20 holders, $3.2bn | 61 holders, $188bn |
Verisk Analytics Inc
- Holders
- 21
- Reported value
- $5.6bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 among 95 comparable managers.
Meta Platforms Inc
- Holders
- 67
- Reported value
- $256bn
- Buyers
- 39
- Sellers
- 30
Breadth +9 among 95 comparable managers.
Who holds both, Q3 2025
Both (19)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP
Only VRSK (2)
Only META (48)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, and 23 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.