Holders over time
- WU
- V
| Quarter | WU | V |
|---|---|---|
| Q3 2020 | 15 holders, $1.7bn | 55 holders, $62.2bn |
| Q4 2020 | 14 holders, $1.6bn | 52 holders, $67.1bn |
| Q1 2021 | 10 holders, $1.3bn | 58 holders, $64.5bn |
| Q2 2021 | 10 holders, $1.3bn | 52 holders, $69.3bn |
| Q3 2021 | 11 holders, $702m | 56 holders, $63.6bn |
| Q4 2021 | 8 holders, $518m | 47 holders, $58.0bn |
| Q1 2022 | 9 holders, $659m | 59 holders, $61.8bn |
| Q2 2022 | 10 holders, $642m | 57 holders, $55.2bn |
| Q3 2022 | 11 holders, $448m | 57 holders, $50.7bn |
| Q4 2022 | 9 holders, $463m | 54 holders, $59.4bn |
| Q1 2023 | 11 holders, $581m | 55 holders, $64.0bn |
| Q2 2023 | 13 holders, $640m | 54 holders, $65.2bn |
| Q3 2023 | 12 holders, $792m | 55 holders, $61.5bn |
| Q4 2023 | 9 holders, $499m | 48 holders, $68.6bn |
| Q1 2024 | 7 holders, $677m | 50 holders, $73.1bn |
| Q2 2024 | 6 holders, $688m | 45 holders, $69.5bn |
| Q3 2024 | 8 holders, $521m | 47 holders, $70.5bn |
| Q4 2024 | 10 holders, $555m | 48 holders, $77.6bn |
| Q1 2025 | 11 holders, $621m | 43 holders, $83.5bn |
| Q2 2025 | 7 holders, $189m | 45 holders, $83.4bn |
| Q3 2025 | 5 holders, $156m | 48 holders, $82.8bn |
| Q4 2025 | 9 holders, $334m | 49 holders, $86.0bn |
| Q1 2026 | 3 holders, $169m | 49 holders, $73.3bn |
| Q2 2026 | 2 holders, $118m | 52 holders, $81.9bn |
Western Un Co
- Holders
- 5
- Reported value
- $156m
- Buyers
- 3
- Sellers
- 2
Breadth +1 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 (5)
AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC
Only WU (0)
None.
Only V (43)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, 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), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, and 18 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.