Holders over time
- AKAM
- MCO
| Quarter | AKAM | MCO |
|---|---|---|
| Q3 2020 | 11 holders, $893m | 30 holders, $17.0bn |
| Q4 2020 | 8 holders, $370m | 21 holders, $16.9bn |
| Q1 2021 | 8 holders, $323m | 17 holders, $16.9bn |
| Q2 2021 | 8 holders, $352m | 16 holders, $20.2bn |
| Q3 2021 | 8 holders, $375m | 25 holders, $19.9bn |
| Q4 2021 | 10 holders, $594m | 25 holders, $22.0bn |
| Q1 2022 | 10 holders, $753m | 22 holders, $19.1bn |
| Q2 2022 | 9 holders, $381m | 19 holders, $15.4bn |
| Q3 2022 | 9 holders, $352m | 21 holders, $13.6bn |
| Q4 2022 | 9 holders, $451m | 17 holders, $15.5bn |
| Q1 2023 | 14 holders, $755m | 20 holders, $17.3bn |
| Q2 2023 | 12 holders, $863m | 25 holders, $19.4bn |
| Q3 2023 | 17 holders, $1.4bn | 21 holders, $17.2bn |
| Q4 2023 | 15 holders, $1.2bn | 21 holders, $22.3bn |
| Q1 2024 | 15 holders, $741m | 22 holders, $21.9bn |
| Q2 2024 | 9 holders, $414m | 24 holders, $23.6bn |
| Q3 2024 | 7 holders, $453m | 31 holders, $26.8bn |
| Q4 2024 | 8 holders, $391m | 31 holders, $25.7bn |
| Q1 2025 | 5 holders, $115m | 30 holders, $25.2bn |
| Q2 2025 | 3 holders, $35m | 30 holders, $26.8bn |
| Q3 2025 | 6 holders, $292m | 31 holders, $26.0bn |
| Q4 2025 | 11 holders, $1.1bn | 32 holders, $27.7bn |
| Q1 2026 | 17 holders, $2.6bn | 28 holders, $23.9bn |
| Q2 2026 | 13 holders, $3.2bn | 31 holders, $24.9bn |
Akamai Technologies Inc
- Holders
- 11
- Reported value
- $1.1bn
- Buyers
- 19
- Sellers
- 16
Breadth +3 among 92 comparable managers.
Moodys Corp
- Holders
- 32
- Reported value
- $27.7bn
- Buyers
- 17
- Sellers
- 26
Breadth -9 among 92 comparable managers.
Who holds both, Q4 2025
Both (6)
Acadian Asset Management LLC, Arrowstreet Capital LP, Moore Capital Management LP, Point72 Asset Management LP, Tudor Investment Corp, Two Sigma Investments LP
Only AKAM (5)
AQR Capital Management LLC, ExodusPoint Capital Management LP, Marshall Wace LLP, Two Sigma Advisers LP, Winton Group Ltd
Only MCO (26)
Akre Capital Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Voloridge Investment Management LLC, Walleye Capital LLC, and 1 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.