Holders over time
- AON
- V
| Quarter | AON | V |
|---|---|---|
| Q3 2020 | 26 holders, $10.9bn | 55 holders, $62.2bn |
| Q4 2020 | 30 holders, $10.7bn | 52 holders, $67.1bn |
| Q1 2021 | 32 holders, $12.0bn | 58 holders, $64.5bn |
| Q2 2021 | 34 holders, $13.2bn | 52 holders, $69.3bn |
| Q3 2021 | 27 holders, $13.3bn | 56 holders, $63.6bn |
| Q4 2021 | 31 holders, $14.0bn | 47 holders, $58.0bn |
| Q1 2022 | 23 holders, $15.7bn | 59 holders, $61.8bn |
| Q2 2022 | 32 holders, $12.5bn | 57 holders, $55.2bn |
| Q3 2022 | 24 holders, $11.7bn | 57 holders, $50.7bn |
| Q4 2022 | 27 holders, $12.4bn | 54 holders, $59.4bn |
| Q1 2023 | 23 holders, $12.4bn | 55 holders, $64.0bn |
| Q2 2023 | 17 holders, $13.8bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $12.3bn | 55 holders, $61.5bn |
| Q4 2023 | 24 holders, $10.0bn | 48 holders, $68.6bn |
| Q1 2024 | 23 holders, $11.2bn | 50 holders, $73.1bn |
| Q2 2024 | 21 holders, $11.0bn | 45 holders, $69.5bn |
| Q3 2024 | 25 holders, $13.5bn | 47 holders, $70.5bn |
| Q4 2024 | 24 holders, $14.1bn | 48 holders, $77.6bn |
| Q1 2025 | 24 holders, $15.9bn | 43 holders, $83.5bn |
| Q2 2025 | 24 holders, $15.0bn | 45 holders, $83.4bn |
| Q3 2025 | 30 holders, $16.0bn | 48 holders, $82.8bn |
| Q4 2025 | 25 holders, $16.1bn | 49 holders, $86.0bn |
| Q1 2026 | 23 holders, $14.0bn | 49 holders, $73.3bn |
| Q2 2026 | 24 holders, $15.0bn | 52 holders, $81.9bn |
Aon PLC
- Holders
- 25
- Reported value
- $16.1bn
- Buyers
- 17
- Sellers
- 25
Breadth -8 among 92 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $86.0bn
- Buyers
- 29
- Sellers
- 26
Breadth +3 among 92 comparable managers.
Who holds both, Q4 2025
Both (21)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Dodge & Cox, Farallon Capital Management LLC, Harris Associates LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Woodline Partners LP
Only AON (4)
Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Walleye Capital LLC
Only V (28)
Acadian Asset Management LLC, Akre Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Quantbot Technologies LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Steadfast Capital Management LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, ValueAct Holdings LP, and 3 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.