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BFAM · MCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BFAM
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterBFAMMCO
Q3 202012 holders, $3.1bn30 holders, $17.0bn
Q4 202012 holders, $3.5bn21 holders, $16.9bn
Q1 202112 holders, $3.4bn17 holders, $16.9bn
Q2 202113 holders, $2.4bn16 holders, $20.2bn
Q3 202112 holders, $2.2bn25 holders, $19.9bn
Q4 202111 holders, $1.8bn25 holders, $22.0bn
Q1 20228 holders, $1.9bn22 holders, $19.1bn
Q2 202210 holders, $1.4bn19 holders, $15.4bn
Q3 202210 holders, $736m21 holders, $13.6bn
Q4 20227 holders, $772m17 holders, $15.5bn
Q1 20238 holders, $1.0bn20 holders, $17.3bn
Q2 20237 holders, $1.3bn25 holders, $19.4bn
Q3 20235 holders, $1.2bn21 holders, $17.2bn
Q4 20236 holders, $1.6bn21 holders, $22.3bn
Q1 20247 holders, $1.8bn22 holders, $21.9bn
Q2 20247 holders, $1.6bn24 holders, $23.6bn
Q3 20249 holders, $1.8bn31 holders, $26.8bn
Q4 20249 holders, $973m31 holders, $25.7bn
Q1 20259 holders, $1.2bn30 holders, $25.2bn
Q2 20259 holders, $1.4bn30 holders, $26.8bn
Q3 202515 holders, $1.1bn31 holders, $26.0bn
Q4 202513 holders, $1.1bn32 holders, $27.7bn
Q1 20268 holders, $848m28 holders, $23.9bn
Q2 20267 holders, $527m31 holders, $24.9bn
BFAM

Bright Horizons Family Solut

Holders
13
Reported value
$1.1bn
Buyers
18
Sellers
19

Breadth -1 among 92 comparable managers.

MCO

Moodys Corp

Holders
32
Reported value
$27.7bn
Buyers
17
Sellers
26

Breadth -9 among 92 comparable managers.

Who holds both, Q4 2025

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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