Holders over time
- BLK
- V
| Quarter | BLK | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | none listed holders, n.a. | 52 holders, $69.3bn |
| Q3 2021 | none listed holders, n.a. | 56 holders, $63.6bn |
| Q4 2021 | none listed holders, n.a. | 47 holders, $58.0bn |
| Q1 2022 | none listed holders, n.a. | 59 holders, $61.8bn |
| Q2 2022 | none listed holders, n.a. | 57 holders, $55.2bn |
| Q3 2022 | none listed holders, n.a. | 57 holders, $50.7bn |
| Q4 2022 | none listed holders, n.a. | 54 holders, $59.4bn |
| Q1 2023 | none listed holders, n.a. | 55 holders, $64.0bn |
| Q2 2023 | none listed holders, n.a. | 54 holders, $65.2bn |
| Q3 2023 | none listed holders, n.a. | 55 holders, $61.5bn |
| Q4 2023 | none listed holders, n.a. | 48 holders, $68.6bn |
| Q1 2024 | none listed holders, n.a. | 50 holders, $73.1bn |
| Q2 2024 | none listed holders, n.a. | 45 holders, $69.5bn |
| Q3 2024 | none listed holders, n.a. | 47 holders, $70.5bn |
| Q4 2024 | 16 holders, $13.9bn | 48 holders, $77.6bn |
| Q1 2025 | 28 holders, $13.5bn | 43 holders, $83.5bn |
| Q2 2025 | 18 holders, $14.6bn | 45 holders, $83.4bn |
| Q3 2025 | 23 holders, $16.9bn | 48 holders, $82.8bn |
| Q4 2025 | 34 holders, $15.3bn | 49 holders, $86.0bn |
| Q1 2026 | 30 holders, $16.5bn | 49 holders, $73.3bn |
| Q2 2026 | 36 holders, $18.6bn | 52 holders, $81.9bn |
Blackrock Inc
- Holders
- 34
- Reported value
- $15.3bn
- Buyers
- 32
- Sellers
- 13
Breadth +19 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 (28)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, ValueAct Holdings LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only BLK (6)
Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Walleye Capital LLC
Only V (21)
Acadian Asset Management LLC, Akre Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Maverick Capital Ltd, Polen Capital Management LLC, Renaissance Technologies LLC, Soroban Capital Partners LP, Steadfast Capital Management LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Viking Global Investors LP, Winton Group Ltd
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.