L3VLUP

EFX · 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.
  • EFX
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterEFXMCO
Q3 202018 holders, $5.4bn30 holders, $17.0bn
Q4 202017 holders, $6.2bn21 holders, $16.9bn
Q1 202118 holders, $5.7bn17 holders, $16.9bn
Q2 202118 holders, $7.5bn16 holders, $20.2bn
Q3 202121 holders, $7.5bn25 holders, $19.9bn
Q4 202119 holders, $8.7bn25 holders, $22.0bn
Q1 202219 holders, $6.8bn22 holders, $19.1bn
Q2 202223 holders, $5.8bn19 holders, $15.4bn
Q3 202219 holders, $4.6bn21 holders, $13.6bn
Q4 202214 holders, $5.0bn17 holders, $15.5bn
Q1 202317 holders, $4.8bn20 holders, $17.3bn
Q2 202315 holders, $5.3bn25 holders, $19.4bn
Q3 202314 holders, $2.8bn21 holders, $17.2bn
Q4 202312 holders, $3.7bn21 holders, $22.3bn
Q1 202414 holders, $3.7bn22 holders, $21.9bn
Q2 202412 holders, $4.0bn24 holders, $23.6bn
Q3 202417 holders, $5.5bn31 holders, $26.8bn
Q4 202418 holders, $5.2bn31 holders, $25.7bn
Q1 202512 holders, $5.3bn30 holders, $25.2bn
Q2 202517 holders, $5.3bn30 holders, $26.8bn
Q3 20259 holders, $4.6bn31 holders, $26.0bn
Q4 202515 holders, $4.4bn32 holders, $27.7bn
Q1 202613 holders, $4.4bn28 holders, $23.9bn
Q2 202613 holders, $3.9bn31 holders, $24.9bn
EFX

Equifax Inc

Holders
15
Reported value
$4.4bn
Buyers
26
Sellers
9

Breadth +17 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.

Back to the 13F Explorer →