Holders over time
- FICO
- MCO
| Quarter | FICO | MCO |
|---|---|---|
| Q3 2020 | 14 holders, $1.1bn | 30 holders, $17.0bn |
| Q4 2020 | 14 holders, $1.3bn | 21 holders, $16.9bn |
| Q1 2021 | 7 holders, $1.0bn | 17 holders, $16.9bn |
| Q2 2021 | 9 holders, $1.0bn | 16 holders, $20.2bn |
| Q3 2021 | 11 holders, $682m | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $935m | 25 holders, $22.0bn |
| Q1 2022 | 9 holders, $545m | 22 holders, $19.1bn |
| Q2 2022 | 11 holders, $682m | 19 holders, $15.4bn |
| Q3 2022 | 9 holders, $426m | 21 holders, $13.6bn |
| Q4 2022 | 14 holders, $831m | 17 holders, $15.5bn |
| Q1 2023 | 15 holders, $1.3bn | 20 holders, $17.3bn |
| Q2 2023 | 20 holders, $1.8bn | 25 holders, $19.4bn |
| Q3 2023 | 15 holders, $1.7bn | 21 holders, $17.2bn |
| Q4 2023 | 23 holders, $3.3bn | 21 holders, $22.3bn |
| Q1 2024 | 19 holders, $3.5bn | 22 holders, $21.9bn |
| Q2 2024 | 15 holders, $3.2bn | 24 holders, $23.6bn |
| Q3 2024 | 16 holders, $4.1bn | 31 holders, $26.8bn |
| Q4 2024 | 19 holders, $4.5bn | 31 holders, $25.7bn |
| Q1 2025 | 25 holders, $4.8bn | 30 holders, $25.2bn |
| Q2 2025 | 20 holders, $3.9bn | 30 holders, $26.8bn |
| Q3 2025 | 17 holders, $3.7bn | 31 holders, $26.0bn |
| Q4 2025 | 18 holders, $4.7bn | 32 holders, $27.7bn |
| Q1 2026 | 11 holders, $3.2bn | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $3.3bn | 31 holders, $24.9bn |
Fair Isaac Corp
- Holders
- 18
- Reported value
- $4.7bn
- Buyers
- 22
- Sellers
- 15
Breadth +7 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 (12)
Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, D. E. Shaw & Co., Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc
Only FICO (6)
Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Millennium Management LLC, Soros Fund Management LLC
Only MCO (20)
Acadian Asset Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Schonfeld Strategic Advisors LLC, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Woodline Partners LP
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.