Holders over time
- FIS
- V
| Quarter | FIS | V |
|---|---|---|
| Q3 2020 | 24 holders, $20.5bn | 55 holders, $62.2bn |
| Q4 2020 | 33 holders, $19.7bn | 52 holders, $67.1bn |
| Q1 2021 | 29 holders, $17.0bn | 58 holders, $64.5bn |
| Q2 2021 | 28 holders, $16.7bn | 52 holders, $69.3bn |
| Q3 2021 | 25 holders, $12.7bn | 56 holders, $63.6bn |
| Q4 2021 | 26 holders, $10.6bn | 47 holders, $58.0bn |
| Q1 2022 | 20 holders, $9.7bn | 59 holders, $61.8bn |
| Q2 2022 | 22 holders, $8.5bn | 57 holders, $55.2bn |
| Q3 2022 | 29 holders, $7.7bn | 57 holders, $50.7bn |
| Q4 2022 | 29 holders, $8.6bn | 54 holders, $59.4bn |
| Q1 2023 | 37 holders, $6.2bn | 55 holders, $64.0bn |
| Q2 2023 | 36 holders, $6.8bn | 54 holders, $65.2bn |
| Q3 2023 | 22 holders, $6.1bn | 55 holders, $61.5bn |
| Q4 2023 | 26 holders, $6.3bn | 48 holders, $68.6bn |
| Q1 2024 | 17 holders, $6.4bn | 50 holders, $73.1bn |
| Q2 2024 | 20 holders, $7.8bn | 45 holders, $69.5bn |
| Q3 2024 | 18 holders, $8.2bn | 47 holders, $70.5bn |
| Q4 2024 | 19 holders, $7.3bn | 48 holders, $77.6bn |
| Q1 2025 | 17 holders, $7.3bn | 43 holders, $83.5bn |
| Q2 2025 | 16 holders, $7.3bn | 45 holders, $83.4bn |
| Q3 2025 | 19 holders, $7.0bn | 48 holders, $82.8bn |
| Q4 2025 | 15 holders, $7.0bn | 49 holders, $86.0bn |
| Q1 2026 | 16 holders, $4.7bn | 49 holders, $73.3bn |
| Q2 2026 | 19 holders, $4.5bn | 52 holders, $81.9bn |
Fidelity Natl Information SV
- Holders
- 15
- Reported value
- $7.0bn
- Buyers
- 21
- Sellers
- 15
Breadth +6 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 (13)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, Invesco Ltd, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Winton Group Ltd
Only FIS (2)
Only V (36)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, Citadel Advisors LLC, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soroban Capital Partners LP, and 11 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.