Holders over time
- FISV
- MCO
| Quarter | FISV | MCO |
|---|---|---|
| Q3 2020 | 30 holders, $12.0bn | 30 holders, $17.0bn |
| Q4 2020 | 29 holders, $13.3bn | 21 holders, $16.9bn |
| Q1 2021 | 21 holders, $15.8bn | 17 holders, $16.9bn |
| Q2 2021 | 24 holders, $15.1bn | 16 holders, $20.2bn |
| Q3 2021 | 20 holders, $15.9bn | 25 holders, $19.9bn |
| Q4 2021 | 21 holders, $17.2bn | 25 holders, $22.0bn |
| Q1 2022 | 20 holders, $15.9bn | 22 holders, $19.1bn |
| Q2 2022 | 19 holders, $14.3bn | 19 holders, $15.4bn |
| Q3 2022 | 23 holders, $15.4bn | 21 holders, $13.6bn |
| Q4 2022 | 24 holders, $17.4bn | 17 holders, $15.5bn |
| Q1 2023 | 27 holders, $20.1bn | 20 holders, $17.3bn |
| Q2 2023 | 28 holders, $22.2bn | 25 holders, $19.4bn |
| Q3 2023 | 31 holders, $18.7bn | 21 holders, $17.2bn |
| Q4 2023 | 28 holders, $21.0bn | 21 holders, $22.3bn |
| Q1 2024 | 23 holders, $24.6bn | 22 holders, $21.9bn |
| Q2 2024 | 23 holders, $21.3bn | 24 holders, $23.6bn |
| Q3 2024 | 23 holders, $24.9bn | 31 holders, $26.8bn |
| Q4 2024 | 26 holders, $28.5bn | 31 holders, $25.7bn |
| Q1 2025 | 27 holders, $29.0bn | 30 holders, $25.2bn |
| Q2 2025 | 35 holders, $20.2bn | 30 holders, $26.8bn |
| Q3 2025 | 34 holders, $15.0bn | 31 holders, $26.0bn |
| Q4 2025 | 35 holders, $7.4bn | 32 holders, $27.7bn |
| Q1 2026 | 24 holders, $6.8bn | 28 holders, $23.9bn |
| Q2 2026 | 17 holders, $5.8bn | 31 holders, $24.9bn |
Fiserv Inc
- Holders
- 35
- Reported value
- $7.4bn
- Buyers
- 27
- Sellers
- 24
Breadth +3 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 (18)
Acadian Asset Management LLC, Arrowstreet Capital LP, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC
Only FISV (17)
AQR Capital Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Jana Partners, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Southeastern Asset Management Inc, Squarepoint Ops LLC, Steadfast Capital Management LP, Two Sigma Advisers LP, Verition Fund Management LLC
Only MCO (14)
Akre Capital Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Coatue Management LLC, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Moore Capital Management LP, TCI Fund Management Ltd, 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.