Holders over time
- IT
- V
| Quarter | IT | V |
|---|---|---|
| Q3 2020 | 8 holders, $1.9bn | 55 holders, $62.2bn |
| Q4 2020 | 9 holders, $2.0bn | 52 holders, $67.1bn |
| Q1 2021 | 10 holders, $2.3bn | 58 holders, $64.5bn |
| Q2 2021 | 17 holders, $2.9bn | 52 holders, $69.3bn |
| Q3 2021 | 19 holders, $4.1bn | 56 holders, $63.6bn |
| Q4 2021 | 17 holders, $4.7bn | 47 holders, $58.0bn |
| Q1 2022 | 19 holders, $3.9bn | 59 holders, $61.8bn |
| Q2 2022 | 25 holders, $3.5bn | 57 holders, $55.2bn |
| Q3 2022 | 21 holders, $4.0bn | 57 holders, $50.7bn |
| Q4 2022 | 26 holders, $4.9bn | 54 holders, $59.4bn |
| Q1 2023 | 25 holders, $4.8bn | 55 holders, $64.0bn |
| Q2 2023 | 25 holders, $4.7bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $4.5bn | 55 holders, $61.5bn |
| Q4 2023 | 19 holders, $5.7bn | 48 holders, $68.6bn |
| Q1 2024 | 23 holders, $6.2bn | 50 holders, $73.1bn |
| Q2 2024 | 16 holders, $5.5bn | 45 holders, $69.5bn |
| Q3 2024 | 16 holders, $5.8bn | 47 holders, $70.5bn |
| Q4 2024 | 21 holders, $5.7bn | 48 holders, $77.6bn |
| Q1 2025 | 26 holders, $4.8bn | 43 holders, $83.5bn |
| Q2 2025 | 24 holders, $3.7bn | 45 holders, $83.4bn |
| Q3 2025 | 16 holders, $1.4bn | 48 holders, $82.8bn |
| Q4 2025 | 16 holders, $1.6bn | 49 holders, $86.0bn |
| Q1 2026 | 10 holders, $1.3bn | 49 holders, $73.3bn |
| Q2 2026 | 12 holders, $1.5bn | 52 holders, $81.9bn |
Gartner Inc
- Holders
- 16
- Reported value
- $1.6bn
- Buyers
- 21
- Sellers
- 19
Breadth +2 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 (14)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Polen Capital Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
Only V (35)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, and 10 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.