Holders over time
- LAZ
- V
| Quarter | LAZ | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | none listed holders, n.a. | 52 holders, $69.3bn |
| Q3 2021 | none listed holders, n.a. | 56 holders, $63.6bn |
| Q4 2021 | none listed holders, n.a. | 47 holders, $58.0bn |
| Q1 2022 | none listed holders, n.a. | 59 holders, $61.8bn |
| Q2 2022 | none listed holders, n.a. | 57 holders, $55.2bn |
| Q3 2022 | none listed holders, n.a. | 57 holders, $50.7bn |
| Q4 2022 | none listed holders, n.a. | 54 holders, $59.4bn |
| Q1 2023 | none listed holders, n.a. | 55 holders, $64.0bn |
| Q2 2023 | none listed holders, n.a. | 54 holders, $65.2bn |
| Q3 2023 | none listed holders, n.a. | 55 holders, $61.5bn |
| Q4 2023 | none listed holders, n.a. | 48 holders, $68.6bn |
| Q1 2024 | 9 holders, $152m | 50 holders, $73.1bn |
| Q2 2024 | 8 holders, $277m | 45 holders, $69.5bn |
| Q3 2024 | 10 holders, $962m | 47 holders, $70.5bn |
| Q4 2024 | 6 holders, $400m | 48 holders, $77.6bn |
| Q1 2025 | 8 holders, $1.0bn | 43 holders, $83.5bn |
| Q2 2025 | 9 holders, $1.1bn | 45 holders, $83.4bn |
| Q3 2025 | 7 holders, $1.2bn | 48 holders, $82.8bn |
| Q4 2025 | 7 holders, $1.2bn | 49 holders, $86.0bn |
| Q1 2026 | 7 holders, $610m | 49 holders, $73.3bn |
| Q2 2026 | 6 holders, $554m | 52 holders, $81.9bn |
Lazard Inc
- Holders
- 7
- Reported value
- $1.2bn
- Buyers
- 17
- Sellers
- 10
Breadth +7 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 (5)
Capital Research Global Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Woodline Partners LP
Only V (44)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, and 19 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.