Holders over time
- OMC
- MCO
| Quarter | OMC | MCO |
|---|---|---|
| Q3 2020 | 19 holders, $1.2bn | 30 holders, $17.0bn |
| Q4 2020 | 19 holders, $1.5bn | 21 holders, $16.9bn |
| Q1 2021 | 13 holders, $1.5bn | 17 holders, $16.9bn |
| Q2 2021 | 14 holders, $1.7bn | 16 holders, $20.2bn |
| Q3 2021 | 19 holders, $1.4bn | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $1.6bn | 25 holders, $22.0bn |
| Q1 2022 | 13 holders, $2.0bn | 22 holders, $19.1bn |
| Q2 2022 | 12 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 12 holders, $1.2bn | 21 holders, $13.6bn |
| Q4 2022 | 12 holders, $1.6bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $2.0bn | 20 holders, $17.3bn |
| Q2 2023 | 10 holders, $1.8bn | 25 holders, $19.4bn |
| Q3 2023 | 13 holders, $1.3bn | 21 holders, $17.2bn |
| Q4 2023 | 14 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 10 holders, $2.2bn | 22 holders, $21.9bn |
| Q2 2024 | 10 holders, $2.4bn | 24 holders, $23.6bn |
| Q3 2024 | 10 holders, $2.3bn | 31 holders, $26.8bn |
| Q4 2024 | 10 holders, $1.8bn | 31 holders, $25.7bn |
| Q1 2025 | 19 holders, $1.8bn | 30 holders, $25.2bn |
| Q2 2025 | 17 holders, $1.8bn | 30 holders, $26.8bn |
| Q3 2025 | 14 holders, $1.9bn | 31 holders, $26.0bn |
| Q4 2025 | 22 holders, $3.5bn | 32 holders, $27.7bn |
| Q1 2026 | 10 holders, $2.3bn | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $1.7bn | 31 holders, $24.9bn |
Omnicom Group Inc
- Holders
- 22
- Reported value
- $3.5bn
- Buyers
- 28
- Sellers
- 12
Breadth +16 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 (11)
Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Woodline Partners LP
Only OMC (11)
AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, First Eagle Investment Management LLC, Millennium Management LLC, Quantbot Technologies LP, Wellington Management Group LLP
Only MCO (21)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Investments 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.