Holders over time
- WSC
- MCO
| Quarter | WSC | MCO |
|---|---|---|
| Q3 2020 | 9 holders, $177m | 30 holders, $17.0bn |
| Q4 2020 | 4 holders, $145m | 21 holders, $16.9bn |
| Q1 2021 | 6 holders, $186m | 17 holders, $16.9bn |
| Q2 2021 | 8 holders, $268m | 16 holders, $20.2bn |
| Q3 2021 | 9 holders, $244m | 25 holders, $19.9bn |
| Q4 2021 | 8 holders, $1.0bn | 25 holders, $22.0bn |
| Q1 2022 | 10 holders, $1.0bn | 22 holders, $19.1bn |
| Q2 2022 | 11 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 14 holders, $1.6bn | 21 holders, $13.6bn |
| Q4 2022 | 13 holders, $1.8bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $1.9bn | 20 holders, $17.3bn |
| Q2 2023 | 19 holders, $2.1bn | 25 holders, $19.4bn |
| Q3 2023 | 12 holders, $1.5bn | 21 holders, $17.2bn |
| Q4 2023 | 14 holders, $1.5bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $1.7bn | 22 holders, $21.9bn |
| Q2 2024 | 8 holders, $705m | 24 holders, $23.6bn |
| Q3 2024 | 8 holders, $840m | 31 holders, $26.8bn |
| Q4 2024 | 12 holders, $573m | 31 holders, $25.7bn |
| Q1 2025 | 8 holders, $381m | 30 holders, $25.2bn |
| Q2 2025 | 10 holders, $357m | 30 holders, $26.8bn |
| Q3 2025 | 8 holders, $213m | 31 holders, $26.0bn |
| Q4 2025 | 5 holders, $221m | 32 holders, $27.7bn |
| Q1 2026 | 6 holders, $202m | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $1.0bn | 31 holders, $24.9bn |
Willscot Mobil Mini HLDNG Co
- Holders
- 5
- Reported value
- $221m
- Buyers
- 15
- Sellers
- 14
Breadth +1 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
Only WSC (2)
Only MCO (29)
Acadian Asset Management LLC, Akre Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Tudor Investment Corp, and 4 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.