Holders over time
- WTW
- V
| Quarter | WTW | V |
|---|---|---|
| Q3 2020 | 26 holders, $5.6bn | 55 holders, $62.2bn |
| Q4 2020 | 28 holders, $4.7bn | 52 holders, $67.1bn |
| Q1 2021 | 26 holders, $5.6bn | 58 holders, $64.5bn |
| Q2 2021 | 24 holders, $5.1bn | 52 holders, $69.3bn |
| Q3 2021 | 24 holders, $4.8bn | 56 holders, $63.6bn |
| Q4 2021 | 25 holders, $5.5bn | 47 holders, $58.0bn |
| Q1 2022 | 22 holders, $6.5bn | 59 holders, $61.8bn |
| Q2 2022 | 21 holders, $6.0bn | 57 holders, $55.2bn |
| Q3 2022 | 19 holders, $6.3bn | 57 holders, $50.7bn |
| Q4 2022 | 18 holders, $7.6bn | 54 holders, $59.4bn |
| Q1 2023 | 22 holders, $7.4bn | 55 holders, $64.0bn |
| Q2 2023 | 15 holders, $7.4bn | 54 holders, $65.2bn |
| Q3 2023 | 18 holders, $6.8bn | 55 holders, $61.5bn |
| Q4 2023 | 22 holders, $7.8bn | 48 holders, $68.6bn |
| Q1 2024 | 22 holders, $8.6bn | 50 holders, $73.1bn |
| Q2 2024 | 22 holders, $8.1bn | 45 holders, $69.5bn |
| Q3 2024 | 24 holders, $8.7bn | 47 holders, $70.5bn |
| Q4 2024 | 20 holders, $9.2bn | 48 holders, $77.6bn |
| Q1 2025 | 20 holders, $10.0bn | 43 holders, $83.5bn |
| Q2 2025 | 22 holders, $9.6bn | 45 holders, $83.4bn |
| Q3 2025 | 16 holders, $11.4bn | 48 holders, $82.8bn |
| Q4 2025 | 15 holders, $11.5bn | 49 holders, $86.0bn |
| Q1 2026 | 21 holders, $11.7bn | 49 holders, $73.3bn |
| Q2 2026 | 13 holders, $10.3bn | 52 holders, $81.9bn |
Willis Towers Watson Pub LTD
- Holders
- 15
- Reported value
- $11.5bn
- Buyers
- 17
- Sellers
- 15
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 (13)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Polen Capital Management LLC, T. Rowe Price Associates Inc, Winton Group Ltd
Only WTW (2)
Only V (36)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, and 11 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.