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AMG · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AMGV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AMG
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterAMGV
Q3 20202 holders, $97m55 holders, $62.2bn
Q4 20205 holders, $174m52 holders, $67.1bn
Q1 20215 holders, $251m58 holders, $64.5bn
Q2 20215 holders, $315m52 holders, $69.3bn
Q3 20218 holders, $340m56 holders, $63.6bn
Q4 20214 holders, $315m47 holders, $58.0bn
Q1 20222 holders, $262m59 holders, $61.8bn
Q2 20222 holders, $226m57 holders, $55.2bn
Q3 20223 holders, $210m57 holders, $50.7bn
Q4 202211 holders, $296m54 holders, $59.4bn
Q1 20239 holders, $202m55 holders, $64.0bn
Q2 20237 holders, $185m54 holders, $65.2bn
Q3 20233 holders, $141m55 holders, $61.5bn
Q4 20238 holders, $219m48 holders, $68.6bn
Q1 20246 holders, $216m50 holders, $73.1bn
Q2 20247 holders, $209m45 holders, $69.5bn
Q3 20244 holders, $168m47 holders, $70.5bn
Q4 20243 holders, $144m48 holders, $77.6bn
Q1 20255 holders, $310m43 holders, $83.5bn
Q2 20257 holders, $417m45 holders, $83.4bn
Q3 20256 holders, $390m48 holders, $82.8bn
Q4 202510 holders, $471m49 holders, $86.0bn
Q1 20269 holders, $219m49 holders, $73.3bn
Q2 20266 holders, $365m52 holders, $81.9bn
AMG

Affiliated Managers Group

Holders
9
Reported value
$219m
Buyers
18
Sellers
14

Breadth +4 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
49
Reported value
$73.3bn
Buyers
31
Sellers
27

Breadth +4 among 91 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMG (4)

Brevan Howard Capital Management LP, Freestone Grove Partners LP, Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc

Only V (44)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, 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.

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