Holders over time
- APG
- V
| Quarter | APG | V |
|---|---|---|
| Q3 2020 | 1 holders, $474m | 55 holders, $62.2bn |
| Q4 2020 | 1 holders, $605m | 52 holders, $67.1bn |
| Q1 2021 | 2 holders, $758m | 58 holders, $64.5bn |
| Q2 2021 | 2 holders, $772m | 52 holders, $69.3bn |
| Q3 2021 | 3 holders, $741m | 56 holders, $63.6bn |
| Q4 2021 | 3 holders, $953m | 47 holders, $58.0bn |
| Q1 2022 | 2 holders, $757m | 59 holders, $61.8bn |
| Q2 2022 | 1 holders, $504m | 57 holders, $55.2bn |
| Q3 2022 | 1 holders, $449m | 57 holders, $50.7bn |
| Q4 2022 | 3 holders, $651m | 54 holders, $59.4bn |
| Q1 2023 | 2 holders, $767m | 55 holders, $64.0bn |
| Q2 2023 | 4 holders, $953m | 54 holders, $65.2bn |
| Q3 2023 | 4 holders, $911m | 55 holders, $61.5bn |
| Q4 2023 | 5 holders, $1.4bn | 48 holders, $68.6bn |
| Q1 2024 | 8 holders, $2.0bn | 50 holders, $73.1bn |
| Q2 2024 | 12 holders, $2.2bn | 45 holders, $69.5bn |
| Q3 2024 | 11 holders, $1.9bn | 47 holders, $70.5bn |
| Q4 2024 | 14 holders, $2.5bn | 48 holders, $77.6bn |
| Q1 2025 | 12 holders, $2.6bn | 43 holders, $83.5bn |
| Q2 2025 | 13 holders, $3.5bn | 45 holders, $83.4bn |
| Q3 2025 | 13 holders, $3.1bn | 48 holders, $82.8bn |
| Q4 2025 | 14 holders, $3.5bn | 49 holders, $86.0bn |
| Q1 2026 | 16 holders, $3.2bn | 49 holders, $73.3bn |
| Q2 2026 | 15 holders, $3.9bn | 52 holders, $81.9bn |
Api Group Corp
- Holders
- 16
- Reported value
- $3.2bn
- Buyers
- 21
- Sellers
- 17
Breadth +4 among 91 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $73.3bn
- Buyers
- 31
- Sellers
- 27
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (11)
Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Voloridge Investment Management LLC
Only APG (5)
Caxton Associates LLP, Davidson Kempner Capital Management LP, Durable Capital Partners LP, Schonfeld Strategic Advisors LLC, Third Point LLC
Only V (38)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, and 13 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.