Holders over time
- FISV
- MCO
| Quarter | FISV | MCO |
|---|---|---|
| Q3 2020 | 30 holders, $12.0bn | 30 holders, $17.0bn |
| Q4 2020 | 29 holders, $13.3bn | 21 holders, $16.9bn |
| Q1 2021 | 21 holders, $15.8bn | 17 holders, $16.9bn |
| Q2 2021 | 24 holders, $15.1bn | 16 holders, $20.2bn |
| Q3 2021 | 20 holders, $15.9bn | 25 holders, $19.9bn |
| Q4 2021 | 21 holders, $17.2bn | 25 holders, $22.0bn |
| Q1 2022 | 20 holders, $15.9bn | 22 holders, $19.1bn |
| Q2 2022 | 19 holders, $14.3bn | 19 holders, $15.4bn |
| Q3 2022 | 23 holders, $15.4bn | 21 holders, $13.6bn |
| Q4 2022 | 24 holders, $17.4bn | 17 holders, $15.5bn |
| Q1 2023 | 27 holders, $20.1bn | 20 holders, $17.3bn |
| Q2 2023 | 28 holders, $22.2bn | 25 holders, $19.4bn |
| Q3 2023 | 31 holders, $18.7bn | 21 holders, $17.2bn |
| Q4 2023 | 28 holders, $21.0bn | 21 holders, $22.3bn |
| Q1 2024 | 23 holders, $24.6bn | 22 holders, $21.9bn |
| Q2 2024 | 23 holders, $21.3bn | 24 holders, $23.6bn |
| Q3 2024 | 23 holders, $24.9bn | 31 holders, $26.8bn |
| Q4 2024 | 26 holders, $28.5bn | 31 holders, $25.7bn |
| Q1 2025 | 27 holders, $29.0bn | 30 holders, $25.2bn |
| Q2 2025 | 35 holders, $20.2bn | 30 holders, $26.8bn |
| Q3 2025 | 34 holders, $15.0bn | 31 holders, $26.0bn |
| Q4 2025 | 35 holders, $7.4bn | 32 holders, $27.7bn |
| Q1 2026 | 24 holders, $6.8bn | 28 holders, $23.9bn |
| Q2 2026 | 17 holders, $5.8bn | 31 holders, $24.9bn |
Fiserv Inc
- Holders
- 24
- Reported value
- $6.8bn
- Buyers
- 21
- Sellers
- 25
Breadth -4 among 91 comparable managers.
Moodys Corp
- Holders
- 28
- Reported value
- $23.9bn
- Buyers
- 20
- Sellers
- 24
Breadth -4 among 91 comparable managers.
Who holds both, Q1 2026
Both (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only FISV (9)
Capital World Investors, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Jana Partners, Quantbot Technologies LP, Southeastern Asset Management Inc, Squarepoint Ops LLC
Only MCO (13)
Akre Capital Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, TCI Fund Management Ltd, Voloridge Investment Management LLC, Woodline Partners 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.