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HQY · MCO 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.

HQYMCO
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.
  • HQY
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterHQYMCO
Q3 20205 holders, $151m30 holders, $17.0bn
Q4 20202 holders, $101m21 holders, $16.9bn
Q1 20213 holders, $188m17 holders, $16.9bn
Q2 20213 holders, $228m16 holders, $20.2bn
Q3 20212 holders, $108m25 holders, $19.9bn
Q4 20216 holders, $113m25 holders, $22.0bn
Q1 20226 holders, $247m22 holders, $19.1bn
Q2 20224 holders, $178m19 holders, $15.4bn
Q3 20225 holders, $293m21 holders, $13.6bn
Q4 20223 holders, $140m17 holders, $15.5bn
Q1 20235 holders, $180m20 holders, $17.3bn
Q2 20236 holders, $285m25 holders, $19.4bn
Q3 20238 holders, $734m21 holders, $17.2bn
Q4 20233 holders, $132m21 holders, $22.3bn
Q1 20245 holders, $226m22 holders, $21.9bn
Q2 20246 holders, $627m24 holders, $23.6bn
Q3 20245 holders, $172m31 holders, $26.8bn
Q4 20248 holders, $850m31 holders, $25.7bn
Q1 20254 holders, $191m30 holders, $25.2bn
Q2 20258 holders, $883m30 holders, $26.8bn
Q3 20257 holders, $412m31 holders, $26.0bn
Q4 20259 holders, $443m32 holders, $27.7bn
Q1 20267 holders, $376m28 holders, $23.9bn
Q2 20265 holders, $381m31 holders, $24.9bn
HQY

Healthequity Inc

Holders
7
Reported value
$376m
Buyers
13
Sellers
19

Breadth -6 among 91 comparable managers.

Business and payment services
MCO

Moodys Corp

Holders
28
Reported value
$23.9bn
Buyers
20
Sellers
24

Breadth -4 among 91 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HQY (5)

Artisan Partners LP, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Janus Henderson Group Ltd

Only MCO (26)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Voloridge Investment Management LLC, and 1 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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