Holders over time
- MCO
- V
| Quarter | MCO | V |
|---|---|---|
| Q3 2020 | 30 holders, $17.0bn | 55 holders, $62.2bn |
| Q4 2020 | 21 holders, $16.9bn | 52 holders, $67.1bn |
| Q1 2021 | 17 holders, $16.9bn | 58 holders, $64.5bn |
| Q2 2021 | 16 holders, $20.2bn | 52 holders, $69.3bn |
| Q3 2021 | 25 holders, $19.9bn | 56 holders, $63.6bn |
| Q4 2021 | 25 holders, $22.0bn | 47 holders, $58.0bn |
| Q1 2022 | 22 holders, $19.1bn | 59 holders, $61.8bn |
| Q2 2022 | 19 holders, $15.4bn | 57 holders, $55.2bn |
| Q3 2022 | 21 holders, $13.6bn | 57 holders, $50.7bn |
| Q4 2022 | 17 holders, $15.5bn | 54 holders, $59.4bn |
| Q1 2023 | 20 holders, $17.3bn | 55 holders, $64.0bn |
| Q2 2023 | 25 holders, $19.4bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $17.2bn | 55 holders, $61.5bn |
| Q4 2023 | 21 holders, $22.3bn | 48 holders, $68.6bn |
| Q1 2024 | 22 holders, $21.9bn | 50 holders, $73.1bn |
| Q2 2024 | 24 holders, $23.6bn | 45 holders, $69.5bn |
| Q3 2024 | 31 holders, $26.8bn | 47 holders, $70.5bn |
| Q4 2024 | 31 holders, $25.7bn | 48 holders, $77.6bn |
| Q1 2025 | 30 holders, $25.2bn | 43 holders, $83.5bn |
| Q2 2025 | 30 holders, $26.8bn | 45 holders, $83.4bn |
| Q3 2025 | 31 holders, $26.0bn | 48 holders, $82.8bn |
| Q4 2025 | 32 holders, $27.7bn | 49 holders, $86.0bn |
| Q1 2026 | 28 holders, $23.9bn | 49 holders, $73.3bn |
| Q2 2026 | 31 holders, $24.9bn | 52 holders, $81.9bn |
Moodys Corp
- Holders
- 28
- Reported value
- $23.9bn
- Buyers
- 20
- Sellers
- 24
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 (23)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Voloridge Investment Management LLC, Woodline Partners LP
Only MCO (5)
Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Caxton Associates LLP, Schonfeld Strategic Advisors LLC
Only V (26)
Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Soroban Capital Partners LP, Squarepoint Ops LLC, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, 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.