Holders over time
- PRU
- V
| Quarter | PRU | V |
|---|---|---|
| Q3 2020 | 14 holders, $667m | 55 holders, $62.2bn |
| Q4 2020 | 12 holders, $852m | 52 holders, $67.1bn |
| Q1 2021 | 15 holders, $920m | 58 holders, $64.5bn |
| Q2 2021 | 8 holders, $872m | 52 holders, $69.3bn |
| Q3 2021 | 8 holders, $907m | 56 holders, $63.6bn |
| Q4 2021 | 8 holders, $859m | 47 holders, $58.0bn |
| Q1 2022 | 7 holders, $831m | 59 holders, $61.8bn |
| Q2 2022 | 6 holders, $747m | 57 holders, $55.2bn |
| Q3 2022 | 5 holders, $649m | 57 holders, $50.7bn |
| Q4 2022 | 7 holders, $704m | 54 holders, $59.4bn |
| Q1 2023 | 12 holders, $903m | 55 holders, $64.0bn |
| Q2 2023 | 10 holders, $669m | 54 holders, $65.2bn |
| Q3 2023 | 10 holders, $714m | 55 holders, $61.5bn |
| Q4 2023 | 9 holders, $643m | 48 holders, $68.6bn |
| Q1 2024 | 9 holders, $673m | 50 holders, $73.1bn |
| Q2 2024 | 10 holders, $810m | 45 holders, $69.5bn |
| Q3 2024 | 6 holders, $698m | 47 holders, $70.5bn |
| Q4 2024 | 8 holders, $709m | 48 holders, $77.6bn |
| Q1 2025 | 10 holders, $790m | 43 holders, $83.5bn |
| Q2 2025 | 12 holders, $735m | 45 holders, $83.4bn |
| Q3 2025 | 11 holders, $684m | 48 holders, $82.8bn |
| Q4 2025 | 8 holders, $870m | 49 holders, $86.0bn |
| Q1 2026 | 9 holders, $1.0bn | 49 holders, $73.3bn |
| Q2 2026 | 7 holders, $1.3bn | 52 holders, $81.9bn |
Prudential Finl Inc
- Holders
- 9
- Reported value
- $1.0bn
- Buyers
- 13
- Sellers
- 15
Breadth -2 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 (7)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Two Sigma Investments LP
Only PRU (2)
Only V (42)
Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, 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, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 17 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.