Holders over time
- SPGI
- V
| Quarter | SPGI | V |
|---|---|---|
| Q3 2020 | 32 holders, $11.7bn | 55 holders, $62.2bn |
| Q4 2020 | 38 holders, $11.8bn | 52 holders, $67.1bn |
| Q1 2021 | 35 holders, $16.0bn | 58 holders, $64.5bn |
| Q2 2021 | 39 holders, $19.8bn | 52 holders, $69.3bn |
| Q3 2021 | 41 holders, $19.8bn | 56 holders, $63.6bn |
| Q4 2021 | 44 holders, $21.9bn | 47 holders, $58.0bn |
| Q1 2022 | 42 holders, $22.3bn | 59 holders, $61.8bn |
| Q2 2022 | 33 holders, $16.2bn | 57 holders, $55.2bn |
| Q3 2022 | 35 holders, $13.6bn | 57 holders, $50.7bn |
| Q4 2022 | 33 holders, $14.5bn | 54 holders, $59.4bn |
| Q1 2023 | 35 holders, $14.9bn | 55 holders, $64.0bn |
| Q2 2023 | 27 holders, $17.0bn | 54 holders, $65.2bn |
| Q3 2023 | 28 holders, $14.9bn | 55 holders, $61.5bn |
| Q4 2023 | 35 holders, $18.3bn | 48 holders, $68.6bn |
| Q1 2024 | 44 holders, $17.8bn | 50 holders, $73.1bn |
| Q2 2024 | 37 holders, $19.2bn | 45 holders, $69.5bn |
| Q3 2024 | 39 holders, $21.1bn | 47 holders, $70.5bn |
| Q4 2024 | 32 holders, $19.1bn | 48 holders, $77.6bn |
| Q1 2025 | 37 holders, $19.2bn | 43 holders, $83.5bn |
| Q2 2025 | 39 holders, $19.7bn | 45 holders, $83.4bn |
| Q3 2025 | 38 holders, $17.9bn | 48 holders, $82.8bn |
| Q4 2025 | 32 holders, $17.2bn | 49 holders, $86.0bn |
| Q1 2026 | 36 holders, $16.1bn | 49 holders, $73.3bn |
| Q2 2026 | 35 holders, $16.6bn | 52 holders, $81.9bn |
S&P Global Inc
- Holders
- 36
- Reported value
- $16.1bn
- Buyers
- 25
- Sellers
- 22
Breadth +3 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 (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only SPGI (7)
Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, Hudson Bay Capital Management LP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Tudor Investment Corp
Only V (20)
Akre Capital Management LLC, Baupost Group LLC, Citadel Advisors LLC, Coatue Management LLC, Egerton Capital UK LLP, Harris Associates LP, Lone Pine Capital LLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, ValueAct Holdings LP, Viking Global Investors LP, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd
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.