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URI · 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.

URIMCO
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.
  • URI
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterURIMCO
Q3 202014 holders, $1.5bn30 holders, $17.0bn
Q4 202016 holders, $2.1bn21 holders, $16.9bn
Q1 202115 holders, $3.0bn17 holders, $16.9bn
Q2 202118 holders, $2.3bn16 holders, $20.2bn
Q3 202117 holders, $2.9bn25 holders, $19.9bn
Q4 202123 holders, $2.7bn25 holders, $22.0bn
Q1 202219 holders, $2.5bn22 holders, $19.1bn
Q2 202215 holders, $1.8bn19 holders, $15.4bn
Q3 202218 holders, $2.1bn21 holders, $13.6bn
Q4 202217 holders, $2.9bn17 holders, $15.5bn
Q1 202316 holders, $2.6bn20 holders, $17.3bn
Q2 202315 holders, $4.0bn25 holders, $19.4bn
Q3 202315 holders, $4.7bn21 holders, $17.2bn
Q4 202315 holders, $7.1bn21 holders, $22.3bn
Q1 202417 holders, $8.7bn22 holders, $21.9bn
Q2 202417 holders, $7.8bn24 holders, $23.6bn
Q3 202417 holders, $10.9bn31 holders, $26.8bn
Q4 202422 holders, $8.1bn31 holders, $25.7bn
Q1 202520 holders, $5.8bn30 holders, $25.2bn
Q2 202519 holders, $6.6bn30 holders, $26.8bn
Q3 202523 holders, $9.6bn31 holders, $26.0bn
Q4 202525 holders, $7.5bn32 holders, $27.7bn
Q1 202619 holders, $5.4bn28 holders, $23.9bn
Q2 202617 holders, $7.5bn31 holders, $24.9bn
URI

United Rentals Inc

Holders
19
Reported value
$5.4bn
Buyers
19
Sellers
20

Breadth -1 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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only URI (9)

Bridgewater Associates LP, Capital World Investors, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Tudor Investment Corp, Two Sigma Investments LP, Winton Group Ltd

Only MCO (18)

Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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.

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