Holders over time
- VOYA
- V
| Quarter | VOYA | V |
|---|---|---|
| Q3 2020 | 12 holders, $770m | 55 holders, $62.2bn |
| Q4 2020 | 10 holders, $1.1bn | 52 holders, $67.1bn |
| Q1 2021 | 12 holders, $731m | 58 holders, $64.5bn |
| Q2 2021 | 10 holders, $657m | 52 holders, $69.3bn |
| Q3 2021 | 9 holders, $710m | 56 holders, $63.6bn |
| Q4 2021 | 11 holders, $828m | 47 holders, $58.0bn |
| Q1 2022 | 10 holders, $704m | 59 holders, $61.8bn |
| Q2 2022 | 11 holders, $722m | 57 holders, $55.2bn |
| Q3 2022 | 10 holders, $792m | 57 holders, $50.7bn |
| Q4 2022 | 13 holders, $827m | 54 holders, $59.4bn |
| Q1 2023 | 11 holders, $1.4bn | 55 holders, $64.0bn |
| Q2 2023 | 5 holders, $858m | 54 holders, $65.2bn |
| Q3 2023 | 4 holders, $714m | 55 holders, $61.5bn |
| Q4 2023 | 2 holders, $743m | 48 holders, $68.6bn |
| Q1 2024 | 9 holders, $1.0bn | 50 holders, $73.1bn |
| Q2 2024 | 8 holders, $964m | 45 holders, $69.5bn |
| Q3 2024 | 12 holders, $1.2bn | 47 holders, $70.5bn |
| Q4 2024 | 9 holders, $949m | 48 holders, $77.6bn |
| Q1 2025 | 11 holders, $1.1bn | 43 holders, $83.5bn |
| Q2 2025 | 11 holders, $1.3bn | 45 holders, $83.4bn |
| Q3 2025 | 12 holders, $1.4bn | 48 holders, $82.8bn |
| Q4 2025 | 10 holders, $1.2bn | 49 holders, $86.0bn |
| Q1 2026 | 11 holders, $1.2bn | 49 holders, $73.3bn |
| Q2 2026 | 12 holders, $1.5bn | 52 holders, $81.9bn |
Voya Financial Inc
- Holders
- 11
- Reported value
- $1.2bn
- Buyers
- 11
- Sellers
- 21
Breadth -10 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)
Balyasny Asset Management LLC, Bridgewater Associates LP, Holocene Advisors LP, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only VOYA (4)
Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC
Only V (42)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, 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, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, 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.