Holders over time
- ACN
- MCO
| Quarter | ACN | MCO |
|---|---|---|
| Q3 2020 | 22 holders, $19.2bn | 30 holders, $17.0bn |
| Q4 2020 | 22 holders, $21.9bn | 21 holders, $16.9bn |
| Q1 2021 | 24 holders, $21.5bn | 17 holders, $16.9bn |
| Q2 2021 | 32 holders, $24.0bn | 16 holders, $20.2bn |
| Q3 2021 | 35 holders, $26.3bn | 25 holders, $19.9bn |
| Q4 2021 | 25 holders, $33.7bn | 25 holders, $22.0bn |
| Q1 2022 | 34 holders, $26.5bn | 22 holders, $19.1bn |
| Q2 2022 | 32 holders, $21.5bn | 19 holders, $15.4bn |
| Q3 2022 | 33 holders, $20.0bn | 21 holders, $13.6bn |
| Q4 2022 | 32 holders, $21.2bn | 17 holders, $15.5bn |
| Q1 2023 | 28 holders, $21.5bn | 20 holders, $17.3bn |
| Q2 2023 | 19 holders, $22.0bn | 25 holders, $19.4bn |
| Q3 2023 | 23 holders, $21.8bn | 21 holders, $17.2bn |
| Q4 2023 | 23 holders, $23.6bn | 21 holders, $22.3bn |
| Q1 2024 | 23 holders, $22.2bn | 22 holders, $21.9bn |
| Q2 2024 | 33 holders, $18.1bn | 24 holders, $23.6bn |
| Q3 2024 | 28 holders, $20.4bn | 31 holders, $26.8bn |
| Q4 2024 | 28 holders, $20.2bn | 31 holders, $25.7bn |
| Q1 2025 | 26 holders, $18.0bn | 30 holders, $25.2bn |
| Q2 2025 | 24 holders, $15.4bn | 30 holders, $26.8bn |
| Q3 2025 | 33 holders, $13.1bn | 31 holders, $26.0bn |
| Q4 2025 | 24 holders, $13.7bn | 32 holders, $27.7bn |
| Q1 2026 | 30 holders, $10.0bn | 28 holders, $23.9bn |
| Q2 2026 | 24 holders, $3.6bn | 31 holders, $24.9bn |
Accenture PLC Ireland
- Holders
- 24
- Reported value
- $3.6bn
- Buyers
- 20
- Sellers
- 21
Breadth -1 among 91 comparable managers.
Moodys Corp
- Holders
- 31
- Reported value
- $24.9bn
- Buyers
- 21
- Sellers
- 20
Breadth +1 among 91 comparable managers.
Who holds both, Q2 2026
Both (12)
AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Harris Associates LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC, Woodline Partners LP
Only ACN (12)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, First Eagle Investment Management LLC, Man Group PLC, Marshall Wace LLP, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Two Sigma Investments LP, Walleye Capital LLC
Only MCO (19)
Akre Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Verition Fund Management LLC
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.