L3VLUP
ProSign in

CTOS · V 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.

CTOSV
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.
  • CTOS
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterCTOSV
Q3 2020none listed holders, n.a.55 holders, $62.2bn
Q4 2020none listed holders, n.a.52 holders, $67.1bn
Q1 2021none listed holders, n.a.58 holders, $64.5bn
Q2 20211 holders, $4.8m52 holders, $69.3bn
Q3 20211 holders, $1.8m56 holders, $63.6bn
Q4 20211 holders, $5.4m47 holders, $58.0bn
Q1 20221 holders, $5.5m59 holders, $61.8bn
Q2 2022none listed holders, n.a.57 holders, $55.2bn
Q3 2022none listed holders, n.a.57 holders, $50.7bn
Q4 2022none listed holders, n.a.54 holders, $59.4bn
Q1 2023none listed holders, n.a.55 holders, $64.0bn
Q2 2023none listed holders, n.a.54 holders, $65.2bn
Q3 2023none listed holders, n.a.55 holders, $61.5bn
Q4 2023none listed holders, n.a.48 holders, $68.6bn
Q1 2024none listed holders, n.a.50 holders, $73.1bn
Q2 20241 holders, $1.3m45 holders, $69.5bn
Q3 2024none listed holders, n.a.47 holders, $70.5bn
Q4 2024none listed holders, n.a.48 holders, $77.6bn
Q1 20251 holders, $614k43 holders, $83.5bn
Q2 20251 holders, $2.8m45 holders, $83.4bn
Q3 20251 holders, $5.0m48 holders, $82.8bn
Q4 20251 holders, $4.5m49 holders, $86.0bn
Q1 20261 holders, $5.0m49 holders, $73.3bn
Q2 20261 holders, $10m52 holders, $81.9bn
CTOS

Custom Truck One Source Inc

Holders
1
Reported value
$10m
Buyers
12
Sellers
11

Breadth +1 among 91 comparable managers.

Business and payment services
V

Visa Inc

Holders
52
Reported value
$81.9bn
Buyers
31
Sellers
28

Breadth +3 among 91 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2026

Among the 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only CTOS (1)

First Eagle Investment Management LLC

Only V (52)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, and 27 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.

Back to the 13F Explorer →