Holders over time
- EEFT
- MS
| Quarter | EEFT | MS |
|---|---|---|
| Q3 2020 | 13 holders, $705m | 34 holders, $8.9bn |
| Q4 2020 | 10 holders, $1.0bn | 28 holders, $15.5bn |
| Q1 2021 | 12 holders, $961m | 33 holders, $16.4bn |
| Q2 2021 | 10 holders, $950m | 27 holders, $18.8bn |
| Q3 2021 | 10 holders, $908m | 28 holders, $20.9bn |
| Q4 2021 | 9 holders, $709m | 27 holders, $18.2bn |
| Q1 2022 | 5 holders, $637m | 25 holders, $15.5bn |
| Q2 2022 | 5 holders, $323m | 27 holders, $13.1bn |
| Q3 2022 | 4 holders, $243m | 21 holders, $14.4bn |
| Q4 2022 | 5 holders, $343m | 22 holders, $15.1bn |
| Q1 2023 | 5 holders, $392m | 17 holders, $16.7bn |
| Q2 2023 | 6 holders, $412m | 23 holders, $15.1bn |
| Q3 2023 | 5 holders, $221m | 20 holders, $12.7bn |
| Q4 2023 | 8 holders, $230m | 21 holders, $13.1bn |
| Q1 2024 | 8 holders, $226m | 24 holders, $13.1bn |
| Q2 2024 | 6 holders, $182m | 24 holders, $13.6bn |
| Q3 2024 | 6 holders, $154m | 25 holders, $14.4bn |
| Q4 2024 | 3 holders, $150m | 25 holders, $17.7bn |
| Q1 2025 | 5 holders, $243m | 27 holders, $14.6bn |
| Q2 2025 | 3 holders, $298m | 26 holders, $17.4bn |
| Q3 2025 | 3 holders, $149m | 33 holders, $20.8bn |
| Q4 2025 | 4 holders, $128m | 33 holders, $22.3bn |
| Q1 2026 | 3 holders, $104m | 34 holders, $19.8bn |
| Q2 2026 | 4 holders, $117m | 32 holders, $25.5bn |
Euronet Worldwide Inc
- Holders
- 4
- Reported value
- $117m
- Buyers
- 15
- Sellers
- 13
Breadth +2 among 91 comparable managers.
Morgan Stanley
- Holders
- 32
- Reported value
- $25.5bn
- Buyers
- 17
- Sellers
- 24
Breadth -7 among 91 comparable managers.
Who holds both, Q2 2026
Only EEFT (2)
Only MS (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, and 5 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.