Holders over time
- FCRS
- MS
| Quarter | FCRS | MS |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $8.9bn |
| Q4 2020 | none listed holders, n.a. | 28 holders, $15.5bn |
| Q1 2021 | none listed holders, n.a. | 33 holders, $16.4bn |
| Q2 2021 | none listed holders, n.a. | 27 holders, $18.8bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $20.9bn |
| Q4 2021 | none listed holders, n.a. | 27 holders, $18.2bn |
| Q1 2022 | none listed holders, n.a. | 25 holders, $15.5bn |
| Q2 2022 | none listed holders, n.a. | 27 holders, $13.1bn |
| Q3 2022 | none listed holders, n.a. | 21 holders, $14.4bn |
| Q4 2022 | none listed holders, n.a. | 22 holders, $15.1bn |
| Q1 2023 | none listed holders, n.a. | 17 holders, $16.7bn |
| Q2 2023 | none listed holders, n.a. | 23 holders, $15.1bn |
| Q3 2023 | none listed holders, n.a. | 20 holders, $12.7bn |
| Q4 2023 | none listed holders, n.a. | 21 holders, $13.1bn |
| Q1 2024 | none listed holders, n.a. | 24 holders, $13.1bn |
| Q2 2024 | none listed holders, n.a. | 24 holders, $13.6bn |
| Q3 2024 | none listed holders, n.a. | 25 holders, $14.4bn |
| Q4 2024 | none listed holders, n.a. | 25 holders, $17.7bn |
| Q1 2025 | none listed holders, n.a. | 27 holders, $14.6bn |
| Q2 2025 | none listed holders, n.a. | 26 holders, $17.4bn |
| Q3 2025 | none listed holders, n.a. | 33 holders, $20.8bn |
| Q4 2025 | 2 holders, $9.6m | 33 holders, $22.3bn |
| Q1 2026 | 4 holders, $26m | 34 holders, $19.8bn |
| Q2 2026 | 4 holders, $22m | 32 holders, $25.5bn |
Futurecrest Acquisition Corp CL A Ord SHS
- Holders
- 4
- Reported value
- $22m
- Buyers
- 3
- Sellers
- 3
Breadth 0 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
Both (1)
Only FCRS (3)
Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Moore Capital Management LP
Only MS (31)
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, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group 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, and 6 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.