Holders over time
- MCO
- V
| Quarter | MCO | V |
|---|---|---|
| Q3 2020 | 30 holders, $17.0bn | 55 holders, $62.2bn |
| Q4 2020 | 21 holders, $16.9bn | 52 holders, $67.1bn |
| Q1 2021 | 17 holders, $16.9bn | 58 holders, $64.5bn |
| Q2 2021 | 16 holders, $20.2bn | 52 holders, $69.3bn |
| Q3 2021 | 25 holders, $19.9bn | 56 holders, $63.6bn |
| Q4 2021 | 25 holders, $22.0bn | 47 holders, $58.0bn |
| Q1 2022 | 22 holders, $19.1bn | 59 holders, $61.8bn |
| Q2 2022 | 19 holders, $15.4bn | 57 holders, $55.2bn |
| Q3 2022 | 21 holders, $13.6bn | 57 holders, $50.7bn |
| Q4 2022 | 17 holders, $15.5bn | 54 holders, $59.4bn |
| Q1 2023 | 20 holders, $17.3bn | 55 holders, $64.0bn |
| Q2 2023 | 25 holders, $19.4bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $17.2bn | 55 holders, $61.5bn |
| Q4 2023 | 21 holders, $22.3bn | 48 holders, $68.6bn |
| Q1 2024 | 22 holders, $21.9bn | 50 holders, $73.1bn |
| Q2 2024 | 24 holders, $23.6bn | 45 holders, $69.5bn |
| Q3 2024 | 31 holders, $26.8bn | 47 holders, $70.5bn |
| Q4 2024 | 31 holders, $25.7bn | 48 holders, $77.6bn |
| Q1 2025 | 30 holders, $25.2bn | 43 holders, $83.5bn |
| Q2 2025 | 30 holders, $26.8bn | 45 holders, $83.4bn |
| Q3 2025 | 31 holders, $26.0bn | 48 holders, $82.8bn |
| Q4 2025 | 32 holders, $27.7bn | 49 holders, $86.0bn |
| Q1 2026 | 28 holders, $23.9bn | 49 holders, $73.3bn |
| Q2 2026 | 31 holders, $24.9bn | 52 holders, $81.9bn |
Moodys Corp
- Holders
- 31
- Reported value
- $24.9bn
- Buyers
- 21
- Sellers
- 20
Breadth +1 among 91 comparable managers.
Visa Inc
- Holders
- 52
- Reported value
- $81.9bn
- Buyers
- 31
- Sellers
- 28
Breadth +3 among 91 comparable managers.
Who holds both, Q2 2026
Both (27)
Akre Capital Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Voloridge Investment Management LLC, Woodline Partners LP
Only MCO (4)
Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Verition Fund Management LLC
Only V (25)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baupost Group LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Soroban Capital Partners LP, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd
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.