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ULS · MCO 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.

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.
  • ULS
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterULSMCO
Q3 2020none listed holders, n.a.30 holders, $17.0bn
Q4 2020none listed holders, n.a.21 holders, $16.9bn
Q1 2021none listed holders, n.a.17 holders, $16.9bn
Q2 2021none listed holders, n.a.16 holders, $20.2bn
Q3 2021none listed holders, n.a.25 holders, $19.9bn
Q4 2021none listed holders, n.a.25 holders, $22.0bn
Q1 2022none listed holders, n.a.22 holders, $19.1bn
Q2 2022none listed holders, n.a.19 holders, $15.4bn
Q3 2022none listed holders, n.a.21 holders, $13.6bn
Q4 2022none listed holders, n.a.17 holders, $15.5bn
Q1 2023none listed holders, n.a.20 holders, $17.3bn
Q2 2023none listed holders, n.a.25 holders, $19.4bn
Q3 2023none listed holders, n.a.21 holders, $17.2bn
Q4 2023none listed holders, n.a.21 holders, $22.3bn
Q1 2024none listed holders, n.a.22 holders, $21.9bn
Q2 202412 holders, $378m24 holders, $23.6bn
Q3 202411 holders, $561m31 holders, $26.8bn
Q4 20249 holders, $482m31 holders, $25.7bn
Q1 20257 holders, $494m30 holders, $25.2bn
Q2 20256 holders, $661m30 holders, $26.8bn
Q3 20253 holders, $524m31 holders, $26.0bn
Q4 20259 holders, $865m32 holders, $27.7bn
Q1 20266 holders, $1.0bn28 holders, $23.9bn
Q2 20267 holders, $1.2bn31 holders, $24.9bn
ULS

Ul Solutions Inc

Holders
7
Reported value
$1.2bn
Buyers
12
Sellers
18

Breadth -6 among 91 comparable managers.

MCO

Moodys Corp

Holders
31
Reported value
$24.9bn
Buyers
21
Sellers
20

Breadth +1 among 91 comparable managers.

Who holds both, Q2 2026

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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