Holders over time
- VOYA
- V
| Quarter | VOYA | V |
|---|---|---|
| Q3 2020 | 12 holders, $770m | 55 holders, $62.2bn |
| Q4 2020 | 10 holders, $1.1bn | 52 holders, $67.1bn |
| Q1 2021 | 12 holders, $731m | 58 holders, $64.5bn |
| Q2 2021 | 10 holders, $657m | 52 holders, $69.3bn |
| Q3 2021 | 9 holders, $710m | 56 holders, $63.6bn |
| Q4 2021 | 11 holders, $828m | 47 holders, $58.0bn |
| Q1 2022 | 10 holders, $704m | 59 holders, $61.8bn |
| Q2 2022 | 11 holders, $722m | 57 holders, $55.2bn |
| Q3 2022 | 10 holders, $792m | 57 holders, $50.7bn |
| Q4 2022 | 13 holders, $827m | 54 holders, $59.4bn |
| Q1 2023 | 11 holders, $1.4bn | 55 holders, $64.0bn |
| Q2 2023 | 5 holders, $858m | 54 holders, $65.2bn |
| Q3 2023 | 4 holders, $714m | 55 holders, $61.5bn |
| Q4 2023 | 2 holders, $743m | 48 holders, $68.6bn |
| Q1 2024 | 9 holders, $1.0bn | 50 holders, $73.1bn |
| Q2 2024 | 8 holders, $964m | 45 holders, $69.5bn |
| Q3 2024 | 12 holders, $1.2bn | 47 holders, $70.5bn |
| Q4 2024 | 9 holders, $949m | 48 holders, $77.6bn |
| Q1 2025 | 11 holders, $1.1bn | 43 holders, $83.5bn |
| Q2 2025 | 11 holders, $1.3bn | 45 holders, $83.4bn |
| Q3 2025 | 12 holders, $1.4bn | 48 holders, $82.8bn |
| Q4 2025 | 10 holders, $1.2bn | 49 holders, $86.0bn |
| Q1 2026 | 11 holders, $1.2bn | 49 holders, $73.3bn |
| Q2 2026 | 12 holders, $1.5bn | 52 holders, $81.9bn |
Voya Financial Inc
- Holders
- 12
- Reported value
- $1.5bn
- Buyers
- 21
- Sellers
- 15
Breadth +6 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 (11)
Bridgewater Associates LP, Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, MFS Investment Management, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only VOYA (1)
Only V (41)
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, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, and 16 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.