L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 11 Feb 2025
Managers listing it
6
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 6 listed it in both
Shares listed
19,604,522
combined, among listed positions
Reported value
$602m
combined, at the quarter end

Among the 94 comparable managers: 2 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MFC in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

6 of 6 holders

ActionFiling
Capital World Investors7,446,810$229munder 0.1%Held013 Feb 2025 (the filing on sec.gov)
MFS Investment Management6,141,034$189m0.06%Trimmed-1,185,95112 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP1,953,994$60m0.28%Added+549,51313 Feb 2025 (the filing on sec.gov)
Man Group PLC1,397,139$43m0.11%Trimmed-948,16814 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,366,789$42munder 0.1%Added+2,26313 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC1,298,756$40m0.12%Trimmed-4,444,62011 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MFC by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20135$1.6bnn.a.n.a.
Q3 20135$1.6bnn.a.n.a.
Q4 20136$1.9bnn.a.n.a.
Q1 20145$1.8bnn.a.n.a.
Q2 20146$1.6bnn.a.n.a.
Q3 20147$1.5bnn.a.n.a.
Q4 20148$1.6bnn.a.n.a.
Q1 20157$1.1bnn.a.n.a.
Q2 20158$1.3bnn.a.n.a.
Q3 20158$1.0bnn.a.n.a.
Q4 20156$922mn.a.n.a.
Q1 20166$762mn.a.n.a.
Q2 20166$627mn.a.n.a.
Q3 20166$564mn.a.n.a.
Q4 201610$1.2bnn.a.n.a.
Q1 201710$1.2bnn.a.n.a.
Q2 201711$1.1bnn.a.n.a.
Q3 201711$1.3bnn.a.n.a.
Q4 201711$1.4bnn.a.n.a.
Q1 201810$500mn.a.n.a.
Q2 20189$381mn.a.n.a.
Q3 201810$494mn.a.n.a.
Q4 201815$486mn.a.n.a.
Q1 201912$702mn.a.n.a.
Q2 201911$521mn.a.n.a.
Q3 201911$727mn.a.n.a.
Q4 201912$850mn.a.n.a.
Q1 20207$370mn.a.n.a.
Q2 20205$422mn.a.n.a.
Q3 20207$485mn.a.n.a.
Q4 20205$658mn.a.n.a.
Q1 20217$1.8bnn.a.n.a.
Q2 20217$1.1bnn.a.n.a.
Q3 20219$1.1bnn.a.n.a.
Q4 20217$1.0bnn.a.n.a.
Q1 202212$1.7bnn.a.n.a.
Q2 20226$914mn.a.n.a.
Q3 20224$458mn.a.n.a.
Q4 20224$530mn.a.n.a.
Q1 20238$554mn.a.n.a.
Q2 20236$522mn.a.n.a.
Q3 20238$587mn.a.n.a.
Q4 20239$638m36
Q1 20248$601m25
Q2 20248$676m36
Q3 20249$895m45
Q4 20246$602m24
Q1 20259$598m72
Q2 20259$731m62
Q3 20259$734m45
Q4 202510$976m1217
Q1 20269$633m1017
Q2 20267$491m1812

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MFC and V →MFC and AXP →MFC and BAC →Choose a stock to compare with MFC →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MFC, latest filings →Back to the 13F Explorer →