Holders over time
- ADM
- KO
| Quarter | ADM | KO |
|---|---|---|
| Q3 2020 | 13 holders, $3.0bn | 30 holders, $34.7bn |
| Q4 2020 | 13 holders, $3.4bn | 30 holders, $39.2bn |
| Q1 2021 | 16 holders, $4.1bn | 30 holders, $37.6bn |
| Q2 2021 | 17 holders, $4.2bn | 30 holders, $38.0bn |
| Q3 2021 | 12 holders, $4.6bn | 34 holders, $37.9bn |
| Q4 2021 | 16 holders, $5.0bn | 33 holders, $43.3bn |
| Q1 2022 | 15 holders, $6.4bn | 32 holders, $45.4bn |
| Q2 2022 | 21 holders, $5.3bn | 30 holders, $45.1bn |
| Q3 2022 | 17 holders, $5.8bn | 34 holders, $39.8bn |
| Q4 2022 | 18 holders, $6.5bn | 37 holders, $44.1bn |
| Q1 2023 | 20 holders, $4.0bn | 37 holders, $42.2bn |
| Q2 2023 | 16 holders, $3.6bn | 36 holders, $40.8bn |
| Q3 2023 | 21 holders, $3.5bn | 36 holders, $37.8bn |
| Q4 2023 | 15 holders, $3.6bn | 34 holders, $38.4bn |
| Q1 2024 | 16 holders, $2.0bn | 33 holders, $41.0bn |
| Q2 2024 | 13 holders, $1.9bn | 33 holders, $43.4bn |
| Q3 2024 | 10 holders, $1.9bn | 26 holders, $47.9bn |
| Q4 2024 | 11 holders, $1.8bn | 33 holders, $42.2bn |
| Q1 2025 | 8 holders, $1.8bn | 33 holders, $47.1bn |
| Q2 2025 | 12 holders, $2.5bn | 36 holders, $48.4bn |
| Q3 2025 | 8 holders, $3.1bn | 36 holders, $44.4bn |
| Q4 2025 | 6 holders, $3.0bn | 36 holders, $47.5bn |
| Q1 2026 | 10 holders, $3.1bn | 34 holders, $52.4bn |
| Q2 2026 | 9 holders, $3.2bn | 34 holders, $56.1bn |
Archer Daniels Midland Co
- Holders
- 15
- Reported value
- $3.6bn
- Buyers
- 10
- Sellers
- 7
Breadth +3 among 93 comparable managers.
Coca Cola Co
- Holders
- 34
- Reported value
- $38.4bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 among 93 comparable managers.
Who holds both, Q4 2023
Both (9)
AQR Capital Management LLC, Capital World Investors, D. E. Shaw & Co., GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Wellington Management Group LLP
Only ADM (6)
Markel Group Inc, MFS Investment Management, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only KO (25)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP
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.