Holders over time
- APD
- LIN
| Quarter | APD | LIN |
|---|---|---|
| Q3 2020 | 22 holders, $4.8bn | none listed holders, n.a. |
| Q4 2020 | 29 holders, $3.6bn | none listed holders, n.a. |
| Q1 2021 | 22 holders, $3.1bn | none listed holders, n.a. |
| Q2 2021 | 23 holders, $3.0bn | none listed holders, n.a. |
| Q3 2021 | 21 holders, $2.5bn | none listed holders, n.a. |
| Q4 2021 | 24 holders, $4.2bn | none listed holders, n.a. |
| Q1 2022 | 26 holders, $3.1bn | none listed holders, n.a. |
| Q2 2022 | 20 holders, $2.3bn | none listed holders, n.a. |
| Q3 2022 | 18 holders, $2.1bn | none listed holders, n.a. |
| Q4 2022 | 19 holders, $3.8bn | none listed holders, n.a. |
| Q1 2023 | 27 holders, $3.9bn | 40 holders, $29.9bn |
| Q2 2023 | 23 holders, $3.7bn | 35 holders, $30.7bn |
| Q3 2023 | 23 holders, $3.8bn | 31 holders, $30.1bn |
| Q4 2023 | 18 holders, $3.9bn | 32 holders, $32.7bn |
| Q1 2024 | 17 holders, $4.5bn | 27 holders, $34.3bn |
| Q2 2024 | 13 holders, $5.7bn | 28 holders, $30.5bn |
| Q3 2024 | 14 holders, $8.6bn | 23 holders, $32.2bn |
| Q4 2024 | 13 holders, $7.8bn | 32 holders, $28.9bn |
| Q1 2025 | 11 holders, $8.4bn | 32 holders, $31.9bn |
| Q2 2025 | 13 holders, $7.7bn | 31 holders, $31.8bn |
| Q3 2025 | 10 holders, $8.0bn | 28 holders, $31.5bn |
| Q4 2025 | 11 holders, $7.3bn | 36 holders, $30.2bn |
| Q1 2026 | 15 holders, $9.2bn | 35 holders, $37.0bn |
| Q2 2026 | 15 holders, $9.0bn | 34 holders, $40.4bn |
Air Products and Chemicals I
- Holders
- 18
- Reported value
- $3.9bn
- Buyers
- 10
- Sellers
- 9
Breadth +1 among 93 comparable managers.
Linde PLC
- Holders
- 32
- Reported value
- $32.7bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 93 comparable managers.
Who holds both, Q4 2023
Both (12)
Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
Only APD (6)
Marshall Wace LLP, Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only LIN (20)
AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Susquehanna International Group LLP, Tybourne Capital Management HK Ltd, Wellington Management Group LLP
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.