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CMC · GLW 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.

CMCGLW
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • CMC
  • GLW
010203040202120222023202420252026
Holders and value by quarter
QuarterCMCGLW
Q3 20205 holders, $61m11 holders, $3.4bn
Q4 20206 holders, $109m18 holders, $3.6bn
Q1 20213 holders, $276m11 holders, $4.6bn
Q2 20213 holders, $233m16 holders, $4.0bn
Q3 20215 holders, $179m14 holders, $3.2bn
Q4 20215 holders, $98m16 holders, $3.1bn
Q1 20223 holders, $105m18 holders, $2.6bn
Q2 20223 holders, $62m14 holders, $2.3bn
Q3 20225 holders, $404m14 holders, $1.6bn
Q4 20228 holders, $504m12 holders, $1.7bn
Q1 20239 holders, $162m18 holders, $2.3bn
Q2 202311 holders, $177m10 holders, $1.9bn
Q3 20238 holders, $135m8 holders, $1.4bn
Q4 20236 holders, $120m12 holders, $1.6bn
Q1 20246 holders, $160m11 holders, $2.2bn
Q2 20244 holders, $143m11 holders, $3.3bn
Q3 20243 holders, $78m17 holders, $4.3bn
Q4 20244 holders, $79m22 holders, $4.1bn
Q1 20253 holders, $95m24 holders, $3.1bn
Q2 20255 holders, $106m25 holders, $3.3bn
Q3 20255 holders, $89m26 holders, $6.2bn
Q4 20255 holders, $166m27 holders, $7.2bn
Q1 20262 holders, $20m33 holders, $12.8bn
Q2 20264 holders, $43m26 holders, $23.6bn
CMC

Commercial Metals Co

Holders
6
Reported value
$120m
Buyers
4
Sellers
2

Breadth +2 among 93 comparable managers.

Materials
GLW

Corning Inc

Holders
12
Reported value
$1.6bn
Buyers
9
Sellers
4

Breadth +5 among 93 comparable managers.

Materials

Who holds both, Q4 2023

Among the 16 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CMC (4)

Acadian Asset Management LLC, AQR Capital Management LLC, First Eagle Investment Management LLC, Janus Henderson Group Ltd

Only GLW (10)

Brevan Howard Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.

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