Holders over time
- CRH
- LIN
| Quarter | CRH | LIN |
|---|---|---|
| Q1 2023 | none listed holders, n.a. | 40 holders, $29.9bn |
| Q2 2023 | none listed holders, n.a. | 35 holders, $30.7bn |
| Q3 2023 | 28 holders, $3.7bn | 31 holders, $30.1bn |
| Q4 2023 | 32 holders, $6.5bn | 32 holders, $32.7bn |
| Q1 2024 | 34 holders, $9.0bn | 27 holders, $34.3bn |
| Q2 2024 | 34 holders, $6.7bn | 28 holders, $30.5bn |
| Q3 2024 | 32 holders, $8.6bn | 23 holders, $32.2bn |
| Q4 2024 | 31 holders, $9.5bn | 32 holders, $28.9bn |
| Q1 2025 | 29 holders, $8.3bn | 32 holders, $31.9bn |
| Q2 2025 | 31 holders, $9.6bn | 31 holders, $31.8bn |
| Q3 2025 | 29 holders, $12.3bn | 28 holders, $31.5bn |
| Q4 2025 | 27 holders, $11.1bn | 36 holders, $30.2bn |
| Q1 2026 | 29 holders, $9.8bn | 35 holders, $37.0bn |
| Q2 2026 | 25 holders, $10.4bn | 34 holders, $40.4bn |
CRH PLC
- Holders
- 32
- Reported value
- $6.5bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP
Only CRH (13)
Baillie Gifford & Co, Baupost Group LLC, Citadel Advisors LLC, Egerton Capital UK LLP, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Soroban Capital Partners LP, Soros Fund Management LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Walleye Capital LLC
Only LIN (13)
AQR Capital Management LLC, Capital Research Global Investors, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Tybourne Capital Management HK Ltd
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.