Holders over time
- FCX
- LIN
| Quarter | FCX | LIN |
|---|---|---|
| Q3 2020 | 12 holders, $2.6bn | none listed holders, n.a. |
| Q4 2020 | 19 holders, $5.2bn | none listed holders, n.a. |
| Q1 2021 | 22 holders, $6.4bn | none listed holders, n.a. |
| Q2 2021 | 22 holders, $7.5bn | none listed holders, n.a. |
| Q3 2021 | 23 holders, $7.7bn | none listed holders, n.a. |
| Q4 2021 | 21 holders, $10.5bn | none listed holders, n.a. |
| Q1 2022 | 21 holders, $12.7bn | none listed holders, n.a. |
| Q2 2022 | 13 holders, $6.7bn | none listed holders, n.a. |
| Q3 2022 | 22 holders, $6.6bn | none listed holders, n.a. |
| Q4 2022 | 23 holders, $9.4bn | none listed holders, n.a. |
| Q1 2023 | 23 holders, $9.7bn | 40 holders, $29.9bn |
| Q2 2023 | 27 holders, $9.5bn | 35 holders, $30.7bn |
| Q3 2023 | 29 holders, $9.2bn | 31 holders, $30.1bn |
| Q4 2023 | 29 holders, $10.6bn | 32 holders, $32.7bn |
| Q1 2024 | 32 holders, $12.3bn | 27 holders, $34.3bn |
| Q2 2024 | 30 holders, $13.0bn | 28 holders, $30.5bn |
| Q3 2024 | 31 holders, $12.7bn | 23 holders, $32.2bn |
| Q4 2024 | 32 holders, $9.2bn | 32 holders, $28.9bn |
| Q1 2025 | 27 holders, $8.3bn | 32 holders, $31.9bn |
| Q2 2025 | 25 holders, $9.4bn | 31 holders, $31.8bn |
| Q3 2025 | 28 holders, $7.8bn | 28 holders, $31.5bn |
| Q4 2025 | 32 holders, $10.4bn | 36 holders, $30.2bn |
| Q1 2026 | 26 holders, $10.7bn | 35 holders, $37.0bn |
| Q2 2026 | 29 holders, $11.1bn | 34 holders, $40.4bn |
Freeport Mcmoran Inc
- Holders
- 29
- Reported value
- $10.6bn
- 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 (15)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
Only FCX (14)
Arrowstreet Capital LP, Citadel Advisors LLC, GAMCO Investors Inc, Marshall Wace LLP, Moore Capital Management LP, Oaktree Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Winton Group Ltd
Only LIN (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, First Eagle Investment Management LLC, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Schonfeld Strategic Advisors 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.