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FUL · LIN 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.

FULLIN
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.
  • FUL
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterFULLIN
Q3 20203 holders, $122mnone listed holders, n.a.
Q4 20204 holders, $52mnone listed holders, n.a.
Q1 20212 holders, $61mnone listed holders, n.a.
Q2 20212 holders, $89mnone listed holders, n.a.
Q3 20213 holders, $89mnone listed holders, n.a.
Q4 20213 holders, $111mnone listed holders, n.a.
Q1 20223 holders, $90mnone listed holders, n.a.
Q2 20223 holders, $120mnone listed holders, n.a.
Q3 20223 holders, $131mnone listed holders, n.a.
Q4 20223 holders, $155mnone listed holders, n.a.
Q1 20235 holders, $167m40 holders, $29.9bn
Q2 20235 holders, $177m35 holders, $30.7bn
Q3 20235 holders, $184m31 holders, $30.1bn
Q4 20236 holders, $211m32 holders, $32.7bn
Q1 20243 holders, $188m27 holders, $34.3bn
Q2 20243 holders, $252m28 holders, $30.5bn
Q3 20243 holders, $239m23 holders, $32.2bn
Q4 20245 holders, $207m32 holders, $28.9bn
Q1 20254 holders, $170m32 holders, $31.9bn
Q2 20252 holders, $177m31 holders, $31.8bn
Q3 20255 holders, $196m28 holders, $31.5bn
Q4 20255 holders, $210m36 holders, $30.2bn
Q1 20266 holders, $321m35 holders, $37.0bn
Q2 20264 holders, $194m34 holders, $40.4bn
FUL

Fuller H B Co

Holders
6
Reported value
$211m
Buyers
2
Sellers
4

Breadth -2 among 93 comparable managers.

Materials
LIN

Linde PLC

Holders
32
Reported value
$32.7bn
Buyers
17
Sellers
14

Breadth +3 among 93 comparable managers.

Materials

Who holds both, Q4 2023

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FUL (3)

GAMCO Investors Inc, Marshall Wace LLP, Two Sigma Advisers LP

Only LIN (29)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, and 4 more

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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