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IP · 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.

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.
  • IP
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterIPLIN
Q3 20206 holders, $2.2bnnone listed holders, n.a.
Q4 20209 holders, $2.8bnnone listed holders, n.a.
Q1 20216 holders, $3.3bnnone listed holders, n.a.
Q2 202111 holders, $3.9bnnone listed holders, n.a.
Q3 20217 holders, $3.3bnnone listed holders, n.a.
Q4 202114 holders, $2.4bnnone listed holders, n.a.
Q1 202214 holders, $2.2bnnone listed holders, n.a.
Q2 20228 holders, $1.8bnnone listed holders, n.a.
Q3 20228 holders, $1.4bnnone listed holders, n.a.
Q4 202211 holders, $1.7bnnone listed holders, n.a.
Q1 20238 holders, $1.3bn40 holders, $29.9bn
Q2 20236 holders, $1.1bn35 holders, $30.7bn
Q3 20239 holders, $1.4bn31 holders, $30.1bn
Q4 202312 holders, $1.3bn32 holders, $32.7bn
Q1 202412 holders, $1.7bn27 holders, $34.3bn
Q2 202415 holders, $3.4bn28 holders, $30.5bn
Q3 202418 holders, $5.2bn23 holders, $32.2bn
Q4 202423 holders, $7.5bn32 holders, $28.9bn
Q1 202517 holders, $7.5bn32 holders, $31.9bn
Q2 202511 holders, $6.9bn31 holders, $31.8bn
Q3 202510 holders, $6.6bn28 holders, $31.5bn
Q4 20257 holders, $5.5bn36 holders, $30.2bn
Q1 20267 holders, $5.2bn35 holders, $37.0bn
Q2 202611 holders, $6.2bn34 holders, $40.4bn
IP

Intl Paper Co

Holders
12
Reported value
$1.3bn
Buyers
7
Sellers
6

Breadth +1 among 93 comparable managers.

LIN

Linde PLC

Holders
32
Reported value
$32.7bn
Buyers
17
Sellers
14

Breadth +3 among 93 comparable managers.

Who holds both, Q4 2023

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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