Holders over time
- KMI
- XOM
| Quarter | KMI | XOM |
|---|---|---|
| Q3 2020 | 10 holders, $753m | 21 holders, $7.1bn |
| Q4 2020 | 13 holders, $691m | 28 holders, $8.0bn |
| Q1 2021 | 8 holders, $532m | 27 holders, $11.5bn |
| Q2 2021 | 4 holders, $363m | 28 holders, $13.4bn |
| Q3 2021 | 11 holders, $436m | 30 holders, $13.0bn |
| Q4 2021 | 9 holders, $542m | 29 holders, $14.2bn |
| Q1 2022 | 10 holders, $658m | 37 holders, $20.3bn |
| Q2 2022 | 7 holders, $459m | 30 holders, $23.2bn |
| Q3 2022 | 7 holders, $404m | 27 holders, $25.6bn |
| Q4 2022 | 5 holders, $1.0bn | 32 holders, $62.9bn |
| Q1 2023 | 9 holders, $1.1bn | 29 holders, $32.9bn |
| Q2 2023 | 8 holders, $1.1bn | 30 holders, $32.1bn |
| Q3 2023 | 9 holders, $1.1bn | 30 holders, $35.1bn |
| Q4 2023 | 12 holders, $1.3bn | 38 holders, $30.7bn |
| Q1 2024 | 11 holders, $1.2bn | 32 holders, $36.5bn |
| Q2 2024 | 8 holders, $1.3bn | 33 holders, $42.7bn |
| Q3 2024 | 8 holders, $1.2bn | 28 holders, $42.3bn |
| Q4 2024 | 10 holders, $1.4bn | 33 holders, $37.4bn |
| Q1 2025 | 17 holders, $1.2bn | 32 holders, $39.3bn |
| Q2 2025 | 12 holders, $1.1bn | 28 holders, $32.5bn |
| Q3 2025 | 13 holders, $1.5bn | 29 holders, $33.1bn |
| Q4 2025 | 15 holders, $1.4bn | 33 holders, $36.0bn |
| Q1 2026 | 13 holders, $2.6bn | 32 holders, $54.7bn |
| Q2 2026 | 9 holders, $1.6bn | 31 holders, $44.7bn |
Kinder Morgan Inc Del
- Holders
- 12
- Reported value
- $1.3bn
- Buyers
- 11
- Sellers
- 1
Breadth +10 among 93 comparable managers.
Exxon Mobil Corp
- Holders
- 38
- Reported value
- $30.7bn
- Buyers
- 28
- Sellers
- 11
Breadth +17 among 93 comparable managers.
Who holds both, Q4 2023
Both (10)
Brevan Howard Capital Management LP, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only KMI (2)
Only XOM (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Advisers LP, and 3 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.