Holders over time
- MPC
- XOM
| Quarter | MPC | XOM |
|---|---|---|
| Q3 2020 | 11 holders, $1.0bn | 21 holders, $7.1bn |
| Q4 2020 | 10 holders, $1.8bn | 28 holders, $8.0bn |
| Q1 2021 | 15 holders, $1.9bn | 27 holders, $11.5bn |
| Q2 2021 | 19 holders, $2.7bn | 28 holders, $13.4bn |
| Q3 2021 | 11 holders, $2.7bn | 30 holders, $13.0bn |
| Q4 2021 | 10 holders, $2.3bn | 29 holders, $14.2bn |
| Q1 2022 | 17 holders, $3.3bn | 37 holders, $20.3bn |
| Q2 2022 | 27 holders, $3.9bn | 30 holders, $23.2bn |
| Q3 2022 | 24 holders, $4.3bn | 27 holders, $25.6bn |
| Q4 2022 | 27 holders, $5.2bn | 32 holders, $62.9bn |
| Q1 2023 | 22 holders, $4.9bn | 29 holders, $32.9bn |
| Q2 2023 | 16 holders, $3.9bn | 30 holders, $32.1bn |
| Q3 2023 | 24 holders, $5.3bn | 30 holders, $35.1bn |
| Q4 2023 | 22 holders, $5.1bn | 38 holders, $30.7bn |
| Q1 2024 | 20 holders, $5.6bn | 32 holders, $36.5bn |
| Q2 2024 | 17 holders, $4.6bn | 33 holders, $42.7bn |
| Q3 2024 | 12 holders, $3.6bn | 28 holders, $42.3bn |
| Q4 2024 | 13 holders, $3.2bn | 33 holders, $37.4bn |
| Q1 2025 | 13 holders, $3.6bn | 32 holders, $39.3bn |
| Q2 2025 | 11 holders, $4.6bn | 28 holders, $32.5bn |
| Q3 2025 | 16 holders, $5.5bn | 29 holders, $33.1bn |
| Q4 2025 | 19 holders, $3.8bn | 33 holders, $36.0bn |
| Q1 2026 | 18 holders, $5.5bn | 32 holders, $54.7bn |
| Q2 2026 | 18 holders, $4.6bn | 31 holders, $44.7bn |
Marathon Pete Corp
- Holders
- 22
- Reported value
- $5.1bn
- Buyers
- 12
- Sellers
- 9
Breadth +3 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 (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MPC (5)
Arrowstreet Capital LP, Caxton Associates LLP, Elliott Investment Management LP, ExodusPoint Capital Management LP, Maverick Capital Ltd
Only XOM (21)
Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Marshall Wace LLP, 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, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group 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.