Holders over time
- NEM
- LIN
| Quarter | NEM | LIN |
|---|---|---|
| Q3 2020 | 26 holders, $5.2bn | none listed holders, n.a. |
| Q4 2020 | 18 holders, $4.1bn | none listed holders, n.a. |
| Q1 2021 | 18 holders, $3.7bn | none listed holders, n.a. |
| Q2 2021 | 22 holders, $4.1bn | none listed holders, n.a. |
| Q3 2021 | 22 holders, $3.6bn | none listed holders, n.a. |
| Q4 2021 | 18 holders, $3.7bn | none listed holders, n.a. |
| Q1 2022 | 21 holders, $5.4bn | none listed holders, n.a. |
| Q2 2022 | 22 holders, $4.3bn | none listed holders, n.a. |
| Q3 2022 | 25 holders, $3.0bn | none listed holders, n.a. |
| Q4 2022 | 23 holders, $3.4bn | none listed holders, n.a. |
| Q1 2023 | 23 holders, $3.4bn | 40 holders, $29.9bn |
| Q2 2023 | 22 holders, $3.1bn | 35 holders, $30.7bn |
| Q3 2023 | 22 holders, $2.9bn | 31 holders, $30.1bn |
| Q4 2023 | 17 holders, $2.8bn | 32 holders, $32.7bn |
| Q1 2024 | 17 holders, $2.3bn | 27 holders, $34.3bn |
| Q2 2024 | 16 holders, $2.7bn | 28 holders, $30.5bn |
| Q3 2024 | 23 holders, $3.4bn | 23 holders, $32.2bn |
| Q4 2024 | 24 holders, $2.6bn | 32 holders, $28.9bn |
| Q1 2025 | 19 holders, $2.8bn | 32 holders, $31.9bn |
| Q2 2025 | 19 holders, $4.3bn | 31 holders, $31.8bn |
| Q3 2025 | 23 holders, $7.1bn | 28 holders, $31.5bn |
| Q4 2025 | 22 holders, $8.4bn | 36 holders, $30.2bn |
| Q1 2026 | 21 holders, $8.5bn | 35 holders, $37.0bn |
| Q2 2026 | 17 holders, $7.4bn | 34 holders, $40.4bn |
Newmont Corp
- Holders
- 17
- Reported value
- $2.8bn
- Buyers
- 9
- Sellers
- 10
Breadth -1 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 (10)
Capital Research Global Investors, First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only NEM (7)
GAMCO Investors Inc, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
Only LIN (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tudor Investment Corp, 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.