Holders over time
- APD
- LIN
| Quarter | APD | LIN |
|---|---|---|
| Q3 2020 | 22 holders, $4.8bn | none listed holders, n.a. |
| Q4 2020 | 29 holders, $3.6bn | none listed holders, n.a. |
| Q1 2021 | 22 holders, $3.1bn | none listed holders, n.a. |
| Q2 2021 | 23 holders, $3.0bn | none listed holders, n.a. |
| Q3 2021 | 21 holders, $2.5bn | none listed holders, n.a. |
| Q4 2021 | 24 holders, $4.2bn | none listed holders, n.a. |
| Q1 2022 | 26 holders, $3.1bn | none listed holders, n.a. |
| Q2 2022 | 20 holders, $2.3bn | none listed holders, n.a. |
| Q3 2022 | 18 holders, $2.1bn | none listed holders, n.a. |
| Q4 2022 | 19 holders, $3.8bn | none listed holders, n.a. |
| Q1 2023 | 27 holders, $3.9bn | 40 holders, $29.9bn |
| Q2 2023 | 23 holders, $3.7bn | 35 holders, $30.7bn |
| Q3 2023 | 23 holders, $3.8bn | 31 holders, $30.1bn |
| Q4 2023 | 18 holders, $3.9bn | 32 holders, $32.7bn |
| Q1 2024 | 17 holders, $4.5bn | 27 holders, $34.3bn |
| Q2 2024 | 13 holders, $5.7bn | 28 holders, $30.5bn |
| Q3 2024 | 14 holders, $8.6bn | 23 holders, $32.2bn |
| Q4 2024 | 13 holders, $7.8bn | 32 holders, $28.9bn |
| Q1 2025 | 11 holders, $8.4bn | 32 holders, $31.9bn |
| Q2 2025 | 13 holders, $7.7bn | 31 holders, $31.8bn |
| Q3 2025 | 10 holders, $8.0bn | 28 holders, $31.5bn |
| Q4 2025 | 11 holders, $7.3bn | 36 holders, $30.2bn |
| Q1 2026 | 15 holders, $9.2bn | 35 holders, $37.0bn |
| Q2 2026 | 15 holders, $9.0bn | 34 holders, $40.4bn |
Air Products and Chemicals I
- Holders
- 17
- Reported value
- $4.5bn
- Buyers
- 11
- Sellers
- 6
Breadth +5 among 93 comparable managers.
Linde PLC
- Holders
- 27
- Reported value
- $34.3bn
- Buyers
- 13
- Sellers
- 13
Breadth 0 among 93 comparable managers.
Who holds both, Q1 2024
Both (9)
Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP
Only APD (8)
Eisler Capital Management Ltd, Millennium Management LLC, Sachem Head Capital Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC
Only LIN (18)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, Walleye Capital LLC, 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.