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MLI · 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.
  • MLI
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterMLILIN
Q3 20202 holders, $94mnone listed holders, n.a.
Q4 20202 holders, $120mnone listed holders, n.a.
Q1 20211 holders, $132mnone listed holders, n.a.
Q2 20211 holders, $138mnone listed holders, n.a.
Q3 20212 holders, $154mnone listed holders, n.a.
Q4 20212 holders, $214mnone listed holders, n.a.
Q1 20222 holders, $186mnone listed holders, n.a.
Q2 20221 holders, $162mnone listed holders, n.a.
Q3 20223 holders, $157mnone listed holders, n.a.
Q4 20222 holders, $146mnone listed holders, n.a.
Q1 20233 holders, $172m40 holders, $29.9bn
Q2 20232 holders, $179m35 holders, $30.7bn
Q3 20233 holders, $153m31 holders, $30.1bn
Q4 20234 holders, $202m32 holders, $32.7bn
Q1 20243 holders, $204m27 holders, $34.3bn
Q2 20243 holders, $214m28 holders, $30.5bn
Q3 20243 holders, $268m23 holders, $32.2bn
Q4 20246 holders, $358m32 holders, $28.9bn
Q1 20256 holders, $358m32 holders, $31.9bn
Q2 202511 holders, $585m31 holders, $31.8bn
Q3 202511 holders, $786m28 holders, $31.5bn
Q4 20257 holders, $998m36 holders, $30.2bn
Q1 20267 holders, $1.0bn35 holders, $37.0bn
Q2 202610 holders, $2.0bn34 holders, $40.4bn
MLI

Mueller Inds Inc

Holders
3
Reported value
$204m
Buyers
1
Sellers
2

Breadth -1 among 93 comparable managers.

LIN

Linde PLC

Holders
27
Reported value
$34.3bn
Buyers
13
Sellers
13

Breadth 0 among 93 comparable managers.

Who holds both, Q1 2024

Among the 30 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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