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MOS · 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.
  • MOS
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterMOSLIN
Q3 20206 holders, $210mnone listed holders, n.a.
Q4 20208 holders, $406mnone listed holders, n.a.
Q1 20218 holders, $712mnone listed holders, n.a.
Q2 20218 holders, $890mnone listed holders, n.a.
Q3 202110 holders, $1.2bnnone listed holders, n.a.
Q4 202115 holders, $2.0bnnone listed holders, n.a.
Q1 202222 holders, $3.7bnnone listed holders, n.a.
Q2 202217 holders, $2.7bnnone listed holders, n.a.
Q3 202219 holders, $3.1bnnone listed holders, n.a.
Q4 202219 holders, $2.8bnnone listed holders, n.a.
Q1 202313 holders, $3.3bn40 holders, $29.9bn
Q2 20239 holders, $2.1bn35 holders, $30.7bn
Q3 20238 holders, $2.2bn31 holders, $30.1bn
Q4 202312 holders, $2.2bn32 holders, $32.7bn
Q1 202414 holders, $1.7bn27 holders, $34.3bn
Q2 202413 holders, $1.6bn28 holders, $30.5bn
Q3 202413 holders, $1.5bn23 holders, $32.2bn
Q4 202416 holders, $1.3bn32 holders, $28.9bn
Q1 202513 holders, $1.4bn32 holders, $31.9bn
Q2 202521 holders, $2.1bn31 holders, $31.8bn
Q3 202516 holders, $2.5bn28 holders, $31.5bn
Q4 20258 holders, $1.3bn36 holders, $30.2bn
Q1 20267 holders, $1.2bn35 holders, $37.0bn
Q2 20267 holders, $567m34 holders, $40.4bn
MOS

Mosaic Co

Holders
14
Reported value
$1.7bn
Buyers
11
Sellers
4

Breadth +7 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 32 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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