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NXE · 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.

NXELIN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • NXE
  • LIN
0102030402023202420252026
Holders and value by quarter
QuarterNXELIN
Q4 20211 holders, $6.5mnone listed holders, n.a.
Q2 20221 holders, $9.5mnone listed holders, n.a.
Q3 20221 holders, $8.6mnone listed holders, n.a.
Q4 20222 holders, $9.9mnone listed holders, n.a.
Q1 20231 holders, $413k40 holders, $29.9bn
Q2 20231 holders, $508k35 holders, $30.7bn
Q3 20234 holders, $34m31 holders, $30.1bn
Q4 20232 holders, $24m32 holders, $32.7bn
Q1 20243 holders, $65m27 holders, $34.3bn
Q2 20246 holders, $73m28 holders, $30.5bn
Q3 20242 holders, $37m23 holders, $32.2bn
Q4 20242 holders, $28m32 holders, $28.9bn
Q1 20255 holders, $53m32 holders, $31.9bn
Q2 20254 holders, $78m31 holders, $31.8bn
Q3 202510 holders, $244m28 holders, $31.5bn
Q4 20251 holders, $66m36 holders, $30.2bn
Q1 20262 holders, $57m35 holders, $37.0bn
Q2 20262 holders, $4.0m34 holders, $40.4bn
NXE

Nexgen Energy LTD

Holders
3
Reported value
$65m
Buyers
3
Sellers
1

Breadth +2 among 93 comparable managers.

Materials
LIN

Linde PLC

Holders
27
Reported value
$34.3bn
Buyers
13
Sellers
13

Breadth 0 among 93 comparable managers.

Materials

Who holds both, Q1 2024

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NXE (2)

Moore Capital Management LP, Point72 Asset Management LP

Only LIN (26)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, Walleye Capital LLC, and 1 more

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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