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PPG · 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.

PPGLIN
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.
  • PPG
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterPPGLIN
Q3 202014 holders, $4.5bnnone listed holders, n.a.
Q4 202014 holders, $5.1bnnone listed holders, n.a.
Q1 202111 holders, $5.1bnnone listed holders, n.a.
Q2 202116 holders, $6.4bnnone listed holders, n.a.
Q3 202115 holders, $4.8bnnone listed holders, n.a.
Q4 202118 holders, $5.1bnnone listed holders, n.a.
Q1 202215 holders, $4.4bnnone listed holders, n.a.
Q2 202215 holders, $4.1bnnone listed holders, n.a.
Q3 202213 holders, $3.9bnnone listed holders, n.a.
Q4 202210 holders, $4.2bnnone listed holders, n.a.
Q1 202314 holders, $4.3bn40 holders, $29.9bn
Q2 202321 holders, $4.6bn35 holders, $30.7bn
Q3 202325 holders, $4.4bn31 holders, $30.1bn
Q4 202325 holders, $4.7bn32 holders, $32.7bn
Q1 202421 holders, $3.9bn27 holders, $34.3bn
Q2 202419 holders, $3.4bn28 holders, $30.5bn
Q3 202416 holders, $3.3bn23 holders, $32.2bn
Q4 202410 holders, $3.4bn32 holders, $28.9bn
Q1 202514 holders, $3.2bn32 holders, $31.9bn
Q2 202512 holders, $3.6bn31 holders, $31.8bn
Q3 20259 holders, $3.3bn28 holders, $31.5bn
Q4 202510 holders, $3.0bn36 holders, $30.2bn
Q1 20269 holders, $2.5bn35 holders, $37.0bn
Q2 20269 holders, $2.6bn34 holders, $40.4bn
PPG

PPG Inds Inc

Holders
21
Reported value
$3.9bn
Buyers
9
Sellers
11

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

Only PPG (10)

ExodusPoint Capital Management LP, Maverick Capital Ltd, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC

Only LIN (16)

Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, Walleye Capital LLC

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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