Holders over time
- WDFC
- LIN
| Quarter | WDFC | LIN |
|---|---|---|
| Q3 2020 | 10 holders, $383m | none listed holders, n.a. |
| Q4 2020 | 8 holders, $478m | none listed holders, n.a. |
| Q1 2021 | 7 holders, $524m | none listed holders, n.a. |
| Q2 2021 | 10 holders, $427m | none listed holders, n.a. |
| Q3 2021 | 10 holders, $370m | none listed holders, n.a. |
| Q4 2021 | 9 holders, $360m | none listed holders, n.a. |
| Q1 2022 | 9 holders, $249m | none listed holders, n.a. |
| Q2 2022 | 8 holders, $254m | none listed holders, n.a. |
| Q3 2022 | 7 holders, $207m | none listed holders, n.a. |
| Q4 2022 | 7 holders, $192m | none listed holders, n.a. |
| Q1 2023 | 5 holders, $158m | 40 holders, $29.9bn |
| Q2 2023 | 6 holders, $207m | 35 holders, $30.7bn |
| Q3 2023 | 7 holders, $227m | 31 holders, $30.1bn |
| Q4 2023 | 9 holders, $273m | 32 holders, $32.7bn |
| Q1 2024 | 8 holders, $298m | 27 holders, $34.3bn |
| Q2 2024 | 7 holders, $251m | 28 holders, $30.5bn |
| Q3 2024 | 6 holders, $248m | 23 holders, $32.2bn |
| Q4 2024 | 6 holders, $207m | 32 holders, $28.9bn |
| Q1 2025 | 5 holders, $271m | 32 holders, $31.9bn |
| Q2 2025 | 4 holders, $241m | 31 holders, $31.8bn |
| Q3 2025 | 5 holders, $185m | 28 holders, $31.5bn |
| Q4 2025 | 4 holders, $163m | 36 holders, $30.2bn |
| Q1 2026 | 4 holders, $143m | 35 holders, $37.0bn |
| Q2 2026 | 3 holders, $129m | 34 holders, $40.4bn |
Wd-40 Co
- Holders
- 8
- Reported value
- $298m
- Buyers
- 4
- Sellers
- 5
Breadth -1 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 (5)
Bridgewater Associates LP, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC
Only WDFC (3)
GAMCO Investors Inc, Tudor Investment Corp, Winton Group Ltd
Only LIN (22)
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, Markel Group Inc, MFS Investment Management, Quantbot Technologies LP, 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.