Holders over time
- WLK
- LIN
| Quarter | WLK | LIN |
|---|---|---|
| Q3 2020 | 5 holders, $794m | none listed holders, n.a. |
| Q4 2020 | 8 holders, $996m | none listed holders, n.a. |
| Q1 2021 | 10 holders, $794m | none listed holders, n.a. |
| Q2 2021 | 7 holders, $325m | none listed holders, n.a. |
| Q3 2021 | 12 holders, $344m | none listed holders, n.a. |
| Q4 2021 | 11 holders, $315m | none listed holders, n.a. |
| Q1 2022 | 8 holders, $416m | none listed holders, n.a. |
| Q2 2022 | 10 holders, $373m | none listed holders, n.a. |
| Q3 2022 | 11 holders, $401m | none listed holders, n.a. |
| Q4 2022 | 8 holders, $681m | none listed holders, n.a. |
| Q1 2023 | 8 holders, $935m | 40 holders, $29.9bn |
| Q2 2023 | 7 holders, $709m | 35 holders, $30.7bn |
| Q3 2023 | 8 holders, $858m | 31 holders, $30.1bn |
| Q4 2023 | 9 holders, $963m | 32 holders, $32.7bn |
| Q1 2024 | 8 holders, $965m | 27 holders, $34.3bn |
| Q2 2024 | 7 holders, $832m | 28 holders, $30.5bn |
| Q3 2024 | 8 holders, $306m | 23 holders, $32.2bn |
| Q4 2024 | 10 holders, $430m | 32 holders, $28.9bn |
| Q1 2025 | 11 holders, $442m | 32 holders, $31.9bn |
| Q2 2025 | 7 holders, $252m | 31 holders, $31.8bn |
| Q3 2025 | 7 holders, $165m | 28 holders, $31.5bn |
| Q4 2025 | 9 holders, $654m | 36 holders, $30.2bn |
| Q1 2026 | 10 holders, $1.2bn | 35 holders, $37.0bn |
| Q2 2026 | 7 holders, $318m | 34 holders, $40.4bn |
Westlake Corporation
- Holders
- 8
- Reported value
- $965m
- Buyers
- 7
- Sellers
- 2
Breadth +5 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 (4)
AQR Capital Management LLC, Capital World Investors, Fidelity (FMR LLC), First Eagle Investment Management LLC
Only WLK (4)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Schonfeld Strategic Advisors LLC
Only LIN (23)
AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, 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, 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.