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BDC · 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.
  • BDC
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterBDCLIN
Q3 20202 holders, $96mnone listed holders, n.a.
Q4 20204 holders, $116mnone listed holders, n.a.
Q1 20212 holders, $111mnone listed holders, n.a.
Q2 20211 holders, $132mnone listed holders, n.a.
Q3 20212 holders, $381mnone listed holders, n.a.
Q4 20211 holders, $155mnone listed holders, n.a.
Q1 20221 holders, $108mnone listed holders, n.a.
Q2 20223 holders, $125mnone listed holders, n.a.
Q3 20224 holders, $120mnone listed holders, n.a.
Q4 20225 holders, $127mnone listed holders, n.a.
Q1 20234 holders, $144m40 holders, $29.9bn
Q2 20235 holders, $213m35 holders, $30.7bn
Q3 20234 holders, $187m31 holders, $30.1bn
Q4 20233 holders, $129m32 holders, $32.7bn
Q1 20243 holders, $336m27 holders, $34.3bn
Q2 20244 holders, $380m28 holders, $30.5bn
Q3 20246 holders, $933m23 holders, $32.2bn
Q4 20247 holders, $866m32 holders, $28.9bn
Q1 20256 holders, $711m32 holders, $31.9bn
Q2 20256 holders, $885m31 holders, $31.8bn
Q3 20256 holders, $1.2bn28 holders, $31.5bn
Q4 20256 holders, $1.1bn36 holders, $30.2bn
Q1 20265 holders, $604m35 holders, $37.0bn
Q2 20266 holders, $662m34 holders, $40.4bn
BDC

Belden Inc

Holders
4
Reported value
$380m
Buyers
2
Sellers
2

Breadth 0 among 94 comparable managers.

LIN

Linde PLC

Holders
28
Reported value
$30.5bn
Buyers
9
Sellers
18

Breadth -9 among 94 comparable managers.

Who holds both, Q2 2024

Among the 28 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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