L3VLUP

FNV · 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.
  • FNV
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterFNVLIN
Q3 202017 holders, $5.9bnnone listed holders, n.a.
Q4 202018 holders, $5.4bnnone listed holders, n.a.
Q1 202114 holders, $5.3bnnone listed holders, n.a.
Q2 202111 holders, $5.9bnnone listed holders, n.a.
Q3 202111 holders, $5.2bnnone listed holders, n.a.
Q4 202113 holders, $5.4bnnone listed holders, n.a.
Q1 202211 holders, $6.1bnnone listed holders, n.a.
Q2 202212 holders, $5.2bnnone listed holders, n.a.
Q3 202212 holders, $4.2bnnone listed holders, n.a.
Q4 202212 holders, $4.9bnnone listed holders, n.a.
Q1 202312 holders, $5.2bn40 holders, $29.9bn
Q2 202310 holders, $5.3bn35 holders, $30.7bn
Q3 202313 holders, $5.3bn31 holders, $30.1bn
Q4 202314 holders, $4.5bn32 holders, $32.7bn
Q1 202411 holders, $4.4bn27 holders, $34.3bn
Q2 202412 holders, $4.8bn28 holders, $30.5bn
Q3 202413 holders, $5.3bn23 holders, $32.2bn
Q4 202413 holders, $5.3bn32 holders, $28.9bn
Q1 202514 holders, $7.5bn32 holders, $31.9bn
Q2 202514 holders, $7.7bn31 holders, $31.8bn
Q3 202513 holders, $11.7bn28 holders, $31.5bn
Q4 202515 holders, $11.0bn36 holders, $30.2bn
Q1 202616 holders, $13.2bn35 holders, $37.0bn
Q2 202613 holders, $10.2bn34 holders, $40.4bn
FNV

Franco Nev Corp

Holders
12
Reported value
$4.8bn
Buyers
10
Sellers
2

Breadth +8 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 32 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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