Holders over time
- GFI
- LIN
| Quarter | GFI | LIN |
|---|---|---|
| Q3 2020 | 9 holders, $715m | none listed holders, n.a. |
| Q4 2020 | 6 holders, $405m | none listed holders, n.a. |
| Q1 2021 | 4 holders, $331m | none listed holders, n.a. |
| Q2 2021 | 5 holders, $275m | none listed holders, n.a. |
| Q3 2021 | 3 holders, $159m | none listed holders, n.a. |
| Q4 2021 | 3 holders, $105m | none listed holders, n.a. |
| Q1 2022 | 5 holders, $229m | none listed holders, n.a. |
| Q2 2022 | 4 holders, $148m | none listed holders, n.a. |
| Q3 2022 | 7 holders, $247m | none listed holders, n.a. |
| Q4 2022 | 7 holders, $308m | none listed holders, n.a. |
| Q1 2023 | 6 holders, $228m | 40 holders, $29.9bn |
| Q2 2023 | 9 holders, $350m | 35 holders, $30.7bn |
| Q3 2023 | 2 holders, $95m | 31 holders, $30.1bn |
| Q4 2023 | 3 holders, $117m | 32 holders, $32.7bn |
| Q1 2024 | 5 holders, $249m | 27 holders, $34.3bn |
| Q2 2024 | 5 holders, $210m | 28 holders, $30.5bn |
| Q3 2024 | 5 holders, $256m | 23 holders, $32.2bn |
| Q4 2024 | 6 holders, $210m | 32 holders, $28.9bn |
| Q1 2025 | 8 holders, $441m | 32 holders, $31.9bn |
| Q2 2025 | 7 holders, $391m | 31 holders, $31.8bn |
| Q3 2025 | 7 holders, $652m | 28 holders, $31.5bn |
| Q4 2025 | 7 holders, $781m | 36 holders, $30.2bn |
| Q1 2026 | 7 holders, $736m | 35 holders, $37.0bn |
| Q2 2026 | 8 holders, $583m | 34 holders, $40.4bn |
Gold Fields LTD
- Holders
- 5
- Reported value
- $210m
- Buyers
- 0
- Sellers
- 5
Breadth -5 among 94 comparable managers.
Linde PLC
- Holders
- 28
- Reported value
- $30.5bn
- Buyers
- 9
- Sellers
- 18
Breadth -9 among 94 comparable managers.
Who holds both, Q2 2024
Both (4)
Artisan Partners LP, First Eagle Investment Management LLC, MFS Investment Management, Renaissance Technologies LLC
Only GFI (1)
Only LIN (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, 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.