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.
- HE
- D
| Quarter | HE | D |
|---|---|---|
| Q3 2020 | 7 holders, $77m | 20 holders, $8.7bn |
| Q4 2020 | 6 holders, $87m | 28 holders, $7.2bn |
| Q1 2021 | 5 holders, $83m | 26 holders, $7.4bn |
| Q2 2021 | 4 holders, $42m | 21 holders, $7.5bn |
| Q3 2021 | 2 holders, $26m | 16 holders, $7.2bn |
| Q4 2021 | 2 holders, $21m | 18 holders, $8.2bn |
| Q1 2022 | 4 holders, $27m | 19 holders, $9.3bn |
| Q2 2022 | 4 holders, $22m | 20 holders, $9.3bn |
| Q3 2022 | 2 holders, $4.7m | 17 holders, $7.5bn |
| Q4 2022 | 4 holders, $39m | 24 holders, $6.3bn |
| Q1 2023 | 2 holders, $4.4m | 19 holders, $6.1bn |
| Q2 2023 | 3 holders, $3.2m | 12 holders, $5.7bn |
| Q3 2023 | 5 holders, $130m | 12 holders, $5.4bn |
| Q4 2023 | 9 holders, $158m | 15 holders, $6.4bn |
| Q1 2024 | 7 holders, $113m | 10 holders, $6.5bn |
| Q2 2024 | 7 holders, $120m | 9 holders, $6.2bn |
| Q3 2024 | 5 holders, $65m | 14 holders, $7.4bn |
| Q4 2024 | 3 holders, $47m | 13 holders, $6.5bn |
| Q1 2025 | 5 holders, $55m | 16 holders, $7.0bn |
| Q2 2025 | 2 holders, $16m | 10 holders, $8.8bn |
| Q3 2025 | 1 holders, $681k | 8 holders, $9.8bn |
| Q4 2025 | 3 holders, $9.7m | 12 holders, $10.5bn |
| Q1 2026 | 4 holders, $15m | 11 holders, $10.4bn |
| Q2 2026 | 4 holders, $12m | 13 holders, $12.4bn |
HE
Hawaiian Elec Industries
- Holders
- 7
- Reported value
- $120m
- Buyers
- 7
- Sellers
- 0
Breadth +7 among 94 comparable managers.
D
Dominion Res Inc Va New
- Holders
- 9
- Reported value
- $6.2bn
- Buyers
- 5
- Sellers
- 4
Breadth +1 among 94 comparable managers.
Who holds both, Q2 2024
Among the 15 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.