Holders over time
- IRM
- EQIX
| Quarter | IRM | EQIX |
|---|---|---|
| Q3 2020 | 3 holders, $951m | 19 holders, $8.2bn |
| Q4 2020 | 3 holders, $865m | 21 holders, $8.2bn |
| Q1 2021 | 2 holders, $1.2bn | 19 holders, $7.5bn |
| Q2 2021 | 2 holders, $1.4bn | 17 holders, $7.9bn |
| Q3 2021 | 2 holders, $1.4bn | 15 holders, $7.0bn |
| Q4 2021 | 3 holders, $2.0bn | 18 holders, $6.0bn |
| Q1 2022 | 2 holders, $1.7bn | 18 holders, $6.0bn |
| Q2 2022 | 3 holders, $1.4bn | 23 holders, $5.7bn |
| Q3 2022 | 5 holders, $1.3bn | 20 holders, $4.8bn |
| Q4 2022 | 5 holders, $1.6bn | 15 holders, $5.1bn |
| Q1 2023 | 3 holders, $1.4bn | 17 holders, $5.3bn |
| Q2 2023 | 4 holders, $1.2bn | 20 holders, $6.5bn |
| Q3 2023 | 7 holders, $1.6bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $892m | 19 holders, $6.6bn |
| Q1 2024 | 10 holders, $758m | 27 holders, $7.6bn |
| Q2 2024 | 6 holders, $811m | 21 holders, $8.1bn |
| Q3 2024 | 6 holders, $956m | 26 holders, $9.6bn |
| Q4 2024 | 10 holders, $856m | 28 holders, $10.3bn |
| Q1 2025 | 11 holders, $1.1bn | 31 holders, $8.7bn |
| Q2 2025 | 11 holders, $1.8bn | 30 holders, $7.3bn |
| Q3 2025 | 6 holders, $1.7bn | 28 holders, $7.0bn |
| Q4 2025 | 6 holders, $1.3bn | 26 holders, $8.2bn |
| Q1 2026 | 9 holders, $1.7bn | 31 holders, $11.5bn |
| Q2 2026 | 6 holders, $2.0bn | 31 holders, $12.6bn |
Iron MTN Inc Del
- Holders
- 6
- Reported value
- $811m
- Buyers
- 3
- Sellers
- 5
Breadth -2 among 94 comparable managers.
Equinix Inc
- Holders
- 21
- Reported value
- $8.1bn
- Buyers
- 13
- Sellers
- 11
Breadth +2 among 94 comparable managers.
Who holds both, Q2 2024
Only IRM (3)
Acadian Asset Management LLC, Capital World Investors, Voloridge Investment Management LLC
Only EQIX (18)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
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.