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KMB · 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.

KMBLIN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • KMB
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterKMBLIN
Q3 202024 holders, $4.8bnnone listed holders, n.a.
Q4 202023 holders, $4.4bnnone listed holders, n.a.
Q1 202118 holders, $4.7bnnone listed holders, n.a.
Q2 202118 holders, $4.7bnnone listed holders, n.a.
Q3 202112 holders, $5.6bnnone listed holders, n.a.
Q4 202118 holders, $6.7bnnone listed holders, n.a.
Q1 202221 holders, $5.9bnnone listed holders, n.a.
Q2 202220 holders, $6.1bnnone listed holders, n.a.
Q3 202221 holders, $4.9bnnone listed holders, n.a.
Q4 202219 holders, $5.9bnnone listed holders, n.a.
Q1 202326 holders, $5.6bn40 holders, $29.9bn
Q2 202326 holders, $5.2bn35 holders, $30.7bn
Q3 202321 holders, $4.3bn31 holders, $30.1bn
Q4 202322 holders, $3.9bn32 holders, $32.7bn
Q1 202420 holders, $3.8bn27 holders, $34.3bn
Q2 202421 holders, $4.4bn28 holders, $30.5bn
Q3 202418 holders, $4.3bn23 holders, $32.2bn
Q4 202419 holders, $3.9bn32 holders, $28.9bn
Q1 202516 holders, $4.2bn32 holders, $31.9bn
Q2 202514 holders, $4.0bn31 holders, $31.8bn
Q3 20259 holders, $3.7bn28 holders, $31.5bn
Q4 202521 holders, $4.5bn36 holders, $30.2bn
Q1 202618 holders, $3.9bn35 holders, $37.0bn
Q2 202615 holders, $5.2bn34 holders, $40.4bn
KMB

Kimberly-clark Corp

Holders
21
Reported value
$4.4bn
Buyers
14
Sellers
7

Breadth +7 among 94 comparable managers.

Materials
LIN

Linde PLC

Holders
28
Reported value
$30.5bn
Buyers
9
Sellers
18

Breadth -9 among 94 comparable managers.

Materials

Who holds both, Q2 2024

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only KMB (7)

Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Voloridge Investment Management LLC

Only LIN (14)

Artisan Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, Tybourne Capital Management HK Ltd, 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.

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