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MOS · 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.

MOSLIN
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.
  • MOS
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterMOSLIN
Q3 20206 holders, $210mnone listed holders, n.a.
Q4 20208 holders, $406mnone listed holders, n.a.
Q1 20218 holders, $712mnone listed holders, n.a.
Q2 20218 holders, $890mnone listed holders, n.a.
Q3 202110 holders, $1.2bnnone listed holders, n.a.
Q4 202115 holders, $2.0bnnone listed holders, n.a.
Q1 202222 holders, $3.7bnnone listed holders, n.a.
Q2 202217 holders, $2.7bnnone listed holders, n.a.
Q3 202219 holders, $3.1bnnone listed holders, n.a.
Q4 202219 holders, $2.8bnnone listed holders, n.a.
Q1 202313 holders, $3.3bn40 holders, $29.9bn
Q2 20239 holders, $2.1bn35 holders, $30.7bn
Q3 20238 holders, $2.2bn31 holders, $30.1bn
Q4 202312 holders, $2.2bn32 holders, $32.7bn
Q1 202414 holders, $1.7bn27 holders, $34.3bn
Q2 202413 holders, $1.6bn28 holders, $30.5bn
Q3 202413 holders, $1.5bn23 holders, $32.2bn
Q4 202416 holders, $1.3bn32 holders, $28.9bn
Q1 202513 holders, $1.4bn32 holders, $31.9bn
Q2 202521 holders, $2.1bn31 holders, $31.8bn
Q3 202516 holders, $2.5bn28 holders, $31.5bn
Q4 20258 holders, $1.3bn36 holders, $30.2bn
Q1 20267 holders, $1.2bn35 holders, $37.0bn
Q2 20267 holders, $567m34 holders, $40.4bn
MOS

Mosaic Co

Holders
13
Reported value
$1.6bn
Buyers
9
Sellers
5

Breadth +4 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 MOS (7)

Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only LIN (22)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, 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.

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