Holders over time
- NUE
- HWM
| Quarter | NUE | HWM |
|---|---|---|
| Q3 2020 | 7 holders, $795m | 12 holders, $1.6bn |
| Q4 2020 | 12 holders, $1.1bn | 21 holders, $3.0bn |
| Q1 2021 | 7 holders, $1.5bn | 18 holders, $3.2bn |
| Q2 2021 | 9 holders, $2.2bn | 19 holders, $3.8bn |
| Q3 2021 | 7 holders, $2.4bn | 18 holders, $3.4bn |
| Q4 2021 | 8 holders, $2.5bn | 15 holders, $3.7bn |
| Q1 2022 | 9 holders, $2.9bn | 12 holders, $3.6bn |
| Q2 2022 | 10 holders, $2.0bn | 15 holders, $3.2bn |
| Q3 2022 | 13 holders, $2.1bn | 20 holders, $3.1bn |
| Q4 2022 | 13 holders, $2.5bn | 19 holders, $4.4bn |
| Q1 2023 | 14 holders, $2.8bn | 23 holders, $4.7bn |
| Q2 2023 | 15 holders, $3.1bn | 25 holders, $5.2bn |
| Q3 2023 | 13 holders, $2.7bn | 26 holders, $4.3bn |
| Q4 2023 | 15 holders, $3.2bn | 22 holders, $5.0bn |
| Q1 2024 | 14 holders, $3.4bn | 22 holders, $6.1bn |
| Q2 2024 | 15 holders, $2.4bn | 23 holders, $7.1bn |
| Q3 2024 | 11 holders, $1.4bn | 25 holders, $8.7bn |
| Q4 2024 | 17 holders, $1.2bn | 21 holders, $9.0bn |
| Q1 2025 | 9 holders, $1.4bn | 23 holders, $10.0bn |
| Q2 2025 | 14 holders, $1.8bn | 22 holders, $13.2bn |
| Q3 2025 | 10 holders, $1.9bn | 23 holders, $13.4bn |
| Q4 2025 | 11 holders, $2.5bn | 26 holders, $13.6bn |
| Q1 2026 | 15 holders, $2.0bn | 35 holders, $15.6bn |
| Q2 2026 | 15 holders, $2.6bn | 37 holders, $17.3bn |
Nucor Corp
- Holders
- 15
- Reported value
- $2.4bn
- Buyers
- 11
- Sellers
- 5
Breadth +6 among 94 comparable managers.
Howmet Aerospace Inc
- Holders
- 23
- Reported value
- $7.1bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 94 comparable managers.
Who holds both, Q2 2024
Both (7)
Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Quantbot Technologies LP, T. Rowe Price Associates Inc
Only NUE (8)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Dodge & Cox, Eisler Capital Management Ltd, Holocene Advisors LP, Man Group PLC
Only HWM (16)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Elliott Investment Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Janus Henderson Group Ltd, Lone Pine Capital LLC, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd
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.