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SW · 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.

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.
  • SW
  • LIN
010203040Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterSWLIN
Q1 2023none listed holders, n.a.40 holders, $29.9bn
Q2 2023none listed holders, n.a.35 holders, $30.7bn
Q3 2023none listed holders, n.a.31 holders, $30.1bn
Q4 2023none listed holders, n.a.32 holders, $32.7bn
Q1 2024none listed holders, n.a.27 holders, $34.3bn
Q2 2024none listed holders, n.a.28 holders, $30.5bn
Q3 202412 holders, $2.4bn23 holders, $32.2bn
Q4 202412 holders, $2.9bn32 holders, $28.9bn
Q1 202512 holders, $2.7bn32 holders, $31.9bn
Q2 202512 holders, $3.0bn31 holders, $31.8bn
Q3 202512 holders, $3.3bn28 holders, $31.5bn
Q4 202510 holders, $2.4bn36 holders, $30.2bn
Q1 202611 holders, $3.0bn35 holders, $37.0bn
Q2 202611 holders, $3.6bn34 holders, $40.4bn
SW

Smurfit Westrock PLC

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

LIN

Linde PLC

Holders
28
Reported value
$30.5bn
Buyers
9
Sellers
18

Breadth -9 among 94 comparable managers.

Who holds both, Q2 2024

Among the 28 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.

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