Holders over time
- ECL
- KO
| Quarter | ECL | KO |
|---|---|---|
| Q3 2020 | 21 holders, $2.4bn | 30 holders, $34.7bn |
| Q4 2020 | 13 holders, $2.4bn | 30 holders, $39.2bn |
| Q1 2021 | 15 holders, $2.4bn | 30 holders, $37.6bn |
| Q2 2021 | 21 holders, $2.8bn | 30 holders, $38.0bn |
| Q3 2021 | 14 holders, $2.7bn | 34 holders, $37.9bn |
| Q4 2021 | 15 holders, $3.5bn | 33 holders, $43.3bn |
| Q1 2022 | 18 holders, $3.3bn | 32 holders, $45.4bn |
| Q2 2022 | 17 holders, $2.9bn | 30 holders, $45.1bn |
| Q3 2022 | 16 holders, $2.6bn | 34 holders, $39.8bn |
| Q4 2022 | 18 holders, $3.0bn | 37 holders, $44.1bn |
| Q1 2023 | 18 holders, $3.5bn | 37 holders, $42.2bn |
| Q2 2023 | 18 holders, $3.5bn | 36 holders, $40.8bn |
| Q3 2023 | 17 holders, $2.9bn | 36 holders, $37.8bn |
| Q4 2023 | 17 holders, $2.9bn | 34 holders, $38.4bn |
| Q1 2024 | 22 holders, $4.2bn | 33 holders, $41.0bn |
| Q2 2024 | 20 holders, $4.7bn | 33 holders, $43.4bn |
| Q3 2024 | 24 holders, $4.9bn | 26 holders, $47.9bn |
| Q4 2024 | 23 holders, $4.4bn | 33 holders, $42.2bn |
| Q1 2025 | 29 holders, $4.9bn | 33 holders, $47.1bn |
| Q2 2025 | 25 holders, $5.1bn | 36 holders, $48.4bn |
| Q3 2025 | 25 holders, $5.0bn | 36 holders, $44.4bn |
| Q4 2025 | 23 holders, $4.6bn | 36 holders, $47.5bn |
| Q1 2026 | 24 holders, $4.5bn | 34 holders, $52.4bn |
| Q2 2026 | 23 holders, $4.1bn | 34 holders, $56.1bn |
Ecolab Inc
- Holders
- 24
- Reported value
- $4.9bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 among 94 comparable managers.
Coca Cola Co
- Holders
- 26
- Reported value
- $47.9bn
- Buyers
- 7
- Sellers
- 19
Breadth -12 among 94 comparable managers.
Who holds both, Q3 2024
Both (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group 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.