Holders over time
- IMO
- XOM
| Quarter | IMO | XOM |
|---|---|---|
| Q3 2020 | 3 holders, $959m | 21 holders, $7.1bn |
| Q4 2020 | 3 holders, $1.6bn | 28 holders, $8.0bn |
| Q1 2021 | 6 holders, $2.0bn | 27 holders, $11.5bn |
| Q2 2021 | 4 holders, $2.3bn | 28 holders, $13.4bn |
| Q3 2021 | 5 holders, $2.4bn | 30 holders, $13.0bn |
| Q4 2021 | 6 holders, $2.4bn | 29 holders, $14.2bn |
| Q1 2022 | 9 holders, $3.2bn | 37 holders, $20.3bn |
| Q2 2022 | 9 holders, $3.0bn | 30 holders, $23.2bn |
| Q3 2022 | 8 holders, $2.5bn | 27 holders, $25.6bn |
| Q4 2022 | 9 holders, $2.7bn | 32 holders, $62.9bn |
| Q1 2023 | 9 holders, $3.0bn | 29 holders, $32.9bn |
| Q2 2023 | 7 holders, $3.0bn | 30 holders, $32.1bn |
| Q3 2023 | 7 holders, $3.3bn | 30 holders, $35.1bn |
| Q4 2023 | 7 holders, $3.1bn | 38 holders, $30.7bn |
| Q1 2024 | 6 holders, $4.1bn | 32 holders, $36.5bn |
| Q2 2024 | 4 holders, $3.9bn | 33 holders, $42.7bn |
| Q3 2024 | 5 holders, $4.2bn | 28 holders, $42.3bn |
| Q4 2024 | 4 holders, $4.0bn | 33 holders, $37.4bn |
| Q1 2025 | 4 holders, $4.8bn | 32 holders, $39.3bn |
| Q2 2025 | 6 holders, $5.4bn | 28 holders, $32.5bn |
| Q3 2025 | 3 holders, $6.5bn | 29 holders, $33.1bn |
| Q4 2025 | 4 holders, $6.5bn | 33 holders, $36.0bn |
| Q1 2026 | 4 holders, $9.2bn | 32 holders, $54.7bn |
| Q2 2026 | 3 holders, $7.5bn | 31 holders, $44.7bn |
Imperial Oil LTD
- Holders
- 5
- Reported value
- $4.2bn
- Buyers
- 3
- Sellers
- 2
Breadth +1 among 94 comparable managers.
Exxon Mobil Corp
- Holders
- 28
- Reported value
- $42.3bn
- Buyers
- 14
- Sellers
- 14
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Only IMO (2)
Only XOM (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, 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.