Holders over time
- KMB
- HWM
| Quarter | KMB | HWM |
|---|---|---|
| Q3 2020 | 24 holders, $4.8bn | 12 holders, $1.6bn |
| Q4 2020 | 23 holders, $4.4bn | 21 holders, $3.0bn |
| Q1 2021 | 18 holders, $4.7bn | 18 holders, $3.2bn |
| Q2 2021 | 18 holders, $4.7bn | 19 holders, $3.8bn |
| Q3 2021 | 12 holders, $5.6bn | 18 holders, $3.4bn |
| Q4 2021 | 18 holders, $6.7bn | 15 holders, $3.7bn |
| Q1 2022 | 21 holders, $5.9bn | 12 holders, $3.6bn |
| Q2 2022 | 20 holders, $6.1bn | 15 holders, $3.2bn |
| Q3 2022 | 21 holders, $4.9bn | 20 holders, $3.1bn |
| Q4 2022 | 19 holders, $5.9bn | 19 holders, $4.4bn |
| Q1 2023 | 26 holders, $5.6bn | 23 holders, $4.7bn |
| Q2 2023 | 26 holders, $5.2bn | 25 holders, $5.2bn |
| Q3 2023 | 21 holders, $4.3bn | 26 holders, $4.3bn |
| Q4 2023 | 22 holders, $3.9bn | 22 holders, $5.0bn |
| Q1 2024 | 20 holders, $3.8bn | 22 holders, $6.1bn |
| Q2 2024 | 21 holders, $4.4bn | 23 holders, $7.1bn |
| Q3 2024 | 18 holders, $4.3bn | 25 holders, $8.7bn |
| Q4 2024 | 19 holders, $3.9bn | 21 holders, $9.0bn |
| Q1 2025 | 16 holders, $4.2bn | 23 holders, $10.0bn |
| Q2 2025 | 14 holders, $4.0bn | 22 holders, $13.2bn |
| Q3 2025 | 9 holders, $3.7bn | 23 holders, $13.4bn |
| Q4 2025 | 21 holders, $4.5bn | 26 holders, $13.6bn |
| Q1 2026 | 18 holders, $3.9bn | 35 holders, $15.6bn |
| Q2 2026 | 15 holders, $5.2bn | 37 holders, $17.3bn |
Kimberly-clark Corp
- Holders
- 18
- Reported value
- $4.3bn
- Buyers
- 9
- Sellers
- 10
Breadth -1 among 94 comparable managers.
Howmet Aerospace Inc
- Holders
- 25
- Reported value
- $8.7bn
- Buyers
- 8
- Sellers
- 16
Breadth -8 among 94 comparable managers.
Who holds both, Q3 2024
Both (10)
AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Invesco Ltd, MFS Investment Management, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Winton Group Ltd
Only KMB (8)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, Two Sigma Investments LP
Only HWM (15)
AllianceBernstein LP, Balyasny Asset Management LLC, Elliott Investment Management LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp
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.