Holders over time
- LNC
- V
| Quarter | LNC | V |
|---|---|---|
| Q3 2020 | 13 holders, $393m | 55 holders, $62.2bn |
| Q4 2020 | 15 holders, $1.1bn | 52 holders, $67.1bn |
| Q1 2021 | 13 holders, $1.2bn | 58 holders, $64.5bn |
| Q2 2021 | 7 holders, $660m | 52 holders, $69.3bn |
| Q3 2021 | 7 holders, $705m | 56 holders, $63.6bn |
| Q4 2021 | 8 holders, $436m | 47 holders, $58.0bn |
| Q1 2022 | 5 holders, $328m | 59 holders, $61.8bn |
| Q2 2022 | 7 holders, $298m | 57 holders, $55.2bn |
| Q3 2022 | 11 holders, $345m | 57 holders, $50.7bn |
| Q4 2022 | 10 holders, $394m | 54 holders, $59.4bn |
| Q1 2023 | 11 holders, $298m | 55 holders, $64.0bn |
| Q2 2023 | 10 holders, $491m | 54 holders, $65.2bn |
| Q3 2023 | 8 holders, $224m | 55 holders, $61.5bn |
| Q4 2023 | 10 holders, $237m | 48 holders, $68.6bn |
| Q1 2024 | 12 holders, $349m | 50 holders, $73.1bn |
| Q2 2024 | 13 holders, $488m | 45 holders, $69.5bn |
| Q3 2024 | 13 holders, $476m | 47 holders, $70.5bn |
| Q4 2024 | 12 holders, $497m | 48 holders, $77.6bn |
| Q1 2025 | 14 holders, $544m | 43 holders, $83.5bn |
| Q2 2025 | 7 holders, $289m | 45 holders, $83.4bn |
| Q3 2025 | 12 holders, $581m | 48 holders, $82.8bn |
| Q4 2025 | 11 holders, $697m | 49 holders, $86.0bn |
| Q1 2026 | 11 holders, $352m | 49 holders, $73.3bn |
| Q2 2026 | 11 holders, $412m | 52 holders, $81.9bn |
Lincoln Natl Corp Ind
- Holders
- 13
- Reported value
- $476m
- Buyers
- 10
- Sellers
- 2
Breadth +8 among 94 comparable managers.
Visa Inc
- Holders
- 47
- Reported value
- $70.5bn
- Buyers
- 15
- Sellers
- 29
Breadth -14 among 94 comparable managers.
Who holds both, Q3 2024
Both (12)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Holocene Advisors LP, Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only LNC (1)
Only V (35)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, and 10 more
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.