Holders over time
- NEM
- LIN
| Quarter | NEM | LIN |
|---|---|---|
| Q3 2020 | 26 holders, $5.2bn | none listed holders, n.a. |
| Q4 2020 | 18 holders, $4.1bn | none listed holders, n.a. |
| Q1 2021 | 18 holders, $3.7bn | none listed holders, n.a. |
| Q2 2021 | 22 holders, $4.1bn | none listed holders, n.a. |
| Q3 2021 | 22 holders, $3.6bn | none listed holders, n.a. |
| Q4 2021 | 18 holders, $3.7bn | none listed holders, n.a. |
| Q1 2022 | 21 holders, $5.4bn | none listed holders, n.a. |
| Q2 2022 | 22 holders, $4.3bn | none listed holders, n.a. |
| Q3 2022 | 25 holders, $3.0bn | none listed holders, n.a. |
| Q4 2022 | 23 holders, $3.4bn | none listed holders, n.a. |
| Q1 2023 | 23 holders, $3.4bn | 40 holders, $29.9bn |
| Q2 2023 | 22 holders, $3.1bn | 35 holders, $30.7bn |
| Q3 2023 | 22 holders, $2.9bn | 31 holders, $30.1bn |
| Q4 2023 | 17 holders, $2.8bn | 32 holders, $32.7bn |
| Q1 2024 | 17 holders, $2.3bn | 27 holders, $34.3bn |
| Q2 2024 | 16 holders, $2.7bn | 28 holders, $30.5bn |
| Q3 2024 | 23 holders, $3.4bn | 23 holders, $32.2bn |
| Q4 2024 | 24 holders, $2.6bn | 32 holders, $28.9bn |
| Q1 2025 | 19 holders, $2.8bn | 32 holders, $31.9bn |
| Q2 2025 | 19 holders, $4.3bn | 31 holders, $31.8bn |
| Q3 2025 | 23 holders, $7.1bn | 28 holders, $31.5bn |
| Q4 2025 | 22 holders, $8.4bn | 36 holders, $30.2bn |
| Q1 2026 | 21 holders, $8.5bn | 35 holders, $37.0bn |
| Q2 2026 | 17 holders, $7.4bn | 34 holders, $40.4bn |
Newmont Corp
- Holders
- 23
- Reported value
- $3.4bn
- Buyers
- 13
- Sellers
- 9
Breadth +4 among 94 comparable managers.
Linde PLC
- Holders
- 23
- Reported value
- $32.2bn
- Buyers
- 6
- Sellers
- 15
Breadth -9 among 94 comparable managers.
Who holds both, Q3 2024
Both (7)
Capital Research Global Investors, First Eagle Investment Management LLC, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only NEM (16)
Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Jane Street Group LLC, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only LIN (16)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital World Investors, Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tybourne Capital Management HK Ltd, Walleye Capital 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.