Holders over time
- ATO
- XOM
| Quarter | ATO | XOM |
|---|---|---|
| Q3 2020 | 8 holders, $1.1bn | 21 holders, $7.1bn |
| Q4 2020 | 10 holders, $520m | 28 holders, $8.0bn |
| Q1 2021 | 6 holders, $217m | 27 holders, $11.5bn |
| Q2 2021 | 6 holders, $435m | 28 holders, $13.4bn |
| Q3 2021 | 4 holders, $408m | 30 holders, $13.0bn |
| Q4 2021 | 7 holders, $726m | 29 holders, $14.2bn |
| Q1 2022 | 5 holders, $543m | 37 holders, $20.3bn |
| Q2 2022 | 13 holders, $686m | 30 holders, $23.2bn |
| Q3 2022 | 14 holders, $1.5bn | 27 holders, $25.6bn |
| Q4 2022 | 13 holders, $1.6bn | 32 holders, $62.9bn |
| Q1 2023 | 12 holders, $1.6bn | 29 holders, $32.9bn |
| Q2 2023 | 10 holders, $1.6bn | 30 holders, $32.1bn |
| Q3 2023 | 10 holders, $1.5bn | 30 holders, $35.1bn |
| Q4 2023 | 11 holders, $1.9bn | 38 holders, $30.7bn |
| Q1 2024 | 8 holders, $2.0bn | 32 holders, $36.5bn |
| Q2 2024 | 11 holders, $2.7bn | 33 holders, $42.7bn |
| Q3 2024 | 6 holders, $3.9bn | 28 holders, $42.3bn |
| Q4 2024 | 9 holders, $3.8bn | 33 holders, $37.4bn |
| Q1 2025 | 9 holders, $4.0bn | 32 holders, $39.3bn |
| Q2 2025 | 9 holders, $4.0bn | 28 holders, $32.5bn |
| Q3 2025 | 8 holders, $4.3bn | 29 holders, $33.1bn |
| Q4 2025 | 7 holders, $3.7bn | 33 holders, $36.0bn |
| Q1 2026 | 11 holders, $4.3bn | 32 holders, $54.7bn |
| Q2 2026 | 16 holders, $4.4bn | 31 holders, $44.7bn |
Atmos Energy Corp
- Holders
- 9
- Reported value
- $3.8bn
- Buyers
- 3
- Sellers
- 5
Breadth -2 among 94 comparable managers.
Exxon Mobil Corp
- Holders
- 33
- Reported value
- $37.4bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 94 comparable managers.
Who holds both, Q4 2024
Both (7)
AQR Capital Management LLC, Freestone Grove Partners LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only ATO (2)
Only XOM (26)
Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Verition Fund Management LLC, Winton Group Ltd, and 1 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.