Holders over time
- CRH
- LIN
| Quarter | CRH | LIN |
|---|---|---|
| Q1 2023 | none listed holders, n.a. | 40 holders, $29.9bn |
| Q2 2023 | none listed holders, n.a. | 35 holders, $30.7bn |
| Q3 2023 | 28 holders, $3.7bn | 31 holders, $30.1bn |
| Q4 2023 | 32 holders, $6.5bn | 32 holders, $32.7bn |
| Q1 2024 | 34 holders, $9.0bn | 27 holders, $34.3bn |
| Q2 2024 | 34 holders, $6.7bn | 28 holders, $30.5bn |
| Q3 2024 | 32 holders, $8.6bn | 23 holders, $32.2bn |
| Q4 2024 | 31 holders, $9.5bn | 32 holders, $28.9bn |
| Q1 2025 | 29 holders, $8.3bn | 32 holders, $31.9bn |
| Q2 2025 | 31 holders, $9.6bn | 31 holders, $31.8bn |
| Q3 2025 | 29 holders, $12.3bn | 28 holders, $31.5bn |
| Q4 2025 | 27 holders, $11.1bn | 36 holders, $30.2bn |
| Q1 2026 | 29 holders, $9.8bn | 35 holders, $37.0bn |
| Q2 2026 | 25 holders, $10.4bn | 34 holders, $40.4bn |
CRH PLC
- Holders
- 31
- Reported value
- $9.5bn
- Buyers
- 19
- Sellers
- 13
Breadth +6 among 94 comparable managers.
Linde PLC
- Holders
- 32
- Reported value
- $28.9bn
- Buyers
- 21
- Sellers
- 11
Breadth +10 among 94 comparable managers.
Who holds both, Q4 2024
Both (18)
AllianceBernstein LP, AQR Capital Management LLC, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only CRH (13)
Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Egerton Capital UK LLP, Jane Street Group LLC, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Third Point LLC, Two Sigma Advisers LP, Walleye Capital LLC
Only LIN (14)
Artisan Partners LP, Capital Research Global Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Holocene Advisors LP, Markel Group Inc, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP
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.