Holders over time
- HL
- LIN
| Quarter | HL | LIN |
|---|---|---|
| Q4 2019 | 1 holders, $433k | none listed holders, n.a. |
| Q1 2020 | 1 holders, $7.0m | none listed holders, n.a. |
| Q3 2020 | 2 holders, $1.3m | none listed holders, n.a. |
| Q2 2021 | 2 holders, $3.1m | none listed holders, n.a. |
| Q3 2021 | 2 holders, $13m | none listed holders, n.a. |
| Q4 2021 | 4 holders, $21m | none listed holders, n.a. |
| Q1 2022 | 6 holders, $60m | none listed holders, n.a. |
| Q2 2022 | 2 holders, $2.2m | none listed holders, n.a. |
| Q3 2022 | 2 holders, $3.4m | none listed holders, n.a. |
| Q4 2022 | 2 holders, $5.1m | none listed holders, n.a. |
| Q1 2023 | 3 holders, $6.8m | 40 holders, $29.9bn |
| Q2 2023 | 3 holders, $6.1m | 35 holders, $30.7bn |
| Q3 2023 | 3 holders, $4.5m | 31 holders, $30.1bn |
| Q4 2023 | 2 holders, $5.4m | 32 holders, $32.7bn |
| Q1 2024 | 1 holders, $6.2m | 27 holders, $34.3bn |
| Q2 2024 | 2 holders, $23m | 28 holders, $30.5bn |
| Q3 2024 | 2 holders, $39m | 23 holders, $32.2bn |
| Q4 2024 | 4 holders, $56m | 32 holders, $28.9bn |
| Q1 2025 | 4 holders, $28m | 32 holders, $31.9bn |
| Q2 2025 | 3 holders, $45m | 31 holders, $31.8bn |
| Q3 2025 | 6 holders, $163m | 28 holders, $31.5bn |
| Q4 2025 | 6 holders, $303m | 36 holders, $30.2bn |
| Q1 2026 | 13 holders, $557m | 35 holders, $37.0bn |
| Q2 2026 | 5 holders, $317m | 34 holders, $40.4bn |
Hecla MNG Co
- Holders
- 4
- Reported value
- $56m
- Buyers
- 3
- Sellers
- 1
Breadth +2 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 (4)
First Eagle Investment Management LLC, Marshall Wace LLP, Quantbot Technologies LP, Voloridge Investment Management LLC
Only HL (0)
None.
Only LIN (28)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, and 3 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.