Holders over time
- LIN
- HWM
| Quarter | LIN | HWM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 12 holders, $1.6bn |
| Q4 2020 | none listed holders, n.a. | 21 holders, $3.0bn |
| Q1 2021 | none listed holders, n.a. | 18 holders, $3.2bn |
| Q2 2021 | none listed holders, n.a. | 19 holders, $3.8bn |
| Q3 2021 | none listed holders, n.a. | 18 holders, $3.4bn |
| Q4 2021 | none listed holders, n.a. | 15 holders, $3.7bn |
| Q1 2022 | none listed holders, n.a. | 12 holders, $3.6bn |
| Q2 2022 | none listed holders, n.a. | 15 holders, $3.2bn |
| Q3 2022 | none listed holders, n.a. | 20 holders, $3.1bn |
| Q4 2022 | none listed holders, n.a. | 19 holders, $4.4bn |
| Q1 2023 | 40 holders, $29.9bn | 23 holders, $4.7bn |
| Q2 2023 | 35 holders, $30.7bn | 25 holders, $5.2bn |
| Q3 2023 | 31 holders, $30.1bn | 26 holders, $4.3bn |
| Q4 2023 | 32 holders, $32.7bn | 22 holders, $5.0bn |
| Q1 2024 | 27 holders, $34.3bn | 22 holders, $6.1bn |
| Q2 2024 | 28 holders, $30.5bn | 23 holders, $7.1bn |
| Q3 2024 | 23 holders, $32.2bn | 25 holders, $8.7bn |
| Q4 2024 | 32 holders, $28.9bn | 21 holders, $9.0bn |
| Q1 2025 | 32 holders, $31.9bn | 23 holders, $10.0bn |
| Q2 2025 | 31 holders, $31.8bn | 22 holders, $13.2bn |
| Q3 2025 | 28 holders, $31.5bn | 23 holders, $13.4bn |
| Q4 2025 | 36 holders, $30.2bn | 26 holders, $13.6bn |
| Q1 2026 | 35 holders, $37.0bn | 35 holders, $15.6bn |
| Q2 2026 | 34 holders, $40.4bn | 37 holders, $17.3bn |
Linde PLC
- Holders
- 32
- Reported value
- $28.9bn
- Buyers
- 21
- Sellers
- 11
Breadth +10 among 94 comparable managers.
Howmet Aerospace Inc
- Holders
- 21
- Reported value
- $9.0bn
- Buyers
- 7
- Sellers
- 12
Breadth -5 among 94 comparable managers.
Who holds both, Q4 2024
Both (12)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only LIN (20)
Artisan Partners LP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, 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.