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VMC · GLW in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

VMCGLW
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VMC
  • GLW
010203040202120222023202420252026
Holders and value by quarter
QuarterVMCGLW
Q3 202016 holders, $2.9bn11 holders, $3.4bn
Q4 202016 holders, $3.1bn18 holders, $3.6bn
Q1 202118 holders, $3.5bn11 holders, $4.6bn
Q2 202115 holders, $3.6bn16 holders, $4.0bn
Q3 202117 holders, $3.4bn14 holders, $3.2bn
Q4 202114 holders, $4.2bn16 holders, $3.1bn
Q1 202216 holders, $3.4bn18 holders, $2.6bn
Q2 202213 holders, $2.6bn14 holders, $2.3bn
Q3 202219 holders, $2.8bn14 holders, $1.6bn
Q4 202217 holders, $3.0bn12 holders, $1.7bn
Q1 202318 holders, $2.8bn18 holders, $2.3bn
Q2 202323 holders, $4.2bn10 holders, $1.9bn
Q3 202320 holders, $3.5bn8 holders, $1.4bn
Q4 202313 holders, $3.8bn12 holders, $1.6bn
Q1 202419 holders, $4.7bn11 holders, $2.2bn
Q2 202419 holders, $4.3bn11 holders, $3.3bn
Q3 202419 holders, $3.4bn17 holders, $4.3bn
Q4 202416 holders, $2.8bn22 holders, $4.1bn
Q1 202517 holders, $2.8bn24 holders, $3.1bn
Q2 202519 holders, $2.1bn25 holders, $3.3bn
Q3 202516 holders, $2.6bn26 holders, $6.2bn
Q4 202517 holders, $3.1bn27 holders, $7.2bn
Q1 202614 holders, $2.7bn33 holders, $12.8bn
Q2 202613 holders, $3.7bn26 holders, $23.6bn
VMC

Vulcan Matls Co

Holders
16
Reported value
$2.8bn
Buyers
7
Sellers
10

Breadth -3 among 94 comparable managers.

Materials
GLW

Corning Inc

Holders
22
Reported value
$4.1bn
Buyers
11
Sellers
10

Breadth +1 among 94 comparable managers.

Materials

Who holds both, Q4 2024

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VMC (6)

AQR Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC

Only GLW (12)

Appaloosa LP, Arrowstreet Capital LP, ExodusPoint Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Soros Fund Management LLC, Squarepoint Ops 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.

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