Holders over time
- VMC
- LIN
| Quarter | VMC | LIN |
|---|---|---|
| Q3 2020 | 16 holders, $2.9bn | none listed holders, n.a. |
| Q4 2020 | 16 holders, $3.1bn | none listed holders, n.a. |
| Q1 2021 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q2 2021 | 15 holders, $3.6bn | none listed holders, n.a. |
| Q3 2021 | 17 holders, $3.4bn | none listed holders, n.a. |
| Q4 2021 | 14 holders, $4.2bn | none listed holders, n.a. |
| Q1 2022 | 16 holders, $3.4bn | none listed holders, n.a. |
| Q2 2022 | 13 holders, $2.6bn | none listed holders, n.a. |
| Q3 2022 | 19 holders, $2.8bn | none listed holders, n.a. |
| Q4 2022 | 17 holders, $3.0bn | none listed holders, n.a. |
| Q1 2023 | 18 holders, $2.8bn | 40 holders, $29.9bn |
| Q2 2023 | 23 holders, $4.2bn | 35 holders, $30.7bn |
| Q3 2023 | 20 holders, $3.5bn | 31 holders, $30.1bn |
| Q4 2023 | 13 holders, $3.8bn | 32 holders, $32.7bn |
| Q1 2024 | 19 holders, $4.7bn | 27 holders, $34.3bn |
| Q2 2024 | 19 holders, $4.3bn | 28 holders, $30.5bn |
| Q3 2024 | 19 holders, $3.4bn | 23 holders, $32.2bn |
| Q4 2024 | 16 holders, $2.8bn | 32 holders, $28.9bn |
| Q1 2025 | 17 holders, $2.8bn | 32 holders, $31.9bn |
| Q2 2025 | 19 holders, $2.1bn | 31 holders, $31.8bn |
| Q3 2025 | 16 holders, $2.6bn | 28 holders, $31.5bn |
| Q4 2025 | 17 holders, $3.1bn | 36 holders, $30.2bn |
| Q1 2026 | 14 holders, $2.7bn | 35 holders, $37.0bn |
| Q2 2026 | 13 holders, $3.7bn | 34 holders, $40.4bn |
Vulcan Matls Co
- Holders
- 16
- Reported value
- $2.8bn
- Buyers
- 7
- Sellers
- 10
Breadth -3 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 (11)
AQR Capital Management LLC, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Woodline Partners LP
Only VMC (5)
Brevan Howard Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Two Sigma Advisers LP
Only LIN (21)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, 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, Voloridge Investment Management 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.