Holders over time
- WMB
- XOM
| Quarter | WMB | XOM |
|---|---|---|
| Q3 2020 | 12 holders, $2.7bn | 21 holders, $7.1bn |
| Q4 2020 | 12 holders, $2.3bn | 28 holders, $8.0bn |
| Q1 2021 | 7 holders, $2.4bn | 27 holders, $11.5bn |
| Q2 2021 | 12 holders, $2.9bn | 28 holders, $13.4bn |
| Q3 2021 | 12 holders, $2.9bn | 30 holders, $13.0bn |
| Q4 2021 | 12 holders, $2.8bn | 29 holders, $14.2bn |
| Q1 2022 | 13 holders, $3.4bn | 37 holders, $20.3bn |
| Q2 2022 | 16 holders, $3.0bn | 30 holders, $23.2bn |
| Q3 2022 | 15 holders, $2.5bn | 27 holders, $25.6bn |
| Q4 2022 | 9 holders, $2.4bn | 32 holders, $62.9bn |
| Q1 2023 | 12 holders, $2.4bn | 29 holders, $32.9bn |
| Q2 2023 | 9 holders, $3.2bn | 30 holders, $32.1bn |
| Q3 2023 | 9 holders, $3.6bn | 30 holders, $35.1bn |
| Q4 2023 | 12 holders, $4.0bn | 38 holders, $30.7bn |
| Q1 2024 | 13 holders, $4.8bn | 32 holders, $36.5bn |
| Q2 2024 | 10 holders, $5.2bn | 33 holders, $42.7bn |
| Q3 2024 | 9 holders, $5.7bn | 28 holders, $42.3bn |
| Q4 2024 | 23 holders, $6.8bn | 33 holders, $37.4bn |
| Q1 2025 | 23 holders, $6.9bn | 32 holders, $39.3bn |
| Q2 2025 | 27 holders, $7.1bn | 28 holders, $32.5bn |
| Q3 2025 | 27 holders, $7.4bn | 29 holders, $33.1bn |
| Q4 2025 | 24 holders, $6.4bn | 33 holders, $36.0bn |
| Q1 2026 | 24 holders, $6.6bn | 32 holders, $54.7bn |
| Q2 2026 | 19 holders, $7.4bn | 31 holders, $44.7bn |
Williams Cos Inc
- Holders
- 23
- Reported value
- $6.8bn
- Buyers
- 16
- Sellers
- 6
Breadth +10 among 94 comparable managers.
Exxon Mobil Corp
- Holders
- 33
- Reported value
- $37.4bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 94 comparable managers.
Who holds both, Q4 2024
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only WMB (8)
Artisan Partners LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Marshall Wace LLP, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP
Only XOM (18)
AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Discovery Capital Management LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Winton Group Ltd, 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.