Holders over time
- CRH
- LIN
| Quarter | CRH | LIN |
|---|---|---|
| Q1 2023 | none listed holders, n.a. | 40 holders, $29.9bn |
| Q2 2023 | none listed holders, n.a. | 35 holders, $30.7bn |
| Q3 2023 | 28 holders, $3.7bn | 31 holders, $30.1bn |
| Q4 2023 | 32 holders, $6.5bn | 32 holders, $32.7bn |
| Q1 2024 | 34 holders, $9.0bn | 27 holders, $34.3bn |
| Q2 2024 | 34 holders, $6.7bn | 28 holders, $30.5bn |
| Q3 2024 | 32 holders, $8.6bn | 23 holders, $32.2bn |
| Q4 2024 | 31 holders, $9.5bn | 32 holders, $28.9bn |
| Q1 2025 | 29 holders, $8.3bn | 32 holders, $31.9bn |
| Q2 2025 | 31 holders, $9.6bn | 31 holders, $31.8bn |
| Q3 2025 | 29 holders, $12.3bn | 28 holders, $31.5bn |
| Q4 2025 | 27 holders, $11.1bn | 36 holders, $30.2bn |
| Q1 2026 | 29 holders, $9.8bn | 35 holders, $37.0bn |
| Q2 2026 | 25 holders, $10.4bn | 34 holders, $40.4bn |
CRH PLC
- Holders
- 29
- Reported value
- $8.3bn
- Buyers
- 11
- Sellers
- 18
Breadth -7 among 95 comparable managers.
Linde PLC
- Holders
- 32
- Reported value
- $31.9bn
- Buyers
- 18
- Sellers
- 13
Breadth +5 among 95 comparable managers.
Who holds both, Q1 2025
Both (19)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP
Only CRH (10)
Baillie Gifford & Co, Baupost Group LLC, Bridgewater Associates LP, Egerton Capital UK LLP, Jane Street Group LLC, Maverick Capital Ltd, Soros Fund Management LLC, Squarepoint Ops LLC, Third Point LLC, Walleye Capital LLC
Only LIN (13)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Davidson Kempner Capital Management LP, Dodge & Cox, Element Capital Management LLC, Holocene Advisors LP, Markel Group Inc, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, 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.