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D · SO 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.

DSO
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.
  • D
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterDSO
Q3 202020 holders, $8.7bn15 holders, $5.5bn
Q4 202028 holders, $7.2bn17 holders, $6.9bn
Q1 202126 holders, $7.4bn16 holders, $7.5bn
Q2 202121 holders, $7.5bn17 holders, $7.0bn
Q3 202116 holders, $7.2bn15 holders, $7.1bn
Q4 202118 holders, $8.2bn15 holders, $8.8bn
Q1 202219 holders, $9.3bn18 holders, $10.5bn
Q2 202220 holders, $9.3bn20 holders, $10.7bn
Q3 202217 holders, $7.5bn24 holders, $11.0bn
Q4 202224 holders, $6.3bn18 holders, $10.7bn
Q1 202319 holders, $6.1bn14 holders, $10.5bn
Q2 202312 holders, $5.7bn14 holders, $9.7bn
Q3 202312 holders, $5.4bn16 holders, $7.9bn
Q4 202315 holders, $6.4bn14 holders, $7.5bn
Q1 202410 holders, $6.5bn13 holders, $7.1bn
Q2 20249 holders, $6.2bn14 holders, $6.9bn
Q3 202414 holders, $7.4bn11 holders, $7.7bn
Q4 202413 holders, $6.5bn14 holders, $6.7bn
Q1 202516 holders, $7.0bn17 holders, $7.8bn
Q2 202510 holders, $8.8bn18 holders, $8.6bn
Q3 20258 holders, $9.8bn19 holders, $11.9bn
Q4 202512 holders, $10.5bn16 holders, $12.1bn
Q1 202611 holders, $10.4bn18 holders, $14.9bn
Q2 202613 holders, $12.4bn15 holders, $15.6bn
D

Dominion Res Inc Va New

Holders
16
Reported value
$7.0bn
Buyers
11
Sellers
5

Breadth +6 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
17
Reported value
$7.8bn
Buyers
11
Sellers
5

Breadth +6 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2025

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only D (9)

AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Caxton Associates LLP, Dodge & Cox, First Eagle Investment Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP

Only SO (10)

AllianceBernstein LP, Baillie Gifford & Co, Citadel Advisors LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Soroban Capital Partners LP, 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.

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