Holders over time
- KMI
- XOM
| Quarter | KMI | XOM |
|---|---|---|
| Q3 2020 | 10 holders, $753m | 21 holders, $7.1bn |
| Q4 2020 | 13 holders, $691m | 28 holders, $8.0bn |
| Q1 2021 | 8 holders, $532m | 27 holders, $11.5bn |
| Q2 2021 | 4 holders, $363m | 28 holders, $13.4bn |
| Q3 2021 | 11 holders, $436m | 30 holders, $13.0bn |
| Q4 2021 | 9 holders, $542m | 29 holders, $14.2bn |
| Q1 2022 | 10 holders, $658m | 37 holders, $20.3bn |
| Q2 2022 | 7 holders, $459m | 30 holders, $23.2bn |
| Q3 2022 | 7 holders, $404m | 27 holders, $25.6bn |
| Q4 2022 | 5 holders, $1.0bn | 32 holders, $62.9bn |
| Q1 2023 | 9 holders, $1.1bn | 29 holders, $32.9bn |
| Q2 2023 | 8 holders, $1.1bn | 30 holders, $32.1bn |
| Q3 2023 | 9 holders, $1.1bn | 30 holders, $35.1bn |
| Q4 2023 | 12 holders, $1.3bn | 38 holders, $30.7bn |
| Q1 2024 | 11 holders, $1.2bn | 32 holders, $36.5bn |
| Q2 2024 | 8 holders, $1.3bn | 33 holders, $42.7bn |
| Q3 2024 | 8 holders, $1.2bn | 28 holders, $42.3bn |
| Q4 2024 | 10 holders, $1.4bn | 33 holders, $37.4bn |
| Q1 2025 | 17 holders, $1.2bn | 32 holders, $39.3bn |
| Q2 2025 | 12 holders, $1.1bn | 28 holders, $32.5bn |
| Q3 2025 | 13 holders, $1.5bn | 29 holders, $33.1bn |
| Q4 2025 | 15 holders, $1.4bn | 33 holders, $36.0bn |
| Q1 2026 | 13 holders, $2.6bn | 32 holders, $54.7bn |
| Q2 2026 | 9 holders, $1.6bn | 31 holders, $44.7bn |
Kinder Morgan Inc Del
- Holders
- 17
- Reported value
- $1.2bn
- Buyers
- 11
- Sellers
- 6
Breadth +5 among 95 comparable managers.
Exxon Mobil Corp
- Holders
- 32
- Reported value
- $39.3bn
- Buyers
- 13
- Sellers
- 20
Breadth -7 among 95 comparable managers.
Who holds both, Q1 2025
Both (11)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Freestone Grove Partners LP, Invesco Ltd, Marshall Wace LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only KMI (6)
Artisan Partners LP, ExodusPoint Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP
Only XOM (21)
AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Wellington Management Group LLP, 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.