Holders over time
- NFG
- XOM
| Quarter | NFG | XOM |
|---|---|---|
| Q3 2020 | 2 holders, $62m | 21 holders, $7.1bn |
| Q4 2020 | 1 holders, $57m | 28 holders, $8.0bn |
| Q1 2021 | 2 holders, $66m | 27 holders, $11.5bn |
| Q2 2021 | 2 holders, $80m | 28 holders, $13.4bn |
| Q3 2021 | 2 holders, $69m | 30 holders, $13.0bn |
| Q4 2021 | 5 holders, $363m | 29 holders, $14.2bn |
| Q1 2022 | 6 holders, $412m | 37 holders, $20.3bn |
| Q2 2022 | 9 holders, $346m | 30 holders, $23.2bn |
| Q3 2022 | 9 holders, $144m | 27 holders, $25.6bn |
| Q4 2022 | 6 holders, $129m | 32 holders, $62.9bn |
| Q1 2023 | 9 holders, $130m | 29 holders, $32.9bn |
| Q2 2023 | 7 holders, $106m | 30 holders, $32.1bn |
| Q3 2023 | 4 holders, $98m | 30 holders, $35.1bn |
| Q4 2023 | 3 holders, $86m | 38 holders, $30.7bn |
| Q1 2024 | 3 holders, $93m | 32 holders, $36.5bn |
| Q2 2024 | 4 holders, $134m | 33 holders, $42.7bn |
| Q3 2024 | 3 holders, $142m | 28 holders, $42.3bn |
| Q4 2024 | 3 holders, $139m | 33 holders, $37.4bn |
| Q1 2025 | 8 holders, $247m | 32 holders, $39.3bn |
| Q2 2025 | 7 holders, $265m | 28 holders, $32.5bn |
| Q3 2025 | 5 holders, $361m | 29 holders, $33.1bn |
| Q4 2025 | 4 holders, $259m | 33 holders, $36.0bn |
| Q1 2026 | 8 holders, $582m | 32 holders, $54.7bn |
| Q2 2026 | 3 holders, $262m | 31 holders, $44.7bn |
National Fuel Gas Co N J
- Holders
- 8
- Reported value
- $247m
- Buyers
- 8
- Sellers
- 0
Breadth +8 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
Only NFG (5)
Caxton Associates LLP, Element Capital Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only XOM (29)
Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 4 more
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.