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ONON · LIN 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.

ONONLIN
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.
  • ONON
  • LIN
01020304020222023202420252026
Holders and value by quarter
QuarterONONLIN
Q3 202110 holders, $315mnone listed holders, n.a.
Q4 20218 holders, $451mnone listed holders, n.a.
Q1 20228 holders, $731mnone listed holders, n.a.
Q2 20228 holders, $826mnone listed holders, n.a.
Q3 20227 holders, $716mnone listed holders, n.a.
Q4 20229 holders, $795mnone listed holders, n.a.
Q1 202313 holders, $1.5bn40 holders, $29.9bn
Q2 202316 holders, $1.7bn35 holders, $30.7bn
Q3 20239 holders, $1.2bn31 holders, $30.1bn
Q4 202310 holders, $1.1bn32 holders, $32.7bn
Q1 202411 holders, $1.6bn27 holders, $34.3bn
Q2 202413 holders, $2.2bn28 holders, $30.5bn
Q3 202416 holders, $3.3bn23 holders, $32.2bn
Q4 202417 holders, $3.8bn32 holders, $28.9bn
Q1 202523 holders, $3.0bn32 holders, $31.9bn
Q2 202519 holders, $3.3bn31 holders, $31.8bn
Q3 202513 holders, $1.9bn28 holders, $31.5bn
Q4 202513 holders, $2.4bn36 holders, $30.2bn
Q1 202612 holders, $1.5bn35 holders, $37.0bn
Q2 202612 holders, $1.1bn34 holders, $40.4bn
ONON

On HLDG AG

Holders
23
Reported value
$3.0bn
Buyers
14
Sellers
9

Breadth +5 among 95 comparable managers.

Materials
LIN

Linde PLC

Holders
32
Reported value
$31.9bn
Buyers
18
Sellers
13

Breadth +5 among 95 comparable managers.

Materials

Who holds both, Q1 2025

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ONON (8)

Durable Capital Partners LP, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Tudor Investment Corp, Winton Group Ltd

Only LIN (17)

AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Investments 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.

Back to the 13F Explorer →