Holders over time
- SKY
- GLW
| Quarter | SKY | GLW |
|---|---|---|
| Q3 2020 | 3 holders, $221m | 11 holders, $3.4bn |
| Q4 2020 | 3 holders, $251m | 18 holders, $3.6bn |
| Q1 2021 | 4 holders, $400m | 11 holders, $4.6bn |
| Q2 2021 | 4 holders, $466m | 16 holders, $4.0bn |
| Q3 2021 | 5 holders, $621m | 14 holders, $3.2bn |
| Q4 2021 | 7 holders, $705m | 16 holders, $3.1bn |
| Q1 2022 | 5 holders, $504m | 18 holders, $2.6bn |
| Q2 2022 | 6 holders, $444m | 14 holders, $2.3bn |
| Q3 2022 | 7 holders, $585m | 14 holders, $1.6bn |
| Q4 2022 | 6 holders, $593m | 12 holders, $1.7bn |
| Q1 2023 | 6 holders, $836m | 18 holders, $2.3bn |
| Q2 2023 | 6 holders, $849m | 10 holders, $1.9bn |
| Q3 2023 | 5 holders, $829m | 8 holders, $1.4bn |
| Q4 2023 | 5 holders, $967m | 12 holders, $1.6bn |
| Q1 2024 | 5 holders, $1.1bn | 11 holders, $2.2bn |
| Q2 2024 | 5 holders, $762m | 11 holders, $3.3bn |
| Q3 2024 | 7 holders, $1.0bn | 17 holders, $4.3bn |
| Q4 2024 | 7 holders, $931m | 22 holders, $4.1bn |
| Q1 2025 | 8 holders, $1.1bn | 24 holders, $3.1bn |
| Q2 2025 | 7 holders, $561m | 25 holders, $3.3bn |
| Q3 2025 | 8 holders, $885m | 26 holders, $6.2bn |
| Q4 2025 | 8 holders, $793m | 27 holders, $7.2bn |
| Q1 2026 | 8 holders, $528m | 33 holders, $12.8bn |
| Q2 2026 | 8 holders, $500m | 26 holders, $23.6bn |
Skyline Champion Corporation
- Holders
- 8
- Reported value
- $1.1bn
- Buyers
- 5
- Sellers
- 3
Breadth +2 among 95 comparable managers.
Corning Inc
- Holders
- 24
- Reported value
- $3.1bn
- Buyers
- 17
- Sellers
- 9
Breadth +8 among 95 comparable managers.
Who holds both, Q1 2025
Both (4)
GAMCO Investors Inc, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP
Only SKY (4)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, First Eagle Investment Management LLC
Only GLW (20)
Acadian Asset Management LLC, Appaloosa LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC
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.