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SMG · HWM 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.

SMGHWM
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.
  • SMG
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterSMGHWM
Q3 202010 holders, $388m12 holders, $1.6bn
Q4 20208 holders, $464m21 holders, $3.0bn
Q1 202110 holders, $445m18 holders, $3.2bn
Q2 20218 holders, $337m19 holders, $3.8bn
Q3 20218 holders, $278m18 holders, $3.4bn
Q4 20217 holders, $401m15 holders, $3.7bn
Q1 20226 holders, $326m12 holders, $3.6bn
Q2 20226 holders, $170m15 holders, $3.2bn
Q3 20224 holders, $78m20 holders, $3.1bn
Q4 20226 holders, $206m19 holders, $4.4bn
Q1 20238 holders, $247m23 holders, $4.7bn
Q2 20238 holders, $194m25 holders, $5.2bn
Q3 20236 holders, $170m26 holders, $4.3bn
Q4 20238 holders, $221m22 holders, $5.0bn
Q1 20248 holders, $378m22 holders, $6.1bn
Q2 202410 holders, $359m23 holders, $7.1bn
Q3 202411 holders, $264m25 holders, $8.7bn
Q4 20249 holders, $166m21 holders, $9.0bn
Q1 20258 holders, $142m23 holders, $10.0bn
Q2 20256 holders, $62m22 holders, $13.2bn
Q3 20256 holders, $55m23 holders, $13.4bn
Q4 20256 holders, $92m26 holders, $13.6bn
Q1 20268 holders, $149m35 holders, $15.6bn
Q2 20267 holders, $168m37 holders, $17.3bn
SMG

Scotts Miracle Gro Co

Holders
8
Reported value
$142m
Buyers
5
Sellers
2

Breadth +3 among 95 comparable managers.

Materials
HWM

Howmet Aerospace Inc

Holders
23
Reported value
$10.0bn
Buyers
10
Sellers
13

Breadth -3 among 95 comparable managers.

Materials

Who holds both, Q1 2025

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SMG (5)

Markel Group Inc, Millennium Management LLC, Quantbot Technologies LP, Tudor Investment Corp, Woodline Partners LP

Only HWM (20)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Elliott Investment Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Winton Group Ltd

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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