Holders over time
- TPL
- MS
| Quarter | TPL | MS |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $8.9bn |
| Q4 2020 | none listed holders, n.a. | 28 holders, $15.5bn |
| Q1 2021 | 1 holders, $399k | 33 holders, $16.4bn |
| Q2 2021 | 3 holders, $50m | 27 holders, $18.8bn |
| Q3 2021 | 5 holders, $55m | 28 holders, $20.9bn |
| Q4 2021 | 4 holders, $44m | 27 holders, $18.2bn |
| Q1 2022 | 3 holders, $16m | 25 holders, $15.5bn |
| Q2 2022 | 4 holders, $129m | 27 holders, $13.1bn |
| Q3 2022 | 4 holders, $175m | 21 holders, $14.4bn |
| Q4 2022 | 3 holders, $170m | 22 holders, $15.1bn |
| Q1 2023 | 3 holders, $141m | 17 holders, $16.7bn |
| Q2 2023 | 5 holders, $94m | 23 holders, $15.1bn |
| Q3 2023 | 4 holders, $119m | 20 holders, $12.7bn |
| Q4 2023 | 3 holders, $103m | 21 holders, $13.1bn |
| Q1 2024 | 4 holders, $103m | 24 holders, $13.1bn |
| Q2 2024 | 5 holders, $99m | 24 holders, $13.6bn |
| Q3 2024 | 4 holders, $146m | 25 holders, $14.4bn |
| Q4 2024 | 8 holders, $568m | 25 holders, $17.7bn |
| Q1 2025 | 8 holders, $751m | 27 holders, $14.6bn |
| Q2 2025 | 7 holders, $472m | 26 holders, $17.4bn |
| Q3 2025 | 4 holders, $131m | 33 holders, $20.8bn |
| Q4 2025 | 2 holders, $5.1m | 33 holders, $22.3bn |
| Q1 2026 | 2 holders, $7.8m | 34 holders, $19.8bn |
| Q2 2026 | 2 holders, $7.4m | 32 holders, $25.5bn |
Texas Pacific Land Corporati
- Holders
- 8
- Reported value
- $751m
- Buyers
- 4
- Sellers
- 4
Breadth 0 among 95 comparable managers.
Morgan Stanley
- Holders
- 27
- Reported value
- $14.6bn
- Buyers
- 12
- Sellers
- 16
Breadth -4 among 95 comparable managers.
Who holds both, Q1 2025
Both (5)
GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Winton Group Ltd
Only TPL (3)
AQR Capital Management LLC, Element Capital Management LLC, Renaissance Technologies LLC
Only MS (22)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, 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.