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AXTA · 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.

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.
  • AXTA
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterAXTALIN
Q3 202019 holders, $1.1bnnone listed holders, n.a.
Q4 202018 holders, $1.4bnnone listed holders, n.a.
Q1 202118 holders, $1.2bnnone listed holders, n.a.
Q2 202116 holders, $1.3bnnone listed holders, n.a.
Q3 202111 holders, $773mnone listed holders, n.a.
Q4 202111 holders, $915mnone listed holders, n.a.
Q1 20229 holders, $559mnone listed holders, n.a.
Q2 20229 holders, $548mnone listed holders, n.a.
Q3 202211 holders, $576mnone listed holders, n.a.
Q4 202212 holders, $773mnone listed holders, n.a.
Q1 202312 holders, $758m40 holders, $29.9bn
Q2 202314 holders, $1.1bn35 holders, $30.7bn
Q3 202312 holders, $622m31 holders, $30.1bn
Q4 202310 holders, $928m32 holders, $32.7bn
Q1 202411 holders, $996m27 holders, $34.3bn
Q2 202417 holders, $1.4bn28 holders, $30.5bn
Q3 202415 holders, $1.3bn23 holders, $32.2bn
Q4 202415 holders, $1.2bn32 holders, $28.9bn
Q1 202514 holders, $1.3bn32 holders, $31.9bn
Q2 202515 holders, $1.1bn31 holders, $31.8bn
Q3 202518 holders, $1.0bn28 holders, $31.5bn
Q4 202513 holders, $1.1bn36 holders, $30.2bn
Q1 202610 holders, $1.5bn35 holders, $37.0bn
Q2 202611 holders, $1.9bn34 holders, $40.4bn
AXTA

Axalta Coating Sys LTD

Holders
15
Reported value
$1.1bn
Buyers
9
Sellers
6

Breadth +3 among 95 comparable managers.

LIN

Linde PLC

Holders
31
Reported value
$31.8bn
Buyers
15
Sellers
16

Breadth -1 among 95 comparable managers.

Who holds both, Q2 2025

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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