Holders over time
- BE
- XOM
| Quarter | BE | XOM |
|---|---|---|
| Q3 2020 | 7 holders, $129m | 21 holders, $7.1bn |
| Q4 2020 | 5 holders, $43m | 28 holders, $8.0bn |
| Q1 2021 | 3 holders, $25m | 27 holders, $11.5bn |
| Q2 2021 | 3 holders, $6.7m | 28 holders, $13.4bn |
| Q3 2021 | 1 holders, $19m | 30 holders, $13.0bn |
| Q4 2021 | 4 holders, $89m | 29 holders, $14.2bn |
| Q1 2022 | 4 holders, $81m | 37 holders, $20.3bn |
| Q2 2022 | 3 holders, $14m | 30 holders, $23.2bn |
| Q3 2022 | 4 holders, $111m | 27 holders, $25.6bn |
| Q4 2022 | 2 holders, $72m | 32 holders, $62.9bn |
| Q1 2023 | 4 holders, $110m | 29 holders, $32.9bn |
| Q2 2023 | 5 holders, $170m | 30 holders, $32.1bn |
| Q3 2023 | 6 holders, $128m | 30 holders, $35.1bn |
| Q4 2023 | 4 holders, $96m | 38 holders, $30.7bn |
| Q1 2024 | 3 holders, $51m | 32 holders, $36.5bn |
| Q2 2024 | 6 holders, $136m | 33 holders, $42.7bn |
| Q3 2024 | 4 holders, $53m | 28 holders, $42.3bn |
| Q4 2024 | 9 holders, $227m | 33 holders, $37.4bn |
| Q1 2025 | 8 holders, $408m | 32 holders, $39.3bn |
| Q2 2025 | 11 holders, $604m | 28 holders, $32.5bn |
| Q3 2025 | 15 holders, $2.7bn | 29 holders, $33.1bn |
| Q4 2025 | 22 holders, $2.5bn | 33 holders, $36.0bn |
| Q1 2026 | 27 holders, $3.8bn | 32 holders, $54.7bn |
| Q2 2026 | 39 holders, $9.2bn | 31 holders, $44.7bn |
Bloom Energy Corp
- Holders
- 11
- Reported value
- $604m
- Buyers
- 8
- Sellers
- 3
Breadth +5 among 95 comparable managers.
Exxon Mobil Corp
- Holders
- 28
- Reported value
- $32.5bn
- Buyers
- 12
- Sellers
- 16
Breadth -4 among 95 comparable managers.
Who holds both, Q2 2025
Both (6)
Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Neuberger Berman Group LLC, Squarepoint Ops LLC
Only BE (5)
Man Group PLC, Polen Capital Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Whale Rock Capital Management LLC
Only XOM (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, 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.