Holders over time
- DTM
- XOM
| Quarter | DTM | XOM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 21 holders, $7.1bn |
| Q4 2020 | none listed holders, n.a. | 28 holders, $8.0bn |
| Q1 2021 | none listed holders, n.a. | 27 holders, $11.5bn |
| Q2 2021 | none listed holders, n.a. | 28 holders, $13.4bn |
| Q3 2021 | 7 holders, $432m | 30 holders, $13.0bn |
| Q4 2021 | 4 holders, $262m | 29 holders, $14.2bn |
| Q1 2022 | 7 holders, $186m | 37 holders, $20.3bn |
| Q2 2022 | 6 holders, $300m | 30 holders, $23.2bn |
| Q3 2022 | 7 holders, $376m | 27 holders, $25.6bn |
| Q4 2022 | 8 holders, $364m | 32 holders, $62.9bn |
| Q1 2023 | 3 holders, $115m | 29 holders, $32.9bn |
| Q2 2023 | 6 holders, $114m | 30 holders, $32.1bn |
| Q3 2023 | 4 holders, $99m | 30 holders, $35.1bn |
| Q4 2023 | 2 holders, $89m | 38 holders, $30.7bn |
| Q1 2024 | 7 holders, $220m | 32 holders, $36.5bn |
| Q2 2024 | 4 holders, $252m | 33 holders, $42.7bn |
| Q3 2024 | 6 holders, $283m | 28 holders, $42.3bn |
| Q4 2024 | 11 holders, $498m | 33 holders, $37.4bn |
| Q1 2025 | 14 holders, $698m | 32 holders, $39.3bn |
| Q2 2025 | 12 holders, $743m | 28 holders, $32.5bn |
| Q3 2025 | 11 holders, $760m | 29 holders, $33.1bn |
| Q4 2025 | 12 holders, $860m | 33 holders, $36.0bn |
| Q1 2026 | 10 holders, $933m | 32 holders, $54.7bn |
| Q2 2026 | 8 holders, $950m | 31 holders, $44.7bn |
DT Midstream Inc
- Holders
- 12
- Reported value
- $743m
- Buyers
- 9
- Sellers
- 5
Breadth +4 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 (7)
Acadian Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Freestone Grove Partners LP, Holocene Advisors LP, Neuberger Berman Group LLC, Verition Fund Management LLC
Only DTM (5)
Citadel Advisors LLC, ExodusPoint Capital Management LP, PDT Partners LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only XOM (21)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.