Holders over time
- IRM
- EQIX
| Quarter | IRM | EQIX |
|---|---|---|
| Q3 2020 | 3 holders, $951m | 19 holders, $8.2bn |
| Q4 2020 | 3 holders, $865m | 21 holders, $8.2bn |
| Q1 2021 | 2 holders, $1.2bn | 19 holders, $7.5bn |
| Q2 2021 | 2 holders, $1.4bn | 17 holders, $7.9bn |
| Q3 2021 | 2 holders, $1.4bn | 15 holders, $7.0bn |
| Q4 2021 | 3 holders, $2.0bn | 18 holders, $6.0bn |
| Q1 2022 | 2 holders, $1.7bn | 18 holders, $6.0bn |
| Q2 2022 | 3 holders, $1.4bn | 23 holders, $5.7bn |
| Q3 2022 | 5 holders, $1.3bn | 20 holders, $4.8bn |
| Q4 2022 | 5 holders, $1.6bn | 15 holders, $5.1bn |
| Q1 2023 | 3 holders, $1.4bn | 17 holders, $5.3bn |
| Q2 2023 | 4 holders, $1.2bn | 20 holders, $6.5bn |
| Q3 2023 | 7 holders, $1.6bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $892m | 19 holders, $6.6bn |
| Q1 2024 | 10 holders, $758m | 27 holders, $7.6bn |
| Q2 2024 | 6 holders, $811m | 21 holders, $8.1bn |
| Q3 2024 | 6 holders, $956m | 26 holders, $9.6bn |
| Q4 2024 | 10 holders, $856m | 28 holders, $10.3bn |
| Q1 2025 | 11 holders, $1.1bn | 31 holders, $8.7bn |
| Q2 2025 | 11 holders, $1.8bn | 30 holders, $7.3bn |
| Q3 2025 | 6 holders, $1.7bn | 28 holders, $7.0bn |
| Q4 2025 | 6 holders, $1.3bn | 26 holders, $8.2bn |
| Q1 2026 | 9 holders, $1.7bn | 31 holders, $11.5bn |
| Q2 2026 | 6 holders, $2.0bn | 31 holders, $12.6bn |
Iron MTN Inc Del
- Holders
- 11
- Reported value
- $1.8bn
- Buyers
- 5
- Sellers
- 5
Breadth 0 among 95 comparable managers.
Equinix Inc
- Holders
- 30
- Reported value
- $7.3bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Both (6)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP
Only IRM (5)
Brevan Howard Capital Management LP, Capital World Investors, Eisler Capital Management Ltd, Point72 Asset Management LP, Voloridge Investment Management LLC
Only EQIX (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Elliott Investment Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, 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.