Holders over time
- LHX
- BA
| Quarter | LHX | BA |
|---|---|---|
| Q3 2020 | 29 holders, $5.9bn | 20 holders, $5.1bn |
| Q4 2020 | 22 holders, $5.4bn | 26 holders, $5.8bn |
| Q1 2021 | 21 holders, $5.2bn | 26 holders, $7.7bn |
| Q2 2021 | 15 holders, $5.5bn | 25 holders, $7.7bn |
| Q3 2021 | 13 holders, $7.1bn | 22 holders, $6.5bn |
| Q4 2021 | 22 holders, $7.3bn | 19 holders, $5.7bn |
| Q1 2022 | 23 holders, $10.8bn | 23 holders, $6.2bn |
| Q2 2022 | 21 holders, $10.9bn | 22 holders, $6.1bn |
| Q3 2022 | 19 holders, $8.7bn | 17 holders, $5.5bn |
| Q4 2022 | 27 holders, $9.7bn | 24 holders, $10.9bn |
| Q1 2023 | 33 holders, $9.1bn | 29 holders, $14.1bn |
| Q2 2023 | 28 holders, $8.4bn | 31 holders, $14.6bn |
| Q3 2023 | 28 holders, $7.1bn | 32 holders, $13.5bn |
| Q4 2023 | 19 holders, $8.8bn | 31 holders, $21.1bn |
| Q1 2024 | 23 holders, $8.1bn | 21 holders, $14.9bn |
| Q2 2024 | 21 holders, $8.5bn | 20 holders, $16.7bn |
| Q3 2024 | 21 holders, $8.8bn | 20 holders, $13.9bn |
| Q4 2024 | 21 holders, $7.6bn | 31 holders, $28.0bn |
| Q1 2025 | 21 holders, $7.5bn | 30 holders, $26.5bn |
| Q2 2025 | 23 holders, $9.1bn | 32 holders, $32.3bn |
| Q3 2025 | 26 holders, $10.8bn | 33 holders, $30.6bn |
| Q4 2025 | 19 holders, $9.1bn | 34 holders, $29.2bn |
| Q1 2026 | 21 holders, $9.8bn | 31 holders, $26.7bn |
| Q2 2026 | 23 holders, $7.8bn | 25 holders, $31.0bn |
L3harris Technologies Inc
- Holders
- 23
- Reported value
- $9.1bn
- Buyers
- 15
- Sellers
- 8
Breadth +7 among 95 comparable managers.
Boeing Co
- Holders
- 32
- Reported value
- $32.3bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 among 95 comparable managers.
Who holds both, Q2 2025
Both (18)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only LHX (5)
Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP
Only BA (14)
Citadel Advisors LLC, D. E. Shaw & Co., Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd
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.