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MLI · 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.

MLILIN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • MLI
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterMLILIN
Q3 20202 holders, $94mnone listed holders, n.a.
Q4 20202 holders, $120mnone listed holders, n.a.
Q1 20211 holders, $132mnone listed holders, n.a.
Q2 20211 holders, $138mnone listed holders, n.a.
Q3 20212 holders, $154mnone listed holders, n.a.
Q4 20212 holders, $214mnone listed holders, n.a.
Q1 20222 holders, $186mnone listed holders, n.a.
Q2 20221 holders, $162mnone listed holders, n.a.
Q3 20223 holders, $157mnone listed holders, n.a.
Q4 20222 holders, $146mnone listed holders, n.a.
Q1 20233 holders, $172m40 holders, $29.9bn
Q2 20232 holders, $179m35 holders, $30.7bn
Q3 20233 holders, $153m31 holders, $30.1bn
Q4 20234 holders, $202m32 holders, $32.7bn
Q1 20243 holders, $204m27 holders, $34.3bn
Q2 20243 holders, $214m28 holders, $30.5bn
Q3 20243 holders, $268m23 holders, $32.2bn
Q4 20246 holders, $358m32 holders, $28.9bn
Q1 20256 holders, $358m32 holders, $31.9bn
Q2 202511 holders, $585m31 holders, $31.8bn
Q3 202511 holders, $786m28 holders, $31.5bn
Q4 20257 holders, $998m36 holders, $30.2bn
Q1 20267 holders, $1.0bn35 holders, $37.0bn
Q2 202610 holders, $2.0bn34 holders, $40.4bn
MLI

Mueller Inds Inc

Holders
11
Reported value
$585m
Buyers
9
Sellers
2

Breadth +7 among 95 comparable managers.

Materials
LIN

Linde PLC

Holders
31
Reported value
$31.8bn
Buyers
15
Sellers
16

Breadth -1 among 95 comparable managers.

Materials

Who holds both, Q2 2025

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MLI (6)

Brevan Howard Capital Management LP, Caxton Associates LLP, GAMCO Investors Inc, Jane Street Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC

Only LIN (26)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, and 1 more

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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