Holders over time
- NUE
- HWM
| Quarter | NUE | HWM |
|---|---|---|
| Q3 2020 | 7 holders, $795m | 12 holders, $1.6bn |
| Q4 2020 | 12 holders, $1.1bn | 21 holders, $3.0bn |
| Q1 2021 | 7 holders, $1.5bn | 18 holders, $3.2bn |
| Q2 2021 | 9 holders, $2.2bn | 19 holders, $3.8bn |
| Q3 2021 | 7 holders, $2.4bn | 18 holders, $3.4bn |
| Q4 2021 | 8 holders, $2.5bn | 15 holders, $3.7bn |
| Q1 2022 | 9 holders, $2.9bn | 12 holders, $3.6bn |
| Q2 2022 | 10 holders, $2.0bn | 15 holders, $3.2bn |
| Q3 2022 | 13 holders, $2.1bn | 20 holders, $3.1bn |
| Q4 2022 | 13 holders, $2.5bn | 19 holders, $4.4bn |
| Q1 2023 | 14 holders, $2.8bn | 23 holders, $4.7bn |
| Q2 2023 | 15 holders, $3.1bn | 25 holders, $5.2bn |
| Q3 2023 | 13 holders, $2.7bn | 26 holders, $4.3bn |
| Q4 2023 | 15 holders, $3.2bn | 22 holders, $5.0bn |
| Q1 2024 | 14 holders, $3.4bn | 22 holders, $6.1bn |
| Q2 2024 | 15 holders, $2.4bn | 23 holders, $7.1bn |
| Q3 2024 | 11 holders, $1.4bn | 25 holders, $8.7bn |
| Q4 2024 | 17 holders, $1.2bn | 21 holders, $9.0bn |
| Q1 2025 | 9 holders, $1.4bn | 23 holders, $10.0bn |
| Q2 2025 | 14 holders, $1.8bn | 22 holders, $13.2bn |
| Q3 2025 | 10 holders, $1.9bn | 23 holders, $13.4bn |
| Q4 2025 | 11 holders, $2.5bn | 26 holders, $13.6bn |
| Q1 2026 | 15 holders, $2.0bn | 35 holders, $15.6bn |
| Q2 2026 | 15 holders, $2.6bn | 37 holders, $17.3bn |
Nucor Corp
- Holders
- 14
- Reported value
- $1.8bn
- Buyers
- 11
- Sellers
- 2
Breadth +9 among 95 comparable managers.
Howmet Aerospace Inc
- Holders
- 22
- Reported value
- $13.2bn
- Buyers
- 7
- Sellers
- 15
Breadth -8 among 95 comparable managers.
Who holds both, Q2 2025
Both (9)
AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, Freestone Grove Partners LP, Holocene Advisors LP, MFS Investment Management, PDT Partners LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only NUE (5)
Berkshire Hathaway Inc, Dodge & Cox, ExodusPoint Capital Management LP, Man Group PLC, Verition Fund Management LLC
Only HWM (13)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Wellington Management Group LLP, 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.