Holders over time
- PBR
- XOM
| Quarter | PBR | XOM |
|---|---|---|
| Q3 2020 | 11 holders, $1.7bn | 21 holders, $7.1bn |
| Q4 2020 | 14 holders, $3.2bn | 28 holders, $8.0bn |
| Q1 2021 | 15 holders, $1.5bn | 27 holders, $11.5bn |
| Q2 2021 | 14 holders, $2.6bn | 28 holders, $13.4bn |
| Q3 2021 | 11 holders, $1.9bn | 30 holders, $13.0bn |
| Q4 2021 | 14 holders, $2.2bn | 29 holders, $14.2bn |
| Q1 2022 | 11 holders, $3.3bn | 37 holders, $20.3bn |
| Q2 2022 | 12 holders, $2.3bn | 30 holders, $23.2bn |
| Q3 2022 | 16 holders, $3.0bn | 27 holders, $25.6bn |
| Q4 2022 | 15 holders, $2.3bn | 32 holders, $62.9bn |
| Q1 2023 | 17 holders, $2.0bn | 29 holders, $32.9bn |
| Q2 2023 | 14 holders, $2.5bn | 30 holders, $32.1bn |
| Q3 2023 | 16 holders, $2.5bn | 30 holders, $35.1bn |
| Q4 2023 | 15 holders, $2.6bn | 38 holders, $30.7bn |
| Q1 2024 | 10 holders, $1.5bn | 32 holders, $36.5bn |
| Q2 2024 | 12 holders, $1.7bn | 33 holders, $42.7bn |
| Q3 2024 | 9 holders, $1.4bn | 28 holders, $42.3bn |
| Q4 2024 | 7 holders, $1.4bn | 33 holders, $37.4bn |
| Q1 2025 | 10 holders, $1.9bn | 32 holders, $39.3bn |
| Q2 2025 | 7 holders, $927m | 28 holders, $32.5bn |
| Q3 2025 | 7 holders, $859m | 29 holders, $33.1bn |
| Q4 2025 | 9 holders, $1.1bn | 33 holders, $36.0bn |
| Q1 2026 | 14 holders, $3.4bn | 32 holders, $54.7bn |
| Q2 2026 | 14 holders, $3.4bn | 31 holders, $44.7bn |
Petroleo Brasileiro S A
- Holders
- 7
- Reported value
- $927m
- Buyers
- 5
- Sellers
- 4
Breadth +1 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 (4)
Acadian Asset Management LLC, Dodge & Cox, MFS Investment Management, Renaissance Technologies LLC
Only PBR (3)
Baillie Gifford & Co, Marshall Wace LLP, Point72 Asset Management LP
Only XOM (24)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.