Holders over time
- SW
- LIN
| Quarter | SW | LIN |
|---|---|---|
| Q1 2023 | none listed holders, n.a. | 40 holders, $29.9bn |
| Q2 2023 | none listed holders, n.a. | 35 holders, $30.7bn |
| Q3 2023 | none listed holders, n.a. | 31 holders, $30.1bn |
| Q4 2023 | none listed holders, n.a. | 32 holders, $32.7bn |
| Q1 2024 | none listed holders, n.a. | 27 holders, $34.3bn |
| Q2 2024 | none listed holders, n.a. | 28 holders, $30.5bn |
| Q3 2024 | 12 holders, $2.4bn | 23 holders, $32.2bn |
| Q4 2024 | 12 holders, $2.9bn | 32 holders, $28.9bn |
| Q1 2025 | 12 holders, $2.7bn | 32 holders, $31.9bn |
| Q2 2025 | 12 holders, $3.0bn | 31 holders, $31.8bn |
| Q3 2025 | 12 holders, $3.3bn | 28 holders, $31.5bn |
| Q4 2025 | 10 holders, $2.4bn | 36 holders, $30.2bn |
| Q1 2026 | 11 holders, $3.0bn | 35 holders, $37.0bn |
| Q2 2026 | 11 holders, $3.6bn | 34 holders, $40.4bn |
Smurfit Westrock PLC
- Holders
- 12
- Reported value
- $3.0bn
- Buyers
- 9
- Sellers
- 3
Breadth +6 among 95 comparable managers.
Linde PLC
- Holders
- 31
- Reported value
- $31.8bn
- Buyers
- 15
- Sellers
- 16
Breadth -1 among 95 comparable managers.
Who holds both, Q2 2025
Both (9)
AllianceBernstein LP, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC
Only SW (3)
Soros Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
Only LIN (22)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group 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, 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.