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TS · HWM 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.

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.
  • TS
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterTSHWM
Q3 20202 holders, $148m12 holders, $1.6bn
Q4 20203 holders, $256m21 holders, $3.0bn
Q1 20215 holders, $371m18 holders, $3.2bn
Q2 20214 holders, $283m19 holders, $3.8bn
Q3 20212 holders, $176m18 holders, $3.4bn
Q4 20215 holders, $216m15 holders, $3.7bn
Q1 20227 holders, $304m12 holders, $3.6bn
Q2 20224 holders, $111m15 holders, $3.2bn
Q3 20224 holders, $154m20 holders, $3.1bn
Q4 20224 holders, $212m19 holders, $4.4bn
Q1 20234 holders, $170m23 holders, $4.7bn
Q2 20238 holders, $386m25 holders, $5.2bn
Q3 202312 holders, $393m26 holders, $4.3bn
Q4 20237 holders, $317m22 holders, $5.0bn
Q1 20246 holders, $193m22 holders, $6.1bn
Q2 20245 holders, $149m23 holders, $7.1bn
Q3 20245 holders, $227m25 holders, $8.7bn
Q4 20248 holders, $316m21 holders, $9.0bn
Q1 20255 holders, $373m23 holders, $10.0bn
Q2 20253 holders, $188m22 holders, $13.2bn
Q3 20252 holders, $123m23 holders, $13.4bn
Q4 20251 holders, $114m26 holders, $13.6bn
Q1 20262 holders, $326m35 holders, $15.6bn
Q2 20267 holders, $467m37 holders, $17.3bn
TS

Tenaris S A

Holders
3
Reported value
$188m
Buyers
3
Sellers
0

Breadth +3 among 95 comparable managers.

HWM

Howmet Aerospace Inc

Holders
22
Reported value
$13.2bn
Buyers
7
Sellers
15

Breadth -8 among 95 comparable managers.

Who holds both, Q2 2025

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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