Holders over time
- WPM
- LIN
| Quarter | WPM | LIN |
|---|---|---|
| Q3 2020 | 11 holders, $2.9bn | none listed holders, n.a. |
| Q4 2020 | 13 holders, $2.3bn | none listed holders, n.a. |
| Q1 2021 | 11 holders, $1.7bn | none listed holders, n.a. |
| Q2 2021 | 8 holders, $2.5bn | none listed holders, n.a. |
| Q3 2021 | 9 holders, $2.2bn | none listed holders, n.a. |
| Q4 2021 | 9 holders, $2.6bn | none listed holders, n.a. |
| Q1 2022 | 11 holders, $3.1bn | none listed holders, n.a. |
| Q2 2022 | 11 holders, $2.6bn | none listed holders, n.a. |
| Q3 2022 | 12 holders, $2.6bn | none listed holders, n.a. |
| Q4 2022 | 12 holders, $3.2bn | none listed holders, n.a. |
| Q1 2023 | 11 holders, $4.1bn | 40 holders, $29.9bn |
| Q2 2023 | 11 holders, $3.7bn | 35 holders, $30.7bn |
| Q3 2023 | 12 holders, $3.8bn | 31 holders, $30.1bn |
| Q4 2023 | 11 holders, $4.4bn | 32 holders, $32.7bn |
| Q1 2024 | 10 holders, $4.1bn | 27 holders, $34.3bn |
| Q2 2024 | 11 holders, $4.9bn | 28 holders, $30.5bn |
| Q3 2024 | 12 holders, $5.7bn | 23 holders, $32.2bn |
| Q4 2024 | 12 holders, $5.1bn | 32 holders, $28.9bn |
| Q1 2025 | 11 holders, $7.0bn | 32 holders, $31.9bn |
| Q2 2025 | 14 holders, $8.1bn | 31 holders, $31.8bn |
| Q3 2025 | 14 holders, $10.1bn | 28 holders, $31.5bn |
| Q4 2025 | 16 holders, $10.5bn | 36 holders, $30.2bn |
| Q1 2026 | 11 holders, $11.5bn | 35 holders, $37.0bn |
| Q2 2026 | 9 holders, $8.5bn | 34 holders, $40.4bn |
Wheaton Precious Metals Corp
- Holders
- 14
- Reported value
- $8.1bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 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 (10)
Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), First Eagle Investment Management LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only WPM (4)
Caxton Associates LLP, GAMCO Investors Inc, Renaissance Technologies LLC, Two Sigma Advisers LP
Only LIN (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund 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.