Holders over time
- AR
- XOM
| Quarter | AR | XOM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 21 holders, $7.1bn |
| Q4 2020 | none listed holders, n.a. | 28 holders, $8.0bn |
| Q1 2021 | 5 holders, $90m | 27 holders, $11.5bn |
| Q2 2021 | 9 holders, $184m | 28 holders, $13.4bn |
| Q3 2021 | 10 holders, $719m | 30 holders, $13.0bn |
| Q4 2021 | 13 holders, $793m | 29 holders, $14.2bn |
| Q1 2022 | 16 holders, $1.8bn | 37 holders, $20.3bn |
| Q2 2022 | 20 holders, $2.4bn | 30 holders, $23.2bn |
| Q3 2022 | 24 holders, $2.3bn | 27 holders, $25.6bn |
| Q4 2022 | 18 holders, $2.2bn | 32 holders, $62.9bn |
| Q1 2023 | 15 holders, $1.7bn | 29 holders, $32.9bn |
| Q2 2023 | 10 holders, $1.5bn | 30 holders, $32.1bn |
| Q3 2023 | 14 holders, $1.9bn | 30 holders, $35.1bn |
| Q4 2023 | 13 holders, $1.6bn | 38 holders, $30.7bn |
| Q1 2024 | 16 holders, $2.3bn | 32 holders, $36.5bn |
| Q2 2024 | 14 holders, $2.5bn | 33 holders, $42.7bn |
| Q3 2024 | 12 holders, $1.9bn | 28 holders, $42.3bn |
| Q4 2024 | 13 holders, $2.2bn | 33 holders, $37.4bn |
| Q1 2025 | 25 holders, $2.9bn | 32 holders, $39.3bn |
| Q2 2025 | 22 holders, $2.8bn | 28 holders, $32.5bn |
| Q3 2025 | 15 holders, $2.1bn | 29 holders, $33.1bn |
| Q4 2025 | 14 holders, $2.1bn | 33 holders, $36.0bn |
| Q1 2026 | 18 holders, $2.5bn | 32 holders, $54.7bn |
| Q2 2026 | 12 holders, $1.5bn | 31 holders, $44.7bn |
Antero Res Corp
- Holders
- 15
- Reported value
- $2.1bn
- Buyers
- 10
- Sellers
- 9
Breadth +1 among 95 comparable managers.
Exxon Mobil Corp
- Holders
- 29
- Reported value
- $33.1bn
- Buyers
- 16
- Sellers
- 14
Breadth +2 among 95 comparable managers.
Who holds both, Q3 2025
Both (10)
AQR Capital Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Fidelity (FMR LLC), Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Wellington Management Group LLP, Winton Group Ltd
Only AR (5)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, PDT Partners LLC, Quantbot Technologies LP
Only XOM (19)
Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.