Holders over time
- KMI
- XOM
| Quarter | KMI | XOM |
|---|---|---|
| Q3 2020 | 10 holders, $753m | 21 holders, $7.1bn |
| Q4 2020 | 13 holders, $691m | 28 holders, $8.0bn |
| Q1 2021 | 8 holders, $532m | 27 holders, $11.5bn |
| Q2 2021 | 4 holders, $363m | 28 holders, $13.4bn |
| Q3 2021 | 11 holders, $436m | 30 holders, $13.0bn |
| Q4 2021 | 9 holders, $542m | 29 holders, $14.2bn |
| Q1 2022 | 10 holders, $658m | 37 holders, $20.3bn |
| Q2 2022 | 7 holders, $459m | 30 holders, $23.2bn |
| Q3 2022 | 7 holders, $404m | 27 holders, $25.6bn |
| Q4 2022 | 5 holders, $1.0bn | 32 holders, $62.9bn |
| Q1 2023 | 9 holders, $1.1bn | 29 holders, $32.9bn |
| Q2 2023 | 8 holders, $1.1bn | 30 holders, $32.1bn |
| Q3 2023 | 9 holders, $1.1bn | 30 holders, $35.1bn |
| Q4 2023 | 12 holders, $1.3bn | 38 holders, $30.7bn |
| Q1 2024 | 11 holders, $1.2bn | 32 holders, $36.5bn |
| Q2 2024 | 8 holders, $1.3bn | 33 holders, $42.7bn |
| Q3 2024 | 8 holders, $1.2bn | 28 holders, $42.3bn |
| Q4 2024 | 10 holders, $1.4bn | 33 holders, $37.4bn |
| Q1 2025 | 17 holders, $1.2bn | 32 holders, $39.3bn |
| Q2 2025 | 12 holders, $1.1bn | 28 holders, $32.5bn |
| Q3 2025 | 13 holders, $1.5bn | 29 holders, $33.1bn |
| Q4 2025 | 15 holders, $1.4bn | 33 holders, $36.0bn |
| Q1 2026 | 13 holders, $2.6bn | 32 holders, $54.7bn |
| Q2 2026 | 9 holders, $1.6bn | 31 holders, $44.7bn |
Kinder Morgan Inc Del
- Holders
- 13
- Reported value
- $1.5bn
- Buyers
- 8
- Sellers
- 7
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 (9)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only KMI (4)
Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC
Only XOM (20)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
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.