Holders over time
- PPG
- LIN
| Quarter | PPG | LIN |
|---|---|---|
| Q3 2020 | 14 holders, $4.5bn | none listed holders, n.a. |
| Q4 2020 | 14 holders, $5.1bn | none listed holders, n.a. |
| Q1 2021 | 11 holders, $5.1bn | none listed holders, n.a. |
| Q2 2021 | 16 holders, $6.4bn | none listed holders, n.a. |
| Q3 2021 | 15 holders, $4.8bn | none listed holders, n.a. |
| Q4 2021 | 18 holders, $5.1bn | none listed holders, n.a. |
| Q1 2022 | 15 holders, $4.4bn | none listed holders, n.a. |
| Q2 2022 | 15 holders, $4.1bn | none listed holders, n.a. |
| Q3 2022 | 13 holders, $3.9bn | none listed holders, n.a. |
| Q4 2022 | 10 holders, $4.2bn | none listed holders, n.a. |
| Q1 2023 | 14 holders, $4.3bn | 40 holders, $29.9bn |
| Q2 2023 | 21 holders, $4.6bn | 35 holders, $30.7bn |
| Q3 2023 | 25 holders, $4.4bn | 31 holders, $30.1bn |
| Q4 2023 | 25 holders, $4.7bn | 32 holders, $32.7bn |
| Q1 2024 | 21 holders, $3.9bn | 27 holders, $34.3bn |
| Q2 2024 | 19 holders, $3.4bn | 28 holders, $30.5bn |
| Q3 2024 | 16 holders, $3.3bn | 23 holders, $32.2bn |
| Q4 2024 | 10 holders, $3.4bn | 32 holders, $28.9bn |
| Q1 2025 | 14 holders, $3.2bn | 32 holders, $31.9bn |
| Q2 2025 | 12 holders, $3.6bn | 31 holders, $31.8bn |
| Q3 2025 | 9 holders, $3.3bn | 28 holders, $31.5bn |
| Q4 2025 | 10 holders, $3.0bn | 36 holders, $30.2bn |
| Q1 2026 | 9 holders, $2.5bn | 35 holders, $37.0bn |
| Q2 2026 | 9 holders, $2.6bn | 34 holders, $40.4bn |
PPG Inds Inc
- Holders
- 9
- Reported value
- $3.3bn
- Buyers
- 5
- Sellers
- 3
Breadth +2 among 95 comparable managers.
Linde PLC
- Holders
- 28
- Reported value
- $31.5bn
- Buyers
- 14
- Sellers
- 15
Breadth -1 among 95 comparable managers.
Who holds both, Q3 2025
Both (8)
AQR Capital Management LLC, Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only PPG (1)
Only LIN (20)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, 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.