Holders over time
- PWR
- XOM
| Quarter | PWR | XOM |
|---|---|---|
| Q3 2020 | 11 holders, $494m | 21 holders, $7.1bn |
| Q4 2020 | 9 holders, $1.1bn | 28 holders, $8.0bn |
| Q1 2021 | 11 holders, $1.4bn | 27 holders, $11.5bn |
| Q2 2021 | 7 holders, $1.4bn | 28 holders, $13.4bn |
| Q3 2021 | 9 holders, $1.7bn | 30 holders, $13.0bn |
| Q4 2021 | 7 holders, $1.5bn | 29 holders, $14.2bn |
| Q1 2022 | 8 holders, $1.6bn | 37 holders, $20.3bn |
| Q2 2022 | 9 holders, $1.8bn | 30 holders, $23.2bn |
| Q3 2022 | 13 holders, $1.7bn | 27 holders, $25.6bn |
| Q4 2022 | 8 holders, $1.6bn | 32 holders, $62.9bn |
| Q1 2023 | 11 holders, $2.7bn | 29 holders, $32.9bn |
| Q2 2023 | 10 holders, $3.1bn | 30 holders, $32.1bn |
| Q3 2023 | 11 holders, $2.8bn | 30 holders, $35.1bn |
| Q4 2023 | 9 holders, $3.8bn | 38 holders, $30.7bn |
| Q1 2024 | 14 holders, $5.0bn | 32 holders, $36.5bn |
| Q2 2024 | 15 holders, $4.7bn | 33 holders, $42.7bn |
| Q3 2024 | 12 holders, $5.4bn | 28 holders, $42.3bn |
| Q4 2024 | 11 holders, $6.0bn | 33 holders, $37.4bn |
| Q1 2025 | 8 holders, $4.3bn | 32 holders, $39.3bn |
| Q2 2025 | 9 holders, $6.7bn | 28 holders, $32.5bn |
| Q3 2025 | 12 holders, $7.1bn | 29 holders, $33.1bn |
| Q4 2025 | 13 holders, $6.6bn | 33 holders, $36.0bn |
| Q1 2026 | 13 holders, $5.9bn | 32 holders, $54.7bn |
| Q2 2026 | 24 holders, $8.6bn | 31 holders, $44.7bn |
Quanta SVCS Inc
- Holders
- 12
- Reported value
- $7.1bn
- Buyers
- 10
- Sellers
- 2
Breadth +8 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 (11)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital World Investors, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only PWR (1)
Only XOM (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Squarepoint Ops LLC, 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.