Holders over time
- SARO
- BA
| Quarter | SARO | BA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 20 holders, $5.1bn |
| Q4 2020 | none listed holders, n.a. | 26 holders, $5.8bn |
| Q1 2021 | none listed holders, n.a. | 26 holders, $7.7bn |
| Q2 2021 | none listed holders, n.a. | 25 holders, $7.7bn |
| Q3 2021 | none listed holders, n.a. | 22 holders, $6.5bn |
| Q4 2021 | none listed holders, n.a. | 19 holders, $5.7bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $6.2bn |
| Q2 2022 | none listed holders, n.a. | 22 holders, $6.1bn |
| Q3 2022 | none listed holders, n.a. | 17 holders, $5.5bn |
| Q4 2022 | none listed holders, n.a. | 24 holders, $10.9bn |
| Q1 2023 | none listed holders, n.a. | 29 holders, $14.1bn |
| Q2 2023 | none listed holders, n.a. | 31 holders, $14.6bn |
| Q3 2023 | none listed holders, n.a. | 32 holders, $13.5bn |
| Q4 2023 | none listed holders, n.a. | 31 holders, $21.1bn |
| Q1 2024 | none listed holders, n.a. | 21 holders, $14.9bn |
| Q2 2024 | none listed holders, n.a. | 20 holders, $16.7bn |
| Q3 2024 | none listed holders, n.a. | 20 holders, $13.9bn |
| Q4 2024 | 14 holders, $795m | 31 holders, $28.0bn |
| Q1 2025 | 14 holders, $973m | 30 holders, $26.5bn |
| Q2 2025 | 20 holders, $1.6bn | 32 holders, $32.3bn |
| Q3 2025 | 13 holders, $1.3bn | 33 holders, $30.6bn |
| Q4 2025 | 12 holders, $1.3bn | 34 holders, $29.2bn |
| Q1 2026 | 17 holders, $1.7bn | 31 holders, $26.7bn |
| Q2 2026 | 9 holders, $1.9bn | 25 holders, $31.0bn |
Standardaero Inc
- Holders
- 13
- Reported value
- $1.3bn
- Buyers
- 6
- Sellers
- 9
Breadth -3 among 95 comparable managers.
Boeing Co
- Holders
- 33
- Reported value
- $30.6bn
- Buyers
- 18
- Sellers
- 15
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Both (9)
AllianceBernstein LP, Freestone Grove Partners LP, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only SARO (4)
Bridgewater Associates LP, PDT Partners LLC, Soros Fund Management LLC, Steadfast Capital Management LP
Only BA (24)
Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC
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.