Holders over time
- SU
- XOM
| Quarter | SU | XOM |
|---|---|---|
| Q3 2020 | 14 holders, $2.4bn | 21 holders, $7.1bn |
| Q4 2020 | 15 holders, $3.4bn | 28 holders, $8.0bn |
| Q1 2021 | 19 holders, $4.4bn | 27 holders, $11.5bn |
| Q2 2021 | 16 holders, $5.2bn | 28 holders, $13.4bn |
| Q3 2021 | 19 holders, $3.9bn | 30 holders, $13.0bn |
| Q4 2021 | 20 holders, $4.5bn | 29 holders, $14.2bn |
| Q1 2022 | 19 holders, $5.9bn | 37 holders, $20.3bn |
| Q2 2022 | 25 holders, $6.3bn | 30 holders, $23.2bn |
| Q3 2022 | 23 holders, $4.7bn | 27 holders, $25.6bn |
| Q4 2022 | 22 holders, $5.4bn | 32 holders, $62.9bn |
| Q1 2023 | 21 holders, $4.6bn | 29 holders, $32.9bn |
| Q2 2023 | 15 holders, $4.3bn | 30 holders, $32.1bn |
| Q3 2023 | 18 holders, $6.4bn | 30 holders, $35.1bn |
| Q4 2023 | 16 holders, $5.7bn | 38 holders, $30.7bn |
| Q1 2024 | 20 holders, $8.3bn | 32 holders, $36.5bn |
| Q2 2024 | 20 holders, $8.9bn | 33 holders, $42.7bn |
| Q3 2024 | 17 holders, $7.9bn | 28 holders, $42.3bn |
| Q4 2024 | 17 holders, $7.4bn | 33 holders, $37.4bn |
| Q1 2025 | 19 holders, $8.1bn | 32 holders, $39.3bn |
| Q2 2025 | 21 holders, $7.5bn | 28 holders, $32.5bn |
| Q3 2025 | 18 holders, $8.5bn | 29 holders, $33.1bn |
| Q4 2025 | 21 holders, $9.0bn | 33 holders, $36.0bn |
| Q1 2026 | 23 holders, $13.6bn | 32 holders, $54.7bn |
| Q2 2026 | 23 holders, $9.5bn | 31 holders, $44.7bn |
Suncor Energy Inc New
- Holders
- 18
- Reported value
- $8.5bn
- Buyers
- 10
- Sellers
- 8
Breadth +2 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)
Acadian Asset Management LLC, Capital Research Global Investors, Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc
Only SU (8)
Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Elliott Investment Management LP, PDT Partners LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only XOM (19)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, 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.