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VMC · LIN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

VMCLIN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VMC
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterVMCLIN
Q3 202016 holders, $2.9bnnone listed holders, n.a.
Q4 202016 holders, $3.1bnnone listed holders, n.a.
Q1 202118 holders, $3.5bnnone listed holders, n.a.
Q2 202115 holders, $3.6bnnone listed holders, n.a.
Q3 202117 holders, $3.4bnnone listed holders, n.a.
Q4 202114 holders, $4.2bnnone listed holders, n.a.
Q1 202216 holders, $3.4bnnone listed holders, n.a.
Q2 202213 holders, $2.6bnnone listed holders, n.a.
Q3 202219 holders, $2.8bnnone listed holders, n.a.
Q4 202217 holders, $3.0bnnone listed holders, n.a.
Q1 202318 holders, $2.8bn40 holders, $29.9bn
Q2 202323 holders, $4.2bn35 holders, $30.7bn
Q3 202320 holders, $3.5bn31 holders, $30.1bn
Q4 202313 holders, $3.8bn32 holders, $32.7bn
Q1 202419 holders, $4.7bn27 holders, $34.3bn
Q2 202419 holders, $4.3bn28 holders, $30.5bn
Q3 202419 holders, $3.4bn23 holders, $32.2bn
Q4 202416 holders, $2.8bn32 holders, $28.9bn
Q1 202517 holders, $2.8bn32 holders, $31.9bn
Q2 202519 holders, $2.1bn31 holders, $31.8bn
Q3 202516 holders, $2.6bn28 holders, $31.5bn
Q4 202517 holders, $3.1bn36 holders, $30.2bn
Q1 202614 holders, $2.7bn35 holders, $37.0bn
Q2 202613 holders, $3.7bn34 holders, $40.4bn
VMC

Vulcan Matls Co

Holders
16
Reported value
$2.6bn
Buyers
6
Sellers
10

Breadth -4 among 95 comparable managers.

Materials
LIN

Linde PLC

Holders
28
Reported value
$31.5bn
Buyers
14
Sellers
15

Breadth -1 among 95 comparable managers.

Materials

Who holds both, Q3 2025

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VMC (7)

Davidson Kempner Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Lone Pine Capital LLC, Two Sigma Advisers LP, Walleye Capital LLC

Only LIN (19)

AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, 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, Wellington Management Group LLP

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.

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