Holders over time
- ATO
- GEV
| Quarter | ATO | GEV |
|---|---|---|
| Q3 2020 | 8 holders, $1.1bn | none listed holders, n.a. |
| Q4 2020 | 10 holders, $520m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $217m | none listed holders, n.a. |
| Q2 2021 | 6 holders, $435m | none listed holders, n.a. |
| Q3 2021 | 4 holders, $408m | none listed holders, n.a. |
| Q4 2021 | 7 holders, $726m | none listed holders, n.a. |
| Q1 2022 | 5 holders, $543m | none listed holders, n.a. |
| Q2 2022 | 13 holders, $686m | none listed holders, n.a. |
| Q3 2022 | 14 holders, $1.5bn | none listed holders, n.a. |
| Q4 2022 | 13 holders, $1.6bn | none listed holders, n.a. |
| Q1 2023 | 12 holders, $1.6bn | none listed holders, n.a. |
| Q2 2023 | 10 holders, $1.6bn | none listed holders, n.a. |
| Q3 2023 | 10 holders, $1.5bn | none listed holders, n.a. |
| Q4 2023 | 11 holders, $1.9bn | none listed holders, n.a. |
| Q1 2024 | 8 holders, $2.0bn | 3 holders, $544m |
| Q2 2024 | 11 holders, $2.7bn | 26 holders, $9.8bn |
| Q3 2024 | 6 holders, $3.9bn | 31 holders, $11.9bn |
| Q4 2024 | 9 holders, $3.8bn | 37 holders, $15.3bn |
| Q1 2025 | 9 holders, $4.0bn | 36 holders, $14.8bn |
| Q2 2025 | 9 holders, $4.0bn | 36 holders, $26.3bn |
| Q3 2025 | 8 holders, $4.3bn | 35 holders, $29.5bn |
| Q4 2025 | 7 holders, $3.7bn | 34 holders, $28.7bn |
| Q1 2026 | 11 holders, $4.3bn | 31 holders, $36.7bn |
| Q2 2026 | 16 holders, $4.4bn | 28 holders, $45.0bn |
Atmos Energy Corp
- Holders
- 7
- Reported value
- $3.7bn
- Buyers
- 12
- Sellers
- 15
Breadth -3 among 92 comparable managers.
Ge Vernova Inc
- Holders
- 34
- Reported value
- $28.7bn
- Buyers
- 18
- Sellers
- 28
Breadth -10 among 92 comparable managers.
Who holds both, Q4 2025
Both (6)
Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only ATO (1)
Only GEV (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, and 3 more
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.