Holders over time
- BE
- XOM
| Quarter | BE | XOM |
|---|---|---|
| Q3 2020 | 7 holders, $129m | 21 holders, $7.1bn |
| Q4 2020 | 5 holders, $43m | 28 holders, $8.0bn |
| Q1 2021 | 3 holders, $25m | 27 holders, $11.5bn |
| Q2 2021 | 3 holders, $6.7m | 28 holders, $13.4bn |
| Q3 2021 | 1 holders, $19m | 30 holders, $13.0bn |
| Q4 2021 | 4 holders, $89m | 29 holders, $14.2bn |
| Q1 2022 | 4 holders, $81m | 37 holders, $20.3bn |
| Q2 2022 | 3 holders, $14m | 30 holders, $23.2bn |
| Q3 2022 | 4 holders, $111m | 27 holders, $25.6bn |
| Q4 2022 | 2 holders, $72m | 32 holders, $62.9bn |
| Q1 2023 | 4 holders, $110m | 29 holders, $32.9bn |
| Q2 2023 | 5 holders, $170m | 30 holders, $32.1bn |
| Q3 2023 | 6 holders, $128m | 30 holders, $35.1bn |
| Q4 2023 | 4 holders, $96m | 38 holders, $30.7bn |
| Q1 2024 | 3 holders, $51m | 32 holders, $36.5bn |
| Q2 2024 | 6 holders, $136m | 33 holders, $42.7bn |
| Q3 2024 | 4 holders, $53m | 28 holders, $42.3bn |
| Q4 2024 | 9 holders, $227m | 33 holders, $37.4bn |
| Q1 2025 | 8 holders, $408m | 32 holders, $39.3bn |
| Q2 2025 | 11 holders, $604m | 28 holders, $32.5bn |
| Q3 2025 | 15 holders, $2.7bn | 29 holders, $33.1bn |
| Q4 2025 | 22 holders, $2.5bn | 33 holders, $36.0bn |
| Q1 2026 | 27 holders, $3.8bn | 32 holders, $54.7bn |
| Q2 2026 | 39 holders, $9.2bn | 31 holders, $44.7bn |
Bloom Energy Corp
- Holders
- 22
- Reported value
- $2.5bn
- Buyers
- 28
- Sellers
- 15
Breadth +13 among 92 comparable managers.
Exxon Mobil Corp
- Holders
- 33
- Reported value
- $36.0bn
- Buyers
- 22
- Sellers
- 18
Breadth +4 among 92 comparable managers.
Who holds both, Q4 2025
Both (8)
AllianceBernstein LP, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, MFS Investment Management, Neuberger Berman Group LLC, Wellington Management Group LLP
Only BE (14)
Altimeter Capital Management LP, Artisan Partners LP, Bridgewater Associates LP, Discovery Capital Management LLC, Jane Street Group LLC, Man Group PLC, PDT Partners LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
Only XOM (25)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC, 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.