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ESI · 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.

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.
  • ESI
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterESILIN
Q3 20207 holders, $330mnone listed holders, n.a.
Q4 20206 holders, $753mnone listed holders, n.a.
Q1 20218 holders, $833mnone listed holders, n.a.
Q2 20218 holders, $1.1bnnone listed holders, n.a.
Q3 20217 holders, $1.1bnnone listed holders, n.a.
Q4 202110 holders, $1.3bnnone listed holders, n.a.
Q1 20227 holders, $1.2bnnone listed holders, n.a.
Q2 20227 holders, $931mnone listed holders, n.a.
Q3 20225 holders, $515mnone listed holders, n.a.
Q4 20225 holders, $496mnone listed holders, n.a.
Q1 20238 holders, $592m40 holders, $29.9bn
Q2 202310 holders, $625m35 holders, $30.7bn
Q3 20239 holders, $1.1bn31 holders, $30.1bn
Q4 202310 holders, $1.3bn32 holders, $32.7bn
Q1 202411 holders, $1.5bn27 holders, $34.3bn
Q2 202412 holders, $1.7bn28 holders, $30.5bn
Q3 202410 holders, $1.5bn23 holders, $32.2bn
Q4 202414 holders, $1.3bn32 holders, $28.9bn
Q1 20259 holders, $631m32 holders, $31.9bn
Q2 20258 holders, $472m31 holders, $31.8bn
Q3 20258 holders, $541m28 holders, $31.5bn
Q4 20257 holders, $536m36 holders, $30.2bn
Q1 202613 holders, $1.5bn35 holders, $37.0bn
Q2 202616 holders, $2.7bn34 holders, $40.4bn
ESI

Element Solutions Inc

Holders
7
Reported value
$536m
Buyers
15
Sellers
10

Breadth +5 among 92 comparable managers.

LIN

Linde PLC

Holders
36
Reported value
$30.2bn
Buyers
26
Sellers
16

Breadth +10 among 92 comparable managers.

Who holds both, Q4 2025

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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