Holders over time
- HRL
- KO
| Quarter | HRL | KO |
|---|---|---|
| Q3 2020 | 17 holders, $828m | 30 holders, $34.7bn |
| Q4 2020 | 14 holders, $803m | 30 holders, $39.2bn |
| Q1 2021 | 11 holders, $504m | 30 holders, $37.6bn |
| Q2 2021 | 12 holders, $470m | 30 holders, $38.0bn |
| Q3 2021 | 13 holders, $349m | 34 holders, $37.9bn |
| Q4 2021 | 11 holders, $655m | 33 holders, $43.3bn |
| Q1 2022 | 11 holders, $562m | 32 holders, $45.4bn |
| Q2 2022 | 10 holders, $587m | 30 holders, $45.1bn |
| Q3 2022 | 11 holders, $556m | 34 holders, $39.8bn |
| Q4 2022 | 12 holders, $559m | 37 holders, $44.1bn |
| Q1 2023 | 12 holders, $488m | 37 holders, $42.2bn |
| Q2 2023 | 11 holders, $494m | 36 holders, $40.8bn |
| Q3 2023 | 11 holders, $470m | 36 holders, $37.8bn |
| Q4 2023 | 12 holders, $373m | 34 holders, $38.4bn |
| Q1 2024 | 13 holders, $493m | 33 holders, $41.0bn |
| Q2 2024 | 13 holders, $563m | 33 holders, $43.4bn |
| Q3 2024 | 10 holders, $381m | 26 holders, $47.9bn |
| Q4 2024 | 9 holders, $474m | 33 holders, $42.2bn |
| Q1 2025 | 11 holders, $524m | 33 holders, $47.1bn |
| Q2 2025 | 10 holders, $681m | 36 holders, $48.4bn |
| Q3 2025 | 5 holders, $262m | 36 holders, $44.4bn |
| Q4 2025 | 9 holders, $471m | 36 holders, $47.5bn |
| Q1 2026 | 6 holders, $708m | 34 holders, $52.4bn |
| Q2 2026 | 6 holders, $719m | 34 holders, $56.1bn |
Hormel Foods Corp
- Holders
- 9
- Reported value
- $471m
- Buyers
- 20
- Sellers
- 14
Breadth +6 among 92 comparable managers.
Coca Cola Co
- Holders
- 36
- Reported value
- $47.5bn
- Buyers
- 24
- Sellers
- 21
Breadth +3 among 92 comparable managers.
Who holds both, Q4 2025
Only HRL (7)
Caxton Associates LLP, Holocene Advisors LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only KO (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, and 9 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.