Holders over time
- IAG
- HWM
| Quarter | IAG | HWM |
|---|---|---|
| Q3 2020 | 2 holders, $105m | 12 holders, $1.6bn |
| Q4 2020 | 2 holders, $89m | 21 holders, $3.0bn |
| Q1 2021 | 2 holders, $66m | 18 holders, $3.2bn |
| Q2 2021 | 1 holders, $60m | 19 holders, $3.8bn |
| Q3 2021 | 1 holders, $45m | 18 holders, $3.4bn |
| Q4 2021 | 1 holders, $60m | 15 holders, $3.7bn |
| Q1 2022 | 2 holders, $62m | 12 holders, $3.6bn |
| Q2 2022 | none listed holders, n.a. | 15 holders, $3.2bn |
| Q3 2022 | none listed holders, n.a. | 20 holders, $3.1bn |
| Q4 2022 | 1 holders, $44m | 19 holders, $4.4bn |
| Q1 2023 | 4 holders, $89m | 23 holders, $4.7bn |
| Q2 2023 | 4 holders, $88m | 25 holders, $5.2bn |
| Q3 2023 | 2 holders, $46m | 26 holders, $4.3bn |
| Q4 2023 | 2 holders, $51m | 22 holders, $5.0bn |
| Q1 2024 | 2 holders, $61m | 22 holders, $6.1bn |
| Q2 2024 | 5 holders, $175m | 23 holders, $7.1bn |
| Q3 2024 | 4 holders, $280m | 25 holders, $8.7bn |
| Q4 2024 | 4 holders, $261m | 21 holders, $9.0bn |
| Q1 2025 | 6 holders, $294m | 23 holders, $10.0bn |
| Q2 2025 | 5 holders, $390m | 22 holders, $13.2bn |
| Q3 2025 | 10 holders, $378m | 23 holders, $13.4bn |
| Q4 2025 | 8 holders, $818m | 26 holders, $13.6bn |
| Q1 2026 | 8 holders, $934m | 35 holders, $15.6bn |
| Q2 2026 | 8 holders, $503m | 37 holders, $17.3bn |
Iamgold Corp
- Holders
- 8
- Reported value
- $818m
- Buyers
- 8
- Sellers
- 20
Breadth -12 among 92 comparable managers.
Howmet Aerospace Inc
- Holders
- 26
- Reported value
- $13.6bn
- Buyers
- 23
- Sellers
- 14
Breadth +9 among 92 comparable managers.
Who holds both, Q4 2025
Only IAG (4)
Arrowstreet Capital LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Woodline Partners LP
Only HWM (22)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, 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.