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MLM · GLW 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.

MLMGLW
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • MLM
  • GLW
010203040202120222023202420252026
Holders and value by quarter
QuarterMLMGLW
Q3 20208 holders, $1.2bn11 holders, $3.4bn
Q4 20207 holders, $1.2bn18 holders, $3.6bn
Q1 202112 holders, $1.8bn11 holders, $4.6bn
Q2 20217 holders, $2.1bn16 holders, $4.0bn
Q3 20218 holders, $2.1bn14 holders, $3.2bn
Q4 20218 holders, $3.3bn16 holders, $3.1bn
Q1 202210 holders, $2.8bn18 holders, $2.6bn
Q2 202211 holders, $2.0bn14 holders, $2.3bn
Q3 202211 holders, $1.5bn14 holders, $1.6bn
Q4 202211 holders, $1.7bn12 holders, $1.7bn
Q1 202314 holders, $1.6bn18 holders, $2.3bn
Q2 202315 holders, $2.3bn10 holders, $1.9bn
Q3 202317 holders, $2.9bn8 holders, $1.4bn
Q4 202316 holders, $3.4bn12 holders, $1.6bn
Q1 202415 holders, $4.3bn11 holders, $2.2bn
Q2 202411 holders, $4.0bn11 holders, $3.3bn
Q3 202410 holders, $3.8bn17 holders, $4.3bn
Q4 202410 holders, $3.4bn22 holders, $4.1bn
Q1 202511 holders, $2.7bn24 holders, $3.1bn
Q2 202513 holders, $3.0bn25 holders, $3.3bn
Q3 20258 holders, $3.2bn26 holders, $6.2bn
Q4 202510 holders, $3.6bn27 holders, $7.2bn
Q1 20269 holders, $3.8bn33 holders, $12.8bn
Q2 20269 holders, $4.2bn26 holders, $23.6bn
MLM

Martin Marietta Matls Inc

Holders
10
Reported value
$3.6bn
Buyers
16
Sellers
11

Breadth +5 among 92 comparable managers.

Materials
GLW

Corning Inc

Holders
27
Reported value
$7.2bn
Buyers
14
Sellers
26

Breadth -12 among 92 comparable managers.

Materials

Who holds both, Q4 2025

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MLM (4)

Baillie Gifford & Co, Balyasny Asset Management LLC, Janus Henderson Group Ltd, Walleye Capital LLC

Only GLW (21)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, 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.

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