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.
- POR
- D
| Quarter | POR | D |
|---|---|---|
| Q3 2020 | 9 holders, $324m | 20 holders, $8.7bn |
| Q4 2020 | 6 holders, $285m | 28 holders, $7.2bn |
| Q1 2021 | 6 holders, $373m | 26 holders, $7.4bn |
| Q2 2021 | 7 holders, $375m | 21 holders, $7.5bn |
| Q3 2021 | 3 holders, $356m | 16 holders, $7.2bn |
| Q4 2021 | 7 holders, $412m | 18 holders, $8.2bn |
| Q1 2022 | 7 holders, $497m | 19 holders, $9.3bn |
| Q2 2022 | 7 holders, $378m | 20 holders, $9.3bn |
| Q3 2022 | 5 holders, $234m | 17 holders, $7.5bn |
| Q4 2022 | 8 holders, $351m | 24 holders, $6.3bn |
| Q1 2023 | 9 holders, $423m | 19 holders, $6.1bn |
| Q2 2023 | 8 holders, $491m | 12 holders, $5.7bn |
| Q3 2023 | 5 holders, $234m | 12 holders, $5.4bn |
| Q4 2023 | 6 holders, $268m | 15 holders, $6.4bn |
| Q1 2024 | 7 holders, $251m | 10 holders, $6.5bn |
| Q2 2024 | 6 holders, $301m | 9 holders, $6.2bn |
| Q3 2024 | 6 holders, $341m | 14 holders, $7.4bn |
| Q4 2024 | 4 holders, $170m | 13 holders, $6.5bn |
| Q1 2025 | 8 holders, $314m | 16 holders, $7.0bn |
| Q2 2025 | 8 holders, $267m | 10 holders, $8.8bn |
| Q3 2025 | 8 holders, $343m | 8 holders, $9.8bn |
| Q4 2025 | 9 holders, $575m | 12 holders, $10.5bn |
| Q1 2026 | 12 holders, $719m | 11 holders, $10.4bn |
| Q2 2026 | 12 holders, $775m | 13 holders, $12.4bn |
POR
Portland Gen Elec Co
- Holders
- 9
- Reported value
- $575m
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 92 comparable managers.
D
Dominion Res Inc Va New
- Holders
- 12
- Reported value
- $10.5bn
- Buyers
- 16
- Sellers
- 11
Breadth +5 among 92 comparable managers.
Who holds both, Q4 2025
Among the 18 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.