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SMG · 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.

SMGLIN
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.
  • SMG
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterSMGLIN
Q3 202010 holders, $388mnone listed holders, n.a.
Q4 20208 holders, $464mnone listed holders, n.a.
Q1 202110 holders, $445mnone listed holders, n.a.
Q2 20218 holders, $337mnone listed holders, n.a.
Q3 20218 holders, $278mnone listed holders, n.a.
Q4 20217 holders, $401mnone listed holders, n.a.
Q1 20226 holders, $326mnone listed holders, n.a.
Q2 20226 holders, $170mnone listed holders, n.a.
Q3 20224 holders, $78mnone listed holders, n.a.
Q4 20226 holders, $206mnone listed holders, n.a.
Q1 20238 holders, $247m40 holders, $29.9bn
Q2 20238 holders, $194m35 holders, $30.7bn
Q3 20236 holders, $170m31 holders, $30.1bn
Q4 20238 holders, $221m32 holders, $32.7bn
Q1 20248 holders, $378m27 holders, $34.3bn
Q2 202410 holders, $359m28 holders, $30.5bn
Q3 202411 holders, $264m23 holders, $32.2bn
Q4 20249 holders, $166m32 holders, $28.9bn
Q1 20258 holders, $142m32 holders, $31.9bn
Q2 20256 holders, $62m31 holders, $31.8bn
Q3 20256 holders, $55m28 holders, $31.5bn
Q4 20256 holders, $92m36 holders, $30.2bn
Q1 20268 holders, $149m35 holders, $37.0bn
Q2 20267 holders, $168m34 holders, $40.4bn
SMG

Scotts Miracle Gro Co

Holders
6
Reported value
$92m
Buyers
14
Sellers
17

Breadth -3 among 92 comparable managers.

Materials
LIN

Linde PLC

Holders
36
Reported value
$30.2bn
Buyers
26
Sellers
16

Breadth +10 among 92 comparable managers.

Materials

Who holds both, Q4 2025

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SMG (3)

GAMCO Investors Inc, PDT Partners LLC, Two Sigma Advisers LP

Only LIN (33)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, and 8 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.

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