Holders over time
- VALE
- HWM
| Quarter | VALE | HWM |
|---|---|---|
| Q3 2020 | 17 holders, $4.1bn | 12 holders, $1.6bn |
| Q4 2020 | 18 holders, $8.1bn | 21 holders, $3.0bn |
| Q1 2021 | 16 holders, $9.8bn | 18 holders, $3.2bn |
| Q2 2021 | 19 holders, $13.6bn | 19 holders, $3.8bn |
| Q3 2021 | 15 holders, $7.5bn | 18 holders, $3.4bn |
| Q4 2021 | 16 holders, $7.4bn | 15 holders, $3.7bn |
| Q1 2022 | 13 holders, $8.4bn | 12 holders, $3.6bn |
| Q2 2022 | 16 holders, $5.7bn | 15 holders, $3.2bn |
| Q3 2022 | 13 holders, $4.8bn | 20 holders, $3.1bn |
| Q4 2022 | 14 holders, $6.3bn | 19 holders, $4.4bn |
| Q1 2023 | 19 holders, $5.0bn | 23 holders, $4.7bn |
| Q2 2023 | 13 holders, $3.0bn | 25 holders, $5.2bn |
| Q3 2023 | 15 holders, $2.5bn | 26 holders, $4.3bn |
| Q4 2023 | 17 holders, $3.1bn | 22 holders, $5.0bn |
| Q1 2024 | 16 holders, $1.4bn | 22 holders, $6.1bn |
| Q2 2024 | 16 holders, $1.5bn | 23 holders, $7.1bn |
| Q3 2024 | 18 holders, $1.6bn | 25 holders, $8.7bn |
| Q4 2024 | 14 holders, $1.2bn | 21 holders, $9.0bn |
| Q1 2025 | 11 holders, $1.9bn | 23 holders, $10.0bn |
| Q2 2025 | 10 holders, $1.8bn | 22 holders, $13.2bn |
| Q3 2025 | 14 holders, $2.1bn | 23 holders, $13.4bn |
| Q4 2025 | 19 holders, $3.6bn | 26 holders, $13.6bn |
| Q1 2026 | 15 holders, $4.6bn | 35 holders, $15.6bn |
| Q2 2026 | 13 holders, $4.6bn | 37 holders, $17.3bn |
Vale S A
- Holders
- 19
- Reported value
- $3.6bn
- Buyers
- 22
- Sellers
- 16
Breadth +6 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
Both (11)
AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Man Group PLC, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Winton Group Ltd
Only VALE (8)
Acadian Asset Management LLC, Arrowstreet Capital LP, Marshall Wace LLP, Moore Capital Management LP, Oaktree Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only HWM (15)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, 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.