Holders over time
- XOM
- GEV
| Quarter | XOM | GEV |
|---|---|---|
| Q3 2020 | 21 holders, $7.1bn | none listed holders, n.a. |
| Q4 2020 | 28 holders, $8.0bn | none listed holders, n.a. |
| Q1 2021 | 27 holders, $11.5bn | none listed holders, n.a. |
| Q2 2021 | 28 holders, $13.4bn | none listed holders, n.a. |
| Q3 2021 | 30 holders, $13.0bn | none listed holders, n.a. |
| Q4 2021 | 29 holders, $14.2bn | none listed holders, n.a. |
| Q1 2022 | 37 holders, $20.3bn | none listed holders, n.a. |
| Q2 2022 | 30 holders, $23.2bn | none listed holders, n.a. |
| Q3 2022 | 27 holders, $25.6bn | none listed holders, n.a. |
| Q4 2022 | 32 holders, $62.9bn | none listed holders, n.a. |
| Q1 2023 | 29 holders, $32.9bn | none listed holders, n.a. |
| Q2 2023 | 30 holders, $32.1bn | none listed holders, n.a. |
| Q3 2023 | 30 holders, $35.1bn | none listed holders, n.a. |
| Q4 2023 | 38 holders, $30.7bn | none listed holders, n.a. |
| Q1 2024 | 32 holders, $36.5bn | 3 holders, $544m |
| Q2 2024 | 33 holders, $42.7bn | 26 holders, $9.8bn |
| Q3 2024 | 28 holders, $42.3bn | 31 holders, $11.9bn |
| Q4 2024 | 33 holders, $37.4bn | 37 holders, $15.3bn |
| Q1 2025 | 32 holders, $39.3bn | 36 holders, $14.8bn |
| Q2 2025 | 28 holders, $32.5bn | 36 holders, $26.3bn |
| Q3 2025 | 29 holders, $33.1bn | 35 holders, $29.5bn |
| Q4 2025 | 33 holders, $36.0bn | 34 holders, $28.7bn |
| Q1 2026 | 32 holders, $54.7bn | 31 holders, $36.7bn |
| Q2 2026 | 31 holders, $44.7bn | 28 holders, $45.0bn |
Exxon Mobil Corp
- Holders
- 33
- Reported value
- $36.0bn
- Buyers
- 22
- Sellers
- 18
Breadth +4 among 92 comparable managers.
Ge Vernova Inc
- Holders
- 34
- Reported value
- $28.7bn
- Buyers
- 18
- Sellers
- 28
Breadth -10 among 92 comparable managers.
Who holds both, Q4 2025
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only XOM (13)
Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Point72 Asset Management LP, Tudor Investment Corp, Walleye Capital LLC
Only GEV (14)
Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Man Group PLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
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.