Holders over time
- ATO
- GEV
| Quarter | ATO | GEV |
|---|---|---|
| Q3 2020 | 8 holders, $1.1bn | none listed holders, n.a. |
| Q4 2020 | 10 holders, $520m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $217m | none listed holders, n.a. |
| Q2 2021 | 6 holders, $435m | none listed holders, n.a. |
| Q3 2021 | 4 holders, $408m | none listed holders, n.a. |
| Q4 2021 | 7 holders, $726m | none listed holders, n.a. |
| Q1 2022 | 5 holders, $543m | none listed holders, n.a. |
| Q2 2022 | 13 holders, $686m | none listed holders, n.a. |
| Q3 2022 | 14 holders, $1.5bn | none listed holders, n.a. |
| Q4 2022 | 13 holders, $1.6bn | none listed holders, n.a. |
| Q1 2023 | 12 holders, $1.6bn | none listed holders, n.a. |
| Q2 2023 | 10 holders, $1.6bn | none listed holders, n.a. |
| Q3 2023 | 10 holders, $1.5bn | none listed holders, n.a. |
| Q4 2023 | 11 holders, $1.9bn | none listed holders, n.a. |
| Q1 2024 | 8 holders, $2.0bn | 3 holders, $544m |
| Q2 2024 | 11 holders, $2.7bn | 26 holders, $9.8bn |
| Q3 2024 | 6 holders, $3.9bn | 31 holders, $11.9bn |
| Q4 2024 | 9 holders, $3.8bn | 37 holders, $15.3bn |
| Q1 2025 | 9 holders, $4.0bn | 36 holders, $14.8bn |
| Q2 2025 | 9 holders, $4.0bn | 36 holders, $26.3bn |
| Q3 2025 | 8 holders, $4.3bn | 35 holders, $29.5bn |
| Q4 2025 | 7 holders, $3.7bn | 34 holders, $28.7bn |
| Q1 2026 | 11 holders, $4.3bn | 31 holders, $36.7bn |
| Q2 2026 | 16 holders, $4.4bn | 28 holders, $45.0bn |
Atmos Energy Corp
- Holders
- 11
- Reported value
- $4.3bn
- Buyers
- 19
- Sellers
- 11
Breadth +8 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 31
- Reported value
- $36.7bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 91 comparable managers.
Who holds both, Q1 2026
Both (7)
AQR Capital Management LLC, Capital Research Global Investors, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only ATO (4)
Man Group PLC, PDT Partners LLC, Renaissance Technologies LLC, Verition Fund Management LLC
Only GEV (24)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Rokos Capital Management LLP, Tiger Global Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd, 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.