Holders over time
- BE
- XOM
| Quarter | BE | XOM |
|---|---|---|
| Q3 2020 | 7 holders, $129m | 21 holders, $7.1bn |
| Q4 2020 | 5 holders, $43m | 28 holders, $8.0bn |
| Q1 2021 | 3 holders, $25m | 27 holders, $11.5bn |
| Q2 2021 | 3 holders, $6.7m | 28 holders, $13.4bn |
| Q3 2021 | 1 holders, $19m | 30 holders, $13.0bn |
| Q4 2021 | 4 holders, $89m | 29 holders, $14.2bn |
| Q1 2022 | 4 holders, $81m | 37 holders, $20.3bn |
| Q2 2022 | 3 holders, $14m | 30 holders, $23.2bn |
| Q3 2022 | 4 holders, $111m | 27 holders, $25.6bn |
| Q4 2022 | 2 holders, $72m | 32 holders, $62.9bn |
| Q1 2023 | 4 holders, $110m | 29 holders, $32.9bn |
| Q2 2023 | 5 holders, $170m | 30 holders, $32.1bn |
| Q3 2023 | 6 holders, $128m | 30 holders, $35.1bn |
| Q4 2023 | 4 holders, $96m | 38 holders, $30.7bn |
| Q1 2024 | 3 holders, $51m | 32 holders, $36.5bn |
| Q2 2024 | 6 holders, $136m | 33 holders, $42.7bn |
| Q3 2024 | 4 holders, $53m | 28 holders, $42.3bn |
| Q4 2024 | 9 holders, $227m | 33 holders, $37.4bn |
| Q1 2025 | 8 holders, $408m | 32 holders, $39.3bn |
| Q2 2025 | 11 holders, $604m | 28 holders, $32.5bn |
| Q3 2025 | 15 holders, $2.7bn | 29 holders, $33.1bn |
| Q4 2025 | 22 holders, $2.5bn | 33 holders, $36.0bn |
| Q1 2026 | 27 holders, $3.8bn | 32 holders, $54.7bn |
| Q2 2026 | 39 holders, $9.2bn | 31 holders, $44.7bn |
Bloom Energy Corp
- Holders
- 27
- Reported value
- $3.8bn
- Buyers
- 27
- Sellers
- 18
Breadth +9 among 91 comparable managers.
Exxon Mobil Corp
- Holders
- 32
- Reported value
- $54.7bn
- Buyers
- 22
- Sellers
- 17
Breadth +5 among 91 comparable managers.
Who holds both, Q1 2026
Both (13)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only BE (14)
Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Freestone Grove Partners LP, Jane Street Group LLC, Light Street Capital Management LLC, Moore Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
Only XOM (19)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, 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.