Holders over time
- BN
- EQIX
| Quarter | BN | EQIX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 19 holders, $8.2bn |
| Q4 2020 | none listed holders, n.a. | 21 holders, $8.2bn |
| Q1 2021 | none listed holders, n.a. | 19 holders, $7.5bn |
| Q2 2021 | none listed holders, n.a. | 17 holders, $7.9bn |
| Q3 2021 | none listed holders, n.a. | 15 holders, $7.0bn |
| Q4 2021 | none listed holders, n.a. | 18 holders, $6.0bn |
| Q1 2022 | none listed holders, n.a. | 18 holders, $6.0bn |
| Q2 2022 | none listed holders, n.a. | 23 holders, $5.7bn |
| Q3 2022 | none listed holders, n.a. | 20 holders, $4.8bn |
| Q4 2022 | 12 holders, $2.8bn | 15 holders, $5.1bn |
| Q1 2023 | 10 holders, $2.3bn | 17 holders, $5.3bn |
| Q2 2023 | 11 holders, $2.5bn | 20 holders, $6.5bn |
| Q3 2023 | 8 holders, $2.2bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $4.5bn | 19 holders, $6.6bn |
| Q1 2024 | 11 holders, $4.6bn | 27 holders, $7.6bn |
| Q2 2024 | 11 holders, $4.9bn | 21 holders, $8.1bn |
| Q3 2024 | 13 holders, $8.1bn | 26 holders, $9.6bn |
| Q4 2024 | 13 holders, $9.2bn | 28 holders, $10.3bn |
| Q1 2025 | 13 holders, $8.9bn | 31 holders, $8.7bn |
| Q2 2025 | 13 holders, $10.9bn | 30 holders, $7.3bn |
| Q3 2025 | 15 holders, $12.5bn | 28 holders, $7.0bn |
| Q4 2025 | 15 holders, $14.2bn | 26 holders, $8.2bn |
| Q1 2026 | 14 holders, $11.1bn | 31 holders, $11.5bn |
| Q2 2026 | 15 holders, $10.7bn | 31 holders, $12.6bn |
Brookfield Corp
- Holders
- 14
- Reported value
- $11.1bn
- Buyers
- 21
- Sellers
- 13
Breadth +8 among 91 comparable managers.
Equinix Inc
- Holders
- 31
- Reported value
- $11.5bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 among 91 comparable managers.
Who holds both, Q1 2026
Both (6)
Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Jane Street Group LLC, MFS Investment Management, Neuberger Berman Group LLC
Only BN (8)
Akre Capital Management LLC, Baillie Gifford & Co, Capital World Investors, Dodge & Cox, Lone Pine Capital LLC, Markel Group Inc, Pershing Square Capital Management LP, Voloridge Investment Management LLC
Only EQIX (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, Elliott Investment Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, 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.