Holders over time
- BP
- XOM
| Quarter | BP | XOM |
|---|---|---|
| Q3 2020 | 14 holders, $928m | 21 holders, $7.1bn |
| Q4 2020 | 7 holders, $639m | 28 holders, $8.0bn |
| Q1 2021 | 10 holders, $751m | 27 holders, $11.5bn |
| Q2 2021 | 10 holders, $837m | 28 holders, $13.4bn |
| Q3 2021 | 10 holders, $890m | 30 holders, $13.0bn |
| Q4 2021 | 10 holders, $1.0bn | 29 holders, $14.2bn |
| Q1 2022 | 11 holders, $1.5bn | 37 holders, $20.3bn |
| Q2 2022 | 10 holders, $1.4bn | 30 holders, $23.2bn |
| Q3 2022 | 8 holders, $1.4bn | 27 holders, $25.6bn |
| Q4 2022 | 11 holders, $2.2bn | 32 holders, $62.9bn |
| Q1 2023 | 13 holders, $2.5bn | 29 holders, $32.9bn |
| Q2 2023 | 14 holders, $2.4bn | 30 holders, $32.1bn |
| Q3 2023 | 15 holders, $3.3bn | 30 holders, $35.1bn |
| Q4 2023 | 18 holders, $2.8bn | 38 holders, $30.7bn |
| Q1 2024 | 17 holders, $2.1bn | 32 holders, $36.5bn |
| Q2 2024 | 12 holders, $1.4bn | 33 holders, $42.7bn |
| Q3 2024 | 11 holders, $856m | 28 holders, $42.3bn |
| Q4 2024 | 11 holders, $969m | 33 holders, $37.4bn |
| Q1 2025 | 11 holders, $892m | 32 holders, $39.3bn |
| Q2 2025 | 7 holders, $578m | 28 holders, $32.5bn |
| Q3 2025 | 13 holders, $1.4bn | 29 holders, $33.1bn |
| Q4 2025 | 13 holders, $1.6bn | 33 holders, $36.0bn |
| Q1 2026 | 14 holders, $3.4bn | 32 holders, $54.7bn |
| Q2 2026 | 11 holders, $2.6bn | 31 holders, $44.7bn |
BP PLC
- Holders
- 14
- Reported value
- $3.4bn
- Buyers
- 21
- Sellers
- 14
Breadth +7 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 (7)
Acadian Asset Management LLC, Arrowstreet Capital LP, Capital World Investors, Citadel Advisors LLC, Hudson Bay Capital Management LP, Millennium Management LLC, Walleye Capital LLC
Only BP (7)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Verition Fund Management LLC, Voloridge Investment Management LLC
Only XOM (25)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Wellington Management 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.