Holders over time
- BTG
- HWM
| Quarter | BTG | HWM |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 12 holders, $1.6bn |
| Q4 2020 | 10 holders, $1.0bn | 21 holders, $3.0bn |
| Q1 2021 | 7 holders, $791m | 18 holders, $3.2bn |
| Q2 2021 | 4 holders, $280m | 19 holders, $3.8bn |
| Q3 2021 | 3 holders, $203m | 18 holders, $3.4bn |
| Q4 2021 | 5 holders, $289m | 15 holders, $3.7bn |
| Q1 2022 | 5 holders, $367m | 12 holders, $3.6bn |
| Q2 2022 | 5 holders, $309m | 15 holders, $3.2bn |
| Q3 2022 | 4 holders, $239m | 20 holders, $3.1bn |
| Q4 2022 | 4 holders, $252m | 19 holders, $4.4bn |
| Q1 2023 | 4 holders, $289m | 23 holders, $4.7bn |
| Q2 2023 | 6 holders, $248m | 25 holders, $5.2bn |
| Q3 2023 | 7 holders, $196m | 26 holders, $4.3bn |
| Q4 2023 | 5 holders, $198m | 22 holders, $5.0bn |
| Q1 2024 | 5 holders, $178m | 22 holders, $6.1bn |
| Q2 2024 | 5 holders, $182m | 23 holders, $7.1bn |
| Q3 2024 | 4 holders, $241m | 25 holders, $8.7bn |
| Q4 2024 | 5 holders, $176m | 21 holders, $9.0bn |
| Q1 2025 | 7 holders, $260m | 23 holders, $10.0bn |
| Q2 2025 | 6 holders, $370m | 22 holders, $13.2bn |
| Q3 2025 | 9 holders, $882m | 23 holders, $13.4bn |
| Q4 2025 | 10 holders, $591m | 26 holders, $13.6bn |
| Q1 2026 | 10 holders, $566m | 35 holders, $15.6bn |
| Q2 2026 | 5 holders, $226m | 37 holders, $17.3bn |
B2gold Corp
- Holders
- 10
- Reported value
- $566m
- Buyers
- 16
- Sellers
- 18
Breadth -2 among 91 comparable managers.
Howmet Aerospace Inc
- Holders
- 35
- Reported value
- $15.6bn
- Buyers
- 24
- Sellers
- 16
Breadth +8 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Acadian Asset Management LLC, Artisan Partners LP, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only BTG (2)
Only HWM (27)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 2 more
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.