Holders over time
- BTG
- LIN
| Quarter | BTG | LIN |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | none listed holders, n.a. |
| Q4 2020 | 10 holders, $1.0bn | none listed holders, n.a. |
| Q1 2021 | 7 holders, $791m | none listed holders, n.a. |
| Q2 2021 | 4 holders, $280m | none listed holders, n.a. |
| Q3 2021 | 3 holders, $203m | none listed holders, n.a. |
| Q4 2021 | 5 holders, $289m | none listed holders, n.a. |
| Q1 2022 | 5 holders, $367m | none listed holders, n.a. |
| Q2 2022 | 5 holders, $309m | none listed holders, n.a. |
| Q3 2022 | 4 holders, $239m | none listed holders, n.a. |
| Q4 2022 | 4 holders, $252m | none listed holders, n.a. |
| Q1 2023 | 4 holders, $289m | 40 holders, $29.9bn |
| Q2 2023 | 6 holders, $248m | 35 holders, $30.7bn |
| Q3 2023 | 7 holders, $196m | 31 holders, $30.1bn |
| Q4 2023 | 5 holders, $198m | 32 holders, $32.7bn |
| Q1 2024 | 5 holders, $178m | 27 holders, $34.3bn |
| Q2 2024 | 5 holders, $182m | 28 holders, $30.5bn |
| Q3 2024 | 4 holders, $241m | 23 holders, $32.2bn |
| Q4 2024 | 5 holders, $176m | 32 holders, $28.9bn |
| Q1 2025 | 7 holders, $260m | 32 holders, $31.9bn |
| Q2 2025 | 6 holders, $370m | 31 holders, $31.8bn |
| Q3 2025 | 9 holders, $882m | 28 holders, $31.5bn |
| Q4 2025 | 10 holders, $591m | 36 holders, $30.2bn |
| Q1 2026 | 10 holders, $566m | 35 holders, $37.0bn |
| Q2 2026 | 5 holders, $226m | 34 holders, $40.4bn |
B2gold Corp
- Holders
- 10
- Reported value
- $566m
- Buyers
- 16
- Sellers
- 18
Breadth -2 among 91 comparable managers.
Linde PLC
- Holders
- 35
- Reported value
- $37.0bn
- Buyers
- 20
- Sellers
- 27
Breadth -7 among 91 comparable managers.
Who holds both, Q1 2026
Both (5)
Acadian Asset Management LLC, Artisan Partners LP, D. E. Shaw & Co., Man Group PLC, Two Sigma Investments LP
Only BTG (5)
First Eagle Investment Management LLC, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Voloridge Investment Management LLC
Only LIN (30)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, and 5 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.