Holders over time
- BWXT
- XOM
| Quarter | BWXT | XOM |
|---|---|---|
| Q3 2020 | 7 holders, $1.5bn | 21 holders, $7.1bn |
| Q4 2020 | 9 holders, $1.5bn | 28 holders, $8.0bn |
| Q1 2021 | 6 holders, $1.5bn | 27 holders, $11.5bn |
| Q2 2021 | 6 holders, $1.2bn | 28 holders, $13.4bn |
| Q3 2021 | 6 holders, $1.1bn | 30 holders, $13.0bn |
| Q4 2021 | 8 holders, $981m | 29 holders, $14.2bn |
| Q1 2022 | 10 holders, $1.1bn | 37 holders, $20.3bn |
| Q2 2022 | 11 holders, $1.2bn | 30 holders, $23.2bn |
| Q3 2022 | 9 holders, $605m | 27 holders, $25.6bn |
| Q4 2022 | 9 holders, $707m | 32 holders, $62.9bn |
| Q1 2023 | 8 holders, $717m | 29 holders, $32.9bn |
| Q2 2023 | 6 holders, $660m | 30 holders, $32.1bn |
| Q3 2023 | 4 holders, $545m | 30 holders, $35.1bn |
| Q4 2023 | 5 holders, $441m | 38 holders, $30.7bn |
| Q1 2024 | 8 holders, $652m | 32 holders, $36.5bn |
| Q2 2024 | 7 holders, $533m | 33 holders, $42.7bn |
| Q3 2024 | 9 holders, $574m | 28 holders, $42.3bn |
| Q4 2024 | 12 holders, $668m | 33 holders, $37.4bn |
| Q1 2025 | 11 holders, $364m | 32 holders, $39.3bn |
| Q2 2025 | 11 holders, $733m | 28 holders, $32.5bn |
| Q3 2025 | 13 holders, $1.4bn | 29 holders, $33.1bn |
| Q4 2025 | 13 holders, $1.3bn | 33 holders, $36.0bn |
| Q1 2026 | 16 holders, $1.7bn | 32 holders, $54.7bn |
| Q2 2026 | 13 holders, $1.3bn | 31 holders, $44.7bn |
BWX Technologies Inc
- Holders
- 16
- Reported value
- $1.7bn
- Buyers
- 15
- Sellers
- 20
Breadth -5 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 (8)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Holocene Advisors LP, Invesco Ltd, MFS Investment Management
Only BWXT (8)
ARK Investment Management LLC, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Davidson Kempner Capital Management LP, Moore Capital Management LP, Polen Capital Management LLC, Two Sigma Investments LP
Only XOM (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, 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.