Holders over time
- CMI
- XOM
| Quarter | CMI | XOM |
|---|---|---|
| Q3 2020 | 17 holders, $3.3bn | 21 holders, $7.1bn |
| Q4 2020 | 17 holders, $4.0bn | 28 holders, $8.0bn |
| Q1 2021 | 18 holders, $4.6bn | 27 holders, $11.5bn |
| Q2 2021 | 19 holders, $3.8bn | 28 holders, $13.4bn |
| Q3 2021 | 14 holders, $2.8bn | 30 holders, $13.0bn |
| Q4 2021 | 16 holders, $2.6bn | 29 holders, $14.2bn |
| Q1 2022 | 14 holders, $2.2bn | 37 holders, $20.3bn |
| Q2 2022 | 13 holders, $2.4bn | 30 holders, $23.2bn |
| Q3 2022 | 16 holders, $2.9bn | 27 holders, $25.6bn |
| Q4 2022 | 16 holders, $3.7bn | 32 holders, $62.9bn |
| Q1 2023 | 17 holders, $3.6bn | 29 holders, $32.9bn |
| Q2 2023 | 14 holders, $3.0bn | 30 holders, $32.1bn |
| Q3 2023 | 16 holders, $3.0bn | 30 holders, $35.1bn |
| Q4 2023 | 16 holders, $2.8bn | 38 holders, $30.7bn |
| Q1 2024 | 17 holders, $4.1bn | 32 holders, $36.5bn |
| Q2 2024 | 12 holders, $3.6bn | 33 holders, $42.7bn |
| Q3 2024 | 14 holders, $3.5bn | 28 holders, $42.3bn |
| Q4 2024 | 16 holders, $3.7bn | 33 holders, $37.4bn |
| Q1 2025 | 15 holders, $2.4bn | 32 holders, $39.3bn |
| Q2 2025 | 19 holders, $2.3bn | 28 holders, $32.5bn |
| Q3 2025 | 18 holders, $4.2bn | 29 holders, $33.1bn |
| Q4 2025 | 26 holders, $6.2bn | 33 holders, $36.0bn |
| Q1 2026 | 28 holders, $6.7bn | 32 holders, $54.7bn |
| Q2 2026 | 20 holders, $8.3bn | 31 holders, $44.7bn |
Cummins Inc
- Holders
- 28
- Reported value
- $6.7bn
- Buyers
- 23
- Sellers
- 16
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 (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Fidelity (FMR LLC), First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Winton Group Ltd
Only CMI (12)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, Jane Street Group LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only XOM (16)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Susquehanna International Group LLP, 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.