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ESI · HWM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ESI
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterESIHWM
Q3 20207 holders, $330m12 holders, $1.6bn
Q4 20206 holders, $753m21 holders, $3.0bn
Q1 20218 holders, $833m18 holders, $3.2bn
Q2 20218 holders, $1.1bn19 holders, $3.8bn
Q3 20217 holders, $1.1bn18 holders, $3.4bn
Q4 202110 holders, $1.3bn15 holders, $3.7bn
Q1 20227 holders, $1.2bn12 holders, $3.6bn
Q2 20227 holders, $931m15 holders, $3.2bn
Q3 20225 holders, $515m20 holders, $3.1bn
Q4 20225 holders, $496m19 holders, $4.4bn
Q1 20238 holders, $592m23 holders, $4.7bn
Q2 202310 holders, $625m25 holders, $5.2bn
Q3 20239 holders, $1.1bn26 holders, $4.3bn
Q4 202310 holders, $1.3bn22 holders, $5.0bn
Q1 202411 holders, $1.5bn22 holders, $6.1bn
Q2 202412 holders, $1.7bn23 holders, $7.1bn
Q3 202410 holders, $1.5bn25 holders, $8.7bn
Q4 202414 holders, $1.3bn21 holders, $9.0bn
Q1 20259 holders, $631m23 holders, $10.0bn
Q2 20258 holders, $472m22 holders, $13.2bn
Q3 20258 holders, $541m23 holders, $13.4bn
Q4 20257 holders, $536m26 holders, $13.6bn
Q1 202613 holders, $1.5bn35 holders, $15.6bn
Q2 202616 holders, $2.7bn37 holders, $17.3bn
ESI

Element Solutions Inc

Holders
13
Reported value
$1.5bn
Buyers
16
Sellers
13

Breadth +3 among 91 comparable managers.

HWM

Howmet Aerospace Inc

Holders
35
Reported value
$15.6bn
Buyers
24
Sellers
16

Breadth +8 among 91 comparable managers.

Who holds both, Q1 2026

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →