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LIN · 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.
  • LIN
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterLINHWM
Q3 2020none listed holders, n.a.12 holders, $1.6bn
Q4 2020none listed holders, n.a.21 holders, $3.0bn
Q1 2021none listed holders, n.a.18 holders, $3.2bn
Q2 2021none listed holders, n.a.19 holders, $3.8bn
Q3 2021none listed holders, n.a.18 holders, $3.4bn
Q4 2021none listed holders, n.a.15 holders, $3.7bn
Q1 2022none listed holders, n.a.12 holders, $3.6bn
Q2 2022none listed holders, n.a.15 holders, $3.2bn
Q3 2022none listed holders, n.a.20 holders, $3.1bn
Q4 2022none listed holders, n.a.19 holders, $4.4bn
Q1 202340 holders, $29.9bn23 holders, $4.7bn
Q2 202335 holders, $30.7bn25 holders, $5.2bn
Q3 202331 holders, $30.1bn26 holders, $4.3bn
Q4 202332 holders, $32.7bn22 holders, $5.0bn
Q1 202427 holders, $34.3bn22 holders, $6.1bn
Q2 202428 holders, $30.5bn23 holders, $7.1bn
Q3 202423 holders, $32.2bn25 holders, $8.7bn
Q4 202432 holders, $28.9bn21 holders, $9.0bn
Q1 202532 holders, $31.9bn23 holders, $10.0bn
Q2 202531 holders, $31.8bn22 holders, $13.2bn
Q3 202528 holders, $31.5bn23 holders, $13.4bn
Q4 202536 holders, $30.2bn26 holders, $13.6bn
Q1 202635 holders, $37.0bn35 holders, $15.6bn
Q2 202634 holders, $40.4bn37 holders, $17.3bn
LIN

Linde PLC

Holders
35
Reported value
$37.0bn
Buyers
20
Sellers
27

Breadth -7 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 49 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.

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