Holders over time
- LPX
- LIN
| Quarter | LPX | LIN |
|---|---|---|
| Q3 2020 | 14 holders, $427m | none listed holders, n.a. |
| Q4 2020 | 10 holders, $429m | none listed holders, n.a. |
| Q1 2021 | 10 holders, $585m | none listed holders, n.a. |
| Q2 2021 | 12 holders, $617m | none listed holders, n.a. |
| Q3 2021 | 13 holders, $513m | none listed holders, n.a. |
| Q4 2021 | 12 holders, $617m | none listed holders, n.a. |
| Q1 2022 | 7 holders, $324m | none listed holders, n.a. |
| Q2 2022 | 8 holders, $279m | none listed holders, n.a. |
| Q3 2022 | 10 holders, $570m | none listed holders, n.a. |
| Q4 2022 | 12 holders, $723m | none listed holders, n.a. |
| Q1 2023 | 12 holders, $635m | 40 holders, $29.9bn |
| Q2 2023 | 13 holders, $928m | 35 holders, $30.7bn |
| Q3 2023 | 11 holders, $499m | 31 holders, $30.1bn |
| Q4 2023 | 13 holders, $704m | 32 holders, $32.7bn |
| Q1 2024 | 17 holders, $1.0bn | 27 holders, $34.3bn |
| Q2 2024 | 15 holders, $1.0bn | 28 holders, $30.5bn |
| Q3 2024 | 15 holders, $1.3bn | 23 holders, $32.2bn |
| Q4 2024 | 17 holders, $1.1bn | 32 holders, $28.9bn |
| Q1 2025 | 10 holders, $810m | 32 holders, $31.9bn |
| Q2 2025 | 7 holders, $728m | 31 holders, $31.8bn |
| Q3 2025 | 10 holders, $728m | 28 holders, $31.5bn |
| Q4 2025 | 10 holders, $758m | 36 holders, $30.2bn |
| Q1 2026 | 12 holders, $1.0bn | 35 holders, $37.0bn |
| Q2 2026 | 10 holders, $1.1bn | 34 holders, $40.4bn |
Louisiana Pac Corp
- Holders
- 12
- Reported value
- $1.0bn
- Buyers
- 19
- Sellers
- 14
Breadth +5 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 (6)
Capital Research Global Investors, Capital World Investors, Holocene Advisors LP, Marshall Wace LLP, T. Rowe Price Associates Inc, Woodline Partners LP
Only LPX (6)
Berkshire Hathaway Inc, Bridgewater Associates LP, First Eagle Investment Management LLC, Moore Capital Management LP, PDT Partners LLC, Verition Fund Management LLC
Only LIN (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, 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 4 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.