Holders over time
- MO
- KO
| Quarter | MO | KO |
|---|---|---|
| Q3 2020 | 25 holders, $9.6bn | 30 holders, $34.7bn |
| Q4 2020 | 17 holders, $9.9bn | 30 holders, $39.2bn |
| Q1 2021 | 17 holders, $12.6bn | 30 holders, $37.6bn |
| Q2 2021 | 20 holders, $11.9bn | 30 holders, $38.0bn |
| Q3 2021 | 20 holders, $11.3bn | 34 holders, $37.9bn |
| Q4 2021 | 18 holders, $10.5bn | 33 holders, $43.3bn |
| Q1 2022 | 24 holders, $12.1bn | 32 holders, $45.4bn |
| Q2 2022 | 29 holders, $8.5bn | 30 holders, $45.1bn |
| Q3 2022 | 25 holders, $7.6bn | 34 holders, $39.8bn |
| Q4 2022 | 22 holders, $8.4bn | 37 holders, $44.1bn |
| Q1 2023 | 24 holders, $9.0bn | 37 holders, $42.2bn |
| Q2 2023 | 19 holders, $9.0bn | 36 holders, $40.8bn |
| Q3 2023 | 21 holders, $7.3bn | 36 holders, $37.8bn |
| Q4 2023 | 19 holders, $6.5bn | 34 holders, $38.4bn |
| Q1 2024 | 20 holders, $7.3bn | 33 holders, $41.0bn |
| Q2 2024 | 20 holders, $7.3bn | 33 holders, $43.4bn |
| Q3 2024 | 20 holders, $7.3bn | 26 holders, $47.9bn |
| Q4 2024 | 19 holders, $7.3bn | 33 holders, $42.2bn |
| Q1 2025 | 19 holders, $8.1bn | 33 holders, $47.1bn |
| Q2 2025 | 20 holders, $6.1bn | 36 holders, $48.4bn |
| Q3 2025 | 27 holders, $6.7bn | 36 holders, $44.4bn |
| Q4 2025 | 22 holders, $4.7bn | 36 holders, $47.5bn |
| Q1 2026 | 22 holders, $6.2bn | 34 holders, $52.4bn |
| Q2 2026 | 21 holders, $8.8bn | 34 holders, $56.1bn |
Altria Group Inc
- Holders
- 22
- Reported value
- $6.2bn
- Buyers
- 20
- Sellers
- 20
Breadth 0 among 91 comparable managers.
Coca Cola Co
- Holders
- 34
- Reported value
- $52.4bn
- Buyers
- 18
- Sellers
- 22
Breadth -4 among 91 comparable managers.
Who holds both, Q1 2026
Both (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only MO (6)
Arrowstreet Capital LP, Freestone Grove Partners LP, Holocene Advisors LP, MFS Investment Management, Renaissance Technologies LLC, Tudor Investment Corp
Only KO (18)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Soros Fund Management LLC, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
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.