Holders over time
- NEM
- HWM
| Quarter | NEM | HWM |
|---|---|---|
| Q3 2020 | 26 holders, $5.2bn | 12 holders, $1.6bn |
| Q4 2020 | 18 holders, $4.1bn | 21 holders, $3.0bn |
| Q1 2021 | 18 holders, $3.7bn | 18 holders, $3.2bn |
| Q2 2021 | 22 holders, $4.1bn | 19 holders, $3.8bn |
| Q3 2021 | 22 holders, $3.6bn | 18 holders, $3.4bn |
| Q4 2021 | 18 holders, $3.7bn | 15 holders, $3.7bn |
| Q1 2022 | 21 holders, $5.4bn | 12 holders, $3.6bn |
| Q2 2022 | 22 holders, $4.3bn | 15 holders, $3.2bn |
| Q3 2022 | 25 holders, $3.0bn | 20 holders, $3.1bn |
| Q4 2022 | 23 holders, $3.4bn | 19 holders, $4.4bn |
| Q1 2023 | 23 holders, $3.4bn | 23 holders, $4.7bn |
| Q2 2023 | 22 holders, $3.1bn | 25 holders, $5.2bn |
| Q3 2023 | 22 holders, $2.9bn | 26 holders, $4.3bn |
| Q4 2023 | 17 holders, $2.8bn | 22 holders, $5.0bn |
| Q1 2024 | 17 holders, $2.3bn | 22 holders, $6.1bn |
| Q2 2024 | 16 holders, $2.7bn | 23 holders, $7.1bn |
| Q3 2024 | 23 holders, $3.4bn | 25 holders, $8.7bn |
| Q4 2024 | 24 holders, $2.6bn | 21 holders, $9.0bn |
| Q1 2025 | 19 holders, $2.8bn | 23 holders, $10.0bn |
| Q2 2025 | 19 holders, $4.3bn | 22 holders, $13.2bn |
| Q3 2025 | 23 holders, $7.1bn | 23 holders, $13.4bn |
| Q4 2025 | 22 holders, $8.4bn | 26 holders, $13.6bn |
| Q1 2026 | 21 holders, $8.5bn | 35 holders, $15.6bn |
| Q2 2026 | 17 holders, $7.4bn | 37 holders, $17.3bn |
Newmont Corp
- Holders
- 21
- Reported value
- $8.5bn
- Buyers
- 22
- Sellers
- 17
Breadth +5 among 91 comparable managers.
Howmet Aerospace Inc
- Holders
- 35
- Reported value
- $15.6bn
- Buyers
- 24
- Sellers
- 16
Breadth +8 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, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
Only NEM (5)
Arrowstreet Capital LP, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, First Eagle Investment Management LLC
Only HWM (19)
Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, 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.