Holders over time
- PBR
- GEV
| Quarter | PBR | GEV |
|---|---|---|
| Q3 2020 | 11 holders, $1.7bn | none listed holders, n.a. |
| Q4 2020 | 14 holders, $3.2bn | none listed holders, n.a. |
| Q1 2021 | 15 holders, $1.5bn | none listed holders, n.a. |
| Q2 2021 | 14 holders, $2.6bn | none listed holders, n.a. |
| Q3 2021 | 11 holders, $1.9bn | none listed holders, n.a. |
| Q4 2021 | 14 holders, $2.2bn | none listed holders, n.a. |
| Q1 2022 | 11 holders, $3.3bn | none listed holders, n.a. |
| Q2 2022 | 12 holders, $2.3bn | none listed holders, n.a. |
| Q3 2022 | 16 holders, $3.0bn | none listed holders, n.a. |
| Q4 2022 | 15 holders, $2.3bn | none listed holders, n.a. |
| Q1 2023 | 17 holders, $2.0bn | none listed holders, n.a. |
| Q2 2023 | 14 holders, $2.5bn | none listed holders, n.a. |
| Q3 2023 | 16 holders, $2.5bn | none listed holders, n.a. |
| Q4 2023 | 15 holders, $2.6bn | none listed holders, n.a. |
| Q1 2024 | 10 holders, $1.5bn | 3 holders, $544m |
| Q2 2024 | 12 holders, $1.7bn | 26 holders, $9.8bn |
| Q3 2024 | 9 holders, $1.4bn | 31 holders, $11.9bn |
| Q4 2024 | 7 holders, $1.4bn | 37 holders, $15.3bn |
| Q1 2025 | 10 holders, $1.9bn | 36 holders, $14.8bn |
| Q2 2025 | 7 holders, $927m | 36 holders, $26.3bn |
| Q3 2025 | 7 holders, $859m | 35 holders, $29.5bn |
| Q4 2025 | 9 holders, $1.1bn | 34 holders, $28.7bn |
| Q1 2026 | 14 holders, $3.4bn | 31 holders, $36.7bn |
| Q2 2026 | 14 holders, $3.4bn | 28 holders, $45.0bn |
Petroleo Brasileiro S A
- Holders
- 14
- Reported value
- $3.4bn
- Buyers
- 18
- Sellers
- 15
Breadth +3 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 31
- Reported value
- $36.7bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 91 comparable managers.
Who holds both, Q1 2026
Both (11)
Acadian Asset Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only GEV (20)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Tiger Global Management LLC, Two Sigma Investments LP, 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.