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.
- PNW
- D
| Quarter | PNW | D |
|---|---|---|
| Q3 2020 | 13 holders, $793m | 20 holders, $8.7bn |
| Q4 2020 | 7 holders, $735m | 28 holders, $7.2bn |
| Q1 2021 | 5 holders, $877m | 26 holders, $7.4bn |
| Q2 2021 | 8 holders, $1.2bn | 21 holders, $7.5bn |
| Q3 2021 | 10 holders, $809m | 16 holders, $7.2bn |
| Q4 2021 | 10 holders, $494m | 18 holders, $8.2bn |
| Q1 2022 | 7 holders, $717m | 19 holders, $9.3bn |
| Q2 2022 | 8 holders, $708m | 20 holders, $9.3bn |
| Q3 2022 | 8 holders, $667m | 17 holders, $7.5bn |
| Q4 2022 | 10 holders, $736m | 24 holders, $6.3bn |
| Q1 2023 | 11 holders, $761m | 19 holders, $6.1bn |
| Q2 2023 | 9 holders, $804m | 12 holders, $5.7bn |
| Q3 2023 | 9 holders, $867m | 12 holders, $5.4bn |
| Q4 2023 | 6 holders, $978m | 15 holders, $6.4bn |
| Q1 2024 | 8 holders, $1.6bn | 10 holders, $6.5bn |
| Q2 2024 | 14 holders, $1.9bn | 9 holders, $6.2bn |
| Q3 2024 | 16 holders, $2.3bn | 14 holders, $7.4bn |
| Q4 2024 | 15 holders, $2.0bn | 13 holders, $6.5bn |
| Q1 2025 | 14 holders, $2.4bn | 16 holders, $7.0bn |
| Q2 2025 | 12 holders, $2.4bn | 10 holders, $8.8bn |
| Q3 2025 | 14 holders, $2.5bn | 8 holders, $9.8bn |
| Q4 2025 | 17 holders, $2.7bn | 12 holders, $10.5bn |
| Q1 2026 | 13 holders, $3.3bn | 11 holders, $10.4bn |
| Q2 2026 | 15 holders, $3.6bn | 13 holders, $12.4bn |
PNW
Pinnacle West Cap Corp
- Holders
- 13
- Reported value
- $3.3bn
- Buyers
- 18
- Sellers
- 18
Breadth 0 among 91 comparable managers.
D
Dominion Res Inc Va New
- Holders
- 11
- Reported value
- $10.4bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 91 comparable managers.
Who holds both, Q1 2026
Among the 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
Both (4)
Balyasny Asset Management LLC, Capital Research Global Investors, Invesco Ltd, MFS Investment Management
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.