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SMG · LIN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SMGLIN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • SMG
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterSMGLIN
Q3 202010 holders, $388mnone listed holders, n.a.
Q4 20208 holders, $464mnone listed holders, n.a.
Q1 202110 holders, $445mnone listed holders, n.a.
Q2 20218 holders, $337mnone listed holders, n.a.
Q3 20218 holders, $278mnone listed holders, n.a.
Q4 20217 holders, $401mnone listed holders, n.a.
Q1 20226 holders, $326mnone listed holders, n.a.
Q2 20226 holders, $170mnone listed holders, n.a.
Q3 20224 holders, $78mnone listed holders, n.a.
Q4 20226 holders, $206mnone listed holders, n.a.
Q1 20238 holders, $247m40 holders, $29.9bn
Q2 20238 holders, $194m35 holders, $30.7bn
Q3 20236 holders, $170m31 holders, $30.1bn
Q4 20238 holders, $221m32 holders, $32.7bn
Q1 20248 holders, $378m27 holders, $34.3bn
Q2 202410 holders, $359m28 holders, $30.5bn
Q3 202411 holders, $264m23 holders, $32.2bn
Q4 20249 holders, $166m32 holders, $28.9bn
Q1 20258 holders, $142m32 holders, $31.9bn
Q2 20256 holders, $62m31 holders, $31.8bn
Q3 20256 holders, $55m28 holders, $31.5bn
Q4 20256 holders, $92m36 holders, $30.2bn
Q1 20268 holders, $149m35 holders, $37.0bn
Q2 20267 holders, $168m34 holders, $40.4bn
SMG

Scotts Miracle Gro Co

Holders
8
Reported value
$149m
Buyers
18
Sellers
10

Breadth +8 among 91 comparable managers.

Materials
LIN

Linde PLC

Holders
35
Reported value
$37.0bn
Buyers
20
Sellers
27

Breadth -7 among 91 comparable managers.

Materials

Who holds both, Q1 2026

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SMG (4)

Bridgewater Associates LP, Freestone Grove Partners LP, GAMCO Investors Inc, PDT Partners LLC

Only LIN (31)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, and 6 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.

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