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SOLS · 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.

SOLSLIN
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.
  • SOLS
  • LIN
010203040Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterSOLSLIN
Q1 2023none listed holders, n.a.40 holders, $29.9bn
Q2 2023none listed holders, n.a.35 holders, $30.7bn
Q3 2023none listed holders, n.a.31 holders, $30.1bn
Q4 2023none listed holders, n.a.32 holders, $32.7bn
Q1 2024none listed holders, n.a.27 holders, $34.3bn
Q2 2024none listed holders, n.a.28 holders, $30.5bn
Q3 2024none listed holders, n.a.23 holders, $32.2bn
Q4 2024none listed holders, n.a.32 holders, $28.9bn
Q1 2025none listed holders, n.a.32 holders, $31.9bn
Q2 2025none listed holders, n.a.31 holders, $31.8bn
Q3 2025none listed holders, n.a.28 holders, $31.5bn
Q4 202511 holders, $348m36 holders, $30.2bn
Q1 202619 holders, $1.2bn35 holders, $37.0bn
Q2 202612 holders, $1.1bn34 holders, $40.4bn
SOLS

Solstice Advanced Matls Inc

Holders
19
Reported value
$1.2bn
Buyers
20
Sellers
16

Breadth +4 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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SOLS (9)

Coatue Management LLC, Element Capital Management LLC, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Tudor Investment Corp

Only LIN (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, 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, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Wellington Management Group LLP, 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.

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