Holders over time
- STLD
- GLW
| Quarter | STLD | GLW |
|---|---|---|
| Q3 2020 | 8 holders, $379m | 11 holders, $3.4bn |
| Q4 2020 | 7 holders, $322m | 18 holders, $3.6bn |
| Q1 2021 | 9 holders, $545m | 11 holders, $4.6bn |
| Q2 2021 | 10 holders, $988m | 16 holders, $4.0bn |
| Q3 2021 | 12 holders, $1.1bn | 14 holders, $3.2bn |
| Q4 2021 | 10 holders, $996m | 16 holders, $3.1bn |
| Q1 2022 | 10 holders, $1.4bn | 18 holders, $2.6bn |
| Q2 2022 | 10 holders, $1.1bn | 14 holders, $2.3bn |
| Q3 2022 | 10 holders, $1.3bn | 14 holders, $1.6bn |
| Q4 2022 | 12 holders, $2.2bn | 12 holders, $1.7bn |
| Q1 2023 | 13 holders, $2.4bn | 18 holders, $2.3bn |
| Q2 2023 | 14 holders, $2.1bn | 10 holders, $1.9bn |
| Q3 2023 | 16 holders, $2.0bn | 8 holders, $1.4bn |
| Q4 2023 | 17 holders, $2.2bn | 12 holders, $1.6bn |
| Q1 2024 | 11 holders, $2.9bn | 11 holders, $2.2bn |
| Q2 2024 | 13 holders, $2.5bn | 11 holders, $3.3bn |
| Q3 2024 | 12 holders, $2.0bn | 17 holders, $4.3bn |
| Q4 2024 | 12 holders, $2.0bn | 22 holders, $4.1bn |
| Q1 2025 | 12 holders, $2.3bn | 24 holders, $3.1bn |
| Q2 2025 | 13 holders, $1.9bn | 25 holders, $3.3bn |
| Q3 2025 | 10 holders, $1.6bn | 26 holders, $6.2bn |
| Q4 2025 | 7 holders, $2.5bn | 27 holders, $7.2bn |
| Q1 2026 | 11 holders, $2.8bn | 33 holders, $12.8bn |
| Q2 2026 | 11 holders, $4.3bn | 26 holders, $23.6bn |
Steel Dynamics Inc
- Holders
- 11
- Reported value
- $2.8bn
- Buyers
- 13
- Sellers
- 15
Breadth -2 among 91 comparable managers.
Corning Inc
- Holders
- 33
- Reported value
- $12.8bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (7)
Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only STLD (4)
Bridgewater Associates LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Walleye Capital LLC
Only GLW (26)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Jane Street Group LLC, Lone Pine Capital LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, and 1 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.