Holders over time
- SW
- LIN
| Quarter | SW | LIN |
|---|---|---|
| Q1 2023 | none listed holders, n.a. | 40 holders, $29.9bn |
| Q2 2023 | none listed holders, n.a. | 35 holders, $30.7bn |
| Q3 2023 | none listed holders, n.a. | 31 holders, $30.1bn |
| Q4 2023 | none listed holders, n.a. | 32 holders, $32.7bn |
| Q1 2024 | none listed holders, n.a. | 27 holders, $34.3bn |
| Q2 2024 | none listed holders, n.a. | 28 holders, $30.5bn |
| Q3 2024 | 12 holders, $2.4bn | 23 holders, $32.2bn |
| Q4 2024 | 12 holders, $2.9bn | 32 holders, $28.9bn |
| Q1 2025 | 12 holders, $2.7bn | 32 holders, $31.9bn |
| Q2 2025 | 12 holders, $3.0bn | 31 holders, $31.8bn |
| Q3 2025 | 12 holders, $3.3bn | 28 holders, $31.5bn |
| Q4 2025 | 10 holders, $2.4bn | 36 holders, $30.2bn |
| Q1 2026 | 11 holders, $3.0bn | 35 holders, $37.0bn |
| Q2 2026 | 11 holders, $3.6bn | 34 holders, $40.4bn |
Smurfit Westrock PLC
- Holders
- 11
- Reported value
- $3.0bn
- Buyers
- 16
- Sellers
- 14
Breadth +2 among 91 comparable managers.
Linde PLC
- Holders
- 35
- Reported value
- $37.0bn
- Buyers
- 20
- Sellers
- 27
Breadth -7 among 91 comparable managers.
Who holds both, Q1 2026
Both (10)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Invesco Ltd, Man Group PLC, MFS Investment Management, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC
Only SW (1)
Only LIN (25)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, 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, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, 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.