Holders over time
- SWX
- XOM
| Quarter | SWX | XOM |
|---|---|---|
| Q3 2020 | 5 holders, $460m | 21 holders, $7.1bn |
| Q4 2020 | 5 holders, $210m | 28 holders, $8.0bn |
| Q1 2021 | 6 holders, $192m | 27 holders, $11.5bn |
| Q2 2021 | 4 holders, $158m | 28 holders, $13.4bn |
| Q3 2021 | 5 holders, $496m | 30 holders, $13.0bn |
| Q4 2021 | 3 holders, $363m | 29 holders, $14.2bn |
| Q1 2022 | 9 holders, $712m | 37 holders, $20.3bn |
| Q2 2022 | 9 holders, $946m | 30 holders, $23.2bn |
| Q3 2022 | 5 holders, $629m | 27 holders, $25.6bn |
| Q4 2022 | 5 holders, $550m | 32 holders, $62.9bn |
| Q1 2023 | 5 holders, $805m | 29 holders, $32.9bn |
| Q2 2023 | 5 holders, $806m | 30 holders, $32.1bn |
| Q3 2023 | 5 holders, $775m | 30 holders, $35.1bn |
| Q4 2023 | 5 holders, $870m | 38 holders, $30.7bn |
| Q1 2024 | 5 holders, $1.1bn | 32 holders, $36.5bn |
| Q2 2024 | 4 holders, $987m | 33 holders, $42.7bn |
| Q3 2024 | 5 holders, $1.1bn | 28 holders, $42.3bn |
| Q4 2024 | 4 holders, $885m | 33 holders, $37.4bn |
| Q1 2025 | 6 holders, $770m | 32 holders, $39.3bn |
| Q2 2025 | 4 holders, $795m | 28 holders, $32.5bn |
| Q3 2025 | 3 holders, $690m | 29 holders, $33.1bn |
| Q4 2025 | 4 holders, $723m | 33 holders, $36.0bn |
| Q1 2026 | 10 holders, $443m | 32 holders, $54.7bn |
| Q2 2026 | 5 holders, $300m | 31 holders, $44.7bn |
Southwest Gas Corp
- Holders
- 10
- Reported value
- $443m
- Buyers
- 26
- Sellers
- 7
Breadth +19 among 91 comparable managers.
Exxon Mobil Corp
- Holders
- 32
- Reported value
- $54.7bn
- Buyers
- 22
- Sellers
- 17
Breadth +5 among 91 comparable managers.
Who holds both, Q1 2026
Both (6)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Walleye Capital LLC
Only SWX (4)
Freestone Grove Partners LP, Maverick Capital Ltd, Point72 Asset Management LP, Renaissance Technologies LLC
Only XOM (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, 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.