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AMRZ · 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.

AMRZLIN
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.
  • AMRZ
  • LIN
010203040Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterAMRZLIN
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 20257 holders, $1.2bn31 holders, $31.8bn
Q3 202512 holders, $1.8bn28 holders, $31.5bn
Q4 202514 holders, $2.1bn36 holders, $30.2bn
Q1 20269 holders, $1.4bn35 holders, $37.0bn
Q2 202610 holders, $1.6bn34 holders, $40.4bn
AMRZ

Amrize LTD

Holders
10
Reported value
$1.6bn
Buyers
11
Sellers
17

Breadth -6 among 91 comparable managers.

Materials
LIN

Linde PLC

Holders
34
Reported value
$40.4bn
Buyers
27
Sellers
19

Breadth +8 among 91 comparable managers.

Materials

Who holds both, Q2 2026

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMRZ (4)

GAMCO Investors Inc, Harris Associates LP, Quantbot Technologies LP, Renaissance Technologies LLC

Only LIN (28)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, 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), Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, and 3 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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