Holders over time
- ATO
- GEV
| Quarter | ATO | GEV |
|---|---|---|
| Q3 2020 | 8 holders, $1.1bn | none listed holders, n.a. |
| Q4 2020 | 10 holders, $520m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $217m | none listed holders, n.a. |
| Q2 2021 | 6 holders, $435m | none listed holders, n.a. |
| Q3 2021 | 4 holders, $408m | none listed holders, n.a. |
| Q4 2021 | 7 holders, $726m | none listed holders, n.a. |
| Q1 2022 | 5 holders, $543m | none listed holders, n.a. |
| Q2 2022 | 13 holders, $686m | none listed holders, n.a. |
| Q3 2022 | 14 holders, $1.5bn | none listed holders, n.a. |
| Q4 2022 | 13 holders, $1.6bn | none listed holders, n.a. |
| Q1 2023 | 12 holders, $1.6bn | none listed holders, n.a. |
| Q2 2023 | 10 holders, $1.6bn | none listed holders, n.a. |
| Q3 2023 | 10 holders, $1.5bn | none listed holders, n.a. |
| Q4 2023 | 11 holders, $1.9bn | none listed holders, n.a. |
| Q1 2024 | 8 holders, $2.0bn | 3 holders, $544m |
| Q2 2024 | 11 holders, $2.7bn | 26 holders, $9.8bn |
| Q3 2024 | 6 holders, $3.9bn | 31 holders, $11.9bn |
| Q4 2024 | 9 holders, $3.8bn | 37 holders, $15.3bn |
| Q1 2025 | 9 holders, $4.0bn | 36 holders, $14.8bn |
| Q2 2025 | 9 holders, $4.0bn | 36 holders, $26.3bn |
| Q3 2025 | 8 holders, $4.3bn | 35 holders, $29.5bn |
| Q4 2025 | 7 holders, $3.7bn | 34 holders, $28.7bn |
| Q1 2026 | 11 holders, $4.3bn | 31 holders, $36.7bn |
| Q2 2026 | 16 holders, $4.4bn | 28 holders, $45.0bn |
Atmos Energy Corp
- Holders
- 16
- Reported value
- $4.4bn
- Buyers
- 26
- Sellers
- 8
Breadth +18 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 28
- Reported value
- $45.0bn
- Buyers
- 13
- Sellers
- 33
Breadth -20 among 91 comparable managers.
Who holds both, Q2 2026
Both (7)
AQR Capital Management LLC, Capital Research Global Investors, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only ATO (9)
Balyasny Asset Management LLC, Citadel Advisors LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC
Only GEV (21)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Polen Capital Management LLC, Tiger Global Management LLC, Voloridge Investment Management LLC, 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.