Holders over time
- ATO
- XOM
| Quarter | ATO | XOM |
|---|---|---|
| Q3 2020 | 8 holders, $1.1bn | 21 holders, $7.1bn |
| Q4 2020 | 10 holders, $520m | 28 holders, $8.0bn |
| Q1 2021 | 6 holders, $217m | 27 holders, $11.5bn |
| Q2 2021 | 6 holders, $435m | 28 holders, $13.4bn |
| Q3 2021 | 4 holders, $408m | 30 holders, $13.0bn |
| Q4 2021 | 7 holders, $726m | 29 holders, $14.2bn |
| Q1 2022 | 5 holders, $543m | 37 holders, $20.3bn |
| Q2 2022 | 13 holders, $686m | 30 holders, $23.2bn |
| Q3 2022 | 14 holders, $1.5bn | 27 holders, $25.6bn |
| Q4 2022 | 13 holders, $1.6bn | 32 holders, $62.9bn |
| Q1 2023 | 12 holders, $1.6bn | 29 holders, $32.9bn |
| Q2 2023 | 10 holders, $1.6bn | 30 holders, $32.1bn |
| Q3 2023 | 10 holders, $1.5bn | 30 holders, $35.1bn |
| Q4 2023 | 11 holders, $1.9bn | 38 holders, $30.7bn |
| Q1 2024 | 8 holders, $2.0bn | 32 holders, $36.5bn |
| Q2 2024 | 11 holders, $2.7bn | 33 holders, $42.7bn |
| Q3 2024 | 6 holders, $3.9bn | 28 holders, $42.3bn |
| Q4 2024 | 9 holders, $3.8bn | 33 holders, $37.4bn |
| Q1 2025 | 9 holders, $4.0bn | 32 holders, $39.3bn |
| Q2 2025 | 9 holders, $4.0bn | 28 holders, $32.5bn |
| Q3 2025 | 8 holders, $4.3bn | 29 holders, $33.1bn |
| Q4 2025 | 7 holders, $3.7bn | 33 holders, $36.0bn |
| Q1 2026 | 11 holders, $4.3bn | 32 holders, $54.7bn |
| Q2 2026 | 16 holders, $4.4bn | 31 holders, $44.7bn |
Atmos Energy Corp
- Holders
- 16
- Reported value
- $4.4bn
- Buyers
- 26
- Sellers
- 8
Breadth +18 among 91 comparable managers.
Exxon Mobil Corp
- Holders
- 31
- Reported value
- $44.7bn
- Buyers
- 20
- Sellers
- 18
Breadth +2 among 91 comparable managers.
Who holds both, Q2 2026
Both (11)
AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only ATO (5)
PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Tudor Investment Corp, Verition Fund Management LLC
Only XOM (20)
Acadian Asset Management LLC, AllianceBernstein LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Squarepoint Ops LLC, Walleye Capital 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.