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AWI · 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.

AWILIN
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.
  • AWI
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterAWILIN
Q3 202011 holders, $650mnone listed holders, n.a.
Q4 202010 holders, $612mnone listed holders, n.a.
Q1 20215 holders, $687mnone listed holders, n.a.
Q2 20215 holders, $740mnone listed holders, n.a.
Q3 20216 holders, $745mnone listed holders, n.a.
Q4 20214 holders, $826mnone listed holders, n.a.
Q1 20228 holders, $383mnone listed holders, n.a.
Q2 20226 holders, $302mnone listed holders, n.a.
Q3 20228 holders, $404mnone listed holders, n.a.
Q4 20225 holders, $145mnone listed holders, n.a.
Q1 20235 holders, $98m40 holders, $29.9bn
Q2 20237 holders, $39m35 holders, $30.7bn
Q3 20235 holders, $33m31 holders, $30.1bn
Q4 20235 holders, $176m32 holders, $32.7bn
Q1 20248 holders, $241m27 holders, $34.3bn
Q2 20244 holders, $83m28 holders, $30.5bn
Q3 20244 holders, $299m23 holders, $32.2bn
Q4 20246 holders, $364m32 holders, $28.9bn
Q1 202510 holders, $434m32 holders, $31.9bn
Q2 202512 holders, $592m31 holders, $31.8bn
Q3 202511 holders, $703m28 holders, $31.5bn
Q4 202512 holders, $721m36 holders, $30.2bn
Q1 202615 holders, $724m35 holders, $37.0bn
Q2 202611 holders, $595m34 holders, $40.4bn
AWI

Armstrong World Industries Inc

Holders
11
Reported value
$595m
Buyers
18
Sellers
17

Breadth +1 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AWI (5)

Brevan Howard Capital Management LP, Freestone Grove Partners LP, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp

Only LIN (28)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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