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BCPC · 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.

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.
  • BCPC
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterBCPCLIN
Q2 20202 holders, $2.7mnone listed holders, n.a.
Q3 20204 holders, $51mnone listed holders, n.a.
Q4 20202 holders, $37mnone listed holders, n.a.
Q1 20211 holders, $1.9mnone listed holders, n.a.
Q2 20211 holders, $1.9mnone listed holders, n.a.
Q3 20211 holders, $2.4mnone listed holders, n.a.
Q4 20213 holders, $37mnone listed holders, n.a.
Q1 20224 holders, $41mnone listed holders, n.a.
Q2 20225 holders, $46mnone listed holders, n.a.
Q3 20222 holders, $34mnone listed holders, n.a.
Q1 2023none listed holders, n.a.40 holders, $29.9bn
Q2 2023none listed holders, n.a.35 holders, $30.7bn
Q3 20231 holders, $27m31 holders, $30.1bn
Q4 20231 holders, $27m32 holders, $32.7bn
Q1 2024none listed holders, n.a.27 holders, $34.3bn
Q2 20241 holders, $27m28 holders, $30.5bn
Q3 20242 holders, $32m23 holders, $32.2bn
Q4 20241 holders, $554k32 holders, $28.9bn
Q1 20253 holders, $38m32 holders, $31.9bn
Q2 20255 holders, $91m31 holders, $31.8bn
Q3 20255 holders, $122m28 holders, $31.5bn
Q4 20255 holders, $58m36 holders, $30.2bn
Q1 20265 holders, $123m35 holders, $37.0bn
Q2 20267 holders, $135m34 holders, $40.4bn
BCPC

Balchem Corp

Holders
7
Reported value
$135m
Buyers
15
Sellers
17

Breadth -2 among 91 comparable managers.

LIN

Linde PLC

Holders
34
Reported value
$40.4bn
Buyers
27
Sellers
19

Breadth +8 among 91 comparable managers.

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.

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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