Holders over time
- BE
- XOM
| Quarter | BE | XOM |
|---|---|---|
| Q3 2020 | 7 holders, $129m | 21 holders, $7.1bn |
| Q4 2020 | 5 holders, $43m | 28 holders, $8.0bn |
| Q1 2021 | 3 holders, $25m | 27 holders, $11.5bn |
| Q2 2021 | 3 holders, $6.7m | 28 holders, $13.4bn |
| Q3 2021 | 1 holders, $19m | 30 holders, $13.0bn |
| Q4 2021 | 4 holders, $89m | 29 holders, $14.2bn |
| Q1 2022 | 4 holders, $81m | 37 holders, $20.3bn |
| Q2 2022 | 3 holders, $14m | 30 holders, $23.2bn |
| Q3 2022 | 4 holders, $111m | 27 holders, $25.6bn |
| Q4 2022 | 2 holders, $72m | 32 holders, $62.9bn |
| Q1 2023 | 4 holders, $110m | 29 holders, $32.9bn |
| Q2 2023 | 5 holders, $170m | 30 holders, $32.1bn |
| Q3 2023 | 6 holders, $128m | 30 holders, $35.1bn |
| Q4 2023 | 4 holders, $96m | 38 holders, $30.7bn |
| Q1 2024 | 3 holders, $51m | 32 holders, $36.5bn |
| Q2 2024 | 6 holders, $136m | 33 holders, $42.7bn |
| Q3 2024 | 4 holders, $53m | 28 holders, $42.3bn |
| Q4 2024 | 9 holders, $227m | 33 holders, $37.4bn |
| Q1 2025 | 8 holders, $408m | 32 holders, $39.3bn |
| Q2 2025 | 11 holders, $604m | 28 holders, $32.5bn |
| Q3 2025 | 15 holders, $2.7bn | 29 holders, $33.1bn |
| Q4 2025 | 22 holders, $2.5bn | 33 holders, $36.0bn |
| Q1 2026 | 27 holders, $3.8bn | 32 holders, $54.7bn |
| Q2 2026 | 39 holders, $9.2bn | 31 holders, $44.7bn |
Bloom Energy Corp
- Holders
- 39
- Reported value
- $9.2bn
- Buyers
- 24
- Sellers
- 23
Breadth +1 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 (20)
AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Winton Group Ltd
Only BE (19)
Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Caxton Associates LLP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
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.