Holders over time
- FCX
- HWM
| Quarter | FCX | HWM |
|---|---|---|
| Q3 2020 | 12 holders, $2.6bn | 12 holders, $1.6bn |
| Q4 2020 | 19 holders, $5.2bn | 21 holders, $3.0bn |
| Q1 2021 | 22 holders, $6.4bn | 18 holders, $3.2bn |
| Q2 2021 | 22 holders, $7.5bn | 19 holders, $3.8bn |
| Q3 2021 | 23 holders, $7.7bn | 18 holders, $3.4bn |
| Q4 2021 | 21 holders, $10.5bn | 15 holders, $3.7bn |
| Q1 2022 | 21 holders, $12.7bn | 12 holders, $3.6bn |
| Q2 2022 | 13 holders, $6.7bn | 15 holders, $3.2bn |
| Q3 2022 | 22 holders, $6.6bn | 20 holders, $3.1bn |
| Q4 2022 | 23 holders, $9.4bn | 19 holders, $4.4bn |
| Q1 2023 | 23 holders, $9.7bn | 23 holders, $4.7bn |
| Q2 2023 | 27 holders, $9.5bn | 25 holders, $5.2bn |
| Q3 2023 | 29 holders, $9.2bn | 26 holders, $4.3bn |
| Q4 2023 | 29 holders, $10.6bn | 22 holders, $5.0bn |
| Q1 2024 | 32 holders, $12.3bn | 22 holders, $6.1bn |
| Q2 2024 | 30 holders, $13.0bn | 23 holders, $7.1bn |
| Q3 2024 | 31 holders, $12.7bn | 25 holders, $8.7bn |
| Q4 2024 | 32 holders, $9.2bn | 21 holders, $9.0bn |
| Q1 2025 | 27 holders, $8.3bn | 23 holders, $10.0bn |
| Q2 2025 | 25 holders, $9.4bn | 22 holders, $13.2bn |
| Q3 2025 | 28 holders, $7.8bn | 23 holders, $13.4bn |
| Q4 2025 | 32 holders, $10.4bn | 26 holders, $13.6bn |
| Q1 2026 | 26 holders, $10.7bn | 35 holders, $15.6bn |
| Q2 2026 | 29 holders, $11.1bn | 37 holders, $17.3bn |
Freeport Mcmoran Inc
- Holders
- 29
- Reported value
- $11.1bn
- Buyers
- 23
- Sellers
- 19
Breadth +4 among 91 comparable managers.
Howmet Aerospace Inc
- Holders
- 37
- Reported value
- $17.3bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 among 91 comparable managers.
Who holds both, Q2 2026
Both (22)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only FCX (7)
Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Oaktree Capital Management LP, Rokos Capital Management LLP, Soros Fund Management LLC, Two Sigma Investments LP
Only HWM (15)
Acadian Asset Management LLC, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, PDT Partners LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Winton Group Ltd
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.