Holders over time
- IP
- HWM
| Quarter | IP | HWM |
|---|---|---|
| Q3 2020 | 6 holders, $2.2bn | 12 holders, $1.6bn |
| Q4 2020 | 9 holders, $2.8bn | 21 holders, $3.0bn |
| Q1 2021 | 6 holders, $3.3bn | 18 holders, $3.2bn |
| Q2 2021 | 11 holders, $3.9bn | 19 holders, $3.8bn |
| Q3 2021 | 7 holders, $3.3bn | 18 holders, $3.4bn |
| Q4 2021 | 14 holders, $2.4bn | 15 holders, $3.7bn |
| Q1 2022 | 14 holders, $2.2bn | 12 holders, $3.6bn |
| Q2 2022 | 8 holders, $1.8bn | 15 holders, $3.2bn |
| Q3 2022 | 8 holders, $1.4bn | 20 holders, $3.1bn |
| Q4 2022 | 11 holders, $1.7bn | 19 holders, $4.4bn |
| Q1 2023 | 8 holders, $1.3bn | 23 holders, $4.7bn |
| Q2 2023 | 6 holders, $1.1bn | 25 holders, $5.2bn |
| Q3 2023 | 9 holders, $1.4bn | 26 holders, $4.3bn |
| Q4 2023 | 12 holders, $1.3bn | 22 holders, $5.0bn |
| Q1 2024 | 12 holders, $1.7bn | 22 holders, $6.1bn |
| Q2 2024 | 15 holders, $3.4bn | 23 holders, $7.1bn |
| Q3 2024 | 18 holders, $5.2bn | 25 holders, $8.7bn |
| Q4 2024 | 23 holders, $7.5bn | 21 holders, $9.0bn |
| Q1 2025 | 17 holders, $7.5bn | 23 holders, $10.0bn |
| Q2 2025 | 11 holders, $6.9bn | 22 holders, $13.2bn |
| Q3 2025 | 10 holders, $6.6bn | 23 holders, $13.4bn |
| Q4 2025 | 7 holders, $5.5bn | 26 holders, $13.6bn |
| Q1 2026 | 7 holders, $5.2bn | 35 holders, $15.6bn |
| Q2 2026 | 11 holders, $6.2bn | 37 holders, $17.3bn |
Intl Paper Co
- Holders
- 11
- Reported value
- $6.2bn
- Buyers
- 20
- Sellers
- 11
Breadth +9 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 (11)
AQR Capital Management LLC, Capital Research Global Investors, Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Winton Group Ltd
Only IP (0)
None.
Only HWM (26)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, and 1 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.