Holders over time
- IRM
- EQIX
| Quarter | IRM | EQIX |
|---|---|---|
| Q3 2020 | 3 holders, $951m | 19 holders, $8.2bn |
| Q4 2020 | 3 holders, $865m | 21 holders, $8.2bn |
| Q1 2021 | 2 holders, $1.2bn | 19 holders, $7.5bn |
| Q2 2021 | 2 holders, $1.4bn | 17 holders, $7.9bn |
| Q3 2021 | 2 holders, $1.4bn | 15 holders, $7.0bn |
| Q4 2021 | 3 holders, $2.0bn | 18 holders, $6.0bn |
| Q1 2022 | 2 holders, $1.7bn | 18 holders, $6.0bn |
| Q2 2022 | 3 holders, $1.4bn | 23 holders, $5.7bn |
| Q3 2022 | 5 holders, $1.3bn | 20 holders, $4.8bn |
| Q4 2022 | 5 holders, $1.6bn | 15 holders, $5.1bn |
| Q1 2023 | 3 holders, $1.4bn | 17 holders, $5.3bn |
| Q2 2023 | 4 holders, $1.2bn | 20 holders, $6.5bn |
| Q3 2023 | 7 holders, $1.6bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $892m | 19 holders, $6.6bn |
| Q1 2024 | 10 holders, $758m | 27 holders, $7.6bn |
| Q2 2024 | 6 holders, $811m | 21 holders, $8.1bn |
| Q3 2024 | 6 holders, $956m | 26 holders, $9.6bn |
| Q4 2024 | 10 holders, $856m | 28 holders, $10.3bn |
| Q1 2025 | 11 holders, $1.1bn | 31 holders, $8.7bn |
| Q2 2025 | 11 holders, $1.8bn | 30 holders, $7.3bn |
| Q3 2025 | 6 holders, $1.7bn | 28 holders, $7.0bn |
| Q4 2025 | 6 holders, $1.3bn | 26 holders, $8.2bn |
| Q1 2026 | 9 holders, $1.7bn | 31 holders, $11.5bn |
| Q2 2026 | 6 holders, $2.0bn | 31 holders, $12.6bn |
Iron MTN Inc Del
- Holders
- 6
- Reported value
- $2.0bn
- Buyers
- 13
- Sellers
- 17
Breadth -4 among 91 comparable managers.
Equinix Inc
- Holders
- 31
- Reported value
- $12.6bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 91 comparable managers.
Who holds both, Q2 2026
Both (5)
Acadian Asset Management LLC, AQR Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Voloridge Investment Management LLC
Only IRM (1)
Only EQIX (26)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Elliott Investment Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, 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.