Holders over time
- MO
- KO
| Quarter | MO | KO |
|---|---|---|
| Q3 2020 | 25 holders, $9.6bn | 30 holders, $34.7bn |
| Q4 2020 | 17 holders, $9.9bn | 30 holders, $39.2bn |
| Q1 2021 | 17 holders, $12.6bn | 30 holders, $37.6bn |
| Q2 2021 | 20 holders, $11.9bn | 30 holders, $38.0bn |
| Q3 2021 | 20 holders, $11.3bn | 34 holders, $37.9bn |
| Q4 2021 | 18 holders, $10.5bn | 33 holders, $43.3bn |
| Q1 2022 | 24 holders, $12.1bn | 32 holders, $45.4bn |
| Q2 2022 | 29 holders, $8.5bn | 30 holders, $45.1bn |
| Q3 2022 | 25 holders, $7.6bn | 34 holders, $39.8bn |
| Q4 2022 | 22 holders, $8.4bn | 37 holders, $44.1bn |
| Q1 2023 | 24 holders, $9.0bn | 37 holders, $42.2bn |
| Q2 2023 | 19 holders, $9.0bn | 36 holders, $40.8bn |
| Q3 2023 | 21 holders, $7.3bn | 36 holders, $37.8bn |
| Q4 2023 | 19 holders, $6.5bn | 34 holders, $38.4bn |
| Q1 2024 | 20 holders, $7.3bn | 33 holders, $41.0bn |
| Q2 2024 | 20 holders, $7.3bn | 33 holders, $43.4bn |
| Q3 2024 | 20 holders, $7.3bn | 26 holders, $47.9bn |
| Q4 2024 | 19 holders, $7.3bn | 33 holders, $42.2bn |
| Q1 2025 | 19 holders, $8.1bn | 33 holders, $47.1bn |
| Q2 2025 | 20 holders, $6.1bn | 36 holders, $48.4bn |
| Q3 2025 | 27 holders, $6.7bn | 36 holders, $44.4bn |
| Q4 2025 | 22 holders, $4.7bn | 36 holders, $47.5bn |
| Q1 2026 | 22 holders, $6.2bn | 34 holders, $52.4bn |
| Q2 2026 | 21 holders, $8.8bn | 34 holders, $56.1bn |
Altria Group Inc
- Holders
- 21
- Reported value
- $8.8bn
- Buyers
- 20
- Sellers
- 20
Breadth 0 among 91 comparable managers.
Coca Cola Co
- Holders
- 34
- Reported value
- $56.1bn
- Buyers
- 25
- Sellers
- 17
Breadth +8 among 91 comparable managers.
Who holds both, Q2 2026
Both (14)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, T. Rowe Price Associates Inc, Woodline Partners LP
Only MO (7)
AQR Capital Management LLC, D. E. Shaw & Co., Element Capital Management LLC, Freestone Grove Partners LP, MFS Investment Management, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only KO (20)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Soros Fund Management LLC, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
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.