Holders over time
- NEM
- HWM
| Quarter | NEM | HWM |
|---|---|---|
| Q3 2020 | 26 holders, $5.2bn | 12 holders, $1.6bn |
| Q4 2020 | 18 holders, $4.1bn | 21 holders, $3.0bn |
| Q1 2021 | 18 holders, $3.7bn | 18 holders, $3.2bn |
| Q2 2021 | 22 holders, $4.1bn | 19 holders, $3.8bn |
| Q3 2021 | 22 holders, $3.6bn | 18 holders, $3.4bn |
| Q4 2021 | 18 holders, $3.7bn | 15 holders, $3.7bn |
| Q1 2022 | 21 holders, $5.4bn | 12 holders, $3.6bn |
| Q2 2022 | 22 holders, $4.3bn | 15 holders, $3.2bn |
| Q3 2022 | 25 holders, $3.0bn | 20 holders, $3.1bn |
| Q4 2022 | 23 holders, $3.4bn | 19 holders, $4.4bn |
| Q1 2023 | 23 holders, $3.4bn | 23 holders, $4.7bn |
| Q2 2023 | 22 holders, $3.1bn | 25 holders, $5.2bn |
| Q3 2023 | 22 holders, $2.9bn | 26 holders, $4.3bn |
| Q4 2023 | 17 holders, $2.8bn | 22 holders, $5.0bn |
| Q1 2024 | 17 holders, $2.3bn | 22 holders, $6.1bn |
| Q2 2024 | 16 holders, $2.7bn | 23 holders, $7.1bn |
| Q3 2024 | 23 holders, $3.4bn | 25 holders, $8.7bn |
| Q4 2024 | 24 holders, $2.6bn | 21 holders, $9.0bn |
| Q1 2025 | 19 holders, $2.8bn | 23 holders, $10.0bn |
| Q2 2025 | 19 holders, $4.3bn | 22 holders, $13.2bn |
| Q3 2025 | 23 holders, $7.1bn | 23 holders, $13.4bn |
| Q4 2025 | 22 holders, $8.4bn | 26 holders, $13.6bn |
| Q1 2026 | 21 holders, $8.5bn | 35 holders, $15.6bn |
| Q2 2026 | 17 holders, $7.4bn | 37 holders, $17.3bn |
Newmont Corp
- Holders
- 17
- Reported value
- $7.4bn
- Buyers
- 16
- Sellers
- 24
Breadth -8 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 (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
Only NEM (1)
Only HWM (21)
Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
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.