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NUE · LIN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NUE
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterNUELIN
Q3 20207 holders, $795mnone listed holders, n.a.
Q4 202012 holders, $1.1bnnone listed holders, n.a.
Q1 20217 holders, $1.5bnnone listed holders, n.a.
Q2 20219 holders, $2.2bnnone listed holders, n.a.
Q3 20217 holders, $2.4bnnone listed holders, n.a.
Q4 20218 holders, $2.5bnnone listed holders, n.a.
Q1 20229 holders, $2.9bnnone listed holders, n.a.
Q2 202210 holders, $2.0bnnone listed holders, n.a.
Q3 202213 holders, $2.1bnnone listed holders, n.a.
Q4 202213 holders, $2.5bnnone listed holders, n.a.
Q1 202314 holders, $2.8bn40 holders, $29.9bn
Q2 202315 holders, $3.1bn35 holders, $30.7bn
Q3 202313 holders, $2.7bn31 holders, $30.1bn
Q4 202315 holders, $3.2bn32 holders, $32.7bn
Q1 202414 holders, $3.4bn27 holders, $34.3bn
Q2 202415 holders, $2.4bn28 holders, $30.5bn
Q3 202411 holders, $1.4bn23 holders, $32.2bn
Q4 202417 holders, $1.2bn32 holders, $28.9bn
Q1 20259 holders, $1.4bn32 holders, $31.9bn
Q2 202514 holders, $1.8bn31 holders, $31.8bn
Q3 202510 holders, $1.9bn28 holders, $31.5bn
Q4 202511 holders, $2.5bn36 holders, $30.2bn
Q1 202615 holders, $2.0bn35 holders, $37.0bn
Q2 202615 holders, $2.6bn34 holders, $40.4bn
NUE

Nucor Corp

Holders
15
Reported value
$2.6bn
Buyers
18
Sellers
18

Breadth 0 among 91 comparable managers.

LIN

Linde PLC

Holders
34
Reported value
$40.4bn
Buyers
27
Sellers
19

Breadth +8 among 91 comparable managers.

Who holds both, Q2 2026

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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