Holders over time
- PBR
- XOM
| Quarter | PBR | XOM |
|---|---|---|
| Q3 2020 | 11 holders, $1.7bn | 21 holders, $7.1bn |
| Q4 2020 | 14 holders, $3.2bn | 28 holders, $8.0bn |
| Q1 2021 | 15 holders, $1.5bn | 27 holders, $11.5bn |
| Q2 2021 | 14 holders, $2.6bn | 28 holders, $13.4bn |
| Q3 2021 | 11 holders, $1.9bn | 30 holders, $13.0bn |
| Q4 2021 | 14 holders, $2.2bn | 29 holders, $14.2bn |
| Q1 2022 | 11 holders, $3.3bn | 37 holders, $20.3bn |
| Q2 2022 | 12 holders, $2.3bn | 30 holders, $23.2bn |
| Q3 2022 | 16 holders, $3.0bn | 27 holders, $25.6bn |
| Q4 2022 | 15 holders, $2.3bn | 32 holders, $62.9bn |
| Q1 2023 | 17 holders, $2.0bn | 29 holders, $32.9bn |
| Q2 2023 | 14 holders, $2.5bn | 30 holders, $32.1bn |
| Q3 2023 | 16 holders, $2.5bn | 30 holders, $35.1bn |
| Q4 2023 | 15 holders, $2.6bn | 38 holders, $30.7bn |
| Q1 2024 | 10 holders, $1.5bn | 32 holders, $36.5bn |
| Q2 2024 | 12 holders, $1.7bn | 33 holders, $42.7bn |
| Q3 2024 | 9 holders, $1.4bn | 28 holders, $42.3bn |
| Q4 2024 | 7 holders, $1.4bn | 33 holders, $37.4bn |
| Q1 2025 | 10 holders, $1.9bn | 32 holders, $39.3bn |
| Q2 2025 | 7 holders, $927m | 28 holders, $32.5bn |
| Q3 2025 | 7 holders, $859m | 29 holders, $33.1bn |
| Q4 2025 | 9 holders, $1.1bn | 33 holders, $36.0bn |
| Q1 2026 | 14 holders, $3.4bn | 32 holders, $54.7bn |
| Q2 2026 | 14 holders, $3.4bn | 31 holders, $44.7bn |
Petroleo Brasileiro S A
- Holders
- 14
- Reported value
- $3.4bn
- Buyers
- 21
- Sellers
- 12
Breadth +9 among 91 comparable managers.
Exxon Mobil Corp
- Holders
- 31
- Reported value
- $44.7bn
- Buyers
- 20
- Sellers
- 18
Breadth +2 among 91 comparable managers.
Who holds both, Q2 2026
Both (10)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Invesco Ltd, Marshall Wace LLP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only PBR (4)
Arrowstreet Capital LP, Baillie Gifford & Co, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only XOM (21)
AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group 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.