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PKG · 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.

PKGLIN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • PKG
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterPKGLIN
Q3 20209 holders, $2.1bnnone listed holders, n.a.
Q4 20207 holders, $2.5bnnone listed holders, n.a.
Q1 20219 holders, $2.3bnnone listed holders, n.a.
Q2 202115 holders, $2.3bnnone listed holders, n.a.
Q3 20219 holders, $2.1bnnone listed holders, n.a.
Q4 20217 holders, $1.4bnnone listed holders, n.a.
Q1 202212 holders, $1.1bnnone listed holders, n.a.
Q2 202212 holders, $1.2bnnone listed holders, n.a.
Q3 20228 holders, $661mnone listed holders, n.a.
Q4 20228 holders, $507mnone listed holders, n.a.
Q1 20238 holders, $597m40 holders, $29.9bn
Q2 20235 holders, $461m35 holders, $30.7bn
Q3 20236 holders, $620m31 holders, $30.1bn
Q4 20239 holders, $743m32 holders, $32.7bn
Q1 20249 holders, $1.1bn27 holders, $34.3bn
Q2 20248 holders, $796m28 holders, $30.5bn
Q3 202412 holders, $1.6bn23 holders, $32.2bn
Q4 202417 holders, $1.9bn32 holders, $28.9bn
Q1 202520 holders, $1.7bn32 holders, $31.9bn
Q2 202515 holders, $1.4bn31 holders, $31.8bn
Q3 202513 holders, $1.7bn28 holders, $31.5bn
Q4 202511 holders, $1.7bn36 holders, $30.2bn
Q1 20269 holders, $1.8bn35 holders, $37.0bn
Q2 20267 holders, $1.9bn34 holders, $40.4bn
PKG

Packaging Corp Amer

Holders
7
Reported value
$1.9bn
Buyers
16
Sellers
16

Breadth 0 among 91 comparable managers.

Materials
LIN

Linde PLC

Holders
34
Reported value
$40.4bn
Buyers
27
Sellers
19

Breadth +8 among 91 comparable managers.

Materials

Who holds both, Q2 2026

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PKG (2)

Brevan Howard Capital Management LP, Millennium Management LLC

Only LIN (29)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Two Sigma Investments LP, and 4 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.

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