Holders over time
- PNW
- D
| Quarter | PNW | D |
|---|---|---|
| Q3 2020 | 13 holders, $793m | 20 holders, $8.7bn |
| Q4 2020 | 7 holders, $735m | 28 holders, $7.2bn |
| Q1 2021 | 5 holders, $877m | 26 holders, $7.4bn |
| Q2 2021 | 8 holders, $1.2bn | 21 holders, $7.5bn |
| Q3 2021 | 10 holders, $809m | 16 holders, $7.2bn |
| Q4 2021 | 10 holders, $494m | 18 holders, $8.2bn |
| Q1 2022 | 7 holders, $717m | 19 holders, $9.3bn |
| Q2 2022 | 8 holders, $708m | 20 holders, $9.3bn |
| Q3 2022 | 8 holders, $667m | 17 holders, $7.5bn |
| Q4 2022 | 10 holders, $736m | 24 holders, $6.3bn |
| Q1 2023 | 11 holders, $761m | 19 holders, $6.1bn |
| Q2 2023 | 9 holders, $804m | 12 holders, $5.7bn |
| Q3 2023 | 9 holders, $867m | 12 holders, $5.4bn |
| Q4 2023 | 6 holders, $978m | 15 holders, $6.4bn |
| Q1 2024 | 8 holders, $1.6bn | 10 holders, $6.5bn |
| Q2 2024 | 14 holders, $1.9bn | 9 holders, $6.2bn |
| Q3 2024 | 16 holders, $2.3bn | 14 holders, $7.4bn |
| Q4 2024 | 15 holders, $2.0bn | 13 holders, $6.5bn |
| Q1 2025 | 14 holders, $2.4bn | 16 holders, $7.0bn |
| Q2 2025 | 12 holders, $2.4bn | 10 holders, $8.8bn |
| Q3 2025 | 14 holders, $2.5bn | 8 holders, $9.8bn |
| Q4 2025 | 17 holders, $2.7bn | 12 holders, $10.5bn |
| Q1 2026 | 13 holders, $3.3bn | 11 holders, $10.4bn |
| Q2 2026 | 15 holders, $3.6bn | 13 holders, $12.4bn |
Pinnacle West Cap Corp
- Holders
- 15
- Reported value
- $3.6bn
- Buyers
- 21
- Sellers
- 12
Breadth +9 among 91 comparable managers.
Dominion Res Inc Va New
- Holders
- 13
- Reported value
- $12.4bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (4)
Capital Research Global Investors, Invesco Ltd, MFS Investment Management, Wellington Management Group LLP
Only PNW (11)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
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.