Holders over time
- XOM
- GEV
| Quarter | XOM | GEV |
|---|---|---|
| Q3 2020 | 21 holders, $7.1bn | none listed holders, n.a. |
| Q4 2020 | 28 holders, $8.0bn | none listed holders, n.a. |
| Q1 2021 | 27 holders, $11.5bn | none listed holders, n.a. |
| Q2 2021 | 28 holders, $13.4bn | none listed holders, n.a. |
| Q3 2021 | 30 holders, $13.0bn | none listed holders, n.a. |
| Q4 2021 | 29 holders, $14.2bn | none listed holders, n.a. |
| Q1 2022 | 37 holders, $20.3bn | none listed holders, n.a. |
| Q2 2022 | 30 holders, $23.2bn | none listed holders, n.a. |
| Q3 2022 | 27 holders, $25.6bn | none listed holders, n.a. |
| Q4 2022 | 32 holders, $62.9bn | none listed holders, n.a. |
| Q1 2023 | 29 holders, $32.9bn | none listed holders, n.a. |
| Q2 2023 | 30 holders, $32.1bn | none listed holders, n.a. |
| Q3 2023 | 30 holders, $35.1bn | none listed holders, n.a. |
| Q4 2023 | 38 holders, $30.7bn | none listed holders, n.a. |
| Q1 2024 | 32 holders, $36.5bn | 3 holders, $544m |
| Q2 2024 | 33 holders, $42.7bn | 26 holders, $9.8bn |
| Q3 2024 | 28 holders, $42.3bn | 31 holders, $11.9bn |
| Q4 2024 | 33 holders, $37.4bn | 37 holders, $15.3bn |
| Q1 2025 | 32 holders, $39.3bn | 36 holders, $14.8bn |
| Q2 2025 | 28 holders, $32.5bn | 36 holders, $26.3bn |
| Q3 2025 | 29 holders, $33.1bn | 35 holders, $29.5bn |
| Q4 2025 | 33 holders, $36.0bn | 34 holders, $28.7bn |
| Q1 2026 | 32 holders, $54.7bn | 31 holders, $36.7bn |
| Q2 2026 | 31 holders, $44.7bn | 28 holders, $45.0bn |
Exxon Mobil Corp
- Holders
- 31
- Reported value
- $44.7bn
- Buyers
- 20
- Sellers
- 18
Breadth +2 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 28
- Reported value
- $45.0bn
- Buyers
- 13
- Sellers
- 33
Breadth -20 among 91 comparable managers.
Who holds both, Q2 2026
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only XOM (12)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., First Eagle Investment Management LLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Walleye Capital 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.