- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 29
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 23 listed it in both
- Shares listed
- 25,865,524
- combined, among listed positions
- Reported value
- $10.3bn
- combined, at the quarter end
Among the 93 comparable managers: 17 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing DE in Q4 2023
29 of 29 holders
Largest increases and reductions, by shares
Increases
- Viking Global Investors LPnew position · 1,406,562 shares now+1,406,562
- T. Rowe Price Associates Incexisting position · 1,356,043 shares now+307,394
- D. E. Shaw & Co.existing position · 517,426 shares now+215,171
- AllianceBernstein LPexisting position · 1,424,403 shares now+157,947
- Squarepoint Ops LLCexisting position · 187,952 shares now+134,102
Reductions
- Wellington Management Group LLPexisting position · 4,464,353 shares now-874,296
- Fidelity (FMR LLC)existing position · 3,584,418 shares now-789,864
- Janus Henderson Group Ltdexisting position · 3,839,821 shares now-329,078
- Man Group PLCexisting position · 60,204 shares now-251,007
- Invesco Ltdexisting position · 1,133,071 shares now-222,876
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 13 | $3.6bn | n.a. | n.a. |
| Q3 2013 | 15 | $3.2bn | n.a. | n.a. |
| Q4 2013 | 14 | $3.0bn | n.a. | n.a. |
| Q1 2014 | 15 | $3.0bn | n.a. | n.a. |
| Q2 2014 | 19 | $3.2bn | n.a. | n.a. |
| Q3 2014 | 16 | $4.0bn | n.a. | n.a. |
| Q4 2014 | 18 | $5.2bn | n.a. | n.a. |
| Q1 2015 | 15 | $5.4bn | n.a. | n.a. |
| Q2 2015 | 21 | $6.2bn | n.a. | n.a. |
| Q3 2015 | 21 | $4.3bn | n.a. | n.a. |
| Q4 2015 | 18 | $4.4bn | n.a. | n.a. |
| Q1 2016 | 22 | $4.5bn | n.a. | n.a. |
| Q2 2016 | 21 | $4.5bn | n.a. | n.a. |
| Q3 2016 | 17 | $4.1bn | n.a. | n.a. |
| Q4 2016 | 20 | $3.9bn | n.a. | n.a. |
| Q1 2017 | 21 | $3.8bn | n.a. | n.a. |
| Q2 2017 | 29 | $4.4bn | n.a. | n.a. |
| Q3 2017 | 24 | $3.8bn | n.a. | n.a. |
| Q4 2017 | 27 | $4.9bn | n.a. | n.a. |
| Q1 2018 | 28 | $5.1bn | n.a. | n.a. |
| Q2 2018 | 27 | $4.8bn | n.a. | n.a. |
| Q3 2018 | 23 | $4.6bn | n.a. | n.a. |
| Q4 2018 | 22 | $5.1bn | n.a. | n.a. |
| Q1 2019 | 15 | $5.5bn | n.a. | n.a. |
| Q2 2019 | 20 | $5.7bn | n.a. | n.a. |
| Q3 2019 | 18 | $5.2bn | n.a. | n.a. |
| Q4 2019 | 25 | $6.9bn | n.a. | n.a. |
| Q1 2020 | 22 | $5.1bn | n.a. | n.a. |
| Q2 2020 | 15 | $5.4bn | n.a. | n.a. |
| Q3 2020 | 21 | $8.4bn | n.a. | n.a. |
| Q4 2020 | 27 | $9.4bn | n.a. | n.a. |
| Q1 2021 | 25 | $11.0bn | n.a. | n.a. |
| Q2 2021 | 27 | $9.7bn | n.a. | n.a. |
| Q3 2021 | 30 | $9.4bn | n.a. | n.a. |
| Q4 2021 | 32 | $9.8bn | n.a. | n.a. |
| Q1 2022 | 23 | $11.9bn | n.a. | n.a. |
| Q2 2022 | 24 | $8.7bn | n.a. | n.a. |
| Q3 2022 | 21 | $9.2bn | n.a. | n.a. |
| Q4 2022 | 29 | $11.0bn | n.a. | n.a. |
| Q1 2023 | 29 | $10.3bn | n.a. | n.a. |
| Q2 2023 | 25 | $9.9bn | n.a. | n.a. |
| Q3 2023 | 26 | $9.6bn | n.a. | n.a. |
| Q4 2023 | 29 | $10.3bn | 17 | 11 |
| Q1 2024 | 24 | $11.0bn | 12 | 14 |
| Q2 2024 | 20 | $11.5bn | 7 | 14 |
| Q3 2024 | 16 | $14.6bn | 9 | 7 |
| Q4 2024 | 20 | $15.4bn | 12 | 8 |
| Q1 2025 | 22 | $17.5bn | 14 | 9 |
| Q2 2025 | 24 | $18.1bn | 16 | 7 |
| Q3 2025 | 27 | $15.1bn | 17 | 9 |
| Q4 2025 | 25 | $17.1bn | 18 | 22 |
| Q1 2026 | 29 | $20.5bn | 16 | 26 |
| Q2 2026 | 18 | $22.8bn | 12 | 27 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
DE and KLAC →DE and GE →DE and LRCX →Choose a stock to compare with DE →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own DE, latest filings →Back to the 13F Explorer →