L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 6 May 2024
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 17 listed it in both
Shares listed
26,979,492
combined, among listed positions
Reported value
$4.4bn
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 10 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 LNG in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Fidelity (FMR LLC)6,845,568$1.1bn0.07%Trimmed-3,097,5495 Nov 2026 (the filing on sec.gov)
D. E. Shaw & Co.3,536,820$570m0.49%Added+1,728,81915 May 2024 (the filing on sec.gov)
Millennium Management LLC2,677,043$432m0.18%Added+338,75115 May 2024 (the filing on sec.gov)
Capital World Investors2,576,938$416m0.07%Trimmed-56014 May 2024 (the filing on sec.gov)
Invesco Ltd2,383,022$384m0.08%Added+711,99014 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC2,302,373$371m0.31%Trimmed-68814 Nov 2024 (the filing on sec.gov)
Man Group PLC1,268,713$205m0.52%Added+446,70115 May 2024 (the filing on sec.gov)
Wellington Management Group LLP1,048,633$169munder 0.1%Trimmed-178,76715 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC974,548$157m0.25%Added+756,50013 May 2024 (the filing on sec.gov)
Jane Street Group LLC785,271$127munder 0.1%Trimmed-1,282,98416 May 2024 (the filing on sec.gov)
AQR Capital Management LLC516,084$83m0.14%Added+11,25715 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC457,062$74m0.13%Added+123,26513 May 2024 (the filing on sec.gov)
Holocene Advisors LP445,930$72m0.26%Newnew15 May 2024 (the filing on sec.gov)
Moore Capital Management LP275,000$44m0.71%Newnew15 May 2024 (the filing on sec.gov)
Point72 Asset Management LP256,253$41m0.10%Newnew15 May 2024 (the filing on sec.gov)
Capital Research Global Investors238,735$39munder 0.1%Trimmed-1,017,38014 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC192,770$31m0.05%Trimmed-51,50115 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP82,896$13m0.10%Trimmed-204,99714 May 2024 (the filing on sec.gov)
Discovery Capital Management LLC46,300$7.5m0.98%Held015 May 2024 (the filing on sec.gov)
Bridgewater Associates LP42,458$6.8munder 0.1%Trimmed-25,38114 May 2024 (the filing on sec.gov)
Quantbot Technologies LP17,493$2.8m0.16%Newnew6 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP4,871$785kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Maverick Capital Ltd4,711$760kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
19 in Q3 2024 to 18 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LNG by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20138$493mn.a.n.a.
Q3 20138$654mn.a.n.a.
Q4 201310$966mn.a.n.a.
Q1 201411$2.0bnn.a.n.a.
Q2 201418$2.9bnn.a.n.a.
Q3 201419$4.7bnn.a.n.a.
Q4 201417$4.7bnn.a.n.a.
Q1 201516$4.7bnn.a.n.a.
Q2 201513$3.9bnn.a.n.a.
Q3 201511$4.3bnn.a.n.a.
Q4 201510$3.5bnn.a.n.a.
Q1 20168$2.8bnn.a.n.a.
Q2 201611$3.1bnn.a.n.a.
Q3 201612$3.3bnn.a.n.a.
Q4 201613$2.8bnn.a.n.a.
Q1 201712$3.3bnn.a.n.a.
Q2 201715$3.7bnn.a.n.a.
Q3 201713$3.4bnn.a.n.a.
Q4 201715$4.4bnn.a.n.a.
Q1 201814$4.3bnn.a.n.a.
Q2 201820$4.7bnn.a.n.a.
Q3 201816$4.8bnn.a.n.a.
Q4 201818$4.1bnn.a.n.a.
Q1 201918$4.4bnn.a.n.a.
Q2 201913$4.1bnn.a.n.a.
Q3 201913$3.5bnn.a.n.a.
Q4 201914$3.3bnn.a.n.a.
Q1 202012$1.6bnn.a.n.a.
Q2 20209$1.8bnn.a.n.a.
Q3 202012$1.6bnn.a.n.a.
Q4 202011$2.1bnn.a.n.a.
Q1 20219$2.3bnn.a.n.a.
Q2 202112$2.9bnn.a.n.a.
Q3 202117$3.2bnn.a.n.a.
Q4 202115$3.3bnn.a.n.a.
Q1 202227$5.1bnn.a.n.a.
Q2 202230$5.0bnn.a.n.a.
Q3 202233$5.7bnn.a.n.a.
Q4 202227$4.7bnn.a.n.a.
Q1 202326$5.1bnn.a.n.a.
Q2 202323$4.7bnn.a.n.a.
Q3 202322$4.5bnn.a.n.a.
Q4 202320$4.9bn1111
Q1 202423$4.4bn1310
Q2 202423$5.2bn196
Q3 202419$5.7bn118
Q4 202421$6.7bn139
Q1 202528$6.5bn1710
Q2 202526$5.8bn1014
Q3 202522$5.3bn1112
Q4 202520$4.3bn2116
Q1 202625$6.6bn1718
Q2 202618$6.1bn1918

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LNG and GEV →LNG and XOM →LNG and CVX →Choose a stock to compare with LNG →

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 LNG, latest filings →Back to the 13F Explorer →