Sector · Basic Materials
Basic Materials flow & holdings
Aggregated 13F holdings, Form 4 insider trades, and U.S. Congress disclosures across 167 tickers.
Tickers
167
Combined value
$21.16T
Insider net (30d)
+$7.5M
Congress trades (30d)
0
Sector consensus moves
Latest 13F · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest basic materials books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $15.54B |
| 2 | Ken Griffin Citadel Advisors | $10.95B |
| 3 | First Eagle Investment Management | $9.95B |
| 4 | Wellington Management | $8.59B |
| 5 | Ken Fisher Fisher Asset Mgmt | $7.03B |
| 6 | Dodge & Cox | $6.37B |
| 7 | Izzy Englander Millennium Mgmt | $5.93B |
| 8 | D.E. Shaw & Co. | $5.48B |
| 9 | AQR Capital Management | $5.29B |
| 10 | Paul Singer Elliott Mgmt | $4.56B |
| 11 | Renaissance Technologies | $3.25B |
| 12 | Two Sigma Investments | $2.55B |
Industries in Basic Materials
All industries →Specialty Chemicals
42 tickers$6.96T
Agricultural Inputs
9 tickers$3.87T
Gold
35 tickers$3.31T
Chemicals
11 tickers$1.44T
Other Industrial Metals & Mining
20 tickers$1.35T
Steel
13 tickers$1.28T
Building Materials
6 tickers$1.07T
Lumber & Wood Production
4 tickers$704.42B
Aluminum
3 tickers$507.93B
Silver
3 tickers$269.76B
Copper
6 tickers$226.87B
Other Precious Metals & Mining
7 tickers$93.40B
Paper & Paper Products
4 tickers$42.02B
Coking Coal
4 tickers$39.19B
Top tickers by combined institutional value
| Ticker | Company | Industry | Value |
|---|---|---|---|
| APD | AIR PRODS & CHEMS INC | Specialty Chemicals | $1.52T |
| NTR | NUTRIEN LTD | Agricultural Inputs | $1.19T |
| NEM | NEWMONT CORP | Gold | $1.10T |
| CTVA | CORTEVA INC | Agricultural Inputs | $1.07T |
| SHW | SHERWIN WILLIAMS CO | Specialty Chemicals | $1.04T |
| DOW | DOW INC | Chemicals | $714.62B |
| ECL | ECOLAB INC | Specialty Chemicals | $668.86B |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | Specialty Chemicals | $611.27B |
| CF | CF INDS HLDGS INC | Agricultural Inputs | $581.47B |
| FMC | FMC CORP | Agricultural Inputs | $580.25B |
| NUE | NUCOR CORP | Steel | $577.95B |
| PPG | PPG INDS INC | Specialty Chemicals | $531.50B |