Holders over time
- BBY
- AMZN
| Quarter | BBY | AMZN |
|---|---|---|
| Q3 2020 | 16 holders, $2.8bn | 63 holders, $195bn |
| Q4 2020 | 19 holders, $2.6bn | 65 holders, $198bn |
| Q1 2021 | 15 holders, $2.8bn | 65 holders, $193bn |
| Q2 2021 | 15 holders, $2.6bn | 66 holders, $221bn |
| Q3 2021 | 15 holders, $2.0bn | 59 holders, $199bn |
| Q4 2021 | 9 holders, $538m | 66 holders, $209bn |
| Q1 2022 | 8 holders, $444m | 66 holders, $201bn |
| Q2 2022 | 12 holders, $679m | 58 holders, $125bn |
| Q3 2022 | 7 holders, $533m | 60 holders, $136bn |
| Q4 2022 | 13 holders, $1.4bn | 56 holders, $93.6bn |
| Q1 2023 | 12 holders, $1.4bn | 61 holders, $112bn |
| Q2 2023 | 12 holders, $1.2bn | 64 holders, $144bn |
| Q3 2023 | 9 holders, $854m | 65 holders, $141bn |
| Q4 2023 | 12 holders, $727m | 69 holders, $172bn |
| Q1 2024 | 6 holders, $600m | 69 holders, $209bn |
| Q2 2024 | 9 holders, $867m | 70 holders, $224bn |
| Q3 2024 | 14 holders, $1.1bn | 62 holders, $206bn |
| Q4 2024 | 13 holders, $918m | 68 holders, $250bn |
| Q1 2025 | 12 holders, $1.0bn | 70 holders, $218bn |
| Q2 2025 | 12 holders, $1.0bn | 71 holders, $253bn |
| Q3 2025 | 16 holders, $1.3bn | 69 holders, $244bn |
| Q4 2025 | 11 holders, $1.2bn | 74 holders, $280bn |
| Q1 2026 | 11 holders, $972m | 70 holders, $261bn |
| Q2 2026 | 13 holders, $1.3bn | 72 holders, $305bn |
Best Buy Inc
- Holders
- 12
- Reported value
- $727m
- Buyers
- 9
- Sellers
- 4
Breadth +5 among 93 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $172bn
- Buyers
- 44
- Sellers
- 23
Breadth +21 among 93 comparable managers.
Who holds both, Q4 2023
Both (11)
AQR Capital Management LLC, Caxton Associates LLP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Invesco Ltd, Maverick Capital Ltd, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only BBY (1)
Only AMZN (58)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, and 33 more
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.