Holders over time
- EDU
- TSLA
| Quarter | EDU | TSLA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $52.5bn |
| Q4 2020 | none listed holders, n.a. | 33 holders, $78.8bn |
| Q1 2021 | none listed holders, n.a. | 32 holders, $60.5bn |
| Q2 2021 | none listed holders, n.a. | 34 holders, $57.9bn |
| Q3 2021 | none listed holders, n.a. | 29 holders, $65.0bn |
| Q4 2021 | none listed holders, n.a. | 44 holders, $90.0bn |
| Q1 2022 | none listed holders, n.a. | 38 holders, $93.9bn |
| Q2 2022 | 6 holders, $356m | 37 holders, $56.6bn |
| Q3 2022 | 8 holders, $370m | 41 holders, $68.2bn |
| Q4 2022 | 11 holders, $590m | 37 holders, $43.7bn |
| Q1 2023 | 10 holders, $528m | 33 holders, $39.6bn |
| Q2 2023 | 7 holders, $397m | 32 holders, $46.9bn |
| Q3 2023 | 11 holders, $839m | 33 holders, $41.9bn |
| Q4 2023 | 14 holders, $939m | 28 holders, $41.2bn |
| Q1 2024 | 11 holders, $1.1bn | 32 holders, $26.9bn |
| Q2 2024 | 10 holders, $571m | 33 holders, $32.6bn |
| Q3 2024 | 6 holders, $734m | 37 holders, $45.5bn |
| Q4 2024 | 6 holders, $636m | 44 holders, $74.6bn |
| Q1 2025 | 2 holders, $211m | 41 holders, $43.6bn |
| Q2 2025 | 2 holders, $244m | 40 holders, $52.7bn |
| Q3 2025 | 2 holders, $203m | 41 holders, $82.7bn |
| Q4 2025 | 4 holders, $293m | 43 holders, $101bn |
| Q1 2026 | 4 holders, $268m | 41 holders, $84.4bn |
| Q2 2026 | 3 holders, $178m | 43 holders, $94.7bn |
New Oriental Ed & Technology
- Holders
- 14
- Reported value
- $939m
- Buyers
- 7
- Sellers
- 7
Breadth 0 among 93 comparable managers.
Tesla Inc
- Holders
- 28
- Reported value
- $41.2bn
- Buyers
- 13
- Sellers
- 18
Breadth -5 among 93 comparable managers.
Who holds both, Q4 2023
Both (7)
Caxton Associates LLP, Coatue Management LLC, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Verition Fund Management LLC
Only EDU (7)
Arrowstreet Capital LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only TSLA (21)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP
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.