Holders over time
- HD
- AMZN
| Quarter | HD | AMZN |
|---|---|---|
| Q3 2020 | 34 holders, $35.3bn | 63 holders, $195bn |
| Q4 2020 | 35 holders, $33.8bn | 65 holders, $198bn |
| Q1 2021 | 28 holders, $38.9bn | 65 holders, $193bn |
| Q2 2021 | 23 holders, $40.0bn | 66 holders, $221bn |
| Q3 2021 | 19 holders, $40.3bn | 59 holders, $199bn |
| Q4 2021 | 28 holders, $49.9bn | 66 holders, $209bn |
| Q1 2022 | 38 holders, $33.3bn | 66 holders, $201bn |
| Q2 2022 | 36 holders, $29.9bn | 58 holders, $125bn |
| Q3 2022 | 33 holders, $29.8bn | 60 holders, $136bn |
| Q4 2022 | 24 holders, $33.3bn | 56 holders, $93.6bn |
| Q1 2023 | 25 holders, $31.2bn | 61 holders, $112bn |
| Q2 2023 | 31 holders, $32.5bn | 64 holders, $144bn |
| Q3 2023 | 37 holders, $31.3bn | 65 holders, $141bn |
| Q4 2023 | 30 holders, $34.1bn | 69 holders, $172bn |
| Q1 2024 | 31 holders, $36.5bn | 69 holders, $209bn |
| Q2 2024 | 34 holders, $29.2bn | 70 holders, $224bn |
| Q3 2024 | 37 holders, $34.4bn | 62 holders, $206bn |
| Q4 2024 | 42 holders, $31.7bn | 68 holders, $250bn |
| Q1 2025 | 36 holders, $27.8bn | 70 holders, $218bn |
| Q2 2025 | 40 holders, $28.8bn | 71 holders, $253bn |
| Q3 2025 | 36 holders, $33.0bn | 69 holders, $244bn |
| Q4 2025 | 38 holders, $28.9bn | 74 holders, $280bn |
| Q1 2026 | 35 holders, $30.6bn | 70 holders, $261bn |
| Q2 2026 | 31 holders, $34.8bn | 72 holders, $305bn |
Home Depot Inc
- Holders
- 30
- Reported value
- $34.1bn
- Buyers
- 10
- Sellers
- 22
Breadth -12 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 (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only HD (1)
Only AMZN (40)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 15 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.