Holders over time
- HRB
- TSLA
| Quarter | HRB | TSLA |
|---|---|---|
| Q3 2020 | 12 holders, $354m | 33 holders, $52.5bn |
| Q4 2020 | 10 holders, $254m | 33 holders, $78.8bn |
| Q1 2021 | 8 holders, $211m | 32 holders, $60.5bn |
| Q2 2021 | 6 holders, $144m | 34 holders, $57.9bn |
| Q3 2021 | 6 holders, $130m | 29 holders, $65.0bn |
| Q4 2021 | 4 holders, $93m | 44 holders, $90.0bn |
| Q1 2022 | 5 holders, $76m | 38 holders, $93.9bn |
| Q2 2022 | 11 holders, $828m | 37 holders, $56.6bn |
| Q3 2022 | 12 holders, $1.3bn | 41 holders, $68.2bn |
| Q4 2022 | 13 holders, $1.3bn | 37 holders, $43.7bn |
| Q1 2023 | 11 holders, $1.3bn | 33 holders, $39.6bn |
| Q2 2023 | 10 holders, $1.1bn | 32 holders, $46.9bn |
| Q3 2023 | 10 holders, $1.5bn | 33 holders, $41.9bn |
| Q4 2023 | 9 holders, $1.5bn | 28 holders, $41.2bn |
| Q1 2024 | 10 holders, $1.5bn | 32 holders, $26.9bn |
| Q2 2024 | 7 holders, $1.6bn | 33 holders, $32.6bn |
| Q3 2024 | 10 holders, $1.7bn | 37 holders, $45.5bn |
| Q4 2024 | 7 holders, $1.0bn | 44 holders, $74.6bn |
| Q1 2025 | 14 holders, $1.4bn | 41 holders, $43.6bn |
| Q2 2025 | 10 holders, $1.3bn | 40 holders, $52.7bn |
| Q3 2025 | 10 holders, $1.1bn | 41 holders, $82.7bn |
| Q4 2025 | 8 holders, $940m | 43 holders, $101bn |
| Q1 2026 | 6 holders, $92m | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $1.0bn | 43 holders, $94.7bn |
Block H & R Inc
- Holders
- 9
- Reported value
- $1.5bn
- Buyers
- 3
- Sellers
- 7
Breadth -4 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 (6)
AQR Capital Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Fidelity (FMR LLC), Man Group PLC, Wellington Management Group LLP
Only TSLA (22)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC
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.