Holders over time
- INTU
- AMZN
| Quarter | INTU | AMZN |
|---|---|---|
| Q3 2020 | 26 holders, $14.3bn | 63 holders, $195bn |
| Q4 2020 | 31 holders, $17.7bn | 65 holders, $198bn |
| Q1 2021 | 31 holders, $17.8bn | 65 holders, $193bn |
| Q2 2021 | 26 holders, $22.7bn | 66 holders, $221bn |
| Q3 2021 | 35 holders, $24.0bn | 59 holders, $199bn |
| Q4 2021 | 37 holders, $27.9bn | 66 holders, $209bn |
| Q1 2022 | 35 holders, $19.8bn | 66 holders, $201bn |
| Q2 2022 | 38 holders, $16.3bn | 58 holders, $125bn |
| Q3 2022 | 33 holders, $15.7bn | 60 holders, $136bn |
| Q4 2022 | 36 holders, $16.7bn | 56 holders, $93.6bn |
| Q1 2023 | 32 holders, $18.0bn | 61 holders, $112bn |
| Q2 2023 | 33 holders, $16.8bn | 64 holders, $144bn |
| Q3 2023 | 36 holders, $17.7bn | 65 holders, $141bn |
| Q4 2023 | 29 holders, $21.7bn | 69 holders, $172bn |
| Q1 2024 | 29 holders, $22.0bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $21.4bn | 70 holders, $224bn |
| Q3 2024 | 38 holders, $20.2bn | 62 holders, $206bn |
| Q4 2024 | 34 holders, $22.1bn | 68 holders, $250bn |
| Q1 2025 | 41 holders, $23.1bn | 70 holders, $218bn |
| Q2 2025 | 44 holders, $26.6bn | 71 holders, $253bn |
| Q3 2025 | 39 holders, $20.0bn | 69 holders, $244bn |
| Q4 2025 | 30 holders, $22.2bn | 74 holders, $280bn |
| Q1 2026 | 30 holders, $14.0bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $8.7bn | 72 holders, $305bn |
Intuit
- Holders
- 29
- Reported value
- $21.7bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 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 (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only INTU (2)
Durable Capital Partners LP, Farallon Capital Management LLC
Only AMZN (42)
Altimeter Capital Management LP, Appaloosa LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, and 17 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.