Holders over time
- KMX
- TSLA
| Quarter | KMX | TSLA |
|---|---|---|
| Q3 2020 | 16 holders, $3.0bn | 33 holders, $52.5bn |
| Q4 2020 | 17 holders, $3.3bn | 33 holders, $78.8bn |
| Q1 2021 | 19 holders, $4.0bn | 32 holders, $60.5bn |
| Q2 2021 | 16 holders, $3.9bn | 34 holders, $57.9bn |
| Q3 2021 | 14 holders, $3.8bn | 29 holders, $65.0bn |
| Q4 2021 | 15 holders, $4.3bn | 44 holders, $90.0bn |
| Q1 2022 | 13 holders, $3.2bn | 38 holders, $93.9bn |
| Q2 2022 | 11 holders, $2.8bn | 37 holders, $56.6bn |
| Q3 2022 | 9 holders, $2.0bn | 41 holders, $68.2bn |
| Q4 2022 | 13 holders, $2.1bn | 37 holders, $43.7bn |
| Q1 2023 | 12 holders, $1.9bn | 33 holders, $39.6bn |
| Q2 2023 | 13 holders, $2.3bn | 32 holders, $46.9bn |
| Q3 2023 | 12 holders, $1.8bn | 33 holders, $41.9bn |
| Q4 2023 | 17 holders, $2.0bn | 28 holders, $41.2bn |
| Q1 2024 | 18 holders, $2.2bn | 32 holders, $26.9bn |
| Q2 2024 | 18 holders, $1.6bn | 33 holders, $32.6bn |
| Q3 2024 | 17 holders, $1.0bn | 37 holders, $45.5bn |
| Q4 2024 | 19 holders, $1.3bn | 44 holders, $74.6bn |
| Q1 2025 | 23 holders, $1.5bn | 41 holders, $43.6bn |
| Q2 2025 | 19 holders, $1.3bn | 40 holders, $52.7bn |
| Q3 2025 | 11 holders, $650m | 41 holders, $82.7bn |
| Q4 2025 | 12 holders, $1.0bn | 43 holders, $101bn |
| Q1 2026 | 12 holders, $1.4bn | 41 holders, $84.4bn |
| Q2 2026 | 12 holders, $1.4bn | 43 holders, $94.7bn |
Carmax Inc
- Holders
- 17
- Reported value
- $2.0bn
- Buyers
- 10
- Sellers
- 6
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 (9)
AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Squarepoint Ops LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only KMX (8)
Akre Capital Management LLC, Holocene Advisors LP, Markel Group Inc, Moore Capital Management LP, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Two Sigma Advisers LP, Winton Group Ltd
Only TSLA (19)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Jane Street Group LLC, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc
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.