Holders over time
- LOW
- TSLA
| Quarter | LOW | TSLA |
|---|---|---|
| Q3 2020 | 32 holders, $16.8bn | 33 holders, $52.5bn |
| Q4 2020 | 27 holders, $14.5bn | 33 holders, $78.8bn |
| Q1 2021 | 31 holders, $15.4bn | 32 holders, $60.5bn |
| Q2 2021 | 30 holders, $14.3bn | 34 holders, $57.9bn |
| Q3 2021 | 31 holders, $14.7bn | 29 holders, $65.0bn |
| Q4 2021 | 34 holders, $20.1bn | 44 holders, $90.0bn |
| Q1 2022 | 28 holders, $15.4bn | 38 holders, $93.9bn |
| Q2 2022 | 20 holders, $12.7bn | 37 holders, $56.6bn |
| Q3 2022 | 24 holders, $13.3bn | 41 holders, $68.2bn |
| Q4 2022 | 26 holders, $13.6bn | 37 holders, $43.7bn |
| Q1 2023 | 30 holders, $12.4bn | 33 holders, $39.6bn |
| Q2 2023 | 26 holders, $12.4bn | 32 holders, $46.9bn |
| Q3 2023 | 22 holders, $11.0bn | 33 holders, $41.9bn |
| Q4 2023 | 29 holders, $10.9bn | 28 holders, $41.2bn |
| Q1 2024 | 25 holders, $12.0bn | 32 holders, $26.9bn |
| Q2 2024 | 22 holders, $10.5bn | 33 holders, $32.6bn |
| Q3 2024 | 20 holders, $13.4bn | 37 holders, $45.5bn |
| Q4 2024 | 19 holders, $11.9bn | 44 holders, $74.6bn |
| Q1 2025 | 23 holders, $12.0bn | 41 holders, $43.6bn |
| Q2 2025 | 24 holders, $11.4bn | 40 holders, $52.7bn |
| Q3 2025 | 19 holders, $13.4bn | 41 holders, $82.7bn |
| Q4 2025 | 19 holders, $14.0bn | 43 holders, $101bn |
| Q1 2026 | 16 holders, $14.0bn | 41 holders, $84.4bn |
| Q2 2026 | 17 holders, $13.2bn | 43 holders, $94.7bn |
Lowes Cos Inc
- Holders
- 29
- Reported value
- $10.9bn
- Buyers
- 20
- Sellers
- 10
Breadth +10 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 (13)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only LOW (16)
Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Steadfast Capital Management LP
Only TSLA (15)
Acadian Asset Management LLC, Altimeter Capital Management LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Quantbot Technologies LP, Renaissance Technologies LLC, Susquehanna International 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.