Holders over time
- MAR
- AMZN
| Quarter | MAR | AMZN |
|---|---|---|
| Q3 2020 | 21 holders, $4.4bn | 63 holders, $195bn |
| Q4 2020 | 15 holders, $6.8bn | 65 holders, $198bn |
| Q1 2021 | 13 holders, $6.8bn | 65 holders, $193bn |
| Q2 2021 | 13 holders, $5.8bn | 66 holders, $221bn |
| Q3 2021 | 14 holders, $6.7bn | 59 holders, $199bn |
| Q4 2021 | 15 holders, $7.3bn | 66 holders, $209bn |
| Q1 2022 | 23 holders, $7.7bn | 66 holders, $201bn |
| Q2 2022 | 24 holders, $6.0bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $5.8bn | 60 holders, $136bn |
| Q4 2022 | 27 holders, $5.4bn | 56 holders, $93.6bn |
| Q1 2023 | 22 holders, $5.8bn | 61 holders, $112bn |
| Q2 2023 | 22 holders, $6.1bn | 64 holders, $144bn |
| Q3 2023 | 21 holders, $6.4bn | 65 holders, $141bn |
| Q4 2023 | 20 holders, $6.7bn | 69 holders, $172bn |
| Q1 2024 | 17 holders, $6.8bn | 69 holders, $209bn |
| Q2 2024 | 27 holders, $7.0bn | 70 holders, $224bn |
| Q3 2024 | 28 holders, $7.3bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $8.2bn | 68 holders, $250bn |
| Q1 2025 | 26 holders, $7.7bn | 70 holders, $218bn |
| Q2 2025 | 20 holders, $8.7bn | 71 holders, $253bn |
| Q3 2025 | 21 holders, $8.6bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $11.5bn | 74 holders, $280bn |
| Q1 2026 | 22 holders, $11.3bn | 70 holders, $261bn |
| Q2 2026 | 16 holders, $11.3bn | 72 holders, $305bn |
Marriott Intl Inc New
- Holders
- 20
- Reported value
- $6.7bn
- Buyers
- 8
- Sellers
- 12
Breadth -4 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 (19)
Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MAR (1)
Only AMZN (50)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, and 25 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.