Holders over time
- WSM
- TSLA
| Quarter | WSM | TSLA |
|---|---|---|
| Q3 2020 | 17 holders, $1.7bn | 33 holders, $52.5bn |
| Q4 2020 | 13 holders, $1.7bn | 33 holders, $78.8bn |
| Q1 2021 | 15 holders, $2.8bn | 32 holders, $60.5bn |
| Q2 2021 | 17 holders, $2.3bn | 34 holders, $57.9bn |
| Q3 2021 | 15 holders, $2.5bn | 29 holders, $65.0bn |
| Q4 2021 | 12 holders, $2.3bn | 44 holders, $90.0bn |
| Q1 2022 | 12 holders, $2.0bn | 38 holders, $93.9bn |
| Q2 2022 | 16 holders, $1.7bn | 37 holders, $56.6bn |
| Q3 2022 | 14 holders, $1.7bn | 41 holders, $68.2bn |
| Q4 2022 | 14 holders, $1.6bn | 37 holders, $43.7bn |
| Q1 2023 | 13 holders, $1.7bn | 33 holders, $39.6bn |
| Q2 2023 | 17 holders, $1.9bn | 32 holders, $46.9bn |
| Q3 2023 | 14 holders, $2.1bn | 33 holders, $41.9bn |
| Q4 2023 | 14 holders, $2.4bn | 28 holders, $41.2bn |
| Q1 2024 | 16 holders, $3.8bn | 32 holders, $26.9bn |
| Q2 2024 | 13 holders, $2.5bn | 33 holders, $32.6bn |
| Q3 2024 | 15 holders, $2.5bn | 37 holders, $45.5bn |
| Q4 2024 | 15 holders, $2.8bn | 44 holders, $74.6bn |
| Q1 2025 | 15 holders, $1.8bn | 41 holders, $43.6bn |
| Q2 2025 | 15 holders, $972m | 40 holders, $52.7bn |
| Q3 2025 | 11 holders, $1.7bn | 41 holders, $82.7bn |
| Q4 2025 | 8 holders, $1.1bn | 43 holders, $101bn |
| Q1 2026 | 6 holders, $1.1bn | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $774m | 43 holders, $94.7bn |
Williams Sonoma Inc
- Holders
- 14
- Reported value
- $2.4bn
- Buyers
- 4
- Sellers
- 13
Breadth -9 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 (7)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Quantbot Technologies LP
Only WSM (7)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Maverick Capital Ltd, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd
Only TSLA (21)
Acadian Asset Management LLC, Altimeter Capital Management LP, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management 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.