Holders over time
- XYZ
- AMZN
| Quarter | XYZ | AMZN |
|---|---|---|
| Q3 2020 | 30 holders, $11.0bn | 63 holders, $195bn |
| Q4 2020 | 38 holders, $14.8bn | 65 holders, $198bn |
| Q1 2021 | 29 holders, $13.9bn | 65 holders, $193bn |
| Q2 2021 | 32 holders, $14.8bn | 66 holders, $221bn |
| Q3 2021 | 26 holders, $15.9bn | 59 holders, $199bn |
| Q4 2021 | 29 holders, $10.7bn | 66 holders, $209bn |
| Q1 2022 | 28 holders, $11.3bn | 66 holders, $201bn |
| Q2 2022 | 23 holders, $4.8bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $4.4bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $5.7bn | 56 holders, $93.6bn |
| Q1 2023 | 24 holders, $7.1bn | 61 holders, $112bn |
| Q2 2023 | 29 holders, $7.1bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $4.1bn | 65 holders, $141bn |
| Q4 2023 | 27 holders, $7.2bn | 69 holders, $172bn |
| Q1 2024 | 21 holders, $8.0bn | 69 holders, $209bn |
| Q2 2024 | 21 holders, $4.7bn | 70 holders, $224bn |
| Q3 2024 | 18 holders, $4.6bn | 62 holders, $206bn |
| Q4 2024 | 21 holders, $6.8bn | 68 holders, $250bn |
| Q1 2025 | 18 holders, $4.8bn | 70 holders, $218bn |
| Q2 2025 | 27 holders, $8.3bn | 71 holders, $253bn |
| Q3 2025 | 19 holders, $7.5bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $6.8bn | 74 holders, $280bn |
| Q1 2026 | 16 holders, $6.4bn | 70 holders, $261bn |
| Q2 2026 | 21 holders, $7.7bn | 72 holders, $305bn |
Block Inc
- Holders
- 27
- Reported value
- $7.2bn
- Buyers
- 18
- Sellers
- 12
Breadth +6 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 (25)
ARK Investment Management LLC, Baillie Gifford & Co, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only XYZ (2)
Only AMZN (44)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, and 19 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.