Holders over time
- YUM
- AMZN
| Quarter | YUM | AMZN |
|---|---|---|
| Q3 2020 | 18 holders, $3.7bn | 63 holders, $195bn |
| Q4 2020 | 13 holders, $4.7bn | 65 holders, $198bn |
| Q1 2021 | 16 holders, $4.7bn | 65 holders, $193bn |
| Q2 2021 | 8 holders, $4.7bn | 66 holders, $221bn |
| Q3 2021 | 13 holders, $5.2bn | 59 holders, $199bn |
| Q4 2021 | 14 holders, $6.3bn | 66 holders, $209bn |
| Q1 2022 | 24 holders, $6.2bn | 66 holders, $201bn |
| Q2 2022 | 21 holders, $6.5bn | 58 holders, $125bn |
| Q3 2022 | 23 holders, $4.0bn | 60 holders, $136bn |
| Q4 2022 | 24 holders, $4.8bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $4.4bn | 61 holders, $112bn |
| Q2 2023 | 17 holders, $4.3bn | 64 holders, $144bn |
| Q3 2023 | 14 holders, $3.5bn | 65 holders, $141bn |
| Q4 2023 | 18 holders, $3.7bn | 69 holders, $172bn |
| Q1 2024 | 15 holders, $4.2bn | 69 holders, $209bn |
| Q2 2024 | 14 holders, $4.4bn | 70 holders, $224bn |
| Q3 2024 | 11 holders, $2.8bn | 62 holders, $206bn |
| Q4 2024 | 13 holders, $2.6bn | 68 holders, $250bn |
| Q1 2025 | 22 holders, $3.4bn | 70 holders, $218bn |
| Q2 2025 | 14 holders, $1.8bn | 71 holders, $253bn |
| Q3 2025 | 14 holders, $1.9bn | 69 holders, $244bn |
| Q4 2025 | 11 holders, $1.4bn | 74 holders, $280bn |
| Q1 2026 | 16 holders, $2.6bn | 70 holders, $261bn |
| Q2 2026 | 17 holders, $3.4bn | 72 holders, $305bn |
Yum Brands Inc
- Holders
- 18
- Reported value
- $3.7bn
- Buyers
- 11
- Sellers
- 8
Breadth +3 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 (16)
AllianceBernstein LP, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC
Only YUM (2)
Only AMZN (53)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, 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, Jane Street Group LLC, Janus Henderson Group Ltd, and 28 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.