Holders over time
- EDU
- TSLA
| Quarter | EDU | TSLA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $52.5bn |
| Q4 2020 | none listed holders, n.a. | 33 holders, $78.8bn |
| Q1 2021 | none listed holders, n.a. | 32 holders, $60.5bn |
| Q2 2021 | none listed holders, n.a. | 34 holders, $57.9bn |
| Q3 2021 | none listed holders, n.a. | 29 holders, $65.0bn |
| Q4 2021 | none listed holders, n.a. | 44 holders, $90.0bn |
| Q1 2022 | none listed holders, n.a. | 38 holders, $93.9bn |
| Q2 2022 | 6 holders, $356m | 37 holders, $56.6bn |
| Q3 2022 | 8 holders, $370m | 41 holders, $68.2bn |
| Q4 2022 | 11 holders, $590m | 37 holders, $43.7bn |
| Q1 2023 | 10 holders, $528m | 33 holders, $39.6bn |
| Q2 2023 | 7 holders, $397m | 32 holders, $46.9bn |
| Q3 2023 | 11 holders, $839m | 33 holders, $41.9bn |
| Q4 2023 | 14 holders, $939m | 28 holders, $41.2bn |
| Q1 2024 | 11 holders, $1.1bn | 32 holders, $26.9bn |
| Q2 2024 | 10 holders, $571m | 33 holders, $32.6bn |
| Q3 2024 | 6 holders, $734m | 37 holders, $45.5bn |
| Q4 2024 | 6 holders, $636m | 44 holders, $74.6bn |
| Q1 2025 | 2 holders, $211m | 41 holders, $43.6bn |
| Q2 2025 | 2 holders, $244m | 40 holders, $52.7bn |
| Q3 2025 | 2 holders, $203m | 41 holders, $82.7bn |
| Q4 2025 | 4 holders, $293m | 43 holders, $101bn |
| Q1 2026 | 4 holders, $268m | 41 holders, $84.4bn |
| Q2 2026 | 3 holders, $178m | 43 holders, $94.7bn |
New Oriental Ed & Technology
- Holders
- 11
- Reported value
- $1.1bn
- Buyers
- 6
- Sellers
- 7
Breadth -1 among 93 comparable managers.
Tesla Inc
- Holders
- 32
- Reported value
- $26.9bn
- Buyers
- 13
- Sellers
- 20
Breadth -7 among 93 comparable managers.
Who holds both, Q1 2024
Both (6)
Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Verition Fund Management LLC
Only EDU (5)
Arrowstreet Capital LP, Farallon Capital Management LLC, Point72 Asset Management LP, Voloridge Investment Management LLC, Woodline Partners LP
Only TSLA (26)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Walleye Capital LLC, and 1 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.