Holders over time
- LOW
- TSLA
| Quarter | LOW | TSLA |
|---|---|---|
| Q3 2020 | 32 holders, $16.8bn | 33 holders, $52.5bn |
| Q4 2020 | 27 holders, $14.5bn | 33 holders, $78.8bn |
| Q1 2021 | 31 holders, $15.4bn | 32 holders, $60.5bn |
| Q2 2021 | 30 holders, $14.3bn | 34 holders, $57.9bn |
| Q3 2021 | 31 holders, $14.7bn | 29 holders, $65.0bn |
| Q4 2021 | 34 holders, $20.1bn | 44 holders, $90.0bn |
| Q1 2022 | 28 holders, $15.4bn | 38 holders, $93.9bn |
| Q2 2022 | 20 holders, $12.7bn | 37 holders, $56.6bn |
| Q3 2022 | 24 holders, $13.3bn | 41 holders, $68.2bn |
| Q4 2022 | 26 holders, $13.6bn | 37 holders, $43.7bn |
| Q1 2023 | 30 holders, $12.4bn | 33 holders, $39.6bn |
| Q2 2023 | 26 holders, $12.4bn | 32 holders, $46.9bn |
| Q3 2023 | 22 holders, $11.0bn | 33 holders, $41.9bn |
| Q4 2023 | 29 holders, $10.9bn | 28 holders, $41.2bn |
| Q1 2024 | 25 holders, $12.0bn | 32 holders, $26.9bn |
| Q2 2024 | 22 holders, $10.5bn | 33 holders, $32.6bn |
| Q3 2024 | 20 holders, $13.4bn | 37 holders, $45.5bn |
| Q4 2024 | 19 holders, $11.9bn | 44 holders, $74.6bn |
| Q1 2025 | 23 holders, $12.0bn | 41 holders, $43.6bn |
| Q2 2025 | 24 holders, $11.4bn | 40 holders, $52.7bn |
| Q3 2025 | 19 holders, $13.4bn | 41 holders, $82.7bn |
| Q4 2025 | 19 holders, $14.0bn | 43 holders, $101bn |
| Q1 2026 | 16 holders, $14.0bn | 41 holders, $84.4bn |
| Q2 2026 | 17 holders, $13.2bn | 43 holders, $94.7bn |
Lowes Cos Inc
- Holders
- 25
- Reported value
- $12.0bn
- Buyers
- 11
- Sellers
- 20
Breadth -9 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 (14)
AllianceBernstein LP, Citadel Advisors LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
Only LOW (11)
Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, Soroban Capital Partners LP, Steadfast Capital Management LP, Wellington Management Group LLP
Only TSLA (18)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP
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.