Holders over time
- MCD
- AMZN
| Quarter | MCD | AMZN |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 63 holders, $195bn |
| Q4 2020 | 35 holders, $16.2bn | 65 holders, $198bn |
| Q1 2021 | 34 holders, $16.0bn | 65 holders, $193bn |
| Q2 2021 | 33 holders, $15.2bn | 66 holders, $221bn |
| Q3 2021 | 27 holders, $15.7bn | 59 holders, $199bn |
| Q4 2021 | 25 holders, $15.8bn | 66 holders, $209bn |
| Q1 2022 | 29 holders, $15.1bn | 66 holders, $201bn |
| Q2 2022 | 31 holders, $14.4bn | 58 holders, $125bn |
| Q3 2022 | 31 holders, $13.0bn | 60 holders, $136bn |
| Q4 2022 | 33 holders, $15.1bn | 56 holders, $93.6bn |
| Q1 2023 | 37 holders, $16.7bn | 61 holders, $112bn |
| Q2 2023 | 39 holders, $17.4bn | 64 holders, $144bn |
| Q3 2023 | 33 holders, $13.3bn | 65 holders, $141bn |
| Q4 2023 | 25 holders, $13.5bn | 69 holders, $172bn |
| Q1 2024 | 32 holders, $13.2bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $14.3bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $17.3bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $14.4bn | 68 holders, $250bn |
| Q1 2025 | 28 holders, $15.2bn | 70 holders, $218bn |
| Q2 2025 | 37 holders, $14.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $14.1bn | 69 holders, $244bn |
| Q4 2025 | 36 holders, $14.4bn | 74 holders, $280bn |
| Q1 2026 | 27 holders, $13.4bn | 70 holders, $261bn |
| Q2 2026 | 28 holders, $11.9bn | 72 holders, $305bn |
McDonald's Corp
- Holders
- 32
- Reported value
- $13.2bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 93 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $209bn
- Buyers
- 34
- Sellers
- 34
Breadth 0 among 93 comparable managers.
Who holds both, Q1 2024
Both (31)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only MCD (1)
Only AMZN (38)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Element Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, and 13 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.