Holders over time
- TAL
- TSLA
| Quarter | TAL | TSLA |
|---|---|---|
| Q3 2020 | 17 holders, $6.2bn | 33 holders, $52.5bn |
| Q4 2020 | 9 holders, $5.1bn | 33 holders, $78.8bn |
| Q1 2021 | 11 holders, $3.4bn | 32 holders, $60.5bn |
| Q2 2021 | 9 holders, $1.4bn | 34 holders, $57.9bn |
| Q3 2021 | 6 holders, $178m | 29 holders, $65.0bn |
| Q4 2021 | 5 holders, $90m | 44 holders, $90.0bn |
| Q1 2022 | 1 holders, $5.3m | 38 holders, $93.9bn |
| Q2 2022 | 3 holders, $40m | 37 holders, $56.6bn |
| Q3 2022 | 3 holders, $20m | 41 holders, $68.2bn |
| Q4 2022 | 6 holders, $141m | 37 holders, $43.7bn |
| Q1 2023 | 5 holders, $126m | 33 holders, $39.6bn |
| Q2 2023 | 3 holders, $52m | 32 holders, $46.9bn |
| Q3 2023 | 5 holders, $63m | 33 holders, $41.9bn |
| Q4 2023 | 6 holders, $108m | 28 holders, $41.2bn |
| Q1 2024 | 7 holders, $131m | 32 holders, $26.9bn |
| Q2 2024 | 4 holders, $54m | 33 holders, $32.6bn |
| Q3 2024 | 4 holders, $29m | 37 holders, $45.5bn |
| Q4 2024 | 3 holders, $27m | 44 holders, $74.6bn |
| Q1 2025 | 6 holders, $155m | 41 holders, $43.6bn |
| Q2 2025 | 1 holders, $9.5m | 40 holders, $52.7bn |
| Q3 2025 | 3 holders, $83m | 41 holders, $82.7bn |
| Q4 2025 | 2 holders, $99m | 43 holders, $101bn |
| Q1 2026 | 2 holders, $169m | 41 holders, $84.4bn |
| Q2 2026 | 3 holders, $198m | 43 holders, $94.7bn |
Tal Ed Group
- Holders
- 7
- Reported value
- $131m
- Buyers
- 4
- Sellers
- 3
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 (4)
Acadian Asset Management LLC, Coatue Management LLC, Quantbot Technologies LP, Two Sigma Investments LP
Only TAL (3)
Balyasny Asset Management LLC, Bridgewater Associates LP, Farallon Capital Management LLC
Only TSLA (28)
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, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, and 3 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.