Holders over time
- YUM
- TSLA
| Quarter | YUM | TSLA |
|---|---|---|
| Q3 2020 | 18 holders, $3.7bn | 33 holders, $52.5bn |
| Q4 2020 | 13 holders, $4.7bn | 33 holders, $78.8bn |
| Q1 2021 | 16 holders, $4.7bn | 32 holders, $60.5bn |
| Q2 2021 | 8 holders, $4.7bn | 34 holders, $57.9bn |
| Q3 2021 | 13 holders, $5.2bn | 29 holders, $65.0bn |
| Q4 2021 | 14 holders, $6.3bn | 44 holders, $90.0bn |
| Q1 2022 | 24 holders, $6.2bn | 38 holders, $93.9bn |
| Q2 2022 | 21 holders, $6.5bn | 37 holders, $56.6bn |
| Q3 2022 | 23 holders, $4.0bn | 41 holders, $68.2bn |
| Q4 2022 | 24 holders, $4.8bn | 37 holders, $43.7bn |
| Q1 2023 | 23 holders, $4.4bn | 33 holders, $39.6bn |
| Q2 2023 | 17 holders, $4.3bn | 32 holders, $46.9bn |
| Q3 2023 | 14 holders, $3.5bn | 33 holders, $41.9bn |
| Q4 2023 | 18 holders, $3.7bn | 28 holders, $41.2bn |
| Q1 2024 | 15 holders, $4.2bn | 32 holders, $26.9bn |
| Q2 2024 | 14 holders, $4.4bn | 33 holders, $32.6bn |
| Q3 2024 | 11 holders, $2.8bn | 37 holders, $45.5bn |
| Q4 2024 | 13 holders, $2.6bn | 44 holders, $74.6bn |
| Q1 2025 | 22 holders, $3.4bn | 41 holders, $43.6bn |
| Q2 2025 | 14 holders, $1.8bn | 40 holders, $52.7bn |
| Q3 2025 | 14 holders, $1.9bn | 41 holders, $82.7bn |
| Q4 2025 | 11 holders, $1.4bn | 43 holders, $101bn |
| Q1 2026 | 16 holders, $2.6bn | 41 holders, $84.4bn |
| Q2 2026 | 17 holders, $3.4bn | 43 holders, $94.7bn |
Yum Brands Inc
- Holders
- 15
- Reported value
- $4.2bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 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 (8)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only YUM (7)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Markel Group Inc, Maverick Capital Ltd, Soroban Capital Partners LP
Only TSLA (24)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd
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.