Holders over time
- BURL
- TSLA
| Quarter | BURL | TSLA |
|---|---|---|
| Q3 2020 | 16 holders, $5.9bn | 33 holders, $52.5bn |
| Q4 2020 | 16 holders, $7.5bn | 33 holders, $78.8bn |
| Q1 2021 | 17 holders, $8.2bn | 32 holders, $60.5bn |
| Q2 2021 | 19 holders, $9.3bn | 34 holders, $57.9bn |
| Q3 2021 | 21 holders, $8.1bn | 29 holders, $65.0bn |
| Q4 2021 | 18 holders, $8.1bn | 44 holders, $90.0bn |
| Q1 2022 | 16 holders, $5.1bn | 38 holders, $93.9bn |
| Q2 2022 | 17 holders, $3.6bn | 37 holders, $56.6bn |
| Q3 2022 | 12 holders, $2.0bn | 41 holders, $68.2bn |
| Q4 2022 | 13 holders, $3.3bn | 37 holders, $43.7bn |
| Q1 2023 | 21 holders, $2.9bn | 33 holders, $39.6bn |
| Q2 2023 | 18 holders, $2.0bn | 32 holders, $46.9bn |
| Q3 2023 | 19 holders, $1.2bn | 33 holders, $41.9bn |
| Q4 2023 | 17 holders, $1.3bn | 28 holders, $41.2bn |
| Q1 2024 | 14 holders, $1.8bn | 32 holders, $26.9bn |
| Q2 2024 | 15 holders, $1.5bn | 33 holders, $32.6bn |
| Q3 2024 | 22 holders, $2.0bn | 37 holders, $45.5bn |
| Q4 2024 | 18 holders, $2.1bn | 44 holders, $74.6bn |
| Q1 2025 | 16 holders, $1.6bn | 41 holders, $43.6bn |
| Q2 2025 | 13 holders, $1.4bn | 40 holders, $52.7bn |
| Q3 2025 | 10 holders, $915m | 41 holders, $82.7bn |
| Q4 2025 | 15 holders, $1.6bn | 43 holders, $101bn |
| Q1 2026 | 12 holders, $2.2bn | 41 holders, $84.4bn |
| Q2 2026 | 10 holders, $1.9bn | 43 holders, $94.7bn |
Burlington Stores Inc
- Holders
- 15
- Reported value
- $1.5bn
- Buyers
- 9
- Sellers
- 9
Breadth 0 among 94 comparable managers.
Tesla Inc
- Holders
- 33
- Reported value
- $32.6bn
- Buyers
- 18
- Sellers
- 18
Breadth 0 among 94 comparable managers.
Who holds both, Q2 2024
Both (11)
AQR Capital Management LLC, D. E. Shaw & Co., Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
Only BURL (4)
Balyasny Asset Management LLC, Citadel Advisors LLC, Hudson Bay Capital Management LP, Voloridge Investment Management LLC
Only TSLA (22)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Susquehanna International Group LLP, Tudor Investment Corp, Wellington Management Group LLP
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.