Holders over time
- DIS
- TSLA
| Quarter | DIS | TSLA |
|---|---|---|
| Q3 2020 | 42 holders, $14.2bn | 33 holders, $52.5bn |
| Q4 2020 | 44 holders, $25.0bn | 33 holders, $78.8bn |
| Q1 2021 | 47 holders, $24.2bn | 32 holders, $60.5bn |
| Q2 2021 | 38 holders, $24.0bn | 34 holders, $57.9bn |
| Q3 2021 | 31 holders, $22.0bn | 29 holders, $65.0bn |
| Q4 2021 | 34 holders, $19.0bn | 44 holders, $90.0bn |
| Q1 2022 | 36 holders, $13.3bn | 38 holders, $93.9bn |
| Q2 2022 | 36 holders, $10.0bn | 37 holders, $56.6bn |
| Q3 2022 | 30 holders, $9.6bn | 41 holders, $68.2bn |
| Q4 2022 | 31 holders, $9.3bn | 37 holders, $43.7bn |
| Q1 2023 | 30 holders, $10.3bn | 33 holders, $39.6bn |
| Q2 2023 | 36 holders, $8.9bn | 32 holders, $46.9bn |
| Q3 2023 | 35 holders, $9.4bn | 33 holders, $41.9bn |
| Q4 2023 | 39 holders, $12.5bn | 28 holders, $41.2bn |
| Q1 2024 | 33 holders, $18.7bn | 32 holders, $26.9bn |
| Q2 2024 | 41 holders, $13.0bn | 33 holders, $32.6bn |
| Q3 2024 | 33 holders, $13.9bn | 37 holders, $45.5bn |
| Q4 2024 | 40 holders, $16.1bn | 44 holders, $74.6bn |
| Q1 2025 | 46 holders, $14.1bn | 41 holders, $43.6bn |
| Q2 2025 | 42 holders, $18.2bn | 40 holders, $52.7bn |
| Q3 2025 | 40 holders, $17.3bn | 41 holders, $82.7bn |
| Q4 2025 | 40 holders, $18.6bn | 43 holders, $101bn |
| Q1 2026 | 35 holders, $16.3bn | 41 holders, $84.4bn |
| Q2 2026 | 26 holders, $15.2bn | 43 holders, $94.7bn |
Disney Walt Co
- Holders
- 41
- Reported value
- $13.0bn
- Buyers
- 27
- Sellers
- 16
Breadth +11 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 (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP
Only DIS (16)
Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Markel Group Inc, MFS Investment Management, Quantbot Technologies LP, Trian Fund Management LP, Two Sigma Investments LP, ValueAct Holdings LP, Woodline Partners 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.