Holders over time
- LOW
- AMZN
| Quarter | LOW | AMZN |
|---|---|---|
| Q3 2020 | 32 holders, $16.8bn | 63 holders, $195bn |
| Q4 2020 | 27 holders, $14.5bn | 65 holders, $198bn |
| Q1 2021 | 31 holders, $15.4bn | 65 holders, $193bn |
| Q2 2021 | 30 holders, $14.3bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $14.7bn | 59 holders, $199bn |
| Q4 2021 | 34 holders, $20.1bn | 66 holders, $209bn |
| Q1 2022 | 28 holders, $15.4bn | 66 holders, $201bn |
| Q2 2022 | 20 holders, $12.7bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $13.3bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $13.6bn | 56 holders, $93.6bn |
| Q1 2023 | 30 holders, $12.4bn | 61 holders, $112bn |
| Q2 2023 | 26 holders, $12.4bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $11.0bn | 65 holders, $141bn |
| Q4 2023 | 29 holders, $10.9bn | 69 holders, $172bn |
| Q1 2024 | 25 holders, $12.0bn | 69 holders, $209bn |
| Q2 2024 | 22 holders, $10.5bn | 70 holders, $224bn |
| Q3 2024 | 20 holders, $13.4bn | 62 holders, $206bn |
| Q4 2024 | 19 holders, $11.9bn | 68 holders, $250bn |
| Q1 2025 | 23 holders, $12.0bn | 70 holders, $218bn |
| Q2 2025 | 24 holders, $11.4bn | 71 holders, $253bn |
| Q3 2025 | 19 holders, $13.4bn | 69 holders, $244bn |
| Q4 2025 | 19 holders, $14.0bn | 74 holders, $280bn |
| Q1 2026 | 16 holders, $14.0bn | 70 holders, $261bn |
| Q2 2026 | 17 holders, $13.2bn | 72 holders, $305bn |
Lowes Cos Inc
- Holders
- 22
- Reported value
- $10.5bn
- Buyers
- 12
- Sellers
- 12
Breadth 0 among 94 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $224bn
- Buyers
- 35
- Sellers
- 31
Breadth +4 among 94 comparable managers.
Who holds both, Q2 2024
Both (20)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only LOW (2)
Only AMZN (50)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, and 25 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.