Holders over time
- MCD
- AMZN
| Quarter | MCD | AMZN |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 63 holders, $195bn |
| Q4 2020 | 35 holders, $16.2bn | 65 holders, $198bn |
| Q1 2021 | 34 holders, $16.0bn | 65 holders, $193bn |
| Q2 2021 | 33 holders, $15.2bn | 66 holders, $221bn |
| Q3 2021 | 27 holders, $15.7bn | 59 holders, $199bn |
| Q4 2021 | 25 holders, $15.8bn | 66 holders, $209bn |
| Q1 2022 | 29 holders, $15.1bn | 66 holders, $201bn |
| Q2 2022 | 31 holders, $14.4bn | 58 holders, $125bn |
| Q3 2022 | 31 holders, $13.0bn | 60 holders, $136bn |
| Q4 2022 | 33 holders, $15.1bn | 56 holders, $93.6bn |
| Q1 2023 | 37 holders, $16.7bn | 61 holders, $112bn |
| Q2 2023 | 39 holders, $17.4bn | 64 holders, $144bn |
| Q3 2023 | 33 holders, $13.3bn | 65 holders, $141bn |
| Q4 2023 | 25 holders, $13.5bn | 69 holders, $172bn |
| Q1 2024 | 32 holders, $13.2bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $14.3bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $17.3bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $14.4bn | 68 holders, $250bn |
| Q1 2025 | 28 holders, $15.2bn | 70 holders, $218bn |
| Q2 2025 | 37 holders, $14.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $14.1bn | 69 holders, $244bn |
| Q4 2025 | 36 holders, $14.4bn | 74 holders, $280bn |
| Q1 2026 | 27 holders, $13.4bn | 70 holders, $261bn |
| Q2 2026 | 28 holders, $11.9bn | 72 holders, $305bn |
McDonald's Corp
- Holders
- 30
- Reported value
- $14.3bn
- Buyers
- 17
- Sellers
- 13
Breadth +4 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 (28)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only MCD (2)
Only AMZN (42)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Egerton Capital UK LLP, Element Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, and 17 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.