Holders over time
- WSM
- TSLA
| Quarter | WSM | TSLA |
|---|---|---|
| Q3 2020 | 17 holders, $1.7bn | 33 holders, $52.5bn |
| Q4 2020 | 13 holders, $1.7bn | 33 holders, $78.8bn |
| Q1 2021 | 15 holders, $2.8bn | 32 holders, $60.5bn |
| Q2 2021 | 17 holders, $2.3bn | 34 holders, $57.9bn |
| Q3 2021 | 15 holders, $2.5bn | 29 holders, $65.0bn |
| Q4 2021 | 12 holders, $2.3bn | 44 holders, $90.0bn |
| Q1 2022 | 12 holders, $2.0bn | 38 holders, $93.9bn |
| Q2 2022 | 16 holders, $1.7bn | 37 holders, $56.6bn |
| Q3 2022 | 14 holders, $1.7bn | 41 holders, $68.2bn |
| Q4 2022 | 14 holders, $1.6bn | 37 holders, $43.7bn |
| Q1 2023 | 13 holders, $1.7bn | 33 holders, $39.6bn |
| Q2 2023 | 17 holders, $1.9bn | 32 holders, $46.9bn |
| Q3 2023 | 14 holders, $2.1bn | 33 holders, $41.9bn |
| Q4 2023 | 14 holders, $2.4bn | 28 holders, $41.2bn |
| Q1 2024 | 16 holders, $3.8bn | 32 holders, $26.9bn |
| Q2 2024 | 13 holders, $2.5bn | 33 holders, $32.6bn |
| Q3 2024 | 15 holders, $2.5bn | 37 holders, $45.5bn |
| Q4 2024 | 15 holders, $2.8bn | 44 holders, $74.6bn |
| Q1 2025 | 15 holders, $1.8bn | 41 holders, $43.6bn |
| Q2 2025 | 15 holders, $972m | 40 holders, $52.7bn |
| Q3 2025 | 11 holders, $1.7bn | 41 holders, $82.7bn |
| Q4 2025 | 8 holders, $1.1bn | 43 holders, $101bn |
| Q1 2026 | 6 holders, $1.1bn | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $774m | 43 holders, $94.7bn |
Williams Sonoma Inc
- Holders
- 13
- Reported value
- $2.5bn
- Buyers
- 6
- Sellers
- 7
Breadth -1 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 (10)
Acadian Asset Management LLC, AQR Capital Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Renaissance Technologies LLC, Winton Group Ltd
Only TSLA (23)
AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital World Investors, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, 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.