Holders over time
- XYZ
- AMZN
| Quarter | XYZ | AMZN |
|---|---|---|
| Q3 2020 | 30 holders, $11.0bn | 63 holders, $195bn |
| Q4 2020 | 38 holders, $14.8bn | 65 holders, $198bn |
| Q1 2021 | 29 holders, $13.9bn | 65 holders, $193bn |
| Q2 2021 | 32 holders, $14.8bn | 66 holders, $221bn |
| Q3 2021 | 26 holders, $15.9bn | 59 holders, $199bn |
| Q4 2021 | 29 holders, $10.7bn | 66 holders, $209bn |
| Q1 2022 | 28 holders, $11.3bn | 66 holders, $201bn |
| Q2 2022 | 23 holders, $4.8bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $4.4bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $5.7bn | 56 holders, $93.6bn |
| Q1 2023 | 24 holders, $7.1bn | 61 holders, $112bn |
| Q2 2023 | 29 holders, $7.1bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $4.1bn | 65 holders, $141bn |
| Q4 2023 | 27 holders, $7.2bn | 69 holders, $172bn |
| Q1 2024 | 21 holders, $8.0bn | 69 holders, $209bn |
| Q2 2024 | 21 holders, $4.7bn | 70 holders, $224bn |
| Q3 2024 | 18 holders, $4.6bn | 62 holders, $206bn |
| Q4 2024 | 21 holders, $6.8bn | 68 holders, $250bn |
| Q1 2025 | 18 holders, $4.8bn | 70 holders, $218bn |
| Q2 2025 | 27 holders, $8.3bn | 71 holders, $253bn |
| Q3 2025 | 19 holders, $7.5bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $6.8bn | 74 holders, $280bn |
| Q1 2026 | 16 holders, $6.4bn | 70 holders, $261bn |
| Q2 2026 | 21 holders, $7.7bn | 72 holders, $305bn |
Block Inc
- Holders
- 21
- Reported value
- $4.7bn
- Buyers
- 13
- Sellers
- 11
Breadth +2 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 (18)
ARK Investment Management LLC, Baillie Gifford & Co, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Fidelity (FMR LLC), Jane Street Group LLC, Lone Pine Capital LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Tybourne Capital Management HK Ltd, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only AMZN (52)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, 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, and 27 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.