Holders over time
- ARMK
- AMZN
| Quarter | ARMK | AMZN |
|---|---|---|
| Q3 2020 | 14 holders, $968m | 63 holders, $195bn |
| Q4 2020 | 14 holders, $1.4bn | 65 holders, $198bn |
| Q1 2021 | 14 holders, $1.3bn | 65 holders, $193bn |
| Q2 2021 | 14 holders, $1.3bn | 66 holders, $221bn |
| Q3 2021 | 13 holders, $1.4bn | 59 holders, $199bn |
| Q4 2021 | 8 holders, $1.5bn | 66 holders, $209bn |
| Q1 2022 | 7 holders, $1.4bn | 66 holders, $201bn |
| Q2 2022 | 11 holders, $1.1bn | 58 holders, $125bn |
| Q3 2022 | 14 holders, $1.2bn | 60 holders, $136bn |
| Q4 2022 | 16 holders, $1.6bn | 56 holders, $93.6bn |
| Q1 2023 | 15 holders, $1.4bn | 61 holders, $112bn |
| Q2 2023 | 14 holders, $1.6bn | 64 holders, $144bn |
| Q3 2023 | 14 holders, $1.3bn | 65 holders, $141bn |
| Q4 2023 | 11 holders, $1.1bn | 69 holders, $172bn |
| Q1 2024 | 8 holders, $1.3bn | 69 holders, $209bn |
| Q2 2024 | 13 holders, $1.6bn | 70 holders, $224bn |
| Q3 2024 | 12 holders, $1.8bn | 62 holders, $206bn |
| Q4 2024 | 10 holders, $1.9bn | 68 holders, $250bn |
| Q1 2025 | 7 holders, $1.9bn | 70 holders, $218bn |
| Q2 2025 | 11 holders, $2.5bn | 71 holders, $253bn |
| Q3 2025 | 12 holders, $2.5bn | 69 holders, $244bn |
| Q4 2025 | 10 holders, $2.4bn | 74 holders, $280bn |
| Q1 2026 | 9 holders, $2.5bn | 70 holders, $261bn |
| Q2 2026 | 19 holders, $3.7bn | 72 holders, $305bn |
Aramark
- Holders
- 12
- Reported value
- $1.8bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 among 94 comparable managers.
Amazon Com Inc
- Holders
- 62
- Reported value
- $206bn
- Buyers
- 20
- Sellers
- 43
Breadth -23 among 94 comparable managers.
Who holds both, Q3 2024
Both (9)
Artisan Partners LP, Egerton Capital UK LLP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Walleye Capital LLC
Only ARMK (3)
Brevan Howard Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC
Only AMZN (53)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, and 28 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.