Holders over time
- AZO
- AMZN
| Quarter | AZO | AMZN |
|---|---|---|
| Q3 2020 | 24 holders, $3.7bn | 63 holders, $195bn |
| Q4 2020 | 15 holders, $2.6bn | 65 holders, $198bn |
| Q1 2021 | 13 holders, $2.9bn | 65 holders, $193bn |
| Q2 2021 | 12 holders, $3.2bn | 66 holders, $221bn |
| Q3 2021 | 19 holders, $3.7bn | 59 holders, $199bn |
| Q4 2021 | 22 holders, $5.4bn | 66 holders, $209bn |
| Q1 2022 | 20 holders, $5.0bn | 66 holders, $201bn |
| Q2 2022 | 22 holders, $4.9bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $5.1bn | 60 holders, $136bn |
| Q4 2022 | 28 holders, $5.9bn | 56 holders, $93.6bn |
| Q1 2023 | 22 holders, $5.1bn | 61 holders, $112bn |
| Q2 2023 | 26 holders, $6.0bn | 64 holders, $144bn |
| Q3 2023 | 25 holders, $5.4bn | 65 holders, $141bn |
| Q4 2023 | 25 holders, $5.1bn | 69 holders, $172bn |
| Q1 2024 | 24 holders, $5.0bn | 69 holders, $209bn |
| Q2 2024 | 24 holders, $4.6bn | 70 holders, $224bn |
| Q3 2024 | 26 holders, $4.6bn | 62 holders, $206bn |
| Q4 2024 | 23 holders, $4.6bn | 68 holders, $250bn |
| Q1 2025 | 30 holders, $6.5bn | 70 holders, $218bn |
| Q2 2025 | 31 holders, $6.5bn | 71 holders, $253bn |
| Q3 2025 | 25 holders, $7.0bn | 69 holders, $244bn |
| Q4 2025 | 27 holders, $5.5bn | 74 holders, $280bn |
| Q1 2026 | 19 holders, $5.6bn | 70 holders, $261bn |
| Q2 2026 | 17 holders, $5.3bn | 72 holders, $305bn |
Autozone Inc
- Holders
- 26
- Reported value
- $4.6bn
- Buyers
- 19
- Sellers
- 7
Breadth +12 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 (19)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP
Only AZO (7)
Brevan Howard Capital Management LP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP
Only AMZN (43)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, and 18 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.