Holders over time
- DRI
- AMZN
| Quarter | DRI | AMZN |
|---|---|---|
| Q3 2020 | 14 holders, $2.2bn | 63 holders, $195bn |
| Q4 2020 | 15 holders, $3.0bn | 65 holders, $198bn |
| Q1 2021 | 22 holders, $2.7bn | 65 holders, $193bn |
| Q2 2021 | 17 holders, $3.1bn | 66 holders, $221bn |
| Q3 2021 | 11 holders, $3.1bn | 59 holders, $199bn |
| Q4 2021 | 12 holders, $3.0bn | 66 holders, $209bn |
| Q1 2022 | 11 holders, $2.7bn | 66 holders, $201bn |
| Q2 2022 | 12 holders, $2.5bn | 58 holders, $125bn |
| Q3 2022 | 7 holders, $2.4bn | 60 holders, $136bn |
| Q4 2022 | 15 holders, $2.7bn | 56 holders, $93.6bn |
| Q1 2023 | 16 holders, $3.2bn | 61 holders, $112bn |
| Q2 2023 | 16 holders, $3.9bn | 64 holders, $144bn |
| Q3 2023 | 15 holders, $3.3bn | 65 holders, $141bn |
| Q4 2023 | 13 holders, $3.8bn | 69 holders, $172bn |
| Q1 2024 | 11 holders, $3.8bn | 69 holders, $209bn |
| Q2 2024 | 11 holders, $3.4bn | 70 holders, $224bn |
| Q3 2024 | 12 holders, $3.6bn | 62 holders, $206bn |
| Q4 2024 | 15 holders, $3.9bn | 68 holders, $250bn |
| Q1 2025 | 17 holders, $4.4bn | 70 holders, $218bn |
| Q2 2025 | 18 holders, $5.6bn | 71 holders, $253bn |
| Q3 2025 | 14 holders, $4.5bn | 69 holders, $244bn |
| Q4 2025 | 12 holders, $5.2bn | 74 holders, $280bn |
| Q1 2026 | 11 holders, $5.2bn | 70 holders, $261bn |
| Q2 2026 | 13 holders, $4.6bn | 72 holders, $305bn |
Darden Restaurants Inc
- Holders
- 12
- Reported value
- $3.6bn
- Buyers
- 6
- Sellers
- 7
Breadth -1 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 (11)
Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Hudson Bay Capital Management LP, Invesco Ltd, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only DRI (1)
Only AMZN (51)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, 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, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Jane Street Group LLC, and 26 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.