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FTNT · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

FTNTAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FTNT
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterFTNTAMZN
Q3 202017 holders, $2.0bn63 holders, $195bn
Q4 202016 holders, $1.8bn65 holders, $198bn
Q1 202110 holders, $3.9bn65 holders, $193bn
Q2 202114 holders, $5.2bn66 holders, $221bn
Q3 202120 holders, $6.6bn59 holders, $199bn
Q4 202117 holders, $7.7bn66 holders, $209bn
Q1 202223 holders, $7.8bn66 holders, $201bn
Q2 202227 holders, $6.3bn58 holders, $125bn
Q3 202227 holders, $4.4bn60 holders, $136bn
Q4 202224 holders, $4.7bn56 holders, $93.6bn
Q1 202325 holders, $6.5bn61 holders, $112bn
Q2 202325 holders, $7.5bn64 holders, $144bn
Q3 202320 holders, $4.7bn65 holders, $141bn
Q4 202321 holders, $4.1bn69 holders, $172bn
Q1 202418 holders, $5.3bn69 holders, $209bn
Q2 202421 holders, $4.4bn70 holders, $224bn
Q3 202427 holders, $4.9bn62 holders, $206bn
Q4 202424 holders, $6.3bn68 holders, $250bn
Q1 202524 holders, $5.9bn70 holders, $218bn
Q2 202522 holders, $5.7bn71 holders, $253bn
Q3 202518 holders, $2.9bn69 holders, $244bn
Q4 202521 holders, $4.2bn74 holders, $280bn
Q1 202616 holders, $4.4bn70 holders, $261bn
Q2 202624 holders, $11.0bn72 holders, $305bn
FTNT

Fortinet Inc

Holders
27
Reported value
$4.9bn
Buyers
18
Sellers
10

Breadth +8 among 94 comparable managers.

Technology hardware and equipmentCloud and enterprise software · L3VLUP
AMZN

Amazon Com Inc

Holders
62
Reported value
$206bn
Buyers
20
Sellers
43

Breadth -23 among 94 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q3 2024

Among the 68 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FTNT (6)

Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP, Woodline Partners LP

Only AMZN (41)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, 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), Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, and 16 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.

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