Holders over time
- HD
- AMZN
| Quarter | HD | AMZN |
|---|---|---|
| Q3 2020 | 34 holders, $35.3bn | 63 holders, $195bn |
| Q4 2020 | 35 holders, $33.8bn | 65 holders, $198bn |
| Q1 2021 | 28 holders, $38.9bn | 65 holders, $193bn |
| Q2 2021 | 23 holders, $40.0bn | 66 holders, $221bn |
| Q3 2021 | 19 holders, $40.3bn | 59 holders, $199bn |
| Q4 2021 | 28 holders, $49.9bn | 66 holders, $209bn |
| Q1 2022 | 38 holders, $33.3bn | 66 holders, $201bn |
| Q2 2022 | 36 holders, $29.9bn | 58 holders, $125bn |
| Q3 2022 | 33 holders, $29.8bn | 60 holders, $136bn |
| Q4 2022 | 24 holders, $33.3bn | 56 holders, $93.6bn |
| Q1 2023 | 25 holders, $31.2bn | 61 holders, $112bn |
| Q2 2023 | 31 holders, $32.5bn | 64 holders, $144bn |
| Q3 2023 | 37 holders, $31.3bn | 65 holders, $141bn |
| Q4 2023 | 30 holders, $34.1bn | 69 holders, $172bn |
| Q1 2024 | 31 holders, $36.5bn | 69 holders, $209bn |
| Q2 2024 | 34 holders, $29.2bn | 70 holders, $224bn |
| Q3 2024 | 37 holders, $34.4bn | 62 holders, $206bn |
| Q4 2024 | 42 holders, $31.7bn | 68 holders, $250bn |
| Q1 2025 | 36 holders, $27.8bn | 70 holders, $218bn |
| Q2 2025 | 40 holders, $28.8bn | 71 holders, $253bn |
| Q3 2025 | 36 holders, $33.0bn | 69 holders, $244bn |
| Q4 2025 | 38 holders, $28.9bn | 74 holders, $280bn |
| Q1 2026 | 35 holders, $30.6bn | 70 holders, $261bn |
| Q2 2026 | 31 holders, $34.8bn | 72 holders, $305bn |
Home Depot Inc
- Holders
- 37
- Reported value
- $34.4bn
- Buyers
- 17
- Sellers
- 20
Breadth -3 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 (32)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only HD (5)
Brevan Howard Capital Management LP, Citadel Advisors LLC, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Point72 Asset Management LP
Only AMZN (30)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Coatue Management LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Glenview Capital Management LLC, Harris Associates LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Third Point LLC, Tiger Global Management LLC, and 5 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.