Holders over time
- INTU
- AMZN
| Quarter | INTU | AMZN |
|---|---|---|
| Q3 2020 | 26 holders, $14.3bn | 63 holders, $195bn |
| Q4 2020 | 31 holders, $17.7bn | 65 holders, $198bn |
| Q1 2021 | 31 holders, $17.8bn | 65 holders, $193bn |
| Q2 2021 | 26 holders, $22.7bn | 66 holders, $221bn |
| Q3 2021 | 35 holders, $24.0bn | 59 holders, $199bn |
| Q4 2021 | 37 holders, $27.9bn | 66 holders, $209bn |
| Q1 2022 | 35 holders, $19.8bn | 66 holders, $201bn |
| Q2 2022 | 38 holders, $16.3bn | 58 holders, $125bn |
| Q3 2022 | 33 holders, $15.7bn | 60 holders, $136bn |
| Q4 2022 | 36 holders, $16.7bn | 56 holders, $93.6bn |
| Q1 2023 | 32 holders, $18.0bn | 61 holders, $112bn |
| Q2 2023 | 33 holders, $16.8bn | 64 holders, $144bn |
| Q3 2023 | 36 holders, $17.7bn | 65 holders, $141bn |
| Q4 2023 | 29 holders, $21.7bn | 69 holders, $172bn |
| Q1 2024 | 29 holders, $22.0bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $21.4bn | 70 holders, $224bn |
| Q3 2024 | 38 holders, $20.2bn | 62 holders, $206bn |
| Q4 2024 | 34 holders, $22.1bn | 68 holders, $250bn |
| Q1 2025 | 41 holders, $23.1bn | 70 holders, $218bn |
| Q2 2025 | 44 holders, $26.6bn | 71 holders, $253bn |
| Q3 2025 | 39 holders, $20.0bn | 69 holders, $244bn |
| Q4 2025 | 30 holders, $22.2bn | 74 holders, $280bn |
| Q1 2026 | 30 holders, $14.0bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $8.7bn | 72 holders, $305bn |
Intuit
- Holders
- 38
- Reported value
- $20.2bn
- Buyers
- 20
- Sellers
- 16
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 (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Caxton Associates LLP, Coatue Management LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd
Only INTU (8)
Brevan Howard Capital Management LP, Citadel Advisors LLC, Durable Capital Partners LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Holocene Advisors LP, Two Sigma Investments LP, Woodline Partners LP
Only AMZN (32)
Altimeter Capital Management LP, Appaloosa LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, and 7 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.