Holders over time
- MCD
- TSLA
| Quarter | MCD | TSLA |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 33 holders, $52.5bn |
| Q4 2020 | 35 holders, $16.2bn | 33 holders, $78.8bn |
| Q1 2021 | 34 holders, $16.0bn | 32 holders, $60.5bn |
| Q2 2021 | 33 holders, $15.2bn | 34 holders, $57.9bn |
| Q3 2021 | 27 holders, $15.7bn | 29 holders, $65.0bn |
| Q4 2021 | 25 holders, $15.8bn | 44 holders, $90.0bn |
| Q1 2022 | 29 holders, $15.1bn | 38 holders, $93.9bn |
| Q2 2022 | 31 holders, $14.4bn | 37 holders, $56.6bn |
| Q3 2022 | 31 holders, $13.0bn | 41 holders, $68.2bn |
| Q4 2022 | 33 holders, $15.1bn | 37 holders, $43.7bn |
| Q1 2023 | 37 holders, $16.7bn | 33 holders, $39.6bn |
| Q2 2023 | 39 holders, $17.4bn | 32 holders, $46.9bn |
| Q3 2023 | 33 holders, $13.3bn | 33 holders, $41.9bn |
| Q4 2023 | 25 holders, $13.5bn | 28 holders, $41.2bn |
| Q1 2024 | 32 holders, $13.2bn | 32 holders, $26.9bn |
| Q2 2024 | 30 holders, $14.3bn | 33 holders, $32.6bn |
| Q3 2024 | 27 holders, $17.3bn | 37 holders, $45.5bn |
| Q4 2024 | 24 holders, $14.4bn | 44 holders, $74.6bn |
| Q1 2025 | 28 holders, $15.2bn | 41 holders, $43.6bn |
| Q2 2025 | 37 holders, $14.1bn | 40 holders, $52.7bn |
| Q3 2025 | 35 holders, $14.1bn | 41 holders, $82.7bn |
| Q4 2025 | 36 holders, $14.4bn | 43 holders, $101bn |
| Q1 2026 | 27 holders, $13.4bn | 41 holders, $84.4bn |
| Q2 2026 | 28 holders, $11.9bn | 43 holders, $94.7bn |
McDonald's Corp
- Holders
- 27
- Reported value
- $17.3bn
- Buyers
- 20
- Sellers
- 8
Breadth +12 among 94 comparable managers.
Tesla Inc
- Holders
- 37
- Reported value
- $45.5bn
- Buyers
- 28
- Sellers
- 9
Breadth +19 among 94 comparable managers.
Who holds both, Q3 2024
Both (19)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP
Only MCD (8)
Bridgewater Associates LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Maverick Capital Ltd, Neuberger Berman Group LLC, Walleye Capital LLC, Woodline Partners LP
Only TSLA (18)
Acadian Asset Management LLC, Altimeter Capital Management LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Third Point LLC, Winton Group Ltd
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.