Holders over time
- ORCL
- AMZN
| Quarter | ORCL | AMZN |
|---|---|---|
| Q3 2020 | 29 holders, $8.1bn | 63 holders, $195bn |
| Q4 2020 | 22 holders, $8.2bn | 65 holders, $198bn |
| Q1 2021 | 25 holders, $8.8bn | 65 holders, $193bn |
| Q2 2021 | 21 holders, $8.9bn | 66 holders, $221bn |
| Q3 2021 | 24 holders, $9.6bn | 59 holders, $199bn |
| Q4 2021 | 26 holders, $10.0bn | 66 holders, $209bn |
| Q1 2022 | 27 holders, $10.2bn | 66 holders, $201bn |
| Q2 2022 | 31 holders, $9.4bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $7.9bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $22.1bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $12.7bn | 61 holders, $112bn |
| Q2 2023 | 34 holders, $18.7bn | 64 holders, $144bn |
| Q3 2023 | 24 holders, $15.6bn | 65 holders, $141bn |
| Q4 2023 | 35 holders, $15.1bn | 69 holders, $172bn |
| Q1 2024 | 36 holders, $17.6bn | 69 holders, $209bn |
| Q2 2024 | 34 holders, $20.4bn | 70 holders, $224bn |
| Q3 2024 | 33 holders, $25.8bn | 62 holders, $206bn |
| Q4 2024 | 30 holders, $24.1bn | 68 holders, $250bn |
| Q1 2025 | 34 holders, $20.4bn | 70 holders, $218bn |
| Q2 2025 | 45 holders, $33.0bn | 71 holders, $253bn |
| Q3 2025 | 36 holders, $46.8bn | 69 holders, $244bn |
| Q4 2025 | 36 holders, $30.4bn | 74 holders, $280bn |
| Q1 2026 | 37 holders, $21.3bn | 70 holders, $261bn |
| Q2 2026 | 36 holders, $24.2bn | 72 holders, $305bn |
Oracle Corp
- Holders
- 33
- Reported value
- $25.8bn
- Buyers
- 17
- Sellers
- 17
Breadth 0 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 (29)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Winton Group Ltd
Only ORCL (4)
Brevan Howard Capital Management LP, Citadel Advisors LLC, First Eagle Investment Management LLC, Holocene Advisors LP
Only AMZN (33)
Altimeter Capital Management LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Glenview Capital Management LLC, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Quantbot Technologies LP, Rokos Capital Management LLP, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, and 8 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.