Holders over time
- YUM
- TSLA
| Quarter | YUM | TSLA |
|---|---|---|
| Q3 2020 | 18 holders, $3.7bn | 33 holders, $52.5bn |
| Q4 2020 | 13 holders, $4.7bn | 33 holders, $78.8bn |
| Q1 2021 | 16 holders, $4.7bn | 32 holders, $60.5bn |
| Q2 2021 | 8 holders, $4.7bn | 34 holders, $57.9bn |
| Q3 2021 | 13 holders, $5.2bn | 29 holders, $65.0bn |
| Q4 2021 | 14 holders, $6.3bn | 44 holders, $90.0bn |
| Q1 2022 | 24 holders, $6.2bn | 38 holders, $93.9bn |
| Q2 2022 | 21 holders, $6.5bn | 37 holders, $56.6bn |
| Q3 2022 | 23 holders, $4.0bn | 41 holders, $68.2bn |
| Q4 2022 | 24 holders, $4.8bn | 37 holders, $43.7bn |
| Q1 2023 | 23 holders, $4.4bn | 33 holders, $39.6bn |
| Q2 2023 | 17 holders, $4.3bn | 32 holders, $46.9bn |
| Q3 2023 | 14 holders, $3.5bn | 33 holders, $41.9bn |
| Q4 2023 | 18 holders, $3.7bn | 28 holders, $41.2bn |
| Q1 2024 | 15 holders, $4.2bn | 32 holders, $26.9bn |
| Q2 2024 | 14 holders, $4.4bn | 33 holders, $32.6bn |
| Q3 2024 | 11 holders, $2.8bn | 37 holders, $45.5bn |
| Q4 2024 | 13 holders, $2.6bn | 44 holders, $74.6bn |
| Q1 2025 | 22 holders, $3.4bn | 41 holders, $43.6bn |
| Q2 2025 | 14 holders, $1.8bn | 40 holders, $52.7bn |
| Q3 2025 | 14 holders, $1.9bn | 41 holders, $82.7bn |
| Q4 2025 | 11 holders, $1.4bn | 43 holders, $101bn |
| Q1 2026 | 16 holders, $2.6bn | 41 holders, $84.4bn |
| Q2 2026 | 17 holders, $3.4bn | 43 holders, $94.7bn |
Yum Brands Inc
- Holders
- 11
- Reported value
- $2.8bn
- Buyers
- 6
- Sellers
- 7
Breadth -1 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 (6)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Invesco Ltd, T. Rowe Price Associates Inc
Only YUM (5)
Arrowstreet Capital LP, Bridgewater Associates LP, Markel Group Inc, Soroban Capital Partners LP, Voloridge Investment Management LLC
Only TSLA (31)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 6 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.