Holders over time
- DIS
- TSLA
| Quarter | DIS | TSLA |
|---|---|---|
| Q3 2020 | 42 holders, $14.2bn | 33 holders, $52.5bn |
| Q4 2020 | 44 holders, $25.0bn | 33 holders, $78.8bn |
| Q1 2021 | 47 holders, $24.2bn | 32 holders, $60.5bn |
| Q2 2021 | 38 holders, $24.0bn | 34 holders, $57.9bn |
| Q3 2021 | 31 holders, $22.0bn | 29 holders, $65.0bn |
| Q4 2021 | 34 holders, $19.0bn | 44 holders, $90.0bn |
| Q1 2022 | 36 holders, $13.3bn | 38 holders, $93.9bn |
| Q2 2022 | 36 holders, $10.0bn | 37 holders, $56.6bn |
| Q3 2022 | 30 holders, $9.6bn | 41 holders, $68.2bn |
| Q4 2022 | 31 holders, $9.3bn | 37 holders, $43.7bn |
| Q1 2023 | 30 holders, $10.3bn | 33 holders, $39.6bn |
| Q2 2023 | 36 holders, $8.9bn | 32 holders, $46.9bn |
| Q3 2023 | 35 holders, $9.4bn | 33 holders, $41.9bn |
| Q4 2023 | 39 holders, $12.5bn | 28 holders, $41.2bn |
| Q1 2024 | 33 holders, $18.7bn | 32 holders, $26.9bn |
| Q2 2024 | 41 holders, $13.0bn | 33 holders, $32.6bn |
| Q3 2024 | 33 holders, $13.9bn | 37 holders, $45.5bn |
| Q4 2024 | 40 holders, $16.1bn | 44 holders, $74.6bn |
| Q1 2025 | 46 holders, $14.1bn | 41 holders, $43.6bn |
| Q2 2025 | 42 holders, $18.2bn | 40 holders, $52.7bn |
| Q3 2025 | 40 holders, $17.3bn | 41 holders, $82.7bn |
| Q4 2025 | 40 holders, $18.6bn | 43 holders, $101bn |
| Q1 2026 | 35 holders, $16.3bn | 41 holders, $84.4bn |
| Q2 2026 | 26 holders, $15.2bn | 43 holders, $94.7bn |
Disney Walt Co
- Holders
- 40
- Reported value
- $16.1bn
- Buyers
- 23
- Sellers
- 16
Breadth +7 among 94 comparable managers.
Tesla Inc
- Holders
- 44
- Reported value
- $74.6bn
- Buyers
- 30
- Sellers
- 16
Breadth +14 among 94 comparable managers.
Who holds both, Q4 2024
Both (28)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only DIS (12)
Citadel Advisors LLC, Dodge & Cox, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, ValueAct Holdings LP, Walleye Capital LLC, Winton Group Ltd
Only TSLA (16)
Acadian Asset Management LLC, Altimeter Capital Management LP, ARK Investment Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, Freestone Grove Partners LP, Marshall Wace LLP, Maverick Capital Ltd, Quantbot Technologies LP, Susquehanna International Group LLP, Third Point LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
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.