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
- 34
- Reported value
- $22.1bn
- Buyers
- 20
- Sellers
- 14
Breadth +6 among 94 comparable managers.
Amazon Com Inc
- Holders
- 68
- Reported value
- $250bn
- Buyers
- 35
- Sellers
- 31
Breadth +4 among 94 comparable managers.
Who holds both, Q4 2024
Both (31)
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, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
Only INTU (3)
Durable Capital Partners LP, Farallon Capital Management LLC, Freestone Grove Partners LP
Only AMZN (37)
Altimeter Capital Management LP, Appaloosa LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, 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, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, and 12 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.