Holders over time
- KMX
- AMZN
| Quarter | KMX | AMZN |
|---|---|---|
| Q3 2020 | 16 holders, $3.0bn | 63 holders, $195bn |
| Q4 2020 | 17 holders, $3.3bn | 65 holders, $198bn |
| Q1 2021 | 19 holders, $4.0bn | 65 holders, $193bn |
| Q2 2021 | 16 holders, $3.9bn | 66 holders, $221bn |
| Q3 2021 | 14 holders, $3.8bn | 59 holders, $199bn |
| Q4 2021 | 15 holders, $4.3bn | 66 holders, $209bn |
| Q1 2022 | 13 holders, $3.2bn | 66 holders, $201bn |
| Q2 2022 | 11 holders, $2.8bn | 58 holders, $125bn |
| Q3 2022 | 9 holders, $2.0bn | 60 holders, $136bn |
| Q4 2022 | 13 holders, $2.1bn | 56 holders, $93.6bn |
| Q1 2023 | 12 holders, $1.9bn | 61 holders, $112bn |
| Q2 2023 | 13 holders, $2.3bn | 64 holders, $144bn |
| Q3 2023 | 12 holders, $1.8bn | 65 holders, $141bn |
| Q4 2023 | 17 holders, $2.0bn | 69 holders, $172bn |
| Q1 2024 | 18 holders, $2.2bn | 69 holders, $209bn |
| Q2 2024 | 18 holders, $1.6bn | 70 holders, $224bn |
| Q3 2024 | 17 holders, $1.0bn | 62 holders, $206bn |
| Q4 2024 | 19 holders, $1.3bn | 68 holders, $250bn |
| Q1 2025 | 23 holders, $1.5bn | 70 holders, $218bn |
| Q2 2025 | 19 holders, $1.3bn | 71 holders, $253bn |
| Q3 2025 | 11 holders, $650m | 69 holders, $244bn |
| Q4 2025 | 12 holders, $1.0bn | 74 holders, $280bn |
| Q1 2026 | 12 holders, $1.4bn | 70 holders, $261bn |
| Q2 2026 | 12 holders, $1.4bn | 72 holders, $305bn |
Carmax Inc
- Holders
- 19
- Reported value
- $1.3bn
- Buyers
- 12
- Sellers
- 5
Breadth +7 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 (13)
AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd
Only KMX (6)
Akre Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP
Only AMZN (55)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, and 30 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.