Holders over time
- KMX
- TSLA
| Quarter | KMX | TSLA |
|---|---|---|
| Q3 2020 | 16 holders, $3.0bn | 33 holders, $52.5bn |
| Q4 2020 | 17 holders, $3.3bn | 33 holders, $78.8bn |
| Q1 2021 | 19 holders, $4.0bn | 32 holders, $60.5bn |
| Q2 2021 | 16 holders, $3.9bn | 34 holders, $57.9bn |
| Q3 2021 | 14 holders, $3.8bn | 29 holders, $65.0bn |
| Q4 2021 | 15 holders, $4.3bn | 44 holders, $90.0bn |
| Q1 2022 | 13 holders, $3.2bn | 38 holders, $93.9bn |
| Q2 2022 | 11 holders, $2.8bn | 37 holders, $56.6bn |
| Q3 2022 | 9 holders, $2.0bn | 41 holders, $68.2bn |
| Q4 2022 | 13 holders, $2.1bn | 37 holders, $43.7bn |
| Q1 2023 | 12 holders, $1.9bn | 33 holders, $39.6bn |
| Q2 2023 | 13 holders, $2.3bn | 32 holders, $46.9bn |
| Q3 2023 | 12 holders, $1.8bn | 33 holders, $41.9bn |
| Q4 2023 | 17 holders, $2.0bn | 28 holders, $41.2bn |
| Q1 2024 | 18 holders, $2.2bn | 32 holders, $26.9bn |
| Q2 2024 | 18 holders, $1.6bn | 33 holders, $32.6bn |
| Q3 2024 | 17 holders, $1.0bn | 37 holders, $45.5bn |
| Q4 2024 | 19 holders, $1.3bn | 44 holders, $74.6bn |
| Q1 2025 | 23 holders, $1.5bn | 41 holders, $43.6bn |
| Q2 2025 | 19 holders, $1.3bn | 40 holders, $52.7bn |
| Q3 2025 | 11 holders, $650m | 41 holders, $82.7bn |
| Q4 2025 | 12 holders, $1.0bn | 43 holders, $101bn |
| Q1 2026 | 12 holders, $1.4bn | 41 holders, $84.4bn |
| Q2 2026 | 12 holders, $1.4bn | 43 holders, $94.7bn |
Carmax Inc
- Holders
- 19
- Reported value
- $1.3bn
- Buyers
- 12
- Sellers
- 5
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 (13)
AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC
Only KMX (6)
Akre Capital Management LLC, Markel Group Inc, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Winton Group Ltd
Only TSLA (31)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, 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.