Holders over time
- MCD
- AMZN
| Quarter | MCD | AMZN |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 63 holders, $195bn |
| Q4 2020 | 35 holders, $16.2bn | 65 holders, $198bn |
| Q1 2021 | 34 holders, $16.0bn | 65 holders, $193bn |
| Q2 2021 | 33 holders, $15.2bn | 66 holders, $221bn |
| Q3 2021 | 27 holders, $15.7bn | 59 holders, $199bn |
| Q4 2021 | 25 holders, $15.8bn | 66 holders, $209bn |
| Q1 2022 | 29 holders, $15.1bn | 66 holders, $201bn |
| Q2 2022 | 31 holders, $14.4bn | 58 holders, $125bn |
| Q3 2022 | 31 holders, $13.0bn | 60 holders, $136bn |
| Q4 2022 | 33 holders, $15.1bn | 56 holders, $93.6bn |
| Q1 2023 | 37 holders, $16.7bn | 61 holders, $112bn |
| Q2 2023 | 39 holders, $17.4bn | 64 holders, $144bn |
| Q3 2023 | 33 holders, $13.3bn | 65 holders, $141bn |
| Q4 2023 | 25 holders, $13.5bn | 69 holders, $172bn |
| Q1 2024 | 32 holders, $13.2bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $14.3bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $17.3bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $14.4bn | 68 holders, $250bn |
| Q1 2025 | 28 holders, $15.2bn | 70 holders, $218bn |
| Q2 2025 | 37 holders, $14.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $14.1bn | 69 holders, $244bn |
| Q4 2025 | 36 holders, $14.4bn | 74 holders, $280bn |
| Q1 2026 | 27 holders, $13.4bn | 70 holders, $261bn |
| Q2 2026 | 28 holders, $11.9bn | 72 holders, $305bn |
McDonald's Corp
- Holders
- 24
- Reported value
- $14.4bn
- Buyers
- 9
- Sellers
- 17
Breadth -8 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 (24)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only MCD (0)
None.
Only AMZN (44)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Discovery Capital Management LLC, Egerton Capital UK LLP, GAMCO Investors Inc, Glenview Capital Management LLC, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, and 19 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.