Holders over time
- MCD
- TSLA
| Quarter | MCD | TSLA |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 33 holders, $52.5bn |
| Q4 2020 | 35 holders, $16.2bn | 33 holders, $78.8bn |
| Q1 2021 | 34 holders, $16.0bn | 32 holders, $60.5bn |
| Q2 2021 | 33 holders, $15.2bn | 34 holders, $57.9bn |
| Q3 2021 | 27 holders, $15.7bn | 29 holders, $65.0bn |
| Q4 2021 | 25 holders, $15.8bn | 44 holders, $90.0bn |
| Q1 2022 | 29 holders, $15.1bn | 38 holders, $93.9bn |
| Q2 2022 | 31 holders, $14.4bn | 37 holders, $56.6bn |
| Q3 2022 | 31 holders, $13.0bn | 41 holders, $68.2bn |
| Q4 2022 | 33 holders, $15.1bn | 37 holders, $43.7bn |
| Q1 2023 | 37 holders, $16.7bn | 33 holders, $39.6bn |
| Q2 2023 | 39 holders, $17.4bn | 32 holders, $46.9bn |
| Q3 2023 | 33 holders, $13.3bn | 33 holders, $41.9bn |
| Q4 2023 | 25 holders, $13.5bn | 28 holders, $41.2bn |
| Q1 2024 | 32 holders, $13.2bn | 32 holders, $26.9bn |
| Q2 2024 | 30 holders, $14.3bn | 33 holders, $32.6bn |
| Q3 2024 | 27 holders, $17.3bn | 37 holders, $45.5bn |
| Q4 2024 | 24 holders, $14.4bn | 44 holders, $74.6bn |
| Q1 2025 | 28 holders, $15.2bn | 41 holders, $43.6bn |
| Q2 2025 | 37 holders, $14.1bn | 40 holders, $52.7bn |
| Q3 2025 | 35 holders, $14.1bn | 41 holders, $82.7bn |
| Q4 2025 | 36 holders, $14.4bn | 43 holders, $101bn |
| Q1 2026 | 27 holders, $13.4bn | 41 holders, $84.4bn |
| Q2 2026 | 28 holders, $11.9bn | 43 holders, $94.7bn |
McDonald's Corp
- Holders
- 24
- Reported value
- $14.4bn
- Buyers
- 9
- Sellers
- 17
Breadth -8 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 (19)
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, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Maverick Capital Ltd, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MCD (5)
Davidson Kempner Capital Management LP, Dodge & Cox, Harris Associates LP, Moore Capital Management LP, Walleye Capital LLC
Only TSLA (25)
Acadian Asset Management LLC, Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Third Point LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, 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.