Holders over time
- OSK
- AMZN
| Quarter | OSK | AMZN |
|---|---|---|
| Q3 2020 | 9 holders, $567m | 63 holders, $195bn |
| Q4 2020 | 15 holders, $517m | 65 holders, $198bn |
| Q1 2021 | 7 holders, $979m | 65 holders, $193bn |
| Q2 2021 | 11 holders, $1.2bn | 66 holders, $221bn |
| Q3 2021 | 7 holders, $846m | 59 holders, $199bn |
| Q4 2021 | 7 holders, $1.0bn | 66 holders, $209bn |
| Q1 2022 | 5 holders, $761m | 66 holders, $201bn |
| Q2 2022 | 9 holders, $648m | 58 holders, $125bn |
| Q3 2022 | 8 holders, $510m | 60 holders, $136bn |
| Q4 2022 | 8 holders, $633m | 56 holders, $93.6bn |
| Q1 2023 | 7 holders, $492m | 61 holders, $112bn |
| Q2 2023 | 10 holders, $306m | 64 holders, $144bn |
| Q3 2023 | 18 holders, $621m | 65 holders, $141bn |
| Q4 2023 | 13 holders, $441m | 69 holders, $172bn |
| Q1 2024 | 9 holders, $371m | 69 holders, $209bn |
| Q2 2024 | 7 holders, $237m | 70 holders, $224bn |
| Q3 2024 | 10 holders, $239m | 62 holders, $206bn |
| Q4 2024 | 11 holders, $290m | 68 holders, $250bn |
| Q1 2025 | 11 holders, $307m | 70 holders, $218bn |
| Q2 2025 | 6 holders, $290m | 71 holders, $253bn |
| Q3 2025 | 8 holders, $440m | 69 holders, $244bn |
| Q4 2025 | 8 holders, $520m | 74 holders, $280bn |
| Q1 2026 | 5 holders, $502m | 70 holders, $261bn |
| Q2 2026 | 6 holders, $962m | 72 holders, $305bn |
Oshkosh Corp
- Holders
- 11
- Reported value
- $290m
- Buyers
- 5
- Sellers
- 5
Breadth 0 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 (9)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, Hudson Bay Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only AMZN (59)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global 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, Holocene Advisors LP, and 34 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.