Holders over time
- OSK
- TSLA
| Quarter | OSK | TSLA |
|---|---|---|
| Q3 2020 | 9 holders, $567m | 33 holders, $52.5bn |
| Q4 2020 | 15 holders, $517m | 33 holders, $78.8bn |
| Q1 2021 | 7 holders, $979m | 32 holders, $60.5bn |
| Q2 2021 | 11 holders, $1.2bn | 34 holders, $57.9bn |
| Q3 2021 | 7 holders, $846m | 29 holders, $65.0bn |
| Q4 2021 | 7 holders, $1.0bn | 44 holders, $90.0bn |
| Q1 2022 | 5 holders, $761m | 38 holders, $93.9bn |
| Q2 2022 | 9 holders, $648m | 37 holders, $56.6bn |
| Q3 2022 | 8 holders, $510m | 41 holders, $68.2bn |
| Q4 2022 | 8 holders, $633m | 37 holders, $43.7bn |
| Q1 2023 | 7 holders, $492m | 33 holders, $39.6bn |
| Q2 2023 | 10 holders, $306m | 32 holders, $46.9bn |
| Q3 2023 | 18 holders, $621m | 33 holders, $41.9bn |
| Q4 2023 | 13 holders, $441m | 28 holders, $41.2bn |
| Q1 2024 | 9 holders, $371m | 32 holders, $26.9bn |
| Q2 2024 | 7 holders, $237m | 33 holders, $32.6bn |
| Q3 2024 | 10 holders, $239m | 37 holders, $45.5bn |
| Q4 2024 | 11 holders, $290m | 44 holders, $74.6bn |
| Q1 2025 | 11 holders, $307m | 41 holders, $43.6bn |
| Q2 2025 | 6 holders, $290m | 40 holders, $52.7bn |
| Q3 2025 | 8 holders, $440m | 41 holders, $82.7bn |
| Q4 2025 | 8 holders, $520m | 43 holders, $101bn |
| Q1 2026 | 5 holders, $502m | 41 holders, $84.4bn |
| Q2 2026 | 6 holders, $962m | 43 holders, $94.7bn |
Oshkosh Corp
- Holders
- 11
- Reported value
- $290m
- Buyers
- 5
- Sellers
- 5
Breadth 0 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 (10)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only OSK (1)
Only TSLA (34)
Acadian Asset Management LLC, Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, and 9 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.