Holders over time
- TSLA
- SBUX
| Quarter | TSLA | SBUX |
|---|---|---|
| Q3 2020 | 33 holders, $52.5bn | 28 holders, $6.3bn |
| Q4 2020 | 33 holders, $78.8bn | 26 holders, $9.0bn |
| Q1 2021 | 32 holders, $60.5bn | 29 holders, $9.4bn |
| Q2 2021 | 34 holders, $57.9bn | 31 holders, $9.6bn |
| Q3 2021 | 29 holders, $65.0bn | 30 holders, $9.2bn |
| Q4 2021 | 44 holders, $90.0bn | 25 holders, $9.8bn |
| Q1 2022 | 38 holders, $93.9bn | 33 holders, $8.6bn |
| Q2 2022 | 37 holders, $56.6bn | 29 holders, $8.2bn |
| Q3 2022 | 41 holders, $68.2bn | 28 holders, $8.8bn |
| Q4 2022 | 37 holders, $43.7bn | 30 holders, $9.5bn |
| Q1 2023 | 33 holders, $39.6bn | 39 holders, $9.5bn |
| Q2 2023 | 32 holders, $46.9bn | 31 holders, $8.9bn |
| Q3 2023 | 33 holders, $41.9bn | 30 holders, $8.6bn |
| Q4 2023 | 28 holders, $41.2bn | 33 holders, $6.6bn |
| Q1 2024 | 32 holders, $26.9bn | 30 holders, $5.5bn |
| Q2 2024 | 33 holders, $32.6bn | 31 holders, $5.6bn |
| Q3 2024 | 37 holders, $45.5bn | 28 holders, $13.3bn |
| Q4 2024 | 44 holders, $74.6bn | 31 holders, $15.2bn |
| Q1 2025 | 41 holders, $43.6bn | 26 holders, $20.2bn |
| Q2 2025 | 40 holders, $52.7bn | 20 holders, $22.5bn |
| Q3 2025 | 41 holders, $82.7bn | 21 holders, $19.8bn |
| Q4 2025 | 43 holders, $101bn | 18 holders, $21.2bn |
| Q1 2026 | 41 holders, $84.4bn | 20 holders, $26.2bn |
| Q2 2026 | 43 holders, $94.7bn | 19 holders, $29.5bn |
Tesla Inc
- Holders
- 44
- Reported value
- $74.6bn
- Buyers
- 30
- Sellers
- 16
Breadth +14 among 94 comparable managers.
Starbucks Corp
- Holders
- 31
- Reported value
- $15.2bn
- Buyers
- 23
- Sellers
- 9
Breadth +14 among 94 comparable managers.
Who holds both, Q4 2024
Both (20)
AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only TSLA (24)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group 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, Voloridge Investment Management LLC
Only SBUX (11)
Citadel Advisors LLC, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Lone Pine Capital LLC, Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Steadfast Capital Management LP, Viking Global Investors LP, Winton Group Ltd
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.