Holders over time
- WEN
- TSLA
| Quarter | WEN | TSLA |
|---|---|---|
| Q3 2020 | 13 holders, $1.2bn | 33 holders, $52.5bn |
| Q4 2020 | 13 holders, $1.2bn | 33 holders, $78.8bn |
| Q1 2021 | 18 holders, $1.2bn | 32 holders, $60.5bn |
| Q2 2021 | 11 holders, $1.1bn | 34 holders, $57.9bn |
| Q3 2021 | 13 holders, $1.1bn | 29 holders, $65.0bn |
| Q4 2021 | 12 holders, $1.3bn | 44 holders, $90.0bn |
| Q1 2022 | 11 holders, $1.2bn | 38 holders, $93.9bn |
| Q2 2022 | 11 holders, $956m | 37 holders, $56.6bn |
| Q3 2022 | 11 holders, $1.1bn | 41 holders, $68.2bn |
| Q4 2022 | 14 holders, $1.2bn | 37 holders, $43.7bn |
| Q1 2023 | 13 holders, $1.1bn | 33 holders, $39.6bn |
| Q2 2023 | 10 holders, $1.0bn | 32 holders, $46.9bn |
| Q3 2023 | 11 holders, $1.3bn | 33 holders, $41.9bn |
| Q4 2023 | 13 holders, $1.2bn | 28 holders, $41.2bn |
| Q1 2024 | 12 holders, $1.2bn | 32 holders, $26.9bn |
| Q2 2024 | 13 holders, $1.1bn | 33 holders, $32.6bn |
| Q3 2024 | 10 holders, $1.2bn | 37 holders, $45.5bn |
| Q4 2024 | 10 holders, $1.0bn | 44 holders, $74.6bn |
| Q1 2025 | 10 holders, $939m | 41 holders, $43.6bn |
| Q2 2025 | 10 holders, $831m | 40 holders, $52.7bn |
| Q3 2025 | 7 holders, $524m | 41 holders, $82.7bn |
| Q4 2025 | 6 holders, $445m | 43 holders, $101bn |
| Q1 2026 | 3 holders, $254m | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $312m | 43 holders, $94.7bn |
Wendys Co
- Holders
- 10
- Reported value
- $1.0bn
- Buyers
- 7
- Sellers
- 3
Breadth +4 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 (7)
AQR Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Janus Henderson Group Ltd, Quantbot Technologies LP, Squarepoint Ops LLC, Verition Fund Management LLC
Only TSLA (37)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 12 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.