Holders over time
- WSM
- TSLA
| Quarter | WSM | TSLA |
|---|---|---|
| Q3 2020 | 17 holders, $1.7bn | 33 holders, $52.5bn |
| Q4 2020 | 13 holders, $1.7bn | 33 holders, $78.8bn |
| Q1 2021 | 15 holders, $2.8bn | 32 holders, $60.5bn |
| Q2 2021 | 17 holders, $2.3bn | 34 holders, $57.9bn |
| Q3 2021 | 15 holders, $2.5bn | 29 holders, $65.0bn |
| Q4 2021 | 12 holders, $2.3bn | 44 holders, $90.0bn |
| Q1 2022 | 12 holders, $2.0bn | 38 holders, $93.9bn |
| Q2 2022 | 16 holders, $1.7bn | 37 holders, $56.6bn |
| Q3 2022 | 14 holders, $1.7bn | 41 holders, $68.2bn |
| Q4 2022 | 14 holders, $1.6bn | 37 holders, $43.7bn |
| Q1 2023 | 13 holders, $1.7bn | 33 holders, $39.6bn |
| Q2 2023 | 17 holders, $1.9bn | 32 holders, $46.9bn |
| Q3 2023 | 14 holders, $2.1bn | 33 holders, $41.9bn |
| Q4 2023 | 14 holders, $2.4bn | 28 holders, $41.2bn |
| Q1 2024 | 16 holders, $3.8bn | 32 holders, $26.9bn |
| Q2 2024 | 13 holders, $2.5bn | 33 holders, $32.6bn |
| Q3 2024 | 15 holders, $2.5bn | 37 holders, $45.5bn |
| Q4 2024 | 15 holders, $2.8bn | 44 holders, $74.6bn |
| Q1 2025 | 15 holders, $1.8bn | 41 holders, $43.6bn |
| Q2 2025 | 15 holders, $972m | 40 holders, $52.7bn |
| Q3 2025 | 11 holders, $1.7bn | 41 holders, $82.7bn |
| Q4 2025 | 8 holders, $1.1bn | 43 holders, $101bn |
| Q1 2026 | 6 holders, $1.1bn | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $774m | 43 holders, $94.7bn |
Williams Sonoma Inc
- Holders
- 15
- Reported value
- $2.8bn
- Buyers
- 9
- Sellers
- 9
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 (13)
AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Squarepoint Ops LLC, Verition Fund Management LLC
Only WSM (2)
Only TSLA (31)
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, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Third Point LLC, and 6 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.