Holders over time
- YUMC
- TSLA
| Quarter | YUMC | TSLA |
|---|---|---|
| Q3 2020 | 11 holders, $3.3bn | 33 holders, $52.5bn |
| Q4 2020 | 16 holders, $4.1bn | 33 holders, $78.8bn |
| Q1 2021 | 12 holders, $4.1bn | 32 holders, $60.5bn |
| Q2 2021 | 11 holders, $4.3bn | 34 holders, $57.9bn |
| Q3 2021 | 9 holders, $4.3bn | 29 holders, $65.0bn |
| Q4 2021 | 10 holders, $3.7bn | 44 holders, $90.0bn |
| Q1 2022 | 10 holders, $3.3bn | 38 holders, $93.9bn |
| Q2 2022 | 15 holders, $4.4bn | 37 holders, $56.6bn |
| Q3 2022 | 14 holders, $4.3bn | 41 holders, $68.2bn |
| Q4 2022 | 16 holders, $4.7bn | 37 holders, $43.7bn |
| Q1 2023 | 13 holders, $5.3bn | 33 holders, $39.6bn |
| Q2 2023 | 17 holders, $4.5bn | 32 holders, $46.9bn |
| Q3 2023 | 14 holders, $4.2bn | 33 holders, $41.9bn |
| Q4 2023 | 13 holders, $3.2bn | 28 holders, $41.2bn |
| Q1 2024 | 14 holders, $2.5bn | 32 holders, $26.9bn |
| Q2 2024 | 14 holders, $2.0bn | 33 holders, $32.6bn |
| Q3 2024 | 17 holders, $2.3bn | 37 holders, $45.5bn |
| Q4 2024 | 13 holders, $2.0bn | 44 holders, $74.6bn |
| Q1 2025 | 15 holders, $2.6bn | 41 holders, $43.6bn |
| Q2 2025 | 8 holders, $1.3bn | 40 holders, $52.7bn |
| Q3 2025 | 9 holders, $1.1bn | 41 holders, $82.7bn |
| Q4 2025 | 8 holders, $1.1bn | 43 holders, $101bn |
| Q1 2026 | 9 holders, $810m | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $603m | 43 holders, $94.7bn |
Yum China HLDGS Inc
- Holders
- 13
- Reported value
- $2.0bn
- Buyers
- 3
- Sellers
- 12
Breadth -9 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)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only YUMC (3)
Dodge & Cox, Oaktree Capital Management LP, Polen Capital Management LLC
Only TSLA (34)
Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, 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.