Holders over time
- ZM
- META
| Quarter | ZM | META |
|---|---|---|
| Q3 2020 | 30 holders, $13.1bn | 65 holders, $131bn |
| Q4 2020 | 35 holders, $9.9bn | 68 holders, $137bn |
| Q1 2021 | 24 holders, $12.2bn | 71 holders, $147bn |
| Q2 2021 | 26 holders, $19.2bn | 64 holders, $173bn |
| Q3 2021 | 25 holders, $15.0bn | 64 holders, $164bn |
| Q4 2021 | 21 holders, $10.5bn | 57 holders, $150bn |
| Q1 2022 | 21 holders, $6.0bn | 53 holders, $93.4bn |
| Q2 2022 | 16 holders, $4.8bn | 58 holders, $65.9bn |
| Q3 2022 | 14 holders, $2.7bn | 57 holders, $53.0bn |
| Q4 2022 | 10 holders, $2.4bn | 58 holders, $56.5bn |
| Q1 2023 | 16 holders, $3.2bn | 57 holders, $80.0bn |
| Q2 2023 | 13 holders, $2.1bn | 64 holders, $112bn |
| Q3 2023 | 11 holders, $2.1bn | 67 holders, $120bn |
| Q4 2023 | 19 holders, $2.8bn | 67 holders, $143bn |
| Q1 2024 | 15 holders, $2.3bn | 70 holders, $193bn |
| Q2 2024 | 10 holders, $1.8bn | 65 holders, $195bn |
| Q3 2024 | 13 holders, $2.2bn | 66 holders, $218bn |
| Q4 2024 | 13 holders, $2.7bn | 65 holders, $224bn |
| Q1 2025 | 12 holders, $2.0bn | 67 holders, $214bn |
| Q2 2025 | 11 holders, $2.3bn | 62 holders, $270bn |
| Q3 2025 | 15 holders, $2.9bn | 67 holders, $256bn |
| Q4 2025 | 14 holders, $3.2bn | 58 holders, $224bn |
| Q1 2026 | 11 holders, $2.5bn | 64 holders, $201bn |
| Q2 2026 | 16 holders, $2.6bn | 61 holders, $188bn |
Zoom Communications Inc
- Holders
- 13
- Reported value
- $2.7bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 94 comparable managers.
Meta Platforms Inc
- Holders
- 65
- Reported value
- $224bn
- Buyers
- 32
- Sellers
- 32
Breadth 0 among 94 comparable managers.
Who holds both, Q4 2024
Both (13)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Man Group PLC, Point72 Asset Management LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only ZM (0)
None.
Only META (52)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 27 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.