Holders over time
- ADBE
- AMZN
| Quarter | ADBE | AMZN |
|---|---|---|
| Q3 2020 | 42 holders, $38.5bn | 63 holders, $195bn |
| Q4 2020 | 39 holders, $38.0bn | 65 holders, $198bn |
| Q1 2021 | 38 holders, $35.2bn | 65 holders, $193bn |
| Q2 2021 | 30 holders, $42.1bn | 66 holders, $221bn |
| Q3 2021 | 37 holders, $41.8bn | 59 holders, $199bn |
| Q4 2021 | 35 holders, $38.7bn | 66 holders, $209bn |
| Q1 2022 | 39 holders, $26.6bn | 66 holders, $201bn |
| Q2 2022 | 35 holders, $19.6bn | 58 holders, $125bn |
| Q3 2022 | 44 holders, $14.4bn | 60 holders, $136bn |
| Q4 2022 | 41 holders, $40.8bn | 56 holders, $93.6bn |
| Q1 2023 | 41 holders, $18.0bn | 61 holders, $112bn |
| Q2 2023 | 43 holders, $23.6bn | 64 holders, $144bn |
| Q3 2023 | 44 holders, $24.6bn | 65 holders, $141bn |
| Q4 2023 | 43 holders, $30.1bn | 69 holders, $172bn |
| Q1 2024 | 46 holders, $24.4bn | 69 holders, $209bn |
| Q2 2024 | 44 holders, $26.2bn | 70 holders, $224bn |
| Q3 2024 | 47 holders, $23.6bn | 62 holders, $206bn |
| Q4 2024 | 44 holders, $17.0bn | 68 holders, $250bn |
| Q1 2025 | 43 holders, $14.2bn | 70 holders, $218bn |
| Q2 2025 | 40 holders, $15.1bn | 71 holders, $253bn |
| Q3 2025 | 33 holders, $13.6bn | 69 holders, $244bn |
| Q4 2025 | 36 holders, $17.3bn | 74 holders, $280bn |
| Q1 2026 | 32 holders, $11.8bn | 70 holders, $261bn |
| Q2 2026 | 24 holders, $7.9bn | 72 holders, $305bn |
Adobe Inc
- Holders
- 43
- Reported value
- $14.2bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 95 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $218bn
- Buyers
- 39
- Sellers
- 31
Breadth +8 among 95 comparable managers.
Who holds both, Q1 2025
Both (42)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, 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., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, and 2 more
Only ADBE (1)
Only AMZN (28)
Altimeter Capital Management LP, Appaloosa LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, D1 Capital Partners LP, Egerton Capital UK LLP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Quantbot Technologies LP, Rokos Capital Management LLP, Soroban Capital Partners LP, Soros Fund Management LLC, Susquehanna International Group LLP, Third Point LLC, Tiger Global Management LLC, ValueAct Holdings LP, and 3 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.