Holders over time
- AZO
- HD
| Quarter | AZO | HD |
|---|---|---|
| Q3 2020 | 24 holders, $3.7bn | 34 holders, $35.3bn |
| Q4 2020 | 15 holders, $2.6bn | 35 holders, $33.8bn |
| Q1 2021 | 13 holders, $2.9bn | 28 holders, $38.9bn |
| Q2 2021 | 12 holders, $3.2bn | 23 holders, $40.0bn |
| Q3 2021 | 19 holders, $3.7bn | 19 holders, $40.3bn |
| Q4 2021 | 22 holders, $5.4bn | 28 holders, $49.9bn |
| Q1 2022 | 20 holders, $5.0bn | 38 holders, $33.3bn |
| Q2 2022 | 22 holders, $4.9bn | 36 holders, $29.9bn |
| Q3 2022 | 26 holders, $5.1bn | 33 holders, $29.8bn |
| Q4 2022 | 28 holders, $5.9bn | 24 holders, $33.3bn |
| Q1 2023 | 22 holders, $5.1bn | 25 holders, $31.2bn |
| Q2 2023 | 26 holders, $6.0bn | 31 holders, $32.5bn |
| Q3 2023 | 25 holders, $5.4bn | 37 holders, $31.3bn |
| Q4 2023 | 25 holders, $5.1bn | 30 holders, $34.1bn |
| Q1 2024 | 24 holders, $5.0bn | 31 holders, $36.5bn |
| Q2 2024 | 24 holders, $4.6bn | 34 holders, $29.2bn |
| Q3 2024 | 26 holders, $4.6bn | 37 holders, $34.4bn |
| Q4 2024 | 23 holders, $4.6bn | 42 holders, $31.7bn |
| Q1 2025 | 30 holders, $6.5bn | 36 holders, $27.8bn |
| Q2 2025 | 31 holders, $6.5bn | 40 holders, $28.8bn |
| Q3 2025 | 25 holders, $7.0bn | 36 holders, $33.0bn |
| Q4 2025 | 27 holders, $5.5bn | 38 holders, $28.9bn |
| Q1 2026 | 19 holders, $5.6bn | 35 holders, $30.6bn |
| Q2 2026 | 17 holders, $5.3bn | 31 holders, $34.8bn |
Autozone Inc
- Holders
- 30
- Reported value
- $6.5bn
- Buyers
- 19
- Sellers
- 10
Breadth +9 among 95 comparable managers.
Home Depot Inc
- Holders
- 36
- Reported value
- $27.8bn
- Buyers
- 21
- Sellers
- 20
Breadth +1 among 95 comparable managers.
Who holds both, Q1 2025
Both (21)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AZO (9)
Artisan Partners LP, Bridgewater Associates LP, Davidson Kempner Capital Management LP, Element Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP
Only HD (15)
Acadian Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Tudor Investment Corp, Walleye Capital LLC
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.