Holders over time
- DIS
- AMZN
| Quarter | DIS | AMZN |
|---|---|---|
| Q3 2020 | 42 holders, $14.2bn | 63 holders, $195bn |
| Q4 2020 | 44 holders, $25.0bn | 65 holders, $198bn |
| Q1 2021 | 47 holders, $24.2bn | 65 holders, $193bn |
| Q2 2021 | 38 holders, $24.0bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $22.0bn | 59 holders, $199bn |
| Q4 2021 | 34 holders, $19.0bn | 66 holders, $209bn |
| Q1 2022 | 36 holders, $13.3bn | 66 holders, $201bn |
| Q2 2022 | 36 holders, $10.0bn | 58 holders, $125bn |
| Q3 2022 | 30 holders, $9.6bn | 60 holders, $136bn |
| Q4 2022 | 31 holders, $9.3bn | 56 holders, $93.6bn |
| Q1 2023 | 30 holders, $10.3bn | 61 holders, $112bn |
| Q2 2023 | 36 holders, $8.9bn | 64 holders, $144bn |
| Q3 2023 | 35 holders, $9.4bn | 65 holders, $141bn |
| Q4 2023 | 39 holders, $12.5bn | 69 holders, $172bn |
| Q1 2024 | 33 holders, $18.7bn | 69 holders, $209bn |
| Q2 2024 | 41 holders, $13.0bn | 70 holders, $224bn |
| Q3 2024 | 33 holders, $13.9bn | 62 holders, $206bn |
| Q4 2024 | 40 holders, $16.1bn | 68 holders, $250bn |
| Q1 2025 | 46 holders, $14.1bn | 70 holders, $218bn |
| Q2 2025 | 42 holders, $18.2bn | 71 holders, $253bn |
| Q3 2025 | 40 holders, $17.3bn | 69 holders, $244bn |
| Q4 2025 | 40 holders, $18.6bn | 74 holders, $280bn |
| Q1 2026 | 35 holders, $16.3bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $15.2bn | 72 holders, $305bn |
Disney Walt Co
- Holders
- 46
- Reported value
- $14.1bn
- Buyers
- 27
- Sellers
- 18
Breadth +9 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, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, ValueAct Holdings LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 2 more
Only DIS (4)
Farallon Capital Management LLC, First Eagle Investment Management LLC, Jane Street Group LLC, Renaissance Technologies LLC
Only AMZN (28)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Element Capital Management LLC, Holocene Advisors LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Polen Capital Management LLC, Rokos Capital Management LLP, Soroban Capital Partners LP, Soros Fund Management LLC, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments 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.