Holders over time
- DIS
- TSLA
| Quarter | DIS | TSLA |
|---|---|---|
| Q3 2020 | 42 holders, $14.2bn | 33 holders, $52.5bn |
| Q4 2020 | 44 holders, $25.0bn | 33 holders, $78.8bn |
| Q1 2021 | 47 holders, $24.2bn | 32 holders, $60.5bn |
| Q2 2021 | 38 holders, $24.0bn | 34 holders, $57.9bn |
| Q3 2021 | 31 holders, $22.0bn | 29 holders, $65.0bn |
| Q4 2021 | 34 holders, $19.0bn | 44 holders, $90.0bn |
| Q1 2022 | 36 holders, $13.3bn | 38 holders, $93.9bn |
| Q2 2022 | 36 holders, $10.0bn | 37 holders, $56.6bn |
| Q3 2022 | 30 holders, $9.6bn | 41 holders, $68.2bn |
| Q4 2022 | 31 holders, $9.3bn | 37 holders, $43.7bn |
| Q1 2023 | 30 holders, $10.3bn | 33 holders, $39.6bn |
| Q2 2023 | 36 holders, $8.9bn | 32 holders, $46.9bn |
| Q3 2023 | 35 holders, $9.4bn | 33 holders, $41.9bn |
| Q4 2023 | 39 holders, $12.5bn | 28 holders, $41.2bn |
| Q1 2024 | 33 holders, $18.7bn | 32 holders, $26.9bn |
| Q2 2024 | 41 holders, $13.0bn | 33 holders, $32.6bn |
| Q3 2024 | 33 holders, $13.9bn | 37 holders, $45.5bn |
| Q4 2024 | 40 holders, $16.1bn | 44 holders, $74.6bn |
| Q1 2025 | 46 holders, $14.1bn | 41 holders, $43.6bn |
| Q2 2025 | 42 holders, $18.2bn | 40 holders, $52.7bn |
| Q3 2025 | 40 holders, $17.3bn | 41 holders, $82.7bn |
| Q4 2025 | 40 holders, $18.6bn | 43 holders, $101bn |
| Q1 2026 | 35 holders, $16.3bn | 41 holders, $84.4bn |
| Q2 2026 | 26 holders, $15.2bn | 43 holders, $94.7bn |
Disney Walt Co
- Holders
- 46
- Reported value
- $14.1bn
- Buyers
- 27
- Sellers
- 18
Breadth +9 among 95 comparable managers.
Tesla Inc
- Holders
- 41
- Reported value
- $43.6bn
- Buyers
- 21
- Sellers
- 24
Breadth -3 among 95 comparable managers.
Who holds both, Q1 2025
Both (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only DIS (16)
Artisan Partners LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Harris Associates LP, Markel Group Inc, Point72 Asset Management LP, Renaissance Technologies LLC, ValueAct Holdings LP, Verition Fund Management LLC, Winton Group Ltd
Only TSLA (11)
ARK Investment Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, Holocene Advisors LP, Rokos Capital Management LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management 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.