Holders over time
- DRI
- TSLA
| Quarter | DRI | TSLA |
|---|---|---|
| Q3 2020 | 14 holders, $2.2bn | 33 holders, $52.5bn |
| Q4 2020 | 15 holders, $3.0bn | 33 holders, $78.8bn |
| Q1 2021 | 22 holders, $2.7bn | 32 holders, $60.5bn |
| Q2 2021 | 17 holders, $3.1bn | 34 holders, $57.9bn |
| Q3 2021 | 11 holders, $3.1bn | 29 holders, $65.0bn |
| Q4 2021 | 12 holders, $3.0bn | 44 holders, $90.0bn |
| Q1 2022 | 11 holders, $2.7bn | 38 holders, $93.9bn |
| Q2 2022 | 12 holders, $2.5bn | 37 holders, $56.6bn |
| Q3 2022 | 7 holders, $2.4bn | 41 holders, $68.2bn |
| Q4 2022 | 15 holders, $2.7bn | 37 holders, $43.7bn |
| Q1 2023 | 16 holders, $3.2bn | 33 holders, $39.6bn |
| Q2 2023 | 16 holders, $3.9bn | 32 holders, $46.9bn |
| Q3 2023 | 15 holders, $3.3bn | 33 holders, $41.9bn |
| Q4 2023 | 13 holders, $3.8bn | 28 holders, $41.2bn |
| Q1 2024 | 11 holders, $3.8bn | 32 holders, $26.9bn |
| Q2 2024 | 11 holders, $3.4bn | 33 holders, $32.6bn |
| Q3 2024 | 12 holders, $3.6bn | 37 holders, $45.5bn |
| Q4 2024 | 15 holders, $3.9bn | 44 holders, $74.6bn |
| Q1 2025 | 17 holders, $4.4bn | 41 holders, $43.6bn |
| Q2 2025 | 18 holders, $5.6bn | 40 holders, $52.7bn |
| Q3 2025 | 14 holders, $4.5bn | 41 holders, $82.7bn |
| Q4 2025 | 12 holders, $5.2bn | 43 holders, $101bn |
| Q1 2026 | 11 holders, $5.2bn | 41 holders, $84.4bn |
| Q2 2026 | 13 holders, $4.6bn | 43 holders, $94.7bn |
Darden Restaurants Inc
- Holders
- 17
- Reported value
- $4.4bn
- Buyers
- 9
- Sellers
- 8
Breadth +1 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 (12)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Wellington Management Group LLP, Woodline Partners LP
Only DRI (5)
Citadel Advisors LLC, Davidson Kempner Capital Management LP, Maverick Capital Ltd, Verition Fund Management LLC, Winton Group Ltd
Only TSLA (29)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, and 4 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.