Holders over time
- HRB
- TSLA
| Quarter | HRB | TSLA |
|---|---|---|
| Q3 2020 | 12 holders, $354m | 33 holders, $52.5bn |
| Q4 2020 | 10 holders, $254m | 33 holders, $78.8bn |
| Q1 2021 | 8 holders, $211m | 32 holders, $60.5bn |
| Q2 2021 | 6 holders, $144m | 34 holders, $57.9bn |
| Q3 2021 | 6 holders, $130m | 29 holders, $65.0bn |
| Q4 2021 | 4 holders, $93m | 44 holders, $90.0bn |
| Q1 2022 | 5 holders, $76m | 38 holders, $93.9bn |
| Q2 2022 | 11 holders, $828m | 37 holders, $56.6bn |
| Q3 2022 | 12 holders, $1.3bn | 41 holders, $68.2bn |
| Q4 2022 | 13 holders, $1.3bn | 37 holders, $43.7bn |
| Q1 2023 | 11 holders, $1.3bn | 33 holders, $39.6bn |
| Q2 2023 | 10 holders, $1.1bn | 32 holders, $46.9bn |
| Q3 2023 | 10 holders, $1.5bn | 33 holders, $41.9bn |
| Q4 2023 | 9 holders, $1.5bn | 28 holders, $41.2bn |
| Q1 2024 | 10 holders, $1.5bn | 32 holders, $26.9bn |
| Q2 2024 | 7 holders, $1.6bn | 33 holders, $32.6bn |
| Q3 2024 | 10 holders, $1.7bn | 37 holders, $45.5bn |
| Q4 2024 | 7 holders, $1.0bn | 44 holders, $74.6bn |
| Q1 2025 | 14 holders, $1.4bn | 41 holders, $43.6bn |
| Q2 2025 | 10 holders, $1.3bn | 40 holders, $52.7bn |
| Q3 2025 | 10 holders, $1.1bn | 41 holders, $82.7bn |
| Q4 2025 | 8 holders, $940m | 43 holders, $101bn |
| Q1 2026 | 6 holders, $92m | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $1.0bn | 43 holders, $94.7bn |
Block H & R Inc
- Holders
- 14
- Reported value
- $1.4bn
- Buyers
- 12
- Sellers
- 3
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 (11)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only HRB (3)
Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Maverick Capital Ltd
Only TSLA (30)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group 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, and 5 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.