Holders over time
- MCD
- TSLA
| Quarter | MCD | TSLA |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 33 holders, $52.5bn |
| Q4 2020 | 35 holders, $16.2bn | 33 holders, $78.8bn |
| Q1 2021 | 34 holders, $16.0bn | 32 holders, $60.5bn |
| Q2 2021 | 33 holders, $15.2bn | 34 holders, $57.9bn |
| Q3 2021 | 27 holders, $15.7bn | 29 holders, $65.0bn |
| Q4 2021 | 25 holders, $15.8bn | 44 holders, $90.0bn |
| Q1 2022 | 29 holders, $15.1bn | 38 holders, $93.9bn |
| Q2 2022 | 31 holders, $14.4bn | 37 holders, $56.6bn |
| Q3 2022 | 31 holders, $13.0bn | 41 holders, $68.2bn |
| Q4 2022 | 33 holders, $15.1bn | 37 holders, $43.7bn |
| Q1 2023 | 37 holders, $16.7bn | 33 holders, $39.6bn |
| Q2 2023 | 39 holders, $17.4bn | 32 holders, $46.9bn |
| Q3 2023 | 33 holders, $13.3bn | 33 holders, $41.9bn |
| Q4 2023 | 25 holders, $13.5bn | 28 holders, $41.2bn |
| Q1 2024 | 32 holders, $13.2bn | 32 holders, $26.9bn |
| Q2 2024 | 30 holders, $14.3bn | 33 holders, $32.6bn |
| Q3 2024 | 27 holders, $17.3bn | 37 holders, $45.5bn |
| Q4 2024 | 24 holders, $14.4bn | 44 holders, $74.6bn |
| Q1 2025 | 28 holders, $15.2bn | 41 holders, $43.6bn |
| Q2 2025 | 37 holders, $14.1bn | 40 holders, $52.7bn |
| Q3 2025 | 35 holders, $14.1bn | 41 holders, $82.7bn |
| Q4 2025 | 36 holders, $14.4bn | 43 holders, $101bn |
| Q1 2026 | 27 holders, $13.4bn | 41 holders, $84.4bn |
| Q2 2026 | 28 holders, $11.9bn | 43 holders, $94.7bn |
McDonald's Corp
- Holders
- 28
- Reported value
- $15.2bn
- Buyers
- 18
- Sellers
- 13
Breadth +5 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 (20)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only MCD (8)
Brevan Howard Capital Management LP, Davidson Kempner Capital Management LP, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Harris Associates LP, Renaissance Technologies LLC, Winton Group Ltd
Only TSLA (21)
Acadian Asset Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, 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.