Holders over time
- NSIT
- AMZN
| Quarter | NSIT | AMZN |
|---|---|---|
| Q3 2020 | 3 holders, $303m | 63 holders, $195bn |
| Q4 2020 | 2 holders, $399m | 65 holders, $198bn |
| Q1 2021 | 5 holders, $651m | 65 holders, $193bn |
| Q2 2021 | 2 holders, $783m | 66 holders, $221bn |
| Q3 2021 | 3 holders, $752m | 59 holders, $199bn |
| Q4 2021 | 5 holders, $1.0bn | 66 holders, $209bn |
| Q1 2022 | 6 holders, $1.1bn | 66 holders, $201bn |
| Q2 2022 | 7 holders, $868m | 58 holders, $125bn |
| Q3 2022 | 5 holders, $853m | 60 holders, $136bn |
| Q4 2022 | 4 holders, $1.1bn | 56 holders, $93.6bn |
| Q1 2023 | 6 holders, $1.6bn | 61 holders, $112bn |
| Q2 2023 | 7 holders, $1.7bn | 64 holders, $144bn |
| Q3 2023 | 8 holders, $1.8bn | 65 holders, $141bn |
| Q4 2023 | 9 holders, $2.1bn | 69 holders, $172bn |
| Q1 2024 | 10 holders, $2.4bn | 69 holders, $209bn |
| Q2 2024 | 10 holders, $2.6bn | 70 holders, $224bn |
| Q3 2024 | 7 holders, $2.7bn | 62 holders, $206bn |
| Q4 2024 | 9 holders, $1.8bn | 68 holders, $250bn |
| Q1 2025 | 7 holders, $1.8bn | 70 holders, $218bn |
| Q2 2025 | 7 holders, $1.4bn | 71 holders, $253bn |
| Q3 2025 | 6 holders, $611m | 69 holders, $244bn |
| Q4 2025 | 9 holders, $205m | 74 holders, $280bn |
| Q1 2026 | 4 holders, $16m | 70 holders, $261bn |
| Q2 2026 | 1 holders, $3.8m | 72 holders, $305bn |
Insight Enterprises Inc
- Holders
- 7
- Reported value
- $1.8bn
- Buyers
- 4
- Sellers
- 2
Breadth +2 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 (7)
Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), MFS Investment Management, Polen Capital Management LLC, ValueAct Holdings LP
Only NSIT (0)
None.
Only AMZN (63)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, and 38 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.