Holders over time
- SGI
- TSLA
| Quarter | SGI | TSLA |
|---|---|---|
| Q3 2020 | 11 holders, $258m | 33 holders, $52.5bn |
| Q4 2020 | 12 holders, $727m | 33 holders, $78.8bn |
| Q1 2021 | 14 holders, $1.0bn | 32 holders, $60.5bn |
| Q2 2021 | 10 holders, $1.1bn | 34 holders, $57.9bn |
| Q3 2021 | 6 holders, $1.4bn | 29 holders, $65.0bn |
| Q4 2021 | 10 holders, $1.6bn | 44 holders, $90.0bn |
| Q1 2022 | 4 holders, $731m | 38 holders, $93.9bn |
| Q2 2022 | 5 holders, $540m | 37 holders, $56.6bn |
| Q3 2022 | 5 holders, $669m | 41 holders, $68.2bn |
| Q4 2022 | 8 holders, $994m | 37 holders, $43.7bn |
| Q1 2023 | 5 holders, $1.1bn | 33 holders, $39.6bn |
| Q2 2023 | 8 holders, $1.1bn | 32 holders, $46.9bn |
| Q3 2023 | 8 holders, $1.1bn | 33 holders, $41.9bn |
| Q4 2023 | 7 holders, $946m | 28 holders, $41.2bn |
| Q1 2024 | 10 holders, $787m | 32 holders, $26.9bn |
| Q2 2024 | 9 holders, $260m | 33 holders, $32.6bn |
| Q3 2024 | 9 holders, $785m | 37 holders, $45.5bn |
| Q4 2024 | 10 holders, $852m | 44 holders, $74.6bn |
| Q1 2025 | 13 holders, $2.0bn | 41 holders, $43.6bn |
| Q2 2025 | 10 holders, $3.0bn | 40 holders, $52.7bn |
| Q3 2025 | 13 holders, $3.6bn | 41 holders, $82.7bn |
| Q4 2025 | 17 holders, $3.9bn | 43 holders, $101bn |
| Q1 2026 | 14 holders, $3.5bn | 41 holders, $84.4bn |
| Q2 2026 | 13 holders, $3.8bn | 43 holders, $94.7bn |
Tempur Sealy International Inc
- Holders
- 13
- Reported value
- $2.0bn
- Buyers
- 10
- Sellers
- 4
Breadth +6 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 (5)
Balyasny Asset Management LLC, Fidelity (FMR LLC), Moore Capital Management LP, Neuberger Berman Group LLC, Wellington Management Group LLP
Only SGI (8)
Baupost Group LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Farallon Capital Management LLC, Maverick Capital Ltd, Soros Fund Management LLC, Steadfast Capital Management LP, Verition Fund Management LLC
Only TSLA (36)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., 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, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 11 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.