Holders over time
- TSCO
- TSLA
| Quarter | TSCO | TSLA |
|---|---|---|
| Q3 2020 | 23 holders, $1.8bn | 33 holders, $52.5bn |
| Q4 2020 | 15 holders, $1.3bn | 33 holders, $78.8bn |
| Q1 2021 | 14 holders, $1.3bn | 32 holders, $60.5bn |
| Q2 2021 | 17 holders, $1.3bn | 34 holders, $57.9bn |
| Q3 2021 | 14 holders, $1.2bn | 29 holders, $65.0bn |
| Q4 2021 | 16 holders, $1.5bn | 44 holders, $90.0bn |
| Q1 2022 | 14 holders, $1.5bn | 38 holders, $93.9bn |
| Q2 2022 | 17 holders, $1.4bn | 37 holders, $56.6bn |
| Q3 2022 | 16 holders, $1.3bn | 41 holders, $68.2bn |
| Q4 2022 | 14 holders, $1.8bn | 37 holders, $43.7bn |
| Q1 2023 | 12 holders, $2.0bn | 33 holders, $39.6bn |
| Q2 2023 | 13 holders, $2.4bn | 32 holders, $46.9bn |
| Q3 2023 | 11 holders, $3.2bn | 33 holders, $41.9bn |
| Q4 2023 | 12 holders, $4.2bn | 28 holders, $41.2bn |
| Q1 2024 | 11 holders, $5.1bn | 32 holders, $26.9bn |
| Q2 2024 | 16 holders, $5.4bn | 33 holders, $32.6bn |
| Q3 2024 | 13 holders, $6.2bn | 37 holders, $45.5bn |
| Q4 2024 | 14 holders, $5.5bn | 44 holders, $74.6bn |
| Q1 2025 | 17 holders, $5.6bn | 41 holders, $43.6bn |
| Q2 2025 | 16 holders, $5.0bn | 40 holders, $52.7bn |
| Q3 2025 | 17 holders, $5.0bn | 41 holders, $82.7bn |
| Q4 2025 | 18 holders, $4.5bn | 43 holders, $101bn |
| Q1 2026 | 14 holders, $3.9bn | 41 holders, $84.4bn |
| Q2 2026 | 10 holders, $2.9bn | 43 holders, $94.7bn |
Tractor Supply Co
- Holders
- 17
- Reported value
- $5.6bn
- Buyers
- 10
- Sellers
- 8
Breadth +2 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 (14)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
Only TSCO (3)
ExodusPoint Capital Management LP, PDT Partners LLC, Winton Group Ltd
Only TSLA (27)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, 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, Viking Global Investors LP, and 2 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.