Holders over time
- WEN
- TSLA
| Quarter | WEN | TSLA |
|---|---|---|
| Q3 2020 | 13 holders, $1.2bn | 33 holders, $52.5bn |
| Q4 2020 | 13 holders, $1.2bn | 33 holders, $78.8bn |
| Q1 2021 | 18 holders, $1.2bn | 32 holders, $60.5bn |
| Q2 2021 | 11 holders, $1.1bn | 34 holders, $57.9bn |
| Q3 2021 | 13 holders, $1.1bn | 29 holders, $65.0bn |
| Q4 2021 | 12 holders, $1.3bn | 44 holders, $90.0bn |
| Q1 2022 | 11 holders, $1.2bn | 38 holders, $93.9bn |
| Q2 2022 | 11 holders, $956m | 37 holders, $56.6bn |
| Q3 2022 | 11 holders, $1.1bn | 41 holders, $68.2bn |
| Q4 2022 | 14 holders, $1.2bn | 37 holders, $43.7bn |
| Q1 2023 | 13 holders, $1.1bn | 33 holders, $39.6bn |
| Q2 2023 | 10 holders, $1.0bn | 32 holders, $46.9bn |
| Q3 2023 | 11 holders, $1.3bn | 33 holders, $41.9bn |
| Q4 2023 | 13 holders, $1.2bn | 28 holders, $41.2bn |
| Q1 2024 | 12 holders, $1.2bn | 32 holders, $26.9bn |
| Q2 2024 | 13 holders, $1.1bn | 33 holders, $32.6bn |
| Q3 2024 | 10 holders, $1.2bn | 37 holders, $45.5bn |
| Q4 2024 | 10 holders, $1.0bn | 44 holders, $74.6bn |
| Q1 2025 | 10 holders, $939m | 41 holders, $43.6bn |
| Q2 2025 | 10 holders, $831m | 40 holders, $52.7bn |
| Q3 2025 | 7 holders, $524m | 41 holders, $82.7bn |
| Q4 2025 | 6 holders, $445m | 43 holders, $101bn |
| Q1 2026 | 3 holders, $254m | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $312m | 43 holders, $94.7bn |
Wendys Co
- Holders
- 10
- Reported value
- $939m
- Buyers
- 8
- Sellers
- 2
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 (4)
AQR Capital Management LLC, Arrowstreet Capital LP, Holocene Advisors LP, Janus Henderson Group Ltd
Only WEN (6)
Brevan Howard Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Point72 Asset Management LP, Trian Fund Management LP, Verition Fund Management LLC
Only TSLA (37)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 12 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.