Holders over time
- WSM
- TSLA
| Quarter | WSM | TSLA |
|---|---|---|
| Q3 2020 | 17 holders, $1.7bn | 33 holders, $52.5bn |
| Q4 2020 | 13 holders, $1.7bn | 33 holders, $78.8bn |
| Q1 2021 | 15 holders, $2.8bn | 32 holders, $60.5bn |
| Q2 2021 | 17 holders, $2.3bn | 34 holders, $57.9bn |
| Q3 2021 | 15 holders, $2.5bn | 29 holders, $65.0bn |
| Q4 2021 | 12 holders, $2.3bn | 44 holders, $90.0bn |
| Q1 2022 | 12 holders, $2.0bn | 38 holders, $93.9bn |
| Q2 2022 | 16 holders, $1.7bn | 37 holders, $56.6bn |
| Q3 2022 | 14 holders, $1.7bn | 41 holders, $68.2bn |
| Q4 2022 | 14 holders, $1.6bn | 37 holders, $43.7bn |
| Q1 2023 | 13 holders, $1.7bn | 33 holders, $39.6bn |
| Q2 2023 | 17 holders, $1.9bn | 32 holders, $46.9bn |
| Q3 2023 | 14 holders, $2.1bn | 33 holders, $41.9bn |
| Q4 2023 | 14 holders, $2.4bn | 28 holders, $41.2bn |
| Q1 2024 | 16 holders, $3.8bn | 32 holders, $26.9bn |
| Q2 2024 | 13 holders, $2.5bn | 33 holders, $32.6bn |
| Q3 2024 | 15 holders, $2.5bn | 37 holders, $45.5bn |
| Q4 2024 | 15 holders, $2.8bn | 44 holders, $74.6bn |
| Q1 2025 | 15 holders, $1.8bn | 41 holders, $43.6bn |
| Q2 2025 | 15 holders, $972m | 40 holders, $52.7bn |
| Q3 2025 | 11 holders, $1.7bn | 41 holders, $82.7bn |
| Q4 2025 | 8 holders, $1.1bn | 43 holders, $101bn |
| Q1 2026 | 6 holders, $1.1bn | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $774m | 43 holders, $94.7bn |
Williams Sonoma Inc
- Holders
- 15
- Reported value
- $1.8bn
- Buyers
- 9
- Sellers
- 7
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 (12)
AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Squarepoint Ops LLC, Tudor Investment Corp
Only WSM (3)
Element Capital Management LLC, Renaissance Technologies LLC, Verition Fund Management LLC
Only TSLA (29)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, and 4 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.