Holders over time
- ADBE
- AMZN
| Quarter | ADBE | AMZN |
|---|---|---|
| Q3 2020 | 42 holders, $38.5bn | 63 holders, $195bn |
| Q4 2020 | 39 holders, $38.0bn | 65 holders, $198bn |
| Q1 2021 | 38 holders, $35.2bn | 65 holders, $193bn |
| Q2 2021 | 30 holders, $42.1bn | 66 holders, $221bn |
| Q3 2021 | 37 holders, $41.8bn | 59 holders, $199bn |
| Q4 2021 | 35 holders, $38.7bn | 66 holders, $209bn |
| Q1 2022 | 39 holders, $26.6bn | 66 holders, $201bn |
| Q2 2022 | 35 holders, $19.6bn | 58 holders, $125bn |
| Q3 2022 | 44 holders, $14.4bn | 60 holders, $136bn |
| Q4 2022 | 41 holders, $40.8bn | 56 holders, $93.6bn |
| Q1 2023 | 41 holders, $18.0bn | 61 holders, $112bn |
| Q2 2023 | 43 holders, $23.6bn | 64 holders, $144bn |
| Q3 2023 | 44 holders, $24.6bn | 65 holders, $141bn |
| Q4 2023 | 43 holders, $30.1bn | 69 holders, $172bn |
| Q1 2024 | 46 holders, $24.4bn | 69 holders, $209bn |
| Q2 2024 | 44 holders, $26.2bn | 70 holders, $224bn |
| Q3 2024 | 47 holders, $23.6bn | 62 holders, $206bn |
| Q4 2024 | 44 holders, $17.0bn | 68 holders, $250bn |
| Q1 2025 | 43 holders, $14.2bn | 70 holders, $218bn |
| Q2 2025 | 40 holders, $15.1bn | 71 holders, $253bn |
| Q3 2025 | 33 holders, $13.6bn | 69 holders, $244bn |
| Q4 2025 | 36 holders, $17.3bn | 74 holders, $280bn |
| Q1 2026 | 32 holders, $11.8bn | 70 holders, $261bn |
| Q2 2026 | 24 holders, $7.9bn | 72 holders, $305bn |
Adobe Inc
- Holders
- 40
- Reported value
- $15.1bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 95 comparable managers.
Amazon Com Inc
- Holders
- 71
- Reported value
- $253bn
- Buyers
- 44
- Sellers
- 27
Breadth +17 among 95 comparable managers.
Who holds both, Q2 2025
Both (38)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only ADBE (2)
Only AMZN (33)
Altimeter Capital Management LP, Appaloosa LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Pershing Square Capital Management LP, Rokos Capital Management LLP, Soroban Capital Partners LP, Soros Fund Management LLC, Steadfast Capital Management LP, and 8 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.