Holders over time
- ADP
- META
| Quarter | ADP | META |
|---|---|---|
| Q3 2020 | 20 holders, $6.0bn | 65 holders, $131bn |
| Q4 2020 | 20 holders, $7.4bn | 68 holders, $137bn |
| Q1 2021 | 19 holders, $7.7bn | 71 holders, $147bn |
| Q2 2021 | 18 holders, $7.5bn | 64 holders, $173bn |
| Q3 2021 | 25 holders, $7.4bn | 64 holders, $164bn |
| Q4 2021 | 24 holders, $8.3bn | 57 holders, $150bn |
| Q1 2022 | 23 holders, $7.9bn | 53 holders, $93.4bn |
| Q2 2022 | 29 holders, $7.6bn | 58 holders, $65.9bn |
| Q3 2022 | 31 holders, $8.8bn | 57 holders, $53.0bn |
| Q4 2022 | 27 holders, $8.3bn | 58 holders, $56.5bn |
| Q1 2023 | 29 holders, $8.3bn | 57 holders, $80.0bn |
| Q2 2023 | 30 holders, $8.3bn | 64 holders, $112bn |
| Q3 2023 | 30 holders, $8.7bn | 67 holders, $120bn |
| Q4 2023 | 30 holders, $8.0bn | 67 holders, $143bn |
| Q1 2024 | 27 holders, $8.9bn | 70 holders, $193bn |
| Q2 2024 | 26 holders, $7.8bn | 65 holders, $195bn |
| Q3 2024 | 24 holders, $8.3bn | 66 holders, $218bn |
| Q4 2024 | 21 holders, $8.9bn | 65 holders, $224bn |
| Q1 2025 | 27 holders, $9.4bn | 67 holders, $214bn |
| Q2 2025 | 20 holders, $9.2bn | 62 holders, $270bn |
| Q3 2025 | 20 holders, $9.1bn | 67 holders, $256bn |
| Q4 2025 | 20 holders, $10.4bn | 58 holders, $224bn |
| Q1 2026 | 24 holders, $10.2bn | 64 holders, $201bn |
| Q2 2026 | 18 holders, $10.9bn | 61 holders, $188bn |
Automatic Data Processing In
- Holders
- 20
- Reported value
- $9.2bn
- Buyers
- 11
- Sellers
- 10
Breadth +1 among 95 comparable managers.
Meta Platforms Inc
- Holders
- 62
- Reported value
- $270bn
- Buyers
- 26
- Sellers
- 39
Breadth -13 among 95 comparable managers.
Who holds both, Q2 2025
Both (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Caxton Associates LLP, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only ADP (3)
Freestone Grove Partners LP, Polen Capital Management LLC, Voloridge Investment Management LLC
Only META (45)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, and 20 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.