Holders over time
- BLDR
- AMZN
| Quarter | BLDR | AMZN |
|---|---|---|
| Q3 2020 | 9 holders, $128m | 63 holders, $195bn |
| Q4 2020 | 6 holders, $430m | 65 holders, $198bn |
| Q1 2021 | 9 holders, $1.4bn | 65 holders, $193bn |
| Q2 2021 | 13 holders, $1.6bn | 66 holders, $221bn |
| Q3 2021 | 11 holders, $1.9bn | 59 holders, $199bn |
| Q4 2021 | 18 holders, $3.1bn | 66 holders, $209bn |
| Q1 2022 | 18 holders, $2.2bn | 66 holders, $201bn |
| Q2 2022 | 13 holders, $1.5bn | 58 holders, $125bn |
| Q3 2022 | 14 holders, $2.0bn | 60 holders, $136bn |
| Q4 2022 | 14 holders, $1.9bn | 56 holders, $93.6bn |
| Q1 2023 | 18 holders, $2.7bn | 61 holders, $112bn |
| Q2 2023 | 20 holders, $3.0bn | 64 holders, $144bn |
| Q3 2023 | 17 holders, $2.6bn | 65 holders, $141bn |
| Q4 2023 | 24 holders, $3.4bn | 69 holders, $172bn |
| Q1 2024 | 20 holders, $3.9bn | 69 holders, $209bn |
| Q2 2024 | 18 holders, $2.6bn | 70 holders, $224bn |
| Q3 2024 | 19 holders, $4.7bn | 62 holders, $206bn |
| Q4 2024 | 15 holders, $3.1bn | 68 holders, $250bn |
| Q1 2025 | 15 holders, $2.9bn | 70 holders, $218bn |
| Q2 2025 | 17 holders, $2.6bn | 71 holders, $253bn |
| Q3 2025 | 12 holders, $2.4bn | 69 holders, $244bn |
| Q4 2025 | 14 holders, $713m | 74 holders, $280bn |
| Q1 2026 | 14 holders, $777m | 70 holders, $261bn |
| Q2 2026 | 12 holders, $941m | 72 holders, $305bn |
Builders Firstsource Inc
- Holders
- 17
- Reported value
- $2.6bn
- Buyers
- 12
- Sellers
- 5
Breadth +7 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 (17)
AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, Egerton Capital UK LLP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd
Only BLDR (0)
None.
Only AMZN (54)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, and 29 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.