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BROS · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BROSAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BROS
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterBROSAMZN
Q3 2020none listed holders, n.a.63 holders, $195bn
Q4 2020none listed holders, n.a.65 holders, $198bn
Q1 2021none listed holders, n.a.65 holders, $193bn
Q2 2021none listed holders, n.a.66 holders, $221bn
Q3 20214 holders, $22m59 holders, $199bn
Q4 20213 holders, $11m66 holders, $209bn
Q1 20222 holders, $89m66 holders, $201bn
Q2 2022none listed holders, n.a.58 holders, $125bn
Q3 20221 holders, $52m60 holders, $136bn
Q4 20221 holders, $35m56 holders, $93.6bn
Q1 2023none listed holders, n.a.61 holders, $112bn
Q2 2023none listed holders, n.a.64 holders, $144bn
Q3 20232 holders, $42m65 holders, $141bn
Q4 20236 holders, $135m69 holders, $172bn
Q1 202411 holders, $532m69 holders, $209bn
Q2 202414 holders, $789m70 holders, $224bn
Q3 202412 holders, $692m62 holders, $206bn
Q4 202414 holders, $897m68 holders, $250bn
Q1 202521 holders, $1.3bn70 holders, $218bn
Q2 202519 holders, $1.7bn71 holders, $253bn
Q3 202511 holders, $949m69 holders, $244bn
Q4 202515 holders, $1.3bn74 holders, $280bn
Q1 202612 holders, $1.3bn70 holders, $261bn
Q2 20269 holders, $2.5bn72 holders, $305bn
BROS

Dutch Bros Inc

Holders
19
Reported value
$1.7bn
Buyers
8
Sellers
11

Breadth -3 among 95 comparable managers.

Consumer discretionary
AMZN

Amazon Com Inc

Holders
71
Reported value
$253bn
Buyers
44
Sellers
27

Breadth +17 among 95 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q2 2025

Among the 73 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BROS (2)

PDT Partners LLC, Renaissance Technologies LLC

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, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, 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.

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