Holders over time
- BROS
- TSLA
| Quarter | BROS | TSLA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $52.5bn |
| Q4 2020 | none listed holders, n.a. | 33 holders, $78.8bn |
| Q1 2021 | none listed holders, n.a. | 32 holders, $60.5bn |
| Q2 2021 | none listed holders, n.a. | 34 holders, $57.9bn |
| Q3 2021 | 4 holders, $22m | 29 holders, $65.0bn |
| Q4 2021 | 3 holders, $11m | 44 holders, $90.0bn |
| Q1 2022 | 2 holders, $89m | 38 holders, $93.9bn |
| Q2 2022 | none listed holders, n.a. | 37 holders, $56.6bn |
| Q3 2022 | 1 holders, $52m | 41 holders, $68.2bn |
| Q4 2022 | 1 holders, $35m | 37 holders, $43.7bn |
| Q1 2023 | none listed holders, n.a. | 33 holders, $39.6bn |
| Q2 2023 | none listed holders, n.a. | 32 holders, $46.9bn |
| Q3 2023 | 2 holders, $42m | 33 holders, $41.9bn |
| Q4 2023 | 6 holders, $135m | 28 holders, $41.2bn |
| Q1 2024 | 11 holders, $532m | 32 holders, $26.9bn |
| Q2 2024 | 14 holders, $789m | 33 holders, $32.6bn |
| Q3 2024 | 12 holders, $692m | 37 holders, $45.5bn |
| Q4 2024 | 14 holders, $897m | 44 holders, $74.6bn |
| Q1 2025 | 21 holders, $1.3bn | 41 holders, $43.6bn |
| Q2 2025 | 19 holders, $1.7bn | 40 holders, $52.7bn |
| Q3 2025 | 11 holders, $949m | 41 holders, $82.7bn |
| Q4 2025 | 15 holders, $1.3bn | 43 holders, $101bn |
| Q1 2026 | 12 holders, $1.3bn | 41 holders, $84.4bn |
| Q2 2026 | 9 holders, $2.5bn | 43 holders, $94.7bn |
Dutch Bros Inc
- Holders
- 19
- Reported value
- $1.7bn
- Buyers
- 8
- Sellers
- 11
Breadth -3 among 95 comparable managers.
Tesla Inc
- Holders
- 40
- Reported value
- $52.7bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 95 comparable managers.
Who holds both, Q2 2025
Both (12)
AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Marshall Wace LLP, Polen Capital Management LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Winton Group Ltd, Woodline Partners LP
Only BROS (7)
ExodusPoint Capital Management LP, Maverick Capital Ltd, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp, Verition Fund Management LLC
Only TSLA (28)
Acadian Asset Management LLC, 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, Eisler Capital Management Ltd, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, and 3 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.