Holders over time
- BURL
- TSLA
| Quarter | BURL | TSLA |
|---|---|---|
| Q3 2020 | 16 holders, $5.9bn | 33 holders, $52.5bn |
| Q4 2020 | 16 holders, $7.5bn | 33 holders, $78.8bn |
| Q1 2021 | 17 holders, $8.2bn | 32 holders, $60.5bn |
| Q2 2021 | 19 holders, $9.3bn | 34 holders, $57.9bn |
| Q3 2021 | 21 holders, $8.1bn | 29 holders, $65.0bn |
| Q4 2021 | 18 holders, $8.1bn | 44 holders, $90.0bn |
| Q1 2022 | 16 holders, $5.1bn | 38 holders, $93.9bn |
| Q2 2022 | 17 holders, $3.6bn | 37 holders, $56.6bn |
| Q3 2022 | 12 holders, $2.0bn | 41 holders, $68.2bn |
| Q4 2022 | 13 holders, $3.3bn | 37 holders, $43.7bn |
| Q1 2023 | 21 holders, $2.9bn | 33 holders, $39.6bn |
| Q2 2023 | 18 holders, $2.0bn | 32 holders, $46.9bn |
| Q3 2023 | 19 holders, $1.2bn | 33 holders, $41.9bn |
| Q4 2023 | 17 holders, $1.3bn | 28 holders, $41.2bn |
| Q1 2024 | 14 holders, $1.8bn | 32 holders, $26.9bn |
| Q2 2024 | 15 holders, $1.5bn | 33 holders, $32.6bn |
| Q3 2024 | 22 holders, $2.0bn | 37 holders, $45.5bn |
| Q4 2024 | 18 holders, $2.1bn | 44 holders, $74.6bn |
| Q1 2025 | 16 holders, $1.6bn | 41 holders, $43.6bn |
| Q2 2025 | 13 holders, $1.4bn | 40 holders, $52.7bn |
| Q3 2025 | 10 holders, $915m | 41 holders, $82.7bn |
| Q4 2025 | 15 holders, $1.6bn | 43 holders, $101bn |
| Q1 2026 | 12 holders, $2.2bn | 41 holders, $84.4bn |
| Q2 2026 | 10 holders, $1.9bn | 43 holders, $94.7bn |
Burlington Stores Inc
- Holders
- 13
- Reported value
- $1.4bn
- Buyers
- 7
- Sellers
- 7
Breadth 0 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 (8)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Eisler Capital Management Ltd, Holocene Advisors LP, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Winton Group Ltd
Only BURL (5)
Citadel Advisors LLC, Freestone Grove Partners LP, Millennium Management LLC, Point72 Asset Management LP, Verition Fund Management LLC
Only TSLA (32)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, 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., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, and 7 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.