Holders over time
- DIS
- AMZN
| Quarter | DIS | AMZN |
|---|---|---|
| Q3 2020 | 42 holders, $14.2bn | 63 holders, $195bn |
| Q4 2020 | 44 holders, $25.0bn | 65 holders, $198bn |
| Q1 2021 | 47 holders, $24.2bn | 65 holders, $193bn |
| Q2 2021 | 38 holders, $24.0bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $22.0bn | 59 holders, $199bn |
| Q4 2021 | 34 holders, $19.0bn | 66 holders, $209bn |
| Q1 2022 | 36 holders, $13.3bn | 66 holders, $201bn |
| Q2 2022 | 36 holders, $10.0bn | 58 holders, $125bn |
| Q3 2022 | 30 holders, $9.6bn | 60 holders, $136bn |
| Q4 2022 | 31 holders, $9.3bn | 56 holders, $93.6bn |
| Q1 2023 | 30 holders, $10.3bn | 61 holders, $112bn |
| Q2 2023 | 36 holders, $8.9bn | 64 holders, $144bn |
| Q3 2023 | 35 holders, $9.4bn | 65 holders, $141bn |
| Q4 2023 | 39 holders, $12.5bn | 69 holders, $172bn |
| Q1 2024 | 33 holders, $18.7bn | 69 holders, $209bn |
| Q2 2024 | 41 holders, $13.0bn | 70 holders, $224bn |
| Q3 2024 | 33 holders, $13.9bn | 62 holders, $206bn |
| Q4 2024 | 40 holders, $16.1bn | 68 holders, $250bn |
| Q1 2025 | 46 holders, $14.1bn | 70 holders, $218bn |
| Q2 2025 | 42 holders, $18.2bn | 71 holders, $253bn |
| Q3 2025 | 40 holders, $17.3bn | 69 holders, $244bn |
| Q4 2025 | 40 holders, $18.6bn | 74 holders, $280bn |
| Q1 2026 | 35 holders, $16.3bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $15.2bn | 72 holders, $305bn |
Disney Walt Co
- Holders
- 42
- Reported value
- $18.2bn
- Buyers
- 18
- Sellers
- 24
Breadth -6 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 (38)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, ValueAct Holdings LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only DIS (4)
First Eagle Investment Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Southeastern Asset Management Inc
Only AMZN (33)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Eisler Capital Management Ltd, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, Pershing Square Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Soroban Capital Partners LP, Soros Fund Management LLC, and 8 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.