Holders over time
- DIS
- TSLA
| Quarter | DIS | TSLA |
|---|---|---|
| Q3 2020 | 42 holders, $14.2bn | 33 holders, $52.5bn |
| Q4 2020 | 44 holders, $25.0bn | 33 holders, $78.8bn |
| Q1 2021 | 47 holders, $24.2bn | 32 holders, $60.5bn |
| Q2 2021 | 38 holders, $24.0bn | 34 holders, $57.9bn |
| Q3 2021 | 31 holders, $22.0bn | 29 holders, $65.0bn |
| Q4 2021 | 34 holders, $19.0bn | 44 holders, $90.0bn |
| Q1 2022 | 36 holders, $13.3bn | 38 holders, $93.9bn |
| Q2 2022 | 36 holders, $10.0bn | 37 holders, $56.6bn |
| Q3 2022 | 30 holders, $9.6bn | 41 holders, $68.2bn |
| Q4 2022 | 31 holders, $9.3bn | 37 holders, $43.7bn |
| Q1 2023 | 30 holders, $10.3bn | 33 holders, $39.6bn |
| Q2 2023 | 36 holders, $8.9bn | 32 holders, $46.9bn |
| Q3 2023 | 35 holders, $9.4bn | 33 holders, $41.9bn |
| Q4 2023 | 39 holders, $12.5bn | 28 holders, $41.2bn |
| Q1 2024 | 33 holders, $18.7bn | 32 holders, $26.9bn |
| Q2 2024 | 41 holders, $13.0bn | 33 holders, $32.6bn |
| Q3 2024 | 33 holders, $13.9bn | 37 holders, $45.5bn |
| Q4 2024 | 40 holders, $16.1bn | 44 holders, $74.6bn |
| Q1 2025 | 46 holders, $14.1bn | 41 holders, $43.6bn |
| Q2 2025 | 42 holders, $18.2bn | 40 holders, $52.7bn |
| Q3 2025 | 40 holders, $17.3bn | 41 holders, $82.7bn |
| Q4 2025 | 40 holders, $18.6bn | 43 holders, $101bn |
| Q1 2026 | 35 holders, $16.3bn | 41 holders, $84.4bn |
| Q2 2026 | 26 holders, $15.2bn | 43 holders, $94.7bn |
Disney Walt Co
- Holders
- 42
- Reported value
- $18.2bn
- Buyers
- 18
- Sellers
- 24
Breadth -6 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 (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only DIS (18)
Artisan Partners LP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP, ValueAct Holdings LP, Verition Fund Management LLC
Only TSLA (16)
ARK Investment Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, Eisler Capital Management Ltd, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Polen Capital Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP
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.