Holders over time
- EA
- AMZN
| Quarter | EA | AMZN |
|---|---|---|
| Q3 2020 | 25 holders, $7.6bn | 63 holders, $195bn |
| Q4 2020 | 21 holders, $7.3bn | 65 holders, $198bn |
| Q1 2021 | 23 holders, $6.6bn | 65 holders, $193bn |
| Q2 2021 | 28 holders, $6.3bn | 66 holders, $221bn |
| Q3 2021 | 19 holders, $5.4bn | 59 holders, $199bn |
| Q4 2021 | 19 holders, $5.1bn | 66 holders, $209bn |
| Q1 2022 | 25 holders, $5.1bn | 66 holders, $201bn |
| Q2 2022 | 18 holders, $5.1bn | 58 holders, $125bn |
| Q3 2022 | 22 holders, $4.9bn | 60 holders, $136bn |
| Q4 2022 | 24 holders, $4.6bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $4.2bn | 61 holders, $112bn |
| Q2 2023 | 19 holders, $4.6bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $3.2bn | 65 holders, $141bn |
| Q4 2023 | 23 holders, $3.3bn | 69 holders, $172bn |
| Q1 2024 | 21 holders, $3.4bn | 69 holders, $209bn |
| Q2 2024 | 18 holders, $3.3bn | 70 holders, $224bn |
| Q3 2024 | 16 holders, $2.5bn | 62 holders, $206bn |
| Q4 2024 | 15 holders, $2.5bn | 68 holders, $250bn |
| Q1 2025 | 17 holders, $2.6bn | 70 holders, $218bn |
| Q2 2025 | 21 holders, $3.0bn | 71 holders, $253bn |
| Q3 2025 | 24 holders, $3.9bn | 69 holders, $244bn |
| Q4 2025 | 29 holders, $7.2bn | 74 holders, $280bn |
| Q1 2026 | 25 holders, $7.6bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $8.8bn | 72 holders, $305bn |
Electronic Arts Inc
- Holders
- 21
- Reported value
- $3.0bn
- Buyers
- 18
- Sellers
- 6
Breadth +12 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 (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
Only EA (1)
Only AMZN (51)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, 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, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, and 26 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.