Holders over time
- GEN
- AMZN
| Quarter | GEN | AMZN |
|---|---|---|
| Q3 2020 | 15 holders, $3.3bn | 63 holders, $195bn |
| Q4 2020 | 14 holders, $3.3bn | 65 holders, $198bn |
| Q1 2021 | 16 holders, $3.3bn | 65 holders, $193bn |
| Q2 2021 | 20 holders, $4.4bn | 66 holders, $221bn |
| Q3 2021 | 17 holders, $4.2bn | 59 holders, $199bn |
| Q4 2021 | 18 holders, $3.9bn | 66 holders, $209bn |
| Q1 2022 | 12 holders, $3.7bn | 66 holders, $201bn |
| Q2 2022 | 17 holders, $2.4bn | 58 holders, $125bn |
| Q3 2022 | 11 holders, $1.7bn | 60 holders, $136bn |
| Q4 2022 | 11 holders, $1.7bn | 56 holders, $93.6bn |
| Q1 2023 | 9 holders, $1.4bn | 61 holders, $112bn |
| Q2 2023 | 12 holders, $1.7bn | 64 holders, $144bn |
| Q3 2023 | 12 holders, $1.6bn | 65 holders, $141bn |
| Q4 2023 | 14 holders, $2.1bn | 69 holders, $172bn |
| Q1 2024 | 12 holders, $2.3bn | 69 holders, $209bn |
| Q2 2024 | 12 holders, $2.5bn | 70 holders, $224bn |
| Q3 2024 | 12 holders, $2.2bn | 62 holders, $206bn |
| Q4 2024 | 11 holders, $2.0bn | 68 holders, $250bn |
| Q1 2025 | 10 holders, $2.0bn | 70 holders, $218bn |
| Q2 2025 | 10 holders, $2.1bn | 71 holders, $253bn |
| Q3 2025 | 8 holders, $1.9bn | 69 holders, $244bn |
| Q4 2025 | 9 holders, $1.9bn | 74 holders, $280bn |
| Q1 2026 | 7 holders, $1.4bn | 70 holders, $261bn |
| Q2 2026 | 6 holders, $1.7bn | 72 holders, $305bn |
Nortonlifelock Inc
- Holders
- 10
- Reported value
- $2.1bn
- Buyers
- 7
- Sellers
- 3
Breadth +4 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 (9)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only GEN (1)
Only AMZN (62)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, and 37 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.