Holders over time
- HRB
- TSLA
| Quarter | HRB | TSLA |
|---|---|---|
| Q3 2020 | 12 holders, $354m | 33 holders, $52.5bn |
| Q4 2020 | 10 holders, $254m | 33 holders, $78.8bn |
| Q1 2021 | 8 holders, $211m | 32 holders, $60.5bn |
| Q2 2021 | 6 holders, $144m | 34 holders, $57.9bn |
| Q3 2021 | 6 holders, $130m | 29 holders, $65.0bn |
| Q4 2021 | 4 holders, $93m | 44 holders, $90.0bn |
| Q1 2022 | 5 holders, $76m | 38 holders, $93.9bn |
| Q2 2022 | 11 holders, $828m | 37 holders, $56.6bn |
| Q3 2022 | 12 holders, $1.3bn | 41 holders, $68.2bn |
| Q4 2022 | 13 holders, $1.3bn | 37 holders, $43.7bn |
| Q1 2023 | 11 holders, $1.3bn | 33 holders, $39.6bn |
| Q2 2023 | 10 holders, $1.1bn | 32 holders, $46.9bn |
| Q3 2023 | 10 holders, $1.5bn | 33 holders, $41.9bn |
| Q4 2023 | 9 holders, $1.5bn | 28 holders, $41.2bn |
| Q1 2024 | 10 holders, $1.5bn | 32 holders, $26.9bn |
| Q2 2024 | 7 holders, $1.6bn | 33 holders, $32.6bn |
| Q3 2024 | 10 holders, $1.7bn | 37 holders, $45.5bn |
| Q4 2024 | 7 holders, $1.0bn | 44 holders, $74.6bn |
| Q1 2025 | 14 holders, $1.4bn | 41 holders, $43.6bn |
| Q2 2025 | 10 holders, $1.3bn | 40 holders, $52.7bn |
| Q3 2025 | 10 holders, $1.1bn | 41 holders, $82.7bn |
| Q4 2025 | 8 holders, $940m | 43 holders, $101bn |
| Q1 2026 | 6 holders, $92m | 41 holders, $84.4bn |
| Q2 2026 | 5 holders, $1.0bn | 43 holders, $94.7bn |
Block H & R Inc
- Holders
- 10
- Reported value
- $1.3bn
- Buyers
- 8
- Sellers
- 3
Breadth +5 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 (9)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Marshall Wace LLP, Wellington Management Group LLP
Only HRB (1)
Only TSLA (31)
AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, and 6 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.