Holders over time
- LAD
- AMZN
| Quarter | LAD | AMZN |
|---|---|---|
| Q3 2020 | 10 holders, $311m | 63 holders, $195bn |
| Q4 2020 | 7 holders, $638m | 65 holders, $198bn |
| Q1 2021 | 7 holders, $963m | 65 holders, $193bn |
| Q2 2021 | 15 holders, $1.4bn | 66 holders, $221bn |
| Q3 2021 | 17 holders, $1.2bn | 59 holders, $199bn |
| Q4 2021 | 19 holders, $931m | 66 holders, $209bn |
| Q1 2022 | 11 holders, $819m | 66 holders, $201bn |
| Q2 2022 | 11 holders, $712m | 58 holders, $125bn |
| Q3 2022 | 15 holders, $632m | 60 holders, $136bn |
| Q4 2022 | 11 holders, $546m | 56 holders, $93.6bn |
| Q1 2023 | 10 holders, $553m | 61 holders, $112bn |
| Q2 2023 | 5 holders, $700m | 64 holders, $144bn |
| Q3 2023 | 8 holders, $722m | 65 holders, $141bn |
| Q4 2023 | 5 holders, $908m | 69 holders, $172bn |
| Q1 2024 | 10 holders, $854m | 69 holders, $209bn |
| Q2 2024 | 8 holders, $592m | 70 holders, $224bn |
| Q3 2024 | 11 holders, $1.1bn | 62 holders, $206bn |
| Q4 2024 | 11 holders, $1.2bn | 68 holders, $250bn |
| Q1 2025 | 18 holders, $973m | 70 holders, $218bn |
| Q2 2025 | 18 holders, $1.1bn | 71 holders, $253bn |
| Q3 2025 | 12 holders, $757m | 69 holders, $244bn |
| Q4 2025 | 6 holders, $773m | 74 holders, $280bn |
| Q1 2026 | 9 holders, $592m | 70 holders, $261bn |
| Q2 2026 | 9 holders, $1.3bn | 72 holders, $305bn |
Lithia Motors Inc
- Holders
- 18
- Reported value
- $1.1bn
- Buyers
- 8
- Sellers
- 10
Breadth -2 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 (14)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Eisler Capital Management Ltd, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Woodline Partners LP
Only LAD (4)
First Eagle Investment Management LLC, PDT Partners LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP
Only AMZN (57)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, 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, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, and 32 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.