Holders over time
- MCD
- AMZN
| Quarter | MCD | AMZN |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 63 holders, $195bn |
| Q4 2020 | 35 holders, $16.2bn | 65 holders, $198bn |
| Q1 2021 | 34 holders, $16.0bn | 65 holders, $193bn |
| Q2 2021 | 33 holders, $15.2bn | 66 holders, $221bn |
| Q3 2021 | 27 holders, $15.7bn | 59 holders, $199bn |
| Q4 2021 | 25 holders, $15.8bn | 66 holders, $209bn |
| Q1 2022 | 29 holders, $15.1bn | 66 holders, $201bn |
| Q2 2022 | 31 holders, $14.4bn | 58 holders, $125bn |
| Q3 2022 | 31 holders, $13.0bn | 60 holders, $136bn |
| Q4 2022 | 33 holders, $15.1bn | 56 holders, $93.6bn |
| Q1 2023 | 37 holders, $16.7bn | 61 holders, $112bn |
| Q2 2023 | 39 holders, $17.4bn | 64 holders, $144bn |
| Q3 2023 | 33 holders, $13.3bn | 65 holders, $141bn |
| Q4 2023 | 25 holders, $13.5bn | 69 holders, $172bn |
| Q1 2024 | 32 holders, $13.2bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $14.3bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $17.3bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $14.4bn | 68 holders, $250bn |
| Q1 2025 | 28 holders, $15.2bn | 70 holders, $218bn |
| Q2 2025 | 37 holders, $14.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $14.1bn | 69 holders, $244bn |
| Q4 2025 | 36 holders, $14.4bn | 74 holders, $280bn |
| Q1 2026 | 27 holders, $13.4bn | 70 holders, $261bn |
| Q2 2026 | 28 holders, $11.9bn | 72 holders, $305bn |
McDonald's Corp
- Holders
- 37
- Reported value
- $14.1bn
- Buyers
- 20
- Sellers
- 17
Breadth +3 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 (37)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only MCD (0)
None.
Only AMZN (34)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Coatue Management LLC, D1 Capital Partners LP, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Pershing Square Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Soroban Capital Partners LP, Soros Fund Management LLC, and 9 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.