Holders over time
- SBUX
- TSLA
| Quarter | SBUX | TSLA |
|---|---|---|
| Q3 2020 | 28 holders, $6.3bn | 33 holders, $52.5bn |
| Q4 2020 | 26 holders, $9.0bn | 33 holders, $78.8bn |
| Q1 2021 | 29 holders, $9.4bn | 32 holders, $60.5bn |
| Q2 2021 | 31 holders, $9.6bn | 34 holders, $57.9bn |
| Q3 2021 | 30 holders, $9.2bn | 29 holders, $65.0bn |
| Q4 2021 | 25 holders, $9.8bn | 44 holders, $90.0bn |
| Q1 2022 | 33 holders, $8.6bn | 38 holders, $93.9bn |
| Q2 2022 | 29 holders, $8.2bn | 37 holders, $56.6bn |
| Q3 2022 | 28 holders, $8.8bn | 41 holders, $68.2bn |
| Q4 2022 | 30 holders, $9.5bn | 37 holders, $43.7bn |
| Q1 2023 | 39 holders, $9.5bn | 33 holders, $39.6bn |
| Q2 2023 | 31 holders, $8.9bn | 32 holders, $46.9bn |
| Q3 2023 | 30 holders, $8.6bn | 33 holders, $41.9bn |
| Q4 2023 | 33 holders, $6.6bn | 28 holders, $41.2bn |
| Q1 2024 | 30 holders, $5.5bn | 32 holders, $26.9bn |
| Q2 2024 | 31 holders, $5.6bn | 33 holders, $32.6bn |
| Q3 2024 | 28 holders, $13.3bn | 37 holders, $45.5bn |
| Q4 2024 | 31 holders, $15.2bn | 44 holders, $74.6bn |
| Q1 2025 | 26 holders, $20.2bn | 41 holders, $43.6bn |
| Q2 2025 | 20 holders, $22.5bn | 40 holders, $52.7bn |
| Q3 2025 | 21 holders, $19.8bn | 41 holders, $82.7bn |
| Q4 2025 | 18 holders, $21.2bn | 43 holders, $101bn |
| Q1 2026 | 20 holders, $26.2bn | 41 holders, $84.4bn |
| Q2 2026 | 19 holders, $29.5bn | 43 holders, $94.7bn |
Starbucks Corp
- Holders
- 20
- Reported value
- $22.5bn
- Buyers
- 9
- Sellers
- 14
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 (15)
AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Polen Capital Management LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only SBUX (5)
Artisan Partners LP, First Eagle Investment Management LLC, Lone Pine Capital LLC, Markel Group Inc, Schonfeld Strategic Advisors LLC
Only TSLA (25)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC
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.