Holders over time
- YUM
- TSLA
| Quarter | YUM | TSLA |
|---|---|---|
| Q3 2020 | 18 holders, $3.7bn | 33 holders, $52.5bn |
| Q4 2020 | 13 holders, $4.7bn | 33 holders, $78.8bn |
| Q1 2021 | 16 holders, $4.7bn | 32 holders, $60.5bn |
| Q2 2021 | 8 holders, $4.7bn | 34 holders, $57.9bn |
| Q3 2021 | 13 holders, $5.2bn | 29 holders, $65.0bn |
| Q4 2021 | 14 holders, $6.3bn | 44 holders, $90.0bn |
| Q1 2022 | 24 holders, $6.2bn | 38 holders, $93.9bn |
| Q2 2022 | 21 holders, $6.5bn | 37 holders, $56.6bn |
| Q3 2022 | 23 holders, $4.0bn | 41 holders, $68.2bn |
| Q4 2022 | 24 holders, $4.8bn | 37 holders, $43.7bn |
| Q1 2023 | 23 holders, $4.4bn | 33 holders, $39.6bn |
| Q2 2023 | 17 holders, $4.3bn | 32 holders, $46.9bn |
| Q3 2023 | 14 holders, $3.5bn | 33 holders, $41.9bn |
| Q4 2023 | 18 holders, $3.7bn | 28 holders, $41.2bn |
| Q1 2024 | 15 holders, $4.2bn | 32 holders, $26.9bn |
| Q2 2024 | 14 holders, $4.4bn | 33 holders, $32.6bn |
| Q3 2024 | 11 holders, $2.8bn | 37 holders, $45.5bn |
| Q4 2024 | 13 holders, $2.6bn | 44 holders, $74.6bn |
| Q1 2025 | 22 holders, $3.4bn | 41 holders, $43.6bn |
| Q2 2025 | 14 holders, $1.8bn | 40 holders, $52.7bn |
| Q3 2025 | 14 holders, $1.9bn | 41 holders, $82.7bn |
| Q4 2025 | 11 holders, $1.4bn | 43 holders, $101bn |
| Q1 2026 | 16 holders, $2.6bn | 41 holders, $84.4bn |
| Q2 2026 | 17 holders, $3.4bn | 43 holders, $94.7bn |
Yum Brands Inc
- Holders
- 14
- Reported value
- $1.8bn
- Buyers
- 9
- Sellers
- 8
Breadth +1 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 (11)
Acadian Asset Management LLC, AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Holocene Advisors LP, Invesco Ltd, Man Group PLC, T. Rowe Price Associates Inc, Winton Group Ltd
Only TSLA (29)
AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, 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, Two Sigma Advisers LP, Two Sigma Investments LP, and 4 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.