Holders over time
- ZM
- META
| Quarter | ZM | META |
|---|---|---|
| Q3 2020 | 30 holders, $13.1bn | 65 holders, $131bn |
| Q4 2020 | 35 holders, $9.9bn | 68 holders, $137bn |
| Q1 2021 | 24 holders, $12.2bn | 71 holders, $147bn |
| Q2 2021 | 26 holders, $19.2bn | 64 holders, $173bn |
| Q3 2021 | 25 holders, $15.0bn | 64 holders, $164bn |
| Q4 2021 | 21 holders, $10.5bn | 57 holders, $150bn |
| Q1 2022 | 21 holders, $6.0bn | 53 holders, $93.4bn |
| Q2 2022 | 16 holders, $4.8bn | 58 holders, $65.9bn |
| Q3 2022 | 14 holders, $2.7bn | 57 holders, $53.0bn |
| Q4 2022 | 10 holders, $2.4bn | 58 holders, $56.5bn |
| Q1 2023 | 16 holders, $3.2bn | 57 holders, $80.0bn |
| Q2 2023 | 13 holders, $2.1bn | 64 holders, $112bn |
| Q3 2023 | 11 holders, $2.1bn | 67 holders, $120bn |
| Q4 2023 | 19 holders, $2.8bn | 67 holders, $143bn |
| Q1 2024 | 15 holders, $2.3bn | 70 holders, $193bn |
| Q2 2024 | 10 holders, $1.8bn | 65 holders, $195bn |
| Q3 2024 | 13 holders, $2.2bn | 66 holders, $218bn |
| Q4 2024 | 13 holders, $2.7bn | 65 holders, $224bn |
| Q1 2025 | 12 holders, $2.0bn | 67 holders, $214bn |
| Q2 2025 | 11 holders, $2.3bn | 62 holders, $270bn |
| Q3 2025 | 15 holders, $2.9bn | 67 holders, $256bn |
| Q4 2025 | 14 holders, $3.2bn | 58 holders, $224bn |
| Q1 2026 | 11 holders, $2.5bn | 64 holders, $201bn |
| Q2 2026 | 16 holders, $2.6bn | 61 holders, $188bn |
Zoom Communications Inc
- Holders
- 11
- Reported value
- $2.3bn
- Buyers
- 7
- Sellers
- 4
Breadth +3 among 95 comparable managers.
Meta Platforms Inc
- Holders
- 62
- Reported value
- $270bn
- Buyers
- 26
- Sellers
- 39
Breadth -13 among 95 comparable managers.
Who holds both, Q2 2025
Both (9)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., Fidelity (FMR LLC), Man Group PLC, Quantbot Technologies LP
Only META (53)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 28 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.