Holders over time
- AZO
- HD
| Quarter | AZO | HD |
|---|---|---|
| Q3 2020 | 24 holders, $3.7bn | 34 holders, $35.3bn |
| Q4 2020 | 15 holders, $2.6bn | 35 holders, $33.8bn |
| Q1 2021 | 13 holders, $2.9bn | 28 holders, $38.9bn |
| Q2 2021 | 12 holders, $3.2bn | 23 holders, $40.0bn |
| Q3 2021 | 19 holders, $3.7bn | 19 holders, $40.3bn |
| Q4 2021 | 22 holders, $5.4bn | 28 holders, $49.9bn |
| Q1 2022 | 20 holders, $5.0bn | 38 holders, $33.3bn |
| Q2 2022 | 22 holders, $4.9bn | 36 holders, $29.9bn |
| Q3 2022 | 26 holders, $5.1bn | 33 holders, $29.8bn |
| Q4 2022 | 28 holders, $5.9bn | 24 holders, $33.3bn |
| Q1 2023 | 22 holders, $5.1bn | 25 holders, $31.2bn |
| Q2 2023 | 26 holders, $6.0bn | 31 holders, $32.5bn |
| Q3 2023 | 25 holders, $5.4bn | 37 holders, $31.3bn |
| Q4 2023 | 25 holders, $5.1bn | 30 holders, $34.1bn |
| Q1 2024 | 24 holders, $5.0bn | 31 holders, $36.5bn |
| Q2 2024 | 24 holders, $4.6bn | 34 holders, $29.2bn |
| Q3 2024 | 26 holders, $4.6bn | 37 holders, $34.4bn |
| Q4 2024 | 23 holders, $4.6bn | 42 holders, $31.7bn |
| Q1 2025 | 30 holders, $6.5bn | 36 holders, $27.8bn |
| Q2 2025 | 31 holders, $6.5bn | 40 holders, $28.8bn |
| Q3 2025 | 25 holders, $7.0bn | 36 holders, $33.0bn |
| Q4 2025 | 27 holders, $5.5bn | 38 holders, $28.9bn |
| Q1 2026 | 19 holders, $5.6bn | 35 holders, $30.6bn |
| Q2 2026 | 17 holders, $5.3bn | 31 holders, $34.8bn |
Autozone Inc
- Holders
- 25
- Reported value
- $7.0bn
- Buyers
- 10
- Sellers
- 17
Breadth -7 among 95 comparable managers.
Home Depot Inc
- Holders
- 36
- Reported value
- $33.0bn
- Buyers
- 13
- Sellers
- 26
Breadth -13 among 95 comparable managers.
Who holds both, Q3 2025
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only AZO (5)
Artisan Partners LP, Davidson Kempner Capital Management LP, Holocene Advisors LP, Maverick Capital Ltd, Renaissance Technologies LLC
Only HD (16)
Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Winton Group Ltd
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.