Holders over time
- BIDU
- META
| Quarter | BIDU | META |
|---|---|---|
| Q3 2020 | 20 holders, $5.8bn | 65 holders, $131bn |
| Q4 2020 | 23 holders, $8.8bn | 68 holders, $137bn |
| Q1 2021 | 33 holders, $9.5bn | 71 holders, $147bn |
| Q2 2021 | 29 holders, $6.1bn | 64 holders, $173bn |
| Q3 2021 | 20 holders, $4.0bn | 64 holders, $164bn |
| Q4 2021 | 11 holders, $3.1bn | 57 holders, $150bn |
| Q1 2022 | 14 holders, $2.7bn | 53 holders, $93.4bn |
| Q2 2022 | 16 holders, $3.1bn | 58 holders, $65.9bn |
| Q3 2022 | 14 holders, $2.3bn | 57 holders, $53.0bn |
| Q4 2022 | 16 holders, $1.9bn | 58 holders, $56.5bn |
| Q1 2023 | 11 holders, $1.8bn | 57 holders, $80.0bn |
| Q2 2023 | 13 holders, $1.9bn | 64 holders, $112bn |
| Q3 2023 | 12 holders, $1.7bn | 67 holders, $120bn |
| Q4 2023 | 8 holders, $1.2bn | 67 holders, $143bn |
| Q1 2024 | 10 holders, $1.2bn | 70 holders, $193bn |
| Q2 2024 | 6 holders, $733m | 65 holders, $195bn |
| Q3 2024 | 8 holders, $995m | 66 holders, $218bn |
| Q4 2024 | 10 holders, $931m | 65 holders, $224bn |
| Q1 2025 | 12 holders, $1.2bn | 67 holders, $214bn |
| Q2 2025 | 6 holders, $712m | 62 holders, $270bn |
| Q3 2025 | 14 holders, $1.2bn | 67 holders, $256bn |
| Q4 2025 | 11 holders, $687m | 58 holders, $224bn |
| Q1 2026 | 10 holders, $496m | 64 holders, $201bn |
| Q2 2026 | 9 holders, $673m | 61 holders, $188bn |
Baidu Inc
- Holders
- 14
- Reported value
- $1.2bn
- Buyers
- 12
- Sellers
- 2
Breadth +10 among 95 comparable managers.
Meta Platforms Inc
- Holders
- 67
- Reported value
- $256bn
- Buyers
- 39
- Sellers
- 30
Breadth +9 among 95 comparable managers.
Who holds both, Q3 2025
Both (11)
Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, MFS Investment Management, Polen Capital Management LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC
Only BIDU (3)
Discovery Capital Management LLC, Farallon Capital Management LLC, Steadfast Capital Management LP
Only META (56)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 31 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.