Holders over time
- DIS
- AMZN
| Quarter | DIS | AMZN |
|---|---|---|
| Q3 2020 | 42 holders, $14.2bn | 63 holders, $195bn |
| Q4 2020 | 44 holders, $25.0bn | 65 holders, $198bn |
| Q1 2021 | 47 holders, $24.2bn | 65 holders, $193bn |
| Q2 2021 | 38 holders, $24.0bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $22.0bn | 59 holders, $199bn |
| Q4 2021 | 34 holders, $19.0bn | 66 holders, $209bn |
| Q1 2022 | 36 holders, $13.3bn | 66 holders, $201bn |
| Q2 2022 | 36 holders, $10.0bn | 58 holders, $125bn |
| Q3 2022 | 30 holders, $9.6bn | 60 holders, $136bn |
| Q4 2022 | 31 holders, $9.3bn | 56 holders, $93.6bn |
| Q1 2023 | 30 holders, $10.3bn | 61 holders, $112bn |
| Q2 2023 | 36 holders, $8.9bn | 64 holders, $144bn |
| Q3 2023 | 35 holders, $9.4bn | 65 holders, $141bn |
| Q4 2023 | 39 holders, $12.5bn | 69 holders, $172bn |
| Q1 2024 | 33 holders, $18.7bn | 69 holders, $209bn |
| Q2 2024 | 41 holders, $13.0bn | 70 holders, $224bn |
| Q3 2024 | 33 holders, $13.9bn | 62 holders, $206bn |
| Q4 2024 | 40 holders, $16.1bn | 68 holders, $250bn |
| Q1 2025 | 46 holders, $14.1bn | 70 holders, $218bn |
| Q2 2025 | 42 holders, $18.2bn | 71 holders, $253bn |
| Q3 2025 | 40 holders, $17.3bn | 69 holders, $244bn |
| Q4 2025 | 40 holders, $18.6bn | 74 holders, $280bn |
| Q1 2026 | 35 holders, $16.3bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $15.2bn | 72 holders, $305bn |
Disney Walt Co
- Holders
- 40
- Reported value
- $17.3bn
- Buyers
- 23
- Sellers
- 16
Breadth +7 among 95 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $244bn
- Buyers
- 33
- Sellers
- 36
Breadth -3 among 95 comparable managers.
Who holds both, Q3 2025
Both (35)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, ValueAct Holdings LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only DIS (5)
D1 Capital Partners LP, First Eagle Investment Management LLC, Renaissance Technologies LLC, Southeastern Asset Management Inc, Viking Global Investors LP
Only AMZN (34)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Soroban Capital Partners LP, and 9 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.