Holders over time
- FOXA
- NFLX
| Quarter | FOXA | NFLX |
|---|---|---|
| Q3 2020 | 11 holders, $2.0bn | 43 holders, $57.4bn |
| Q4 2020 | 12 holders, $2.2bn | 48 holders, $63.2bn |
| Q1 2021 | 18 holders, $2.2bn | 44 holders, $60.9bn |
| Q2 2021 | 10 holders, $2.0bn | 51 holders, $59.3bn |
| Q3 2021 | 13 holders, $2.2bn | 42 holders, $67.8bn |
| Q4 2021 | 12 holders, $2.2bn | 46 holders, $64.2bn |
| Q1 2022 | 12 holders, $2.4bn | 42 holders, $34.9bn |
| Q2 2022 | 15 holders, $1.9bn | 35 holders, $15.0bn |
| Q3 2022 | 10 holders, $1.6bn | 37 holders, $21.8bn |
| Q4 2022 | 13 holders, $1.6bn | 36 holders, $30.4bn |
| Q1 2023 | 13 holders, $1.6bn | 42 holders, $33.8bn |
| Q2 2023 | 7 holders, $1.5bn | 43 holders, $42.3bn |
| Q3 2023 | 7 holders, $1.1bn | 43 holders, $33.1bn |
| Q4 2023 | 10 holders, $1.0bn | 39 holders, $42.1bn |
| Q1 2024 | 10 holders, $1.4bn | 44 holders, $50.0bn |
| Q2 2024 | 11 holders, $1.3bn | 44 holders, $55.5bn |
| Q3 2024 | 12 holders, $1.7bn | 44 holders, $55.8bn |
| Q4 2024 | 17 holders, $1.5bn | 51 holders, $73.4bn |
| Q1 2025 | 14 holders, $1.7bn | 50 holders, $76.5bn |
| Q2 2025 | 11 holders, $1.3bn | 45 holders, $106bn |
| Q3 2025 | 13 holders, $1.7bn | 50 holders, $91.6bn |
| Q4 2025 | 12 holders, $1.9bn | 48 holders, $73.1bn |
| Q1 2026 | 10 holders, $1.1bn | 44 holders, $74.2bn |
| Q2 2026 | 12 holders, $1.1bn | 38 holders, $50.9bn |
Fox Corp
- Holders
- 13
- Reported value
- $1.7bn
- Buyers
- 8
- Sellers
- 5
Breadth +3 among 95 comparable managers.
Netflix Inc.
- Holders
- 50
- Reported value
- $91.6bn
- Buyers
- 27
- Sellers
- 23
Breadth +4 among 95 comparable managers.
Who holds both, Q3 2025
Both (9)
Bridgewater Associates LP, Caxton Associates LLP, GAMCO Investors Inc, Man Group PLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd
Only FOXA (4)
Balyasny Asset Management LLC, Dodge & Cox, Holocene Advisors LP, PDT Partners LLC
Only NFLX (41)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 16 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.