Holders over time
- MCD
- AMZN
| Quarter | MCD | AMZN |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 63 holders, $195bn |
| Q4 2020 | 35 holders, $16.2bn | 65 holders, $198bn |
| Q1 2021 | 34 holders, $16.0bn | 65 holders, $193bn |
| Q2 2021 | 33 holders, $15.2bn | 66 holders, $221bn |
| Q3 2021 | 27 holders, $15.7bn | 59 holders, $199bn |
| Q4 2021 | 25 holders, $15.8bn | 66 holders, $209bn |
| Q1 2022 | 29 holders, $15.1bn | 66 holders, $201bn |
| Q2 2022 | 31 holders, $14.4bn | 58 holders, $125bn |
| Q3 2022 | 31 holders, $13.0bn | 60 holders, $136bn |
| Q4 2022 | 33 holders, $15.1bn | 56 holders, $93.6bn |
| Q1 2023 | 37 holders, $16.7bn | 61 holders, $112bn |
| Q2 2023 | 39 holders, $17.4bn | 64 holders, $144bn |
| Q3 2023 | 33 holders, $13.3bn | 65 holders, $141bn |
| Q4 2023 | 25 holders, $13.5bn | 69 holders, $172bn |
| Q1 2024 | 32 holders, $13.2bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $14.3bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $17.3bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $14.4bn | 68 holders, $250bn |
| Q1 2025 | 28 holders, $15.2bn | 70 holders, $218bn |
| Q2 2025 | 37 holders, $14.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $14.1bn | 69 holders, $244bn |
| Q4 2025 | 36 holders, $14.4bn | 74 holders, $280bn |
| Q1 2026 | 27 holders, $13.4bn | 70 holders, $261bn |
| Q2 2026 | 28 holders, $11.9bn | 72 holders, $305bn |
McDonald's Corp
- Holders
- 35
- Reported value
- $14.1bn
- Buyers
- 25
- Sellers
- 11
Breadth +14 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 (32)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only AMZN (37)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Pershing Square Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, and 12 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.