Holders over time
- XYZ
- AMZN
| Quarter | XYZ | AMZN |
|---|---|---|
| Q3 2020 | 30 holders, $11.0bn | 63 holders, $195bn |
| Q4 2020 | 38 holders, $14.8bn | 65 holders, $198bn |
| Q1 2021 | 29 holders, $13.9bn | 65 holders, $193bn |
| Q2 2021 | 32 holders, $14.8bn | 66 holders, $221bn |
| Q3 2021 | 26 holders, $15.9bn | 59 holders, $199bn |
| Q4 2021 | 29 holders, $10.7bn | 66 holders, $209bn |
| Q1 2022 | 28 holders, $11.3bn | 66 holders, $201bn |
| Q2 2022 | 23 holders, $4.8bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $4.4bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $5.7bn | 56 holders, $93.6bn |
| Q1 2023 | 24 holders, $7.1bn | 61 holders, $112bn |
| Q2 2023 | 29 holders, $7.1bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $4.1bn | 65 holders, $141bn |
| Q4 2023 | 27 holders, $7.2bn | 69 holders, $172bn |
| Q1 2024 | 21 holders, $8.0bn | 69 holders, $209bn |
| Q2 2024 | 21 holders, $4.7bn | 70 holders, $224bn |
| Q3 2024 | 18 holders, $4.6bn | 62 holders, $206bn |
| Q4 2024 | 21 holders, $6.8bn | 68 holders, $250bn |
| Q1 2025 | 18 holders, $4.8bn | 70 holders, $218bn |
| Q2 2025 | 27 holders, $8.3bn | 71 holders, $253bn |
| Q3 2025 | 19 holders, $7.5bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $6.8bn | 74 holders, $280bn |
| Q1 2026 | 16 holders, $6.4bn | 70 holders, $261bn |
| Q2 2026 | 21 holders, $7.7bn | 72 holders, $305bn |
Block Inc
- Holders
- 19
- Reported value
- $7.5bn
- Buyers
- 7
- Sellers
- 15
Breadth -8 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 (18)
Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Marshall Wace LLP, MFS Investment Management, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only XYZ (1)
Only AMZN (51)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 26 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.