Holders over time
- AVAV
- BA
| Quarter | AVAV | BA |
|---|---|---|
| Q3 2020 | 4 holders, $71m | 20 holders, $5.1bn |
| Q4 2020 | 3 holders, $117m | 26 holders, $5.8bn |
| Q1 2021 | 4 holders, $177m | 26 holders, $7.7bn |
| Q2 2021 | 4 holders, $139m | 25 holders, $7.7bn |
| Q3 2021 | 3 holders, $156m | 22 holders, $6.5bn |
| Q4 2021 | 3 holders, $115m | 19 holders, $5.7bn |
| Q1 2022 | 4 holders, $193m | 23 holders, $6.2bn |
| Q2 2022 | 2 holders, $155m | 22 holders, $6.1bn |
| Q3 2022 | 2 holders, $123m | 17 holders, $5.5bn |
| Q4 2022 | 2 holders, $120m | 24 holders, $10.9bn |
| Q1 2023 | 3 holders, $125m | 29 holders, $14.1bn |
| Q2 2023 | 3 holders, $143m | 31 holders, $14.6bn |
| Q3 2023 | 3 holders, $150m | 32 holders, $13.5bn |
| Q4 2023 | 3 holders, $150m | 31 holders, $21.1bn |
| Q1 2024 | 2 holders, $169m | 21 holders, $14.9bn |
| Q2 2024 | 4 holders, $430m | 20 holders, $16.7bn |
| Q3 2024 | 4 holders, $545m | 20 holders, $13.9bn |
| Q4 2024 | 2 holders, $369m | 31 holders, $28.0bn |
| Q1 2025 | 5 holders, $332m | 30 holders, $26.5bn |
| Q2 2025 | 5 holders, $789m | 32 holders, $32.3bn |
| Q3 2025 | 6 holders, $1.2bn | 33 holders, $30.6bn |
| Q4 2025 | 11 holders, $963m | 34 holders, $29.2bn |
| Q1 2026 | 6 holders, $351m | 31 holders, $26.7bn |
| Q2 2026 | 3 holders, $264m | 25 holders, $31.0bn |
Aerovironment Inc
- Holders
- 11
- Reported value
- $963m
- Buyers
- 21
- Sellers
- 12
Breadth +9 among 92 comparable managers.
Boeing Co
- Holders
- 34
- Reported value
- $29.2bn
- Buyers
- 25
- Sellers
- 20
Breadth +5 among 92 comparable managers.
Who holds both, Q4 2025
Both (8)
AllianceBernstein LP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Invesco Ltd, Marshall Wace LLP, Moore Capital Management LP, Renaissance Technologies LLC, Winton Group Ltd
Only BA (26)
Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Discovery Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, and 1 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.