Holders over time
- BIDU
- META
| Quarter | BIDU | META |
|---|---|---|
| Q3 2020 | 20 holders, $5.8bn | 65 holders, $131bn |
| Q4 2020 | 23 holders, $8.8bn | 68 holders, $137bn |
| Q1 2021 | 33 holders, $9.5bn | 71 holders, $147bn |
| Q2 2021 | 29 holders, $6.1bn | 64 holders, $173bn |
| Q3 2021 | 20 holders, $4.0bn | 64 holders, $164bn |
| Q4 2021 | 11 holders, $3.1bn | 57 holders, $150bn |
| Q1 2022 | 14 holders, $2.7bn | 53 holders, $93.4bn |
| Q2 2022 | 16 holders, $3.1bn | 58 holders, $65.9bn |
| Q3 2022 | 14 holders, $2.3bn | 57 holders, $53.0bn |
| Q4 2022 | 16 holders, $1.9bn | 58 holders, $56.5bn |
| Q1 2023 | 11 holders, $1.8bn | 57 holders, $80.0bn |
| Q2 2023 | 13 holders, $1.9bn | 64 holders, $112bn |
| Q3 2023 | 12 holders, $1.7bn | 67 holders, $120bn |
| Q4 2023 | 8 holders, $1.2bn | 67 holders, $143bn |
| Q1 2024 | 10 holders, $1.2bn | 70 holders, $193bn |
| Q2 2024 | 6 holders, $733m | 65 holders, $195bn |
| Q3 2024 | 8 holders, $995m | 66 holders, $218bn |
| Q4 2024 | 10 holders, $931m | 65 holders, $224bn |
| Q1 2025 | 12 holders, $1.2bn | 67 holders, $214bn |
| Q2 2025 | 6 holders, $712m | 62 holders, $270bn |
| Q3 2025 | 14 holders, $1.2bn | 67 holders, $256bn |
| Q4 2025 | 11 holders, $687m | 58 holders, $224bn |
| Q1 2026 | 10 holders, $496m | 64 holders, $201bn |
| Q2 2026 | 9 holders, $673m | 61 holders, $188bn |
Baidu Inc
- Holders
- 11
- Reported value
- $687m
- Buyers
- 13
- Sellers
- 16
Breadth -3 among 92 comparable managers.
Meta Platforms Inc
- Holders
- 58
- Reported value
- $224bn
- Buyers
- 22
- Sellers
- 48
Breadth -26 among 92 comparable managers.
Who holds both, Q4 2025
Both (9)
Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital World Investors, Discovery Capital Management LLC, Dodge & Cox, Marshall Wace LLP, MFS Investment Management, Point72 Asset Management LP
Only META (49)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Element Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 24 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.