Holders over time
- CDW
- AMZN
| Quarter | CDW | AMZN |
|---|---|---|
| Q3 2020 | 10 holders, $2.3bn | 63 holders, $195bn |
| Q4 2020 | 17 holders, $2.6bn | 65 holders, $198bn |
| Q1 2021 | 13 holders, $3.3bn | 65 holders, $193bn |
| Q2 2021 | 11 holders, $2.9bn | 66 holders, $221bn |
| Q3 2021 | 14 holders, $3.4bn | 59 holders, $199bn |
| Q4 2021 | 16 holders, $4.3bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $3.6bn | 66 holders, $201bn |
| Q2 2022 | 19 holders, $3.6bn | 58 holders, $125bn |
| Q3 2022 | 12 holders, $3.7bn | 60 holders, $136bn |
| Q4 2022 | 15 holders, $4.1bn | 56 holders, $93.6bn |
| Q1 2023 | 12 holders, $4.2bn | 61 holders, $112bn |
| Q2 2023 | 11 holders, $4.0bn | 64 holders, $144bn |
| Q3 2023 | 11 holders, $4.2bn | 65 holders, $141bn |
| Q4 2023 | 10 holders, $4.9bn | 69 holders, $172bn |
| Q1 2024 | 11 holders, $5.0bn | 69 holders, $209bn |
| Q2 2024 | 10 holders, $3.6bn | 70 holders, $224bn |
| Q3 2024 | 11 holders, $3.9bn | 62 holders, $206bn |
| Q4 2024 | 20 holders, $3.1bn | 68 holders, $250bn |
| Q1 2025 | 17 holders, $2.7bn | 70 holders, $218bn |
| Q2 2025 | 19 holders, $3.3bn | 71 holders, $253bn |
| Q3 2025 | 18 holders, $2.4bn | 69 holders, $244bn |
| Q4 2025 | 15 holders, $1.8bn | 74 holders, $280bn |
| Q1 2026 | 13 holders, $1.9bn | 70 holders, $261bn |
| Q2 2026 | 13 holders, $2.6bn | 72 holders, $305bn |
CDW Corp
- Holders
- 15
- Reported value
- $1.8bn
- Buyers
- 19
- Sellers
- 19
Breadth 0 among 92 comparable managers.
Amazon Com Inc
- Holders
- 74
- Reported value
- $280bn
- Buyers
- 45
- Sellers
- 28
Breadth +17 among 92 comparable managers.
Who holds both, Q4 2025
Both (15)
Artisan Partners LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only CDW (0)
None.
Only AMZN (59)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, and 34 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.