Holders over time
- DIS
- AMZN
| Quarter | DIS | AMZN |
|---|---|---|
| Q3 2020 | 42 holders, $14.2bn | 63 holders, $195bn |
| Q4 2020 | 44 holders, $25.0bn | 65 holders, $198bn |
| Q1 2021 | 47 holders, $24.2bn | 65 holders, $193bn |
| Q2 2021 | 38 holders, $24.0bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $22.0bn | 59 holders, $199bn |
| Q4 2021 | 34 holders, $19.0bn | 66 holders, $209bn |
| Q1 2022 | 36 holders, $13.3bn | 66 holders, $201bn |
| Q2 2022 | 36 holders, $10.0bn | 58 holders, $125bn |
| Q3 2022 | 30 holders, $9.6bn | 60 holders, $136bn |
| Q4 2022 | 31 holders, $9.3bn | 56 holders, $93.6bn |
| Q1 2023 | 30 holders, $10.3bn | 61 holders, $112bn |
| Q2 2023 | 36 holders, $8.9bn | 64 holders, $144bn |
| Q3 2023 | 35 holders, $9.4bn | 65 holders, $141bn |
| Q4 2023 | 39 holders, $12.5bn | 69 holders, $172bn |
| Q1 2024 | 33 holders, $18.7bn | 69 holders, $209bn |
| Q2 2024 | 41 holders, $13.0bn | 70 holders, $224bn |
| Q3 2024 | 33 holders, $13.9bn | 62 holders, $206bn |
| Q4 2024 | 40 holders, $16.1bn | 68 holders, $250bn |
| Q1 2025 | 46 holders, $14.1bn | 70 holders, $218bn |
| Q2 2025 | 42 holders, $18.2bn | 71 holders, $253bn |
| Q3 2025 | 40 holders, $17.3bn | 69 holders, $244bn |
| Q4 2025 | 40 holders, $18.6bn | 74 holders, $280bn |
| Q1 2026 | 35 holders, $16.3bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $15.2bn | 72 holders, $305bn |
Disney Walt Co
- Holders
- 40
- Reported value
- $18.6bn
- Buyers
- 28
- Sellers
- 22
Breadth +6 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 (38)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, ValueAct Holdings LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only AMZN (36)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Baupost Group LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Discovery Capital Management LLC, Egerton Capital UK LLP, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, and 11 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.