Holders over time
- MCD
- TSLA
| Quarter | MCD | TSLA |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 33 holders, $52.5bn |
| Q4 2020 | 35 holders, $16.2bn | 33 holders, $78.8bn |
| Q1 2021 | 34 holders, $16.0bn | 32 holders, $60.5bn |
| Q2 2021 | 33 holders, $15.2bn | 34 holders, $57.9bn |
| Q3 2021 | 27 holders, $15.7bn | 29 holders, $65.0bn |
| Q4 2021 | 25 holders, $15.8bn | 44 holders, $90.0bn |
| Q1 2022 | 29 holders, $15.1bn | 38 holders, $93.9bn |
| Q2 2022 | 31 holders, $14.4bn | 37 holders, $56.6bn |
| Q3 2022 | 31 holders, $13.0bn | 41 holders, $68.2bn |
| Q4 2022 | 33 holders, $15.1bn | 37 holders, $43.7bn |
| Q1 2023 | 37 holders, $16.7bn | 33 holders, $39.6bn |
| Q2 2023 | 39 holders, $17.4bn | 32 holders, $46.9bn |
| Q3 2023 | 33 holders, $13.3bn | 33 holders, $41.9bn |
| Q4 2023 | 25 holders, $13.5bn | 28 holders, $41.2bn |
| Q1 2024 | 32 holders, $13.2bn | 32 holders, $26.9bn |
| Q2 2024 | 30 holders, $14.3bn | 33 holders, $32.6bn |
| Q3 2024 | 27 holders, $17.3bn | 37 holders, $45.5bn |
| Q4 2024 | 24 holders, $14.4bn | 44 holders, $74.6bn |
| Q1 2025 | 28 holders, $15.2bn | 41 holders, $43.6bn |
| Q2 2025 | 37 holders, $14.1bn | 40 holders, $52.7bn |
| Q3 2025 | 35 holders, $14.1bn | 41 holders, $82.7bn |
| Q4 2025 | 36 holders, $14.4bn | 43 holders, $101bn |
| Q1 2026 | 27 holders, $13.4bn | 41 holders, $84.4bn |
| Q2 2026 | 28 holders, $11.9bn | 43 holders, $94.7bn |
McDonald's Corp
- Holders
- 36
- Reported value
- $14.4bn
- Buyers
- 20
- Sellers
- 29
Breadth -9 among 92 comparable managers.
Tesla Inc
- Holders
- 43
- Reported value
- $101bn
- Buyers
- 25
- Sellers
- 19
Breadth +6 among 92 comparable managers.
Who holds both, Q4 2025
Both (28)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only MCD (8)
Arrowstreet Capital LP, Bridgewater Associates LP, Discovery Capital Management LLC, Dodge & Cox, Harris Associates LP, Maverick Capital Ltd, Point72 Asset Management LP, Quantbot Technologies LP
Only TSLA (15)
Acadian Asset Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Polen Capital Management LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP
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.