Holders over time
- SFM
- KO
| Quarter | SFM | KO |
|---|---|---|
| Q3 2020 | 8 holders, $591m | 30 holders, $34.7bn |
| Q4 2020 | 8 holders, $263m | 30 holders, $39.2bn |
| Q1 2021 | 8 holders, $295m | 30 holders, $37.6bn |
| Q2 2021 | 6 holders, $189m | 30 holders, $38.0bn |
| Q3 2021 | 7 holders, $158m | 34 holders, $37.9bn |
| Q4 2021 | 5 holders, $192m | 33 holders, $43.3bn |
| Q1 2022 | 7 holders, $219m | 32 holders, $45.4bn |
| Q2 2022 | 5 holders, $169m | 30 holders, $45.1bn |
| Q3 2022 | 5 holders, $520m | 34 holders, $39.8bn |
| Q4 2022 | 6 holders, $691m | 37 holders, $44.1bn |
| Q1 2023 | 6 holders, $750m | 37 holders, $42.2bn |
| Q2 2023 | 5 holders, $744m | 36 holders, $40.8bn |
| Q3 2023 | 9 holders, $1.0bn | 36 holders, $37.8bn |
| Q4 2023 | 8 holders, $1.0bn | 34 holders, $38.4bn |
| Q1 2024 | 10 holders, $1.3bn | 33 holders, $41.0bn |
| Q2 2024 | 13 holders, $1.4bn | 33 holders, $43.4bn |
| Q3 2024 | 16 holders, $1.8bn | 26 holders, $47.9bn |
| Q4 2024 | 17 holders, $1.2bn | 33 holders, $42.2bn |
| Q1 2025 | 23 holders, $2.2bn | 33 holders, $47.1bn |
| Q2 2025 | 29 holders, $3.2bn | 36 holders, $48.4bn |
| Q3 2025 | 19 holders, $1.9bn | 36 holders, $44.4bn |
| Q4 2025 | 16 holders, $844m | 36 holders, $47.5bn |
| Q1 2026 | 12 holders, $1.6bn | 34 holders, $52.4bn |
| Q2 2026 | 9 holders, $1.7bn | 34 holders, $56.1bn |
Sprouts FMRS MKT Inc
- Holders
- 16
- Reported value
- $844m
- Buyers
- 12
- Sellers
- 26
Breadth -14 among 92 comparable managers.
Coca Cola Co
- Holders
- 36
- Reported value
- $47.5bn
- Buyers
- 24
- Sellers
- 21
Breadth +3 among 92 comparable managers.
Who holds both, Q4 2025
Both (9)
Balyasny Asset Management LLC, Bridgewater Associates LP, Freestone Grove Partners LP, Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Verition Fund Management LLC
Only SFM (7)
Caxton Associates LLP, Coatue Management LLC, Holocene Advisors LP, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only KO (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, and 2 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.