Holders over time
- SGI
- TSLA
| Quarter | SGI | TSLA |
|---|---|---|
| Q3 2020 | 11 holders, $258m | 33 holders, $52.5bn |
| Q4 2020 | 12 holders, $727m | 33 holders, $78.8bn |
| Q1 2021 | 14 holders, $1.0bn | 32 holders, $60.5bn |
| Q2 2021 | 10 holders, $1.1bn | 34 holders, $57.9bn |
| Q3 2021 | 6 holders, $1.4bn | 29 holders, $65.0bn |
| Q4 2021 | 10 holders, $1.6bn | 44 holders, $90.0bn |
| Q1 2022 | 4 holders, $731m | 38 holders, $93.9bn |
| Q2 2022 | 5 holders, $540m | 37 holders, $56.6bn |
| Q3 2022 | 5 holders, $669m | 41 holders, $68.2bn |
| Q4 2022 | 8 holders, $994m | 37 holders, $43.7bn |
| Q1 2023 | 5 holders, $1.1bn | 33 holders, $39.6bn |
| Q2 2023 | 8 holders, $1.1bn | 32 holders, $46.9bn |
| Q3 2023 | 8 holders, $1.1bn | 33 holders, $41.9bn |
| Q4 2023 | 7 holders, $946m | 28 holders, $41.2bn |
| Q1 2024 | 10 holders, $787m | 32 holders, $26.9bn |
| Q2 2024 | 9 holders, $260m | 33 holders, $32.6bn |
| Q3 2024 | 9 holders, $785m | 37 holders, $45.5bn |
| Q4 2024 | 10 holders, $852m | 44 holders, $74.6bn |
| Q1 2025 | 13 holders, $2.0bn | 41 holders, $43.6bn |
| Q2 2025 | 10 holders, $3.0bn | 40 holders, $52.7bn |
| Q3 2025 | 13 holders, $3.6bn | 41 holders, $82.7bn |
| Q4 2025 | 17 holders, $3.9bn | 43 holders, $101bn |
| Q1 2026 | 14 holders, $3.5bn | 41 holders, $84.4bn |
| Q2 2026 | 13 holders, $3.8bn | 43 holders, $94.7bn |
Tempur Sealy International Inc
- Holders
- 17
- Reported value
- $3.9bn
- Buyers
- 24
- Sellers
- 11
Breadth +13 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 (12)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only SGI (5)
Artisan Partners LP, Maverick Capital Ltd, Quantbot Technologies LP, Third Point LLC, Voloridge Investment Management LLC
Only TSLA (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, and 6 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.