Holders over time
- AMT
- EQIX
| Quarter | AMT | EQIX |
|---|---|---|
| Q3 2020 | 34 holders, $18.1bn | 19 holders, $8.2bn |
| Q4 2020 | 29 holders, $15.3bn | 21 holders, $8.2bn |
| Q1 2021 | 21 holders, $15.3bn | 19 holders, $7.5bn |
| Q2 2021 | 23 holders, $17.2bn | 17 holders, $7.9bn |
| Q3 2021 | 28 holders, $16.9bn | 15 holders, $7.0bn |
| Q4 2021 | 24 holders, $17.1bn | 18 holders, $6.0bn |
| Q1 2022 | 22 holders, $13.4bn | 18 holders, $6.0bn |
| Q2 2022 | 25 holders, $15.2bn | 23 holders, $5.7bn |
| Q3 2022 | 27 holders, $12.7bn | 20 holders, $4.8bn |
| Q4 2022 | 22 holders, $13.0bn | 15 holders, $5.1bn |
| Q1 2023 | 32 holders, $12.6bn | 17 holders, $5.3bn |
| Q2 2023 | 28 holders, $11.7bn | 20 holders, $6.5bn |
| Q3 2023 | 29 holders, $9.5bn | 16 holders, $6.2bn |
| Q4 2023 | 23 holders, $12.8bn | 19 holders, $6.6bn |
| Q1 2024 | 26 holders, $11.7bn | 27 holders, $7.6bn |
| Q2 2024 | 29 holders, $11.3bn | 21 holders, $8.1bn |
| Q3 2024 | 28 holders, $14.0bn | 26 holders, $9.6bn |
| Q4 2024 | 26 holders, $11.6bn | 28 holders, $10.3bn |
| Q1 2025 | 28 holders, $13.9bn | 31 holders, $8.7bn |
| Q2 2025 | 28 holders, $13.8bn | 30 holders, $7.3bn |
| Q3 2025 | 30 holders, $9.5bn | 28 holders, $7.0bn |
| Q4 2025 | 34 holders, $9.0bn | 26 holders, $8.2bn |
| Q1 2026 | 29 holders, $8.4bn | 31 holders, $11.5bn |
| Q2 2026 | 31 holders, $8.6bn | 31 holders, $12.6bn |
American Tower Corp
- Holders
- 29
- Reported value
- $8.4bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 among 91 comparable managers.
Equinix Inc
- Holders
- 31
- Reported value
- $11.5bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 among 91 comparable managers.
Who holds both, Q1 2026
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only AMT (10)
Akre Capital Management LLC, Baillie Gifford & Co, Capital World Investors, GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only EQIX (12)
AQR Capital Management LLC, Citadel Advisors LLC, Coatue Management LLC, Elliott Investment Management LP, First Eagle Investment Management LLC, Jane Street Group LLC, Janus Henderson Group Ltd, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Walleye Capital LLC, Woodline Partners LP
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.