Holders over time
- BURL
- AMZN
| Quarter | BURL | AMZN |
|---|---|---|
| Q3 2020 | 16 holders, $5.9bn | 63 holders, $195bn |
| Q4 2020 | 16 holders, $7.5bn | 65 holders, $198bn |
| Q1 2021 | 17 holders, $8.2bn | 65 holders, $193bn |
| Q2 2021 | 19 holders, $9.3bn | 66 holders, $221bn |
| Q3 2021 | 21 holders, $8.1bn | 59 holders, $199bn |
| Q4 2021 | 18 holders, $8.1bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $5.1bn | 66 holders, $201bn |
| Q2 2022 | 17 holders, $3.6bn | 58 holders, $125bn |
| Q3 2022 | 12 holders, $2.0bn | 60 holders, $136bn |
| Q4 2022 | 13 holders, $3.3bn | 56 holders, $93.6bn |
| Q1 2023 | 21 holders, $2.9bn | 61 holders, $112bn |
| Q2 2023 | 18 holders, $2.0bn | 64 holders, $144bn |
| Q3 2023 | 19 holders, $1.2bn | 65 holders, $141bn |
| Q4 2023 | 17 holders, $1.3bn | 69 holders, $172bn |
| Q1 2024 | 14 holders, $1.8bn | 69 holders, $209bn |
| Q2 2024 | 15 holders, $1.5bn | 70 holders, $224bn |
| Q3 2024 | 22 holders, $2.0bn | 62 holders, $206bn |
| Q4 2024 | 18 holders, $2.1bn | 68 holders, $250bn |
| Q1 2025 | 16 holders, $1.6bn | 70 holders, $218bn |
| Q2 2025 | 13 holders, $1.4bn | 71 holders, $253bn |
| Q3 2025 | 10 holders, $915m | 69 holders, $244bn |
| Q4 2025 | 15 holders, $1.6bn | 74 holders, $280bn |
| Q1 2026 | 12 holders, $2.2bn | 70 holders, $261bn |
| Q2 2026 | 10 holders, $1.9bn | 72 holders, $305bn |
Burlington Stores Inc
- Holders
- 12
- Reported value
- $2.2bn
- Buyers
- 19
- Sellers
- 12
Breadth +7 among 91 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $261bn
- Buyers
- 26
- Sellers
- 45
Breadth -19 among 91 comparable managers.
Who holds both, Q1 2026
Both (12)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Freestone Grove Partners LP, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only BURL (0)
None.
Only AMZN (58)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, and 33 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.