Holders over time
- BURL
- TSLA
| Quarter | BURL | TSLA |
|---|---|---|
| Q3 2020 | 16 holders, $5.9bn | 33 holders, $52.5bn |
| Q4 2020 | 16 holders, $7.5bn | 33 holders, $78.8bn |
| Q1 2021 | 17 holders, $8.2bn | 32 holders, $60.5bn |
| Q2 2021 | 19 holders, $9.3bn | 34 holders, $57.9bn |
| Q3 2021 | 21 holders, $8.1bn | 29 holders, $65.0bn |
| Q4 2021 | 18 holders, $8.1bn | 44 holders, $90.0bn |
| Q1 2022 | 16 holders, $5.1bn | 38 holders, $93.9bn |
| Q2 2022 | 17 holders, $3.6bn | 37 holders, $56.6bn |
| Q3 2022 | 12 holders, $2.0bn | 41 holders, $68.2bn |
| Q4 2022 | 13 holders, $3.3bn | 37 holders, $43.7bn |
| Q1 2023 | 21 holders, $2.9bn | 33 holders, $39.6bn |
| Q2 2023 | 18 holders, $2.0bn | 32 holders, $46.9bn |
| Q3 2023 | 19 holders, $1.2bn | 33 holders, $41.9bn |
| Q4 2023 | 17 holders, $1.3bn | 28 holders, $41.2bn |
| Q1 2024 | 14 holders, $1.8bn | 32 holders, $26.9bn |
| Q2 2024 | 15 holders, $1.5bn | 33 holders, $32.6bn |
| Q3 2024 | 22 holders, $2.0bn | 37 holders, $45.5bn |
| Q4 2024 | 18 holders, $2.1bn | 44 holders, $74.6bn |
| Q1 2025 | 16 holders, $1.6bn | 41 holders, $43.6bn |
| Q2 2025 | 13 holders, $1.4bn | 40 holders, $52.7bn |
| Q3 2025 | 10 holders, $915m | 41 holders, $82.7bn |
| Q4 2025 | 15 holders, $1.6bn | 43 holders, $101bn |
| Q1 2026 | 12 holders, $2.2bn | 41 holders, $84.4bn |
| Q2 2026 | 10 holders, $1.9bn | 43 holders, $94.7bn |
Burlington Stores Inc
- Holders
- 12
- Reported value
- $2.2bn
- Buyers
- 19
- Sellers
- 12
Breadth +7 among 91 comparable managers.
Tesla Inc
- Holders
- 41
- Reported value
- $84.4bn
- Buyers
- 25
- Sellers
- 22
Breadth +3 among 91 comparable managers.
Who holds both, Q1 2026
Both (11)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only BURL (1)
Only TSLA (30)
Acadian Asset Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, and 5 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.