Holders over time
- LAD
- TSLA
| Quarter | LAD | TSLA |
|---|---|---|
| Q3 2020 | 10 holders, $311m | 33 holders, $52.5bn |
| Q4 2020 | 7 holders, $638m | 33 holders, $78.8bn |
| Q1 2021 | 7 holders, $963m | 32 holders, $60.5bn |
| Q2 2021 | 15 holders, $1.4bn | 34 holders, $57.9bn |
| Q3 2021 | 17 holders, $1.2bn | 29 holders, $65.0bn |
| Q4 2021 | 19 holders, $931m | 44 holders, $90.0bn |
| Q1 2022 | 11 holders, $819m | 38 holders, $93.9bn |
| Q2 2022 | 11 holders, $712m | 37 holders, $56.6bn |
| Q3 2022 | 15 holders, $632m | 41 holders, $68.2bn |
| Q4 2022 | 11 holders, $546m | 37 holders, $43.7bn |
| Q1 2023 | 10 holders, $553m | 33 holders, $39.6bn |
| Q2 2023 | 5 holders, $700m | 32 holders, $46.9bn |
| Q3 2023 | 8 holders, $722m | 33 holders, $41.9bn |
| Q4 2023 | 5 holders, $908m | 28 holders, $41.2bn |
| Q1 2024 | 10 holders, $854m | 32 holders, $26.9bn |
| Q2 2024 | 8 holders, $592m | 33 holders, $32.6bn |
| Q3 2024 | 11 holders, $1.1bn | 37 holders, $45.5bn |
| Q4 2024 | 11 holders, $1.2bn | 44 holders, $74.6bn |
| Q1 2025 | 18 holders, $973m | 41 holders, $43.6bn |
| Q2 2025 | 18 holders, $1.1bn | 40 holders, $52.7bn |
| Q3 2025 | 12 holders, $757m | 41 holders, $82.7bn |
| Q4 2025 | 6 holders, $773m | 43 holders, $101bn |
| Q1 2026 | 9 holders, $592m | 41 holders, $84.4bn |
| Q2 2026 | 9 holders, $1.3bn | 43 holders, $94.7bn |
Lithia Motors Inc
- Holders
- 9
- Reported value
- $592m
- Buyers
- 13
- Sellers
- 21
Breadth -8 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 (4)
Brevan Howard Capital Management LP, Holocene Advisors LP, Marshall Wace LLP, Quantbot Technologies LP
Only LAD (5)
Caxton Associates LLP, First Eagle Investment Management LLC, Glenview Capital Management LLC, Harris Associates LP, Ruane Cunniff & Goldfarb LP
Only TSLA (37)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, and 12 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.