Holders over time
- SBUX
- TSLA
| Quarter | SBUX | TSLA |
|---|---|---|
| Q3 2020 | 28 holders, $6.3bn | 33 holders, $52.5bn |
| Q4 2020 | 26 holders, $9.0bn | 33 holders, $78.8bn |
| Q1 2021 | 29 holders, $9.4bn | 32 holders, $60.5bn |
| Q2 2021 | 31 holders, $9.6bn | 34 holders, $57.9bn |
| Q3 2021 | 30 holders, $9.2bn | 29 holders, $65.0bn |
| Q4 2021 | 25 holders, $9.8bn | 44 holders, $90.0bn |
| Q1 2022 | 33 holders, $8.6bn | 38 holders, $93.9bn |
| Q2 2022 | 29 holders, $8.2bn | 37 holders, $56.6bn |
| Q3 2022 | 28 holders, $8.8bn | 41 holders, $68.2bn |
| Q4 2022 | 30 holders, $9.5bn | 37 holders, $43.7bn |
| Q1 2023 | 39 holders, $9.5bn | 33 holders, $39.6bn |
| Q2 2023 | 31 holders, $8.9bn | 32 holders, $46.9bn |
| Q3 2023 | 30 holders, $8.6bn | 33 holders, $41.9bn |
| Q4 2023 | 33 holders, $6.6bn | 28 holders, $41.2bn |
| Q1 2024 | 30 holders, $5.5bn | 32 holders, $26.9bn |
| Q2 2024 | 31 holders, $5.6bn | 33 holders, $32.6bn |
| Q3 2024 | 28 holders, $13.3bn | 37 holders, $45.5bn |
| Q4 2024 | 31 holders, $15.2bn | 44 holders, $74.6bn |
| Q1 2025 | 26 holders, $20.2bn | 41 holders, $43.6bn |
| Q2 2025 | 20 holders, $22.5bn | 40 holders, $52.7bn |
| Q3 2025 | 21 holders, $19.8bn | 41 holders, $82.7bn |
| Q4 2025 | 18 holders, $21.2bn | 43 holders, $101bn |
| Q1 2026 | 20 holders, $26.2bn | 41 holders, $84.4bn |
| Q2 2026 | 19 holders, $29.5bn | 43 holders, $94.7bn |
Starbucks Corp
- Holders
- 20
- Reported value
- $26.2bn
- Buyers
- 15
- Sellers
- 22
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 (15)
AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, MFS Investment Management, Polen Capital Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only SBUX (5)
Bridgewater Associates LP, First Eagle Investment Management LLC, Markel Group Inc, Maverick Capital Ltd, Moore Capital Management LP
Only TSLA (26)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group 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, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC, and 1 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.