Holders over time
- SHAK
- TSLA
| Quarter | SHAK | TSLA |
|---|---|---|
| Q3 2020 | 3 holders, $5.3m | 33 holders, $52.5bn |
| Q4 2020 | 5 holders, $18m | 33 holders, $78.8bn |
| Q1 2021 | 8 holders, $51m | 32 holders, $60.5bn |
| Q2 2021 | 6 holders, $28m | 34 holders, $57.9bn |
| Q3 2021 | 6 holders, $15m | 29 holders, $65.0bn |
| Q4 2021 | 3 holders, $7.8m | 44 holders, $90.0bn |
| Q1 2022 | 3 holders, $30m | 38 holders, $93.9bn |
| Q2 2022 | 4 holders, $44m | 37 holders, $56.6bn |
| Q3 2022 | 9 holders, $129m | 41 holders, $68.2bn |
| Q4 2022 | 7 holders, $143m | 37 holders, $43.7bn |
| Q1 2023 | 9 holders, $278m | 33 holders, $39.6bn |
| Q2 2023 | 9 holders, $287m | 32 holders, $46.9bn |
| Q3 2023 | 9 holders, $224m | 33 holders, $41.9bn |
| Q4 2023 | 8 holders, $254m | 28 holders, $41.2bn |
| Q1 2024 | 10 holders, $363m | 32 holders, $26.9bn |
| Q2 2024 | 14 holders, $366m | 33 holders, $32.6bn |
| Q3 2024 | 12 holders, $596m | 37 holders, $45.5bn |
| Q4 2024 | 14 holders, $601m | 44 holders, $74.6bn |
| Q1 2025 | 7 holders, $388m | 41 holders, $43.6bn |
| Q2 2025 | 12 holders, $955m | 40 holders, $52.7bn |
| Q3 2025 | 6 holders, $449m | 41 holders, $82.7bn |
| Q4 2025 | 6 holders, $372m | 43 holders, $101bn |
| Q1 2026 | 10 holders, $444m | 41 holders, $84.4bn |
| Q2 2026 | 2 holders, $79m | 43 holders, $94.7bn |
Shake Shack Inc
- Holders
- 10
- Reported value
- $444m
- Buyers
- 15
- Sellers
- 14
Breadth +1 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 (9)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Polen Capital Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only SHAK (1)
Only TSLA (32)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, and 7 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.