Holders over time
- TTD
- META
| Quarter | TTD | META |
|---|---|---|
| Q3 2020 | 13 holders, $2.9bn | 65 holders, $131bn |
| Q4 2020 | 17 holders, $4.0bn | 68 holders, $137bn |
| Q1 2021 | 17 holders, $3.9bn | 71 holders, $147bn |
| Q2 2021 | 13 holders, $4.8bn | 64 holders, $173bn |
| Q3 2021 | 6 holders, $4.4bn | 64 holders, $164bn |
| Q4 2021 | 12 holders, $6.8bn | 57 holders, $150bn |
| Q1 2022 | 10 holders, $5.3bn | 53 holders, $93.4bn |
| Q2 2022 | 16 holders, $3.4bn | 58 holders, $65.9bn |
| Q3 2022 | 13 holders, $4.5bn | 57 holders, $53.0bn |
| Q4 2022 | 13 holders, $3.4bn | 58 holders, $56.5bn |
| Q1 2023 | 9 holders, $4.1bn | 57 holders, $80.0bn |
| Q2 2023 | 15 holders, $5.5bn | 64 holders, $112bn |
| Q3 2023 | 14 holders, $5.4bn | 67 holders, $120bn |
| Q4 2023 | 16 holders, $4.9bn | 67 holders, $143bn |
| Q1 2024 | 17 holders, $5.5bn | 70 holders, $193bn |
| Q2 2024 | 16 holders, $5.9bn | 65 holders, $195bn |
| Q3 2024 | 15 holders, $6.9bn | 66 holders, $218bn |
| Q4 2024 | 21 holders, $7.3bn | 65 holders, $224bn |
| Q1 2025 | 15 holders, $2.6bn | 67 holders, $214bn |
| Q2 2025 | 18 holders, $3.1bn | 62 holders, $270bn |
| Q3 2025 | 13 holders, $2.3bn | 67 holders, $256bn |
| Q4 2025 | 16 holders, $2.1bn | 58 holders, $224bn |
| Q1 2026 | 13 holders, $997m | 64 holders, $201bn |
| Q2 2026 | 8 holders, $761m | 61 holders, $188bn |
The Trade Desk Inc
- Holders
- 13
- Reported value
- $997m
- Buyers
- 19
- Sellers
- 17
Breadth +2 among 91 comparable managers.
Meta Platforms Inc
- Holders
- 64
- Reported value
- $201bn
- Buyers
- 40
- Sellers
- 28
Breadth +12 among 91 comparable managers.
Who holds both, Q1 2026
Both (11)
Acadian Asset Management LLC, Baillie Gifford & Co, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Investments LP
Only META (53)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Dragoneer Investment Group LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, and 28 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.