Holders over time
- YUM
- AMZN
| Quarter | YUM | AMZN |
|---|---|---|
| Q3 2020 | 18 holders, $3.7bn | 63 holders, $195bn |
| Q4 2020 | 13 holders, $4.7bn | 65 holders, $198bn |
| Q1 2021 | 16 holders, $4.7bn | 65 holders, $193bn |
| Q2 2021 | 8 holders, $4.7bn | 66 holders, $221bn |
| Q3 2021 | 13 holders, $5.2bn | 59 holders, $199bn |
| Q4 2021 | 14 holders, $6.3bn | 66 holders, $209bn |
| Q1 2022 | 24 holders, $6.2bn | 66 holders, $201bn |
| Q2 2022 | 21 holders, $6.5bn | 58 holders, $125bn |
| Q3 2022 | 23 holders, $4.0bn | 60 holders, $136bn |
| Q4 2022 | 24 holders, $4.8bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $4.4bn | 61 holders, $112bn |
| Q2 2023 | 17 holders, $4.3bn | 64 holders, $144bn |
| Q3 2023 | 14 holders, $3.5bn | 65 holders, $141bn |
| Q4 2023 | 18 holders, $3.7bn | 69 holders, $172bn |
| Q1 2024 | 15 holders, $4.2bn | 69 holders, $209bn |
| Q2 2024 | 14 holders, $4.4bn | 70 holders, $224bn |
| Q3 2024 | 11 holders, $2.8bn | 62 holders, $206bn |
| Q4 2024 | 13 holders, $2.6bn | 68 holders, $250bn |
| Q1 2025 | 22 holders, $3.4bn | 70 holders, $218bn |
| Q2 2025 | 14 holders, $1.8bn | 71 holders, $253bn |
| Q3 2025 | 14 holders, $1.9bn | 69 holders, $244bn |
| Q4 2025 | 11 holders, $1.4bn | 74 holders, $280bn |
| Q1 2026 | 16 holders, $2.6bn | 70 holders, $261bn |
| Q2 2026 | 17 holders, $3.4bn | 72 holders, $305bn |
Yum Brands Inc
- Holders
- 16
- Reported value
- $2.6bn
- Buyers
- 28
- Sellers
- 8
Breadth +20 among 91 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $261bn
- Buyers
- 26
- Sellers
- 45
Breadth -19 among 91 comparable managers.
Who holds both, Q1 2026
Both (16)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Markel Group Inc, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only YUM (0)
None.
Only AMZN (54)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Jane Street Group LLC, and 29 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.