Holders over time
- ZM
- META
| Quarter | ZM | META |
|---|---|---|
| Q3 2020 | 30 holders, $13.1bn | 65 holders, $131bn |
| Q4 2020 | 35 holders, $9.9bn | 68 holders, $137bn |
| Q1 2021 | 24 holders, $12.2bn | 71 holders, $147bn |
| Q2 2021 | 26 holders, $19.2bn | 64 holders, $173bn |
| Q3 2021 | 25 holders, $15.0bn | 64 holders, $164bn |
| Q4 2021 | 21 holders, $10.5bn | 57 holders, $150bn |
| Q1 2022 | 21 holders, $6.0bn | 53 holders, $93.4bn |
| Q2 2022 | 16 holders, $4.8bn | 58 holders, $65.9bn |
| Q3 2022 | 14 holders, $2.7bn | 57 holders, $53.0bn |
| Q4 2022 | 10 holders, $2.4bn | 58 holders, $56.5bn |
| Q1 2023 | 16 holders, $3.2bn | 57 holders, $80.0bn |
| Q2 2023 | 13 holders, $2.1bn | 64 holders, $112bn |
| Q3 2023 | 11 holders, $2.1bn | 67 holders, $120bn |
| Q4 2023 | 19 holders, $2.8bn | 67 holders, $143bn |
| Q1 2024 | 15 holders, $2.3bn | 70 holders, $193bn |
| Q2 2024 | 10 holders, $1.8bn | 65 holders, $195bn |
| Q3 2024 | 13 holders, $2.2bn | 66 holders, $218bn |
| Q4 2024 | 13 holders, $2.7bn | 65 holders, $224bn |
| Q1 2025 | 12 holders, $2.0bn | 67 holders, $214bn |
| Q2 2025 | 11 holders, $2.3bn | 62 holders, $270bn |
| Q3 2025 | 15 holders, $2.9bn | 67 holders, $256bn |
| Q4 2025 | 14 holders, $3.2bn | 58 holders, $224bn |
| Q1 2026 | 11 holders, $2.5bn | 64 holders, $201bn |
| Q2 2026 | 16 holders, $2.6bn | 61 holders, $188bn |
Zoom Communications Inc
- Holders
- 11
- Reported value
- $2.5bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 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, AQR Capital Management LLC, Arrowstreet Capital LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Walleye Capital LLC
Only ZM (0)
None.
Only META (53)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Dragoneer Investment Group LLC, Element Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, 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.