Holders over time
- BIDU
- META
| Quarter | BIDU | META |
|---|---|---|
| Q3 2020 | 20 holders, $5.8bn | 65 holders, $131bn |
| Q4 2020 | 23 holders, $8.8bn | 68 holders, $137bn |
| Q1 2021 | 33 holders, $9.5bn | 71 holders, $147bn |
| Q2 2021 | 29 holders, $6.1bn | 64 holders, $173bn |
| Q3 2021 | 20 holders, $4.0bn | 64 holders, $164bn |
| Q4 2021 | 11 holders, $3.1bn | 57 holders, $150bn |
| Q1 2022 | 14 holders, $2.7bn | 53 holders, $93.4bn |
| Q2 2022 | 16 holders, $3.1bn | 58 holders, $65.9bn |
| Q3 2022 | 14 holders, $2.3bn | 57 holders, $53.0bn |
| Q4 2022 | 16 holders, $1.9bn | 58 holders, $56.5bn |
| Q1 2023 | 11 holders, $1.8bn | 57 holders, $80.0bn |
| Q2 2023 | 13 holders, $1.9bn | 64 holders, $112bn |
| Q3 2023 | 12 holders, $1.7bn | 67 holders, $120bn |
| Q4 2023 | 8 holders, $1.2bn | 67 holders, $143bn |
| Q1 2024 | 10 holders, $1.2bn | 70 holders, $193bn |
| Q2 2024 | 6 holders, $733m | 65 holders, $195bn |
| Q3 2024 | 8 holders, $995m | 66 holders, $218bn |
| Q4 2024 | 10 holders, $931m | 65 holders, $224bn |
| Q1 2025 | 12 holders, $1.2bn | 67 holders, $214bn |
| Q2 2025 | 6 holders, $712m | 62 holders, $270bn |
| Q3 2025 | 14 holders, $1.2bn | 67 holders, $256bn |
| Q4 2025 | 11 holders, $687m | 58 holders, $224bn |
| Q1 2026 | 10 holders, $496m | 64 holders, $201bn |
| Q2 2026 | 9 holders, $673m | 61 holders, $188bn |
Baidu Inc
- Holders
- 9
- Reported value
- $673m
- Buyers
- 15
- Sellers
- 10
Breadth +5 among 91 comparable managers.
Meta Platforms Inc
- Holders
- 61
- Reported value
- $188bn
- Buyers
- 32
- Sellers
- 37
Breadth -5 among 91 comparable managers.
Who holds both, Q2 2026
Both (7)
Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, MFS Investment Management
Only BIDU (2)
Only META (54)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, 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.