Holders over time
- BROS
- TSLA
| Quarter | BROS | TSLA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $52.5bn |
| Q4 2020 | none listed holders, n.a. | 33 holders, $78.8bn |
| Q1 2021 | none listed holders, n.a. | 32 holders, $60.5bn |
| Q2 2021 | none listed holders, n.a. | 34 holders, $57.9bn |
| Q3 2021 | 4 holders, $22m | 29 holders, $65.0bn |
| Q4 2021 | 3 holders, $11m | 44 holders, $90.0bn |
| Q1 2022 | 2 holders, $89m | 38 holders, $93.9bn |
| Q2 2022 | none listed holders, n.a. | 37 holders, $56.6bn |
| Q3 2022 | 1 holders, $52m | 41 holders, $68.2bn |
| Q4 2022 | 1 holders, $35m | 37 holders, $43.7bn |
| Q1 2023 | none listed holders, n.a. | 33 holders, $39.6bn |
| Q2 2023 | none listed holders, n.a. | 32 holders, $46.9bn |
| Q3 2023 | 2 holders, $42m | 33 holders, $41.9bn |
| Q4 2023 | 6 holders, $135m | 28 holders, $41.2bn |
| Q1 2024 | 11 holders, $532m | 32 holders, $26.9bn |
| Q2 2024 | 14 holders, $789m | 33 holders, $32.6bn |
| Q3 2024 | 12 holders, $692m | 37 holders, $45.5bn |
| Q4 2024 | 14 holders, $897m | 44 holders, $74.6bn |
| Q1 2025 | 21 holders, $1.3bn | 41 holders, $43.6bn |
| Q2 2025 | 19 holders, $1.7bn | 40 holders, $52.7bn |
| Q3 2025 | 11 holders, $949m | 41 holders, $82.7bn |
| Q4 2025 | 15 holders, $1.3bn | 43 holders, $101bn |
| Q1 2026 | 12 holders, $1.3bn | 41 holders, $84.4bn |
| Q2 2026 | 9 holders, $2.5bn | 43 holders, $94.7bn |
Dutch Bros Inc
- Holders
- 9
- Reported value
- $2.5bn
- Buyers
- 14
- Sellers
- 20
Breadth -6 among 91 comparable managers.
Tesla Inc
- Holders
- 43
- Reported value
- $94.7bn
- Buyers
- 26
- Sellers
- 20
Breadth +6 among 91 comparable managers.
Who holds both, Q2 2026
Both (9)
Baillie Gifford & Co, Fidelity (FMR LLC), Freestone Grove Partners LP, Marshall Wace LLP, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
Only BROS (0)
None.
Only TSLA (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, and 9 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.