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CDW · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CDWAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CDW
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterCDWAMZN
Q3 202010 holders, $2.3bn63 holders, $195bn
Q4 202017 holders, $2.6bn65 holders, $198bn
Q1 202113 holders, $3.3bn65 holders, $193bn
Q2 202111 holders, $2.9bn66 holders, $221bn
Q3 202114 holders, $3.4bn59 holders, $199bn
Q4 202116 holders, $4.3bn66 holders, $209bn
Q1 202216 holders, $3.6bn66 holders, $201bn
Q2 202219 holders, $3.6bn58 holders, $125bn
Q3 202212 holders, $3.7bn60 holders, $136bn
Q4 202215 holders, $4.1bn56 holders, $93.6bn
Q1 202312 holders, $4.2bn61 holders, $112bn
Q2 202311 holders, $4.0bn64 holders, $144bn
Q3 202311 holders, $4.2bn65 holders, $141bn
Q4 202310 holders, $4.9bn69 holders, $172bn
Q1 202411 holders, $5.0bn69 holders, $209bn
Q2 202410 holders, $3.6bn70 holders, $224bn
Q3 202411 holders, $3.9bn62 holders, $206bn
Q4 202420 holders, $3.1bn68 holders, $250bn
Q1 202517 holders, $2.7bn70 holders, $218bn
Q2 202519 holders, $3.3bn71 holders, $253bn
Q3 202518 holders, $2.4bn69 holders, $244bn
Q4 202515 holders, $1.8bn74 holders, $280bn
Q1 202613 holders, $1.9bn70 holders, $261bn
Q2 202613 holders, $2.6bn72 holders, $305bn
CDW

CDW Corp

Holders
13
Reported value
$2.6bn
Buyers
17
Sellers
19

Breadth -2 among 91 comparable managers.

Consumer discretionaryConsumer and digital platforms · L3VLUP
AMZN

Amazon Com Inc

Holders
72
Reported value
$305bn
Buyers
47
Sellers
24

Breadth +23 among 91 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q2 2026

Among the 72 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CDW (0)

None.

Only AMZN (59)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Dragoneer Investment Group LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, and 34 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.

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