Holders over time
- DIS
- TSLA
| Quarter | DIS | TSLA |
|---|---|---|
| Q3 2020 | 42 holders, $14.2bn | 33 holders, $52.5bn |
| Q4 2020 | 44 holders, $25.0bn | 33 holders, $78.8bn |
| Q1 2021 | 47 holders, $24.2bn | 32 holders, $60.5bn |
| Q2 2021 | 38 holders, $24.0bn | 34 holders, $57.9bn |
| Q3 2021 | 31 holders, $22.0bn | 29 holders, $65.0bn |
| Q4 2021 | 34 holders, $19.0bn | 44 holders, $90.0bn |
| Q1 2022 | 36 holders, $13.3bn | 38 holders, $93.9bn |
| Q2 2022 | 36 holders, $10.0bn | 37 holders, $56.6bn |
| Q3 2022 | 30 holders, $9.6bn | 41 holders, $68.2bn |
| Q4 2022 | 31 holders, $9.3bn | 37 holders, $43.7bn |
| Q1 2023 | 30 holders, $10.3bn | 33 holders, $39.6bn |
| Q2 2023 | 36 holders, $8.9bn | 32 holders, $46.9bn |
| Q3 2023 | 35 holders, $9.4bn | 33 holders, $41.9bn |
| Q4 2023 | 39 holders, $12.5bn | 28 holders, $41.2bn |
| Q1 2024 | 33 holders, $18.7bn | 32 holders, $26.9bn |
| Q2 2024 | 41 holders, $13.0bn | 33 holders, $32.6bn |
| Q3 2024 | 33 holders, $13.9bn | 37 holders, $45.5bn |
| Q4 2024 | 40 holders, $16.1bn | 44 holders, $74.6bn |
| Q1 2025 | 46 holders, $14.1bn | 41 holders, $43.6bn |
| Q2 2025 | 42 holders, $18.2bn | 40 holders, $52.7bn |
| Q3 2025 | 40 holders, $17.3bn | 41 holders, $82.7bn |
| Q4 2025 | 40 holders, $18.6bn | 43 holders, $101bn |
| Q1 2026 | 35 holders, $16.3bn | 41 holders, $84.4bn |
| Q2 2026 | 26 holders, $15.2bn | 43 holders, $94.7bn |
Disney Walt Co
- Holders
- 26
- Reported value
- $15.2bn
- Buyers
- 18
- Sellers
- 29
Breadth -11 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 (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
Only DIS (6)
Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, First Eagle Investment Management LLC, Markel Group Inc
Only TSLA (23)
ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Marshall Wace LLP, MFS Investment Management, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd
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.