Holders over time
- MCD
- TSLA
| Quarter | MCD | TSLA |
|---|---|---|
| Q3 2020 | 35 holders, $17.6bn | 33 holders, $52.5bn |
| Q4 2020 | 35 holders, $16.2bn | 33 holders, $78.8bn |
| Q1 2021 | 34 holders, $16.0bn | 32 holders, $60.5bn |
| Q2 2021 | 33 holders, $15.2bn | 34 holders, $57.9bn |
| Q3 2021 | 27 holders, $15.7bn | 29 holders, $65.0bn |
| Q4 2021 | 25 holders, $15.8bn | 44 holders, $90.0bn |
| Q1 2022 | 29 holders, $15.1bn | 38 holders, $93.9bn |
| Q2 2022 | 31 holders, $14.4bn | 37 holders, $56.6bn |
| Q3 2022 | 31 holders, $13.0bn | 41 holders, $68.2bn |
| Q4 2022 | 33 holders, $15.1bn | 37 holders, $43.7bn |
| Q1 2023 | 37 holders, $16.7bn | 33 holders, $39.6bn |
| Q2 2023 | 39 holders, $17.4bn | 32 holders, $46.9bn |
| Q3 2023 | 33 holders, $13.3bn | 33 holders, $41.9bn |
| Q4 2023 | 25 holders, $13.5bn | 28 holders, $41.2bn |
| Q1 2024 | 32 holders, $13.2bn | 32 holders, $26.9bn |
| Q2 2024 | 30 holders, $14.3bn | 33 holders, $32.6bn |
| Q3 2024 | 27 holders, $17.3bn | 37 holders, $45.5bn |
| Q4 2024 | 24 holders, $14.4bn | 44 holders, $74.6bn |
| Q1 2025 | 28 holders, $15.2bn | 41 holders, $43.6bn |
| Q2 2025 | 37 holders, $14.1bn | 40 holders, $52.7bn |
| Q3 2025 | 35 holders, $14.1bn | 41 holders, $82.7bn |
| Q4 2025 | 36 holders, $14.4bn | 43 holders, $101bn |
| Q1 2026 | 27 holders, $13.4bn | 41 holders, $84.4bn |
| Q2 2026 | 28 holders, $11.9bn | 43 holders, $94.7bn |
McDonald's Corp
- Holders
- 28
- Reported value
- $11.9bn
- Buyers
- 21
- Sellers
- 21
Breadth 0 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 (22)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only MCD (6)
Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Point72 Asset Management LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only TSLA (21)
Acadian Asset Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Investments LP
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.