Holders over time
- ORCL
- AMZN
| Quarter | ORCL | AMZN |
|---|---|---|
| Q3 2020 | 29 holders, $8.1bn | 63 holders, $195bn |
| Q4 2020 | 22 holders, $8.2bn | 65 holders, $198bn |
| Q1 2021 | 25 holders, $8.8bn | 65 holders, $193bn |
| Q2 2021 | 21 holders, $8.9bn | 66 holders, $221bn |
| Q3 2021 | 24 holders, $9.6bn | 59 holders, $199bn |
| Q4 2021 | 26 holders, $10.0bn | 66 holders, $209bn |
| Q1 2022 | 27 holders, $10.2bn | 66 holders, $201bn |
| Q2 2022 | 31 holders, $9.4bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $7.9bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $22.1bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $12.7bn | 61 holders, $112bn |
| Q2 2023 | 34 holders, $18.7bn | 64 holders, $144bn |
| Q3 2023 | 24 holders, $15.6bn | 65 holders, $141bn |
| Q4 2023 | 35 holders, $15.1bn | 69 holders, $172bn |
| Q1 2024 | 36 holders, $17.6bn | 69 holders, $209bn |
| Q2 2024 | 34 holders, $20.4bn | 70 holders, $224bn |
| Q3 2024 | 33 holders, $25.8bn | 62 holders, $206bn |
| Q4 2024 | 30 holders, $24.1bn | 68 holders, $250bn |
| Q1 2025 | 34 holders, $20.4bn | 70 holders, $218bn |
| Q2 2025 | 45 holders, $33.0bn | 71 holders, $253bn |
| Q3 2025 | 36 holders, $46.8bn | 69 holders, $244bn |
| Q4 2025 | 36 holders, $30.4bn | 74 holders, $280bn |
| Q1 2026 | 37 holders, $21.3bn | 70 holders, $261bn |
| Q2 2026 | 36 holders, $24.2bn | 72 holders, $305bn |
Oracle Corp
- Holders
- 36
- Reported value
- $24.2bn
- Buyers
- 27
- Sellers
- 18
Breadth +9 among 91 comparable managers.
Amazon Com Inc
- Holders
- 72
- Reported value
- $305bn
- Buyers
- 47
- Sellers
- 24
Breadth +23 among 91 comparable managers.
Who holds both, Q2 2026
Both (35)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only ORCL (1)
Only AMZN (37)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Dragoneer Investment Group LLC, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Pershing Square Capital Management LP, Renaissance Technologies LLC, and 12 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.