Holders over time
- TSCO
- HD
| Quarter | TSCO | HD |
|---|---|---|
| Q3 2020 | 23 holders, $1.8bn | 34 holders, $35.3bn |
| Q4 2020 | 15 holders, $1.3bn | 35 holders, $33.8bn |
| Q1 2021 | 14 holders, $1.3bn | 28 holders, $38.9bn |
| Q2 2021 | 17 holders, $1.3bn | 23 holders, $40.0bn |
| Q3 2021 | 14 holders, $1.2bn | 19 holders, $40.3bn |
| Q4 2021 | 16 holders, $1.5bn | 28 holders, $49.9bn |
| Q1 2022 | 14 holders, $1.5bn | 38 holders, $33.3bn |
| Q2 2022 | 17 holders, $1.4bn | 36 holders, $29.9bn |
| Q3 2022 | 16 holders, $1.3bn | 33 holders, $29.8bn |
| Q4 2022 | 14 holders, $1.8bn | 24 holders, $33.3bn |
| Q1 2023 | 12 holders, $2.0bn | 25 holders, $31.2bn |
| Q2 2023 | 13 holders, $2.4bn | 31 holders, $32.5bn |
| Q3 2023 | 11 holders, $3.2bn | 37 holders, $31.3bn |
| Q4 2023 | 12 holders, $4.2bn | 30 holders, $34.1bn |
| Q1 2024 | 11 holders, $5.1bn | 31 holders, $36.5bn |
| Q2 2024 | 16 holders, $5.4bn | 34 holders, $29.2bn |
| Q3 2024 | 13 holders, $6.2bn | 37 holders, $34.4bn |
| Q4 2024 | 14 holders, $5.5bn | 42 holders, $31.7bn |
| Q1 2025 | 17 holders, $5.6bn | 36 holders, $27.8bn |
| Q2 2025 | 16 holders, $5.0bn | 40 holders, $28.8bn |
| Q3 2025 | 17 holders, $5.0bn | 36 holders, $33.0bn |
| Q4 2025 | 18 holders, $4.5bn | 38 holders, $28.9bn |
| Q1 2026 | 14 holders, $3.9bn | 35 holders, $30.6bn |
| Q2 2026 | 10 holders, $2.9bn | 31 holders, $34.8bn |
Tractor Supply Co
- Holders
- 10
- Reported value
- $2.9bn
- Buyers
- 23
- Sellers
- 15
Breadth +8 among 91 comparable managers.
Home Depot Inc
- Holders
- 31
- Reported value
- $34.8bn
- Buyers
- 22
- Sellers
- 25
Breadth -3 among 91 comparable managers.
Who holds both, Q2 2026
Both (6)
Capital Research Global Investors, Caxton Associates LLP, GAMCO Investors Inc, Invesco Ltd, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only TSCO (4)
Acadian Asset Management LLC, Element Capital Management LLC, Freestone Grove Partners LP, Man Group PLC
Only HD (25)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Steadfast Capital Management LP, Verition Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners 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.