Holders over time
- XYZ
- AMZN
| Quarter | XYZ | AMZN |
|---|---|---|
| Q3 2020 | 30 holders, $11.0bn | 63 holders, $195bn |
| Q4 2020 | 38 holders, $14.8bn | 65 holders, $198bn |
| Q1 2021 | 29 holders, $13.9bn | 65 holders, $193bn |
| Q2 2021 | 32 holders, $14.8bn | 66 holders, $221bn |
| Q3 2021 | 26 holders, $15.9bn | 59 holders, $199bn |
| Q4 2021 | 29 holders, $10.7bn | 66 holders, $209bn |
| Q1 2022 | 28 holders, $11.3bn | 66 holders, $201bn |
| Q2 2022 | 23 holders, $4.8bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $4.4bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $5.7bn | 56 holders, $93.6bn |
| Q1 2023 | 24 holders, $7.1bn | 61 holders, $112bn |
| Q2 2023 | 29 holders, $7.1bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $4.1bn | 65 holders, $141bn |
| Q4 2023 | 27 holders, $7.2bn | 69 holders, $172bn |
| Q1 2024 | 21 holders, $8.0bn | 69 holders, $209bn |
| Q2 2024 | 21 holders, $4.7bn | 70 holders, $224bn |
| Q3 2024 | 18 holders, $4.6bn | 62 holders, $206bn |
| Q4 2024 | 21 holders, $6.8bn | 68 holders, $250bn |
| Q1 2025 | 18 holders, $4.8bn | 70 holders, $218bn |
| Q2 2025 | 27 holders, $8.3bn | 71 holders, $253bn |
| Q3 2025 | 19 holders, $7.5bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $6.8bn | 74 holders, $280bn |
| Q1 2026 | 16 holders, $6.4bn | 70 holders, $261bn |
| Q2 2026 | 21 holders, $7.7bn | 72 holders, $305bn |
Block Inc
- Holders
- 21
- Reported value
- $7.7bn
- Buyers
- 27
- Sellers
- 14
Breadth +13 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 (21)
ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Wellington Management Group LLP
Only XYZ (0)
None.
Only AMZN (51)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Dragoneer Investment Group LLC, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 26 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.