ABNB in the 13F filings
Airbnb Inc · CUSIP 009066101
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 22 Jan 2026
- Managers listing it
- 45
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 31 listed it in both
- Shares listed
- 92,626,716
- combined, among listed positions
- Reported value
- $12.6bn
- combined, at the quarter end
Among the 92 comparable managers: 25 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +13,140,657.
Managers listing ABNB in Q4 2025
45 of 45 holders
What managers have written about ABNB
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Airbnb's 2020 IPO letter from the founders · Airbnb · 16 Nov 2020 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 15,311,297 shares now+9,820,442
- Harris Associates LPexisting position · 18,694,408 shares now+3,240,477
- AQR Capital Management LLCexisting position · 6,762,784 shares now+2,492,847
- MFS Investment Managementnew position · 1,362,694 shares now+1,362,694
- Citadel Advisors LLCexisting position · 1,844,369 shares now+1,016,483
Reductions
- Point72 Asset Management LPexisting position · 513,828 shares now-2,987,211
- Balyasny Asset Management LLCexisting position · 10,998 shares now-1,544,318
- Millennium Management LLCexisting position · 167,150 shares now-1,500,858
- Fidelity (FMR LLC)existing position · 9,145,617 shares now-1,079,375
- Polen Capital Management LLCexisting position · 3,030,730 shares now-943,841
New positions and exits
New (5)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2020 | 18 | $4.8bn | n.a. | n.a. |
| Q1 2021 | 16 | $4.4bn | n.a. | n.a. |
| Q2 2021 | 32 | $8.7bn | n.a. | n.a. |
| Q3 2021 | 28 | $12.6bn | n.a. | n.a. |
| Q4 2021 | 23 | $13.8bn | n.a. | n.a. |
| Q1 2022 | 29 | $16.4bn | n.a. | n.a. |
| Q2 2022 | 23 | $8.8bn | n.a. | n.a. |
| Q3 2022 | 21 | $9.9bn | n.a. | n.a. |
| Q4 2022 | 23 | $8.5bn | n.a. | n.a. |
| Q1 2023 | 21 | $11.7bn | n.a. | n.a. |
| Q2 2023 | 21 | $13.9bn | n.a. | n.a. |
| Q3 2023 | 22 | $13.5bn | n.a. | n.a. |
| Q4 2023 | 16 | $11.7bn | 6 | 10 |
| Q1 2024 | 24 | $14.7bn | 16 | 8 |
| Q2 2024 | 30 | $11.1bn | 21 | 10 |
| Q3 2024 | 27 | $9.3bn | 17 | 11 |
| Q4 2024 | 27 | $9.3bn | 18 | 10 |
| Q1 2025 | 30 | $8.8bn | 20 | 13 |
| Q2 2025 | 34 | $10.0bn | 27 | 9 |
| Q3 2025 | 32 | $9.3bn | 22 | 12 |
| Q4 2025 | 35 | $12.2bn | 25 | 19 |
| Q1 2026 | 38 | $11.7bn | 24 | 22 |
| Q2 2026 | 29 | $13.1bn | 16 | 27 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ABNB and GOOGL →ABNB and AMZN →ABNB and GOOG →Choose a stock to compare with ABNB →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ABNB, latest filings →Back to the 13F Explorer →