ABNB
Airbnb, Inc. · Consumer Cyclical · Travel Services
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +3.0% ·
net new positions -6.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 168 | 0 | 289.98M | $41.52B | +7 | −6 |
| Q1 2026 | 170 | -5 | 278.84M | $35.20B | +1 | −7 |
| Q4 2025 | 174 | -1 | 291.55M | $39.54B | +1 | −1 |
| Q3 2025 | 26 | +2 | 168.79M | $20.49B | +3 | −2 |
| Q2 2025 | 22 | 0 | 146.28M | $19.36B | +2 | −2 |
| Q1 2025 | 19 | -1 | 68.06M | $8.12B | +1 | −2 |
| Q4 2024 | 20 | +4 | 62.53M | $8.22B | +4 | — |
| Q3 2024 | 15 | -1 | 39.92M | $5.06B | +1 | −2 |
| Q2 2024 | 16 | — | 38.76M | $5.87B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 14.00M | -1.7% | $1.78B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 9.40M | +1.6% | $1.19B | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wellington Management ✦ | 4.24M | +224.0% | $537.82M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 4 | Renaissance Technologies ✦ | 3.62M | +6.3% | $458.61M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 3.12M | -16.2% | $395.87M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 2.00M | -40.0% | $253.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 1.56M | +302.0% | $196.99M | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Marshall Wace ✦ | 528.80K | +277.0% | $67.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 455.50K | -11.1% | $57.76M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Adage Capital Partners ✦ | 448.10K | +13.9% | $56.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Bridgewater Associates ✦ | 349.52K | +111.6% | $44.32M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 12 | Millennium Management ✦ | 166.17K | -82.2% | $21.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Markel Group ✦ | 19.15K | New | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 10.64K | -98.9% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 3.66K | +22.0% | $464,125 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Markel Group | $2.43M | 0.0% |
Exited
| Point72 Asset Management | $3.91M | was 0.0% |
| Two Sigma Investments | $500,379 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,279 holders, 336.79M shares, $40.59B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director, 10% owner · 6.08K sh · $958,207
Officer, Director, 10% owner · 5.68K sh · $889,746
Officer, Director, 10% owner · 134 sh · $21,214
Officer, Director, 10% owner · 1.23K sh · $191,715
Officer, Director, 10% owner · 481 sh · $74,291
Officer · 1.49K sh · $251,537
Officer, Director, 10% owner · 1.27K sh · $216,823
Officer, Director, 10% owner · 1.40K sh · $241,070
Officer, Director, 10% owner · 591 sh · $102,325
Officer, Director, 10% owner · 10.35K sh · $1.79M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology