Holders over time
- AAPL
- CSCO
| Quarter | AAPL | CSCO |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | 27 holders, $12.0bn |
| Q4 2020 | 48 holders, $256bn | 30 holders, $14.3bn |
| Q1 2021 | 45 holders, $224bn | 30 holders, $16.3bn |
| Q2 2021 | 43 holders, $247bn | 26 holders, $16.2bn |
| Q3 2021 | 38 holders, $252bn | 28 holders, $17.4bn |
| Q4 2021 | 43 holders, $330bn | 25 holders, $19.0bn |
| Q1 2022 | 41 holders, $326bn | 32 holders, $15.9bn |
| Q2 2022 | 42 holders, $253bn | 33 holders, $11.8bn |
| Q3 2022 | 36 holders, $255bn | 36 holders, $11.2bn |
| Q4 2022 | 39 holders, $234bn | 36 holders, $38.3bn |
| Q1 2023 | 42 holders, $298bn | 25 holders, $13.5bn |
| Q2 2023 | 43 holders, $356bn | 26 holders, $13.2bn |
| Q3 2023 | 42 holders, $309bn | 33 holders, $14.2bn |
| Q4 2023 | 43 holders, $346bn | 26 holders, $12.5bn |
| Q1 2024 | 46 holders, $287bn | 30 holders, $12.6bn |
| Q2 2024 | 56 holders, $316bn | 31 holders, $12.2bn |
| Q3 2024 | 50 holders, $323bn | 27 holders, $13.7bn |
| Q4 2024 | 51 holders, $333bn | 38 holders, $17.6bn |
| Q1 2025 | 49 holders, $285bn | 33 holders, $18.1bn |
| Q2 2025 | 50 holders, $248bn | 31 holders, $17.6bn |
| Q3 2025 | 50 holders, $305bn | 25 holders, $16.3bn |
| Q4 2025 | 51 holders, $355bn | 25 holders, $26.5bn |
| Q1 2026 | 53 holders, $334bn | 28 holders, $31.9bn |
| Q2 2026 | 48 holders, $373bn | 32 holders, $49.1bn |
Apple Inc
- Holders
- 43
- Reported value
- $346bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 93 comparable managers.
Cisco Sys Inc
- Holders
- 26
- Reported value
- $12.5bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 93 comparable managers.
Who holds both, Q4 2023
Both (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AAPL (21)
Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Voloridge Investment Management LLC
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.