Holders over time
- AAPL
- WDC
| Quarter | AAPL | WDC |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | 10 holders, $336m |
| Q4 2020 | 48 holders, $256bn | 12 holders, $799m |
| Q1 2021 | 45 holders, $224bn | 17 holders, $1.4bn |
| Q2 2021 | 43 holders, $247bn | 17 holders, $1.6bn |
| Q3 2021 | 38 holders, $252bn | 10 holders, $749m |
| Q4 2021 | 43 holders, $330bn | 17 holders, $1.3bn |
| Q1 2022 | 41 holders, $326bn | 14 holders, $726m |
| Q2 2022 | 42 holders, $253bn | 12 holders, $878m |
| Q3 2022 | 36 holders, $255bn | 11 holders, $833m |
| Q4 2022 | 39 holders, $234bn | 10 holders, $1.2bn |
| Q1 2023 | 42 holders, $298bn | 14 holders, $1.8bn |
| Q2 2023 | 43 holders, $356bn | 13 holders, $1.7bn |
| Q3 2023 | 42 holders, $309bn | 16 holders, $2.7bn |
| Q4 2023 | 43 holders, $346bn | 24 holders, $4.0bn |
| Q1 2024 | 46 holders, $287bn | 28 holders, $4.4bn |
| Q2 2024 | 56 holders, $316bn | 31 holders, $6.0bn |
| Q3 2024 | 50 holders, $323bn | 21 holders, $3.9bn |
| Q4 2024 | 51 holders, $333bn | 22 holders, $3.5bn |
| Q1 2025 | 49 holders, $285bn | 17 holders, $2.3bn |
| Q2 2025 | 50 holders, $248bn | 21 holders, $4.5bn |
| Q3 2025 | 50 holders, $305bn | 31 holders, $7.7bn |
| Q4 2025 | 51 holders, $355bn | 24 holders, $11.6bn |
| Q1 2026 | 53 holders, $334bn | 30 holders, $20.7bn |
| Q2 2026 | 48 holders, $373bn | 38 holders, $47.7bn |
Apple Inc
- Holders
- 43
- Reported value
- $346bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 93 comparable managers.
Western Digital Corp
- Holders
- 24
- Reported value
- $4.0bn
- Buyers
- 20
- Sellers
- 5
Breadth +15 among 93 comparable managers.
Who holds both, Q4 2023
Both (17)
AllianceBernstein LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Woodline Partners LP
Only AAPL (26)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Voloridge Investment Management LLC, and 1 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.