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DLB · SCHW in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

DLBSCHW
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DLB
  • SCHW
0204060202120222023202420252026
Holders and value by quarter
QuarterDLBSCHW
Q3 202012 holders, $517m24 holders, $10.4bn
Q4 202011 holders, $650m20 holders, $18.5bn
Q1 202112 holders, $485m33 holders, $23.9bn
Q2 202112 holders, $457m28 holders, $26.6bn
Q3 202110 holders, $356m24 holders, $27.1bn
Q4 202110 holders, $419m25 holders, $32.6bn
Q1 20228 holders, $249m30 holders, $33.6bn
Q2 20229 holders, $213m34 holders, $24.5bn
Q3 20228 holders, $138m30 holders, $26.7bn
Q4 202210 holders, $182m27 holders, $28.6bn
Q1 20237 holders, $240m36 holders, $15.8bn
Q2 20235 holders, $240m34 holders, $16.1bn
Q3 20236 holders, $169m29 holders, $15.4bn
Q4 20235 holders, $140m24 holders, $20.3bn
Q1 20245 holders, $128m24 holders, $21.8bn
Q2 20244 holders, $114m19 holders, $22.7bn
Q3 20249 holders, $243m30 holders, $20.8bn
Q4 20247 holders, $218m39 holders, $25.4bn
Q1 20255 holders, $197m45 holders, $33.5bn
Q2 20256 holders, $222m44 holders, $33.6bn
Q3 20253 holders, $188m43 holders, $34.0bn
Q4 20253 holders, $99m44 holders, $33.0bn
Q1 20264 holders, $114m36 holders, $28.8bn
Q2 20264 holders, $109m34 holders, $29.9bn
DLB

Dolby Laboratories Inc

Holders
5
Reported value
$140m
Buyers
2
Sellers
3

Breadth -1 among 93 comparable managers.

Other financial services
SCHW

Charles Schwab Corp (the)

Holders
24
Reported value
$20.3bn
Buyers
15
Sellers
12

Breadth +3 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DLB (2)

Acadian Asset Management LLC, AQR Capital Management LLC

Only SCHW (21)

AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP

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.

Back to the 13F Explorer →