Holders over time
- FFIV
- AAPL
| Quarter | FFIV | AAPL |
|---|---|---|
| Q3 2020 | 16 holders, $1.3bn | 40 holders, $229bn |
| Q4 2020 | 16 holders, $2.2bn | 48 holders, $256bn |
| Q1 2021 | 10 holders, $2.3bn | 45 holders, $224bn |
| Q2 2021 | 12 holders, $1.9bn | 43 holders, $247bn |
| Q3 2021 | 13 holders, $2.0bn | 38 holders, $252bn |
| Q4 2021 | 14 holders, $2.5bn | 43 holders, $330bn |
| Q1 2022 | 10 holders, $2.1bn | 41 holders, $326bn |
| Q2 2022 | 8 holders, $1.5bn | 42 holders, $253bn |
| Q3 2022 | 10 holders, $1.4bn | 36 holders, $255bn |
| Q4 2022 | 11 holders, $1.3bn | 39 holders, $234bn |
| Q1 2023 | 12 holders, $1.3bn | 42 holders, $298bn |
| Q2 2023 | 14 holders, $997m | 43 holders, $356bn |
| Q3 2023 | 15 holders, $1.1bn | 42 holders, $309bn |
| Q4 2023 | 10 holders, $1.0bn | 43 holders, $346bn |
| Q1 2024 | 9 holders, $953m | 46 holders, $287bn |
| Q2 2024 | 8 holders, $862m | 56 holders, $316bn |
| Q3 2024 | 12 holders, $1.0bn | 50 holders, $323bn |
| Q4 2024 | 12 holders, $1.3bn | 51 holders, $333bn |
| Q1 2025 | 15 holders, $1.4bn | 49 holders, $285bn |
| Q2 2025 | 11 holders, $1.3bn | 50 holders, $248bn |
| Q3 2025 | 10 holders, $1.5bn | 50 holders, $305bn |
| Q4 2025 | 7 holders, $1.1bn | 51 holders, $355bn |
| Q1 2026 | 13 holders, $1.4bn | 53 holders, $334bn |
| Q2 2026 | 12 holders, $2.2bn | 48 holders, $373bn |
F5 Inc
- Holders
- 10
- Reported value
- $1.0bn
- Buyers
- 3
- Sellers
- 8
Breadth -5 among 93 comparable managers.
Apple Inc
- Holders
- 43
- Reported value
- $346bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 93 comparable managers.
Who holds both, Q4 2023
Both (8)
Acadian Asset Management LLC, AQR Capital Management LLC, Caxton Associates LLP, Invesco Ltd, Renaissance Technologies LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only FFIV (2)
Only AAPL (35)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, 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., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, 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, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, and 10 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.