Holders over time
- FWONA
- TMUS
| Quarter | FWONA | TMUS |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 39 holders, $17.6bn |
| Q4 2020 | none listed holders, n.a. | 37 holders, $19.6bn |
| Q1 2021 | none listed holders, n.a. | 39 holders, $17.7bn |
| Q2 2021 | none listed holders, n.a. | 32 holders, $21.2bn |
| Q3 2021 | none listed holders, n.a. | 37 holders, $18.5bn |
| Q4 2021 | none listed holders, n.a. | 37 holders, $15.7bn |
| Q1 2022 | none listed holders, n.a. | 36 holders, $16.9bn |
| Q2 2022 | none listed holders, n.a. | 42 holders, $18.3bn |
| Q3 2022 | none listed holders, n.a. | 40 holders, $16.7bn |
| Q4 2022 | none listed holders, n.a. | 38 holders, $15.5bn |
| Q1 2023 | none listed holders, n.a. | 38 holders, $17.7bn |
| Q2 2023 | none listed holders, n.a. | 39 holders, $18.1bn |
| Q3 2023 | 2 holders, $57m | 41 holders, $17.4bn |
| Q4 2023 | 3 holders, $95m | 34 holders, $17.1bn |
| Q1 2024 | 3 holders, $96m | 29 holders, $16.7bn |
| Q2 2024 | 3 holders, $116m | 30 holders, $17.8bn |
| Q3 2024 | 3 holders, $132m | 26 holders, $19.7bn |
| Q4 2024 | 3 holders, $152m | 29 holders, $18.8bn |
| Q1 2025 | 3 holders, $147m | 36 holders, $21.5bn |
| Q2 2025 | 3 holders, $174m | 35 holders, $21.1bn |
| Q3 2025 | 3 holders, $174m | 42 holders, $23.1bn |
| Q4 2025 | 5 holders, $166m | 32 holders, $26.7bn |
| Q1 2026 | 4 holders, $146m | 42 holders, $28.3bn |
| Q2 2026 | 4 holders, $163m | 36 holders, $19.4bn |
Liberty Media Corp Del
- Holders
- 3
- Reported value
- $95m
- Buyers
- 1
- Sellers
- 2
Not ranked this quarter: its new positions are allocations in a new listing.
T-mobile US Inc
- Holders
- 34
- Reported value
- $17.1bn
- Buyers
- 8
- Sellers
- 25
Breadth -17 among 93 comparable managers.
Who holds both, Q4 2023
Only FWONA (1)
Only TMUS (32)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Soros Fund Management LLC, Squarepoint Ops LLC, and 7 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.