Holders over time
- HPQ
- AAPL
| Quarter | HPQ | AAPL |
|---|---|---|
| Q3 2020 | 24 holders, $5.1bn | 40 holders, $229bn |
| Q4 2020 | 20 holders, $5.8bn | 48 holders, $256bn |
| Q1 2021 | 22 holders, $6.9bn | 45 holders, $224bn |
| Q2 2021 | 18 holders, $5.7bn | 43 holders, $247bn |
| Q3 2021 | 12 holders, $4.7bn | 38 holders, $252bn |
| Q4 2021 | 16 holders, $5.8bn | 43 holders, $330bn |
| Q1 2022 | 12 holders, $7.6bn | 41 holders, $326bn |
| Q2 2022 | 13 holders, $5.8bn | 42 holders, $253bn |
| Q3 2022 | 16 holders, $4.5bn | 36 holders, $255bn |
| Q4 2022 | 12 holders, $4.7bn | 39 holders, $234bn |
| Q1 2023 | 12 holders, $5.6bn | 42 holders, $298bn |
| Q2 2023 | 18 holders, $5.9bn | 43 holders, $356bn |
| Q3 2023 | 23 holders, $4.7bn | 42 holders, $309bn |
| Q4 2023 | 26 holders, $3.4bn | 43 holders, $346bn |
| Q1 2024 | 19 holders, $2.4bn | 46 holders, $287bn |
| Q2 2024 | 12 holders, $2.5bn | 56 holders, $316bn |
| Q3 2024 | 12 holders, $2.2bn | 50 holders, $323bn |
| Q4 2024 | 12 holders, $2.0bn | 51 holders, $333bn |
| Q1 2025 | 17 holders, $1.7bn | 49 holders, $285bn |
| Q2 2025 | 12 holders, $1.6bn | 50 holders, $248bn |
| Q3 2025 | 10 holders, $2.0bn | 50 holders, $305bn |
| Q4 2025 | 17 holders, $2.3bn | 51 holders, $355bn |
| Q1 2026 | 16 holders, $2.1bn | 53 holders, $334bn |
| Q2 2026 | 10 holders, $2.2bn | 48 holders, $373bn |
HP Inc
- Holders
- 26
- Reported value
- $3.4bn
- Buyers
- 16
- Sellers
- 9
Breadth +7 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 (22)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only HPQ (4)
ARK Investment Management LLC, Bridgewater Associates LP, Maverick Capital Ltd, Winton Group Ltd
Only AAPL (21)
AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, Woodline Partners LP
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.