Holders over time
- HUBB
- AAPL
| Quarter | HUBB | AAPL |
|---|---|---|
| Q3 2020 | 6 holders, $484m | 40 holders, $229bn |
| Q4 2020 | 10 holders, $458m | 48 holders, $256bn |
| Q1 2021 | 7 holders, $930m | 45 holders, $224bn |
| Q2 2021 | 6 holders, $872m | 43 holders, $247bn |
| Q3 2021 | 6 holders, $860m | 38 holders, $252bn |
| Q4 2021 | 7 holders, $1.1bn | 43 holders, $330bn |
| Q1 2022 | 9 holders, $841m | 41 holders, $326bn |
| Q2 2022 | 9 holders, $1.1bn | 42 holders, $253bn |
| Q3 2022 | 12 holders, $1.7bn | 36 holders, $255bn |
| Q4 2022 | 13 holders, $1.9bn | 39 holders, $234bn |
| Q1 2023 | 12 holders, $2.2bn | 42 holders, $298bn |
| Q2 2023 | 11 holders, $3.2bn | 43 holders, $356bn |
| Q3 2023 | 16 holders, $2.8bn | 42 holders, $309bn |
| Q4 2023 | 18 holders, $2.8bn | 43 holders, $346bn |
| Q1 2024 | 14 holders, $3.6bn | 46 holders, $287bn |
| Q2 2024 | 15 holders, $2.9bn | 56 holders, $316bn |
| Q3 2024 | 14 holders, $3.4bn | 50 holders, $323bn |
| Q4 2024 | 9 holders, $3.2bn | 51 holders, $333bn |
| Q1 2025 | 16 holders, $2.0bn | 49 holders, $285bn |
| Q2 2025 | 12 holders, $2.6bn | 50 holders, $248bn |
| Q3 2025 | 12 holders, $2.6bn | 50 holders, $305bn |
| Q4 2025 | 9 holders, $3.2bn | 51 holders, $355bn |
| Q1 2026 | 12 holders, $3.2bn | 53 holders, $334bn |
| Q2 2026 | 11 holders, $2.2bn | 48 holders, $373bn |
Hubbell Inc
- Holders
- 18
- Reported value
- $2.8bn
- Buyers
- 11
- Sellers
- 7
Breadth +4 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 (13)
AQR Capital Management LLC, Baillie Gifford & Co, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Woodline Partners LP
Only HUBB (5)
Artisan Partners LP, Davidson Kempner Capital Management LP, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP
Only AAPL (30)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, and 5 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.