Holders over time
- IBM
- AAPL
| Quarter | IBM | AAPL |
|---|---|---|
| Q3 2020 | 18 holders, $3.6bn | 40 holders, $229bn |
| Q4 2020 | 20 holders, $3.8bn | 48 holders, $256bn |
| Q1 2021 | 21 holders, $3.9bn | 45 holders, $224bn |
| Q2 2021 | 17 holders, $3.9bn | 43 holders, $247bn |
| Q3 2021 | 20 holders, $3.6bn | 38 holders, $252bn |
| Q4 2021 | 18 holders, $2.9bn | 43 holders, $330bn |
| Q1 2022 | 18 holders, $2.4bn | 41 holders, $326bn |
| Q2 2022 | 14 holders, $2.3bn | 42 holders, $253bn |
| Q3 2022 | 13 holders, $2.1bn | 36 holders, $255bn |
| Q4 2022 | 19 holders, $3.1bn | 39 holders, $234bn |
| Q1 2023 | 25 holders, $3.4bn | 42 holders, $298bn |
| Q2 2023 | 22 holders, $2.8bn | 43 holders, $356bn |
| Q3 2023 | 20 holders, $2.8bn | 42 holders, $309bn |
| Q4 2023 | 18 holders, $3.7bn | 43 holders, $346bn |
| Q1 2024 | 15 holders, $4.5bn | 46 holders, $287bn |
| Q2 2024 | 18 holders, $3.5bn | 56 holders, $316bn |
| Q3 2024 | 17 holders, $5.4bn | 50 holders, $323bn |
| Q4 2024 | 20 holders, $6.9bn | 51 holders, $333bn |
| Q1 2025 | 18 holders, $8.2bn | 49 holders, $285bn |
| Q2 2025 | 20 holders, $9.8bn | 50 holders, $248bn |
| Q3 2025 | 21 holders, $10.8bn | 50 holders, $305bn |
| Q4 2025 | 17 holders, $12.8bn | 51 holders, $355bn |
| Q1 2026 | 19 holders, $9.4bn | 53 holders, $334bn |
| Q2 2026 | 20 holders, $13.3bn | 48 holders, $373bn |
International Business Machs
- Holders
- 18
- Reported value
- $3.7bn
- Buyers
- 10
- Sellers
- 9
Breadth +1 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 (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP
Only IBM (2)
Only AAPL (27)
Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 2 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.