Holders over time
- JBL
- AAPL
| Quarter | JBL | AAPL |
|---|---|---|
| Q3 2020 | 7 holders, $960m | 40 holders, $229bn |
| Q4 2020 | 5 holders, $1.1bn | 48 holders, $256bn |
| Q1 2021 | 8 holders, $1.4bn | 45 holders, $224bn |
| Q2 2021 | 10 holders, $1.8bn | 43 holders, $247bn |
| Q3 2021 | 8 holders, $1.7bn | 38 holders, $252bn |
| Q4 2021 | 6 holders, $1.9bn | 43 holders, $330bn |
| Q1 2022 | 14 holders, $975m | 41 holders, $326bn |
| Q2 2022 | 10 holders, $712m | 42 holders, $253bn |
| Q3 2022 | 16 holders, $905m | 36 holders, $255bn |
| Q4 2022 | 12 holders, $983m | 39 holders, $234bn |
| Q1 2023 | 14 holders, $1.8bn | 42 holders, $298bn |
| Q2 2023 | 14 holders, $2.2bn | 43 holders, $356bn |
| Q3 2023 | 16 holders, $3.0bn | 42 holders, $309bn |
| Q4 2023 | 14 holders, $2.4bn | 43 holders, $346bn |
| Q1 2024 | 15 holders, $2.3bn | 46 holders, $287bn |
| Q2 2024 | 19 holders, $1.6bn | 56 holders, $316bn |
| Q3 2024 | 20 holders, $2.0bn | 50 holders, $323bn |
| Q4 2024 | 20 holders, $2.7bn | 51 holders, $333bn |
| Q1 2025 | 13 holders, $2.3bn | 49 holders, $285bn |
| Q2 2025 | 15 holders, $3.1bn | 50 holders, $248bn |
| Q3 2025 | 15 holders, $2.3bn | 50 holders, $305bn |
| Q4 2025 | 22 holders, $2.9bn | 51 holders, $355bn |
| Q1 2026 | 22 holders, $3.8bn | 53 holders, $334bn |
| Q2 2026 | 23 holders, $5.2bn | 48 holders, $373bn |
Jabil Inc
- Holders
- 14
- Reported value
- $2.4bn
- Buyers
- 5
- Sellers
- 9
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 (7)
AQR Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Quantbot Technologies LP, Squarepoint Ops LLC, Wellington Management Group LLP
Only JBL (7)
Artisan Partners LP, Bridgewater Associates LP, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP, Whale Rock Capital Management LLC, Winton Group Ltd
Only AAPL (36)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, 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, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, and 11 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.