Holders over time
- MSI
- AAPL
| Quarter | MSI | AAPL |
|---|---|---|
| Q3 2020 | 17 holders, $4.0bn | 40 holders, $229bn |
| Q4 2020 | 20 holders, $3.8bn | 48 holders, $256bn |
| Q1 2021 | 20 holders, $4.5bn | 45 holders, $224bn |
| Q2 2021 | 22 holders, $5.6bn | 43 holders, $247bn |
| Q3 2021 | 21 holders, $6.7bn | 38 holders, $252bn |
| Q4 2021 | 22 holders, $8.2bn | 43 holders, $330bn |
| Q1 2022 | 19 holders, $7.2bn | 41 holders, $326bn |
| Q2 2022 | 18 holders, $6.0bn | 42 holders, $253bn |
| Q3 2022 | 17 holders, $6.5bn | 36 holders, $255bn |
| Q4 2022 | 19 holders, $7.4bn | 39 holders, $234bn |
| Q1 2023 | 19 holders, $7.7bn | 42 holders, $298bn |
| Q2 2023 | 23 holders, $8.0bn | 43 holders, $356bn |
| Q3 2023 | 27 holders, $7.6bn | 42 holders, $309bn |
| Q4 2023 | 26 holders, $8.7bn | 43 holders, $346bn |
| Q1 2024 | 25 holders, $9.7bn | 46 holders, $287bn |
| Q2 2024 | 24 holders, $10.1bn | 56 holders, $316bn |
| Q3 2024 | 28 holders, $11.3bn | 50 holders, $323bn |
| Q4 2024 | 28 holders, $11.5bn | 51 holders, $333bn |
| Q1 2025 | 26 holders, $10.7bn | 49 holders, $285bn |
| Q2 2025 | 27 holders, $9.9bn | 50 holders, $248bn |
| Q3 2025 | 24 holders, $10.4bn | 50 holders, $305bn |
| Q4 2025 | 29 holders, $7.2bn | 51 holders, $355bn |
| Q1 2026 | 21 holders, $6.5bn | 53 holders, $334bn |
| Q2 2026 | 22 holders, $6.9bn | 48 holders, $373bn |
Motorola Solutions Inc
- Holders
- 26
- Reported value
- $8.7bn
- Buyers
- 16
- Sellers
- 8
Breadth +8 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 (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only AAPL (20)
Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., 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, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.