Holders over time
- P
- AAPL
| Quarter | P | AAPL |
|---|---|---|
| Q3 2020 | 6 holders, $708m | 40 holders, $229bn |
| Q4 2020 | 8 holders, $1.8bn | 48 holders, $256bn |
| Q1 2021 | 12 holders, $1.2bn | 45 holders, $224bn |
| Q2 2021 | 13 holders, $974m | 43 holders, $247bn |
| Q3 2021 | 15 holders, $1.6bn | 38 holders, $252bn |
| Q4 2021 | 14 holders, $2.0bn | 43 holders, $330bn |
| Q1 2022 | 18 holders, $2.7bn | 41 holders, $326bn |
| Q2 2022 | 20 holders, $2.2bn | 42 holders, $253bn |
| Q3 2022 | 21 holders, $2.2bn | 36 holders, $255bn |
| Q4 2022 | 17 holders, $2.2bn | 39 holders, $234bn |
| Q1 2023 | 18 holders, $2.0bn | 42 holders, $298bn |
| Q2 2023 | 20 holders, $3.2bn | 43 holders, $356bn |
| Q3 2023 | 20 holders, $3.1bn | 42 holders, $309bn |
| Q4 2023 | 17 holders, $2.7bn | 43 holders, $346bn |
| Q1 2024 | 19 holders, $3.6bn | 46 holders, $287bn |
| Q2 2024 | 18 holders, $4.9bn | 56 holders, $316bn |
| Q3 2024 | 14 holders, $3.1bn | 50 holders, $323bn |
| Q4 2024 | 8 holders, $3.5bn | 51 holders, $333bn |
| Q1 2025 | 8 holders, $2.6bn | 49 holders, $285bn |
| Q2 2025 | 12 holders, $3.5bn | 50 holders, $248bn |
| Q3 2025 | 13 holders, $5.3bn | 50 holders, $305bn |
| Q4 2025 | 15 holders, $4.4bn | 51 holders, $355bn |
| Q1 2026 | 12 holders, $3.9bn | 53 holders, $334bn |
| Q2 2026 | 12 holders, $5.0bn | 48 holders, $373bn |
Everpure Inc
- Holders
- 17
- Reported value
- $2.7bn
- Buyers
- 12
- Sellers
- 6
Breadth +6 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)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only P (4)
ARK Investment Management LLC, Holocene Advisors LP, Maverick Capital Ltd, PDT Partners LLC
Only AAPL (30)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, 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.