Holders over time
- TMUS
- CMCSA
| Quarter | TMUS | CMCSA |
|---|---|---|
| Q3 2020 | 39 holders, $17.6bn | 32 holders, $40.8bn |
| Q4 2020 | 37 holders, $19.6bn | 35 holders, $45.9bn |
| Q1 2021 | 39 holders, $17.7bn | 38 holders, $49.8bn |
| Q2 2021 | 32 holders, $21.2bn | 34 holders, $52.9bn |
| Q3 2021 | 37 holders, $18.5bn | 33 holders, $51.4bn |
| Q4 2021 | 37 holders, $15.7bn | 37 holders, $45.2bn |
| Q1 2022 | 36 holders, $16.9bn | 38 holders, $40.3bn |
| Q2 2022 | 42 holders, $18.3bn | 39 holders, $32.1bn |
| Q3 2022 | 40 holders, $16.7bn | 37 holders, $22.8bn |
| Q4 2022 | 38 holders, $15.5bn | 28 holders, $25.4bn |
| Q1 2023 | 38 holders, $17.7bn | 26 holders, $28.7bn |
| Q2 2023 | 39 holders, $18.1bn | 25 holders, $29.4bn |
| Q3 2023 | 41 holders, $17.4bn | 32 holders, $30.6bn |
| Q4 2023 | 34 holders, $17.1bn | 25 holders, $28.6bn |
| Q1 2024 | 29 holders, $16.7bn | 26 holders, $26.8bn |
| Q2 2024 | 30 holders, $17.8bn | 28 holders, $24.1bn |
| Q3 2024 | 26 holders, $19.7bn | 33 holders, $27.0bn |
| Q4 2024 | 29 holders, $18.8bn | 29 holders, $24.1bn |
| Q1 2025 | 36 holders, $21.5bn | 33 holders, $24.1bn |
| Q2 2025 | 35 holders, $21.1bn | 34 holders, $22.3bn |
| Q3 2025 | 42 holders, $23.1bn | 34 holders, $18.9bn |
| Q4 2025 | 32 holders, $26.7bn | 33 holders, $20.0bn |
| Q1 2026 | 42 holders, $28.3bn | 28 holders, $20.1bn |
| Q2 2026 | 36 holders, $19.4bn | 29 holders, $16.2bn |
T-mobile US Inc
- Holders
- 34
- Reported value
- $17.1bn
- Buyers
- 8
- Sellers
- 25
Breadth -17 among 93 comparable managers.
Comcast Corp New
- Holders
- 25
- Reported value
- $28.6bn
- Buyers
- 13
- Sellers
- 12
Breadth +1 among 93 comparable managers.
Who holds both, Q4 2023
Both (19)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only TMUS (15)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Tudor Investment Corp, Viking Global Investors LP, Winton Group Ltd
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.