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TMUS · NFLX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

TMUSNFLX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TMUS
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterTMUSNFLX
Q3 202039 holders, $17.6bn43 holders, $57.4bn
Q4 202037 holders, $19.6bn48 holders, $63.2bn
Q1 202139 holders, $17.7bn44 holders, $60.9bn
Q2 202132 holders, $21.2bn51 holders, $59.3bn
Q3 202137 holders, $18.5bn42 holders, $67.8bn
Q4 202137 holders, $15.7bn46 holders, $64.2bn
Q1 202236 holders, $16.9bn42 holders, $34.9bn
Q2 202242 holders, $18.3bn35 holders, $15.0bn
Q3 202240 holders, $16.7bn37 holders, $21.8bn
Q4 202238 holders, $15.5bn36 holders, $30.4bn
Q1 202338 holders, $17.7bn42 holders, $33.8bn
Q2 202339 holders, $18.1bn43 holders, $42.3bn
Q3 202341 holders, $17.4bn43 holders, $33.1bn
Q4 202334 holders, $17.1bn39 holders, $42.1bn
Q1 202429 holders, $16.7bn44 holders, $50.0bn
Q2 202430 holders, $17.8bn44 holders, $55.5bn
Q3 202426 holders, $19.7bn44 holders, $55.8bn
Q4 202429 holders, $18.8bn51 holders, $73.4bn
Q1 202536 holders, $21.5bn50 holders, $76.5bn
Q2 202535 holders, $21.1bn45 holders, $106bn
Q3 202542 holders, $23.1bn50 holders, $91.6bn
Q4 202532 holders, $26.7bn48 holders, $73.1bn
Q1 202642 holders, $28.3bn44 holders, $74.2bn
Q2 202636 holders, $19.4bn38 holders, $50.9bn
TMUS

T-mobile US Inc

Holders
34
Reported value
$17.1bn
Buyers
8
Sellers
25

Breadth -17 among 93 comparable managers.

Communications and media
NFLX

Netflix Inc.

Holders
39
Reported value
$42.1bn
Buyers
23
Sellers
20

Breadth +3 among 93 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP

Who holds both, Q4 2023

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TMUS (12)

Berkshire Hathaway Inc, Bridgewater Associates LP, Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, MFS Investment Management, Point72 Asset Management LP, Soros Fund Management LLC, Steadfast Capital Management LP, Tudor Investment Corp, Viking Global Investors LP, Winton Group Ltd

Only NFLX (17)

Acadian Asset Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Coatue Management LLC, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

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.

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