Holders over time
- VZ
- TMUS
| Quarter | VZ | TMUS |
|---|---|---|
| Q3 2020 | 24 holders, $19.3bn | 39 holders, $17.6bn |
| Q4 2020 | 25 holders, $22.5bn | 37 holders, $19.6bn |
| Q1 2021 | 30 holders, $22.2bn | 39 holders, $17.7bn |
| Q2 2021 | 28 holders, $21.0bn | 32 holders, $21.2bn |
| Q3 2021 | 27 holders, $20.2bn | 37 holders, $18.5bn |
| Q4 2021 | 26 holders, $18.8bn | 37 holders, $15.7bn |
| Q1 2022 | 34 holders, $12.3bn | 36 holders, $16.9bn |
| Q2 2022 | 18 holders, $10.9bn | 42 holders, $18.3bn |
| Q3 2022 | 29 holders, $8.0bn | 40 holders, $16.7bn |
| Q4 2022 | 25 holders, $8.1bn | 38 holders, $15.5bn |
| Q1 2023 | 25 holders, $7.4bn | 38 holders, $17.7bn |
| Q2 2023 | 21 holders, $6.4bn | 39 holders, $18.1bn |
| Q3 2023 | 31 holders, $6.1bn | 41 holders, $17.4bn |
| Q4 2023 | 23 holders, $7.6bn | 34 holders, $17.1bn |
| Q1 2024 | 29 holders, $8.4bn | 29 holders, $16.7bn |
| Q2 2024 | 30 holders, $7.5bn | 30 holders, $17.8bn |
| Q3 2024 | 20 holders, $6.8bn | 26 holders, $19.7bn |
| Q4 2024 | 26 holders, $6.3bn | 29 holders, $18.8bn |
| Q1 2025 | 23 holders, $7.5bn | 36 holders, $21.5bn |
| Q2 2025 | 24 holders, $5.7bn | 35 holders, $21.1bn |
| Q3 2025 | 19 holders, $5.6bn | 42 holders, $23.1bn |
| Q4 2025 | 17 holders, $4.4bn | 32 holders, $26.7bn |
| Q1 2026 | 23 holders, $5.6bn | 42 holders, $28.3bn |
| Q2 2026 | 20 holders, $4.4bn | 36 holders, $19.4bn |
Verizon Communications Inc
- Holders
- 23
- Reported value
- $7.6bn
- Buyers
- 16
- Sellers
- 10
Breadth +6 among 93 comparable managers.
T-mobile US Inc
- Holders
- 34
- Reported value
- $17.1bn
- Buyers
- 8
- Sellers
- 25
Breadth -17 among 93 comparable managers.
Who holds both, Q4 2023
Both (15)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only VZ (8)
Acadian Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Holocene Advisors LP, Marshall Wace LLP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Third Point LLC
Only TMUS (19)
Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Harris Associates LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Tudor Investment Corp, Verition Fund Management LLC, 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.