Holders over time
- AAPL
- CSCO
| Quarter | AAPL | CSCO |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | 27 holders, $12.0bn |
| Q4 2020 | 48 holders, $256bn | 30 holders, $14.3bn |
| Q1 2021 | 45 holders, $224bn | 30 holders, $16.3bn |
| Q2 2021 | 43 holders, $247bn | 26 holders, $16.2bn |
| Q3 2021 | 38 holders, $252bn | 28 holders, $17.4bn |
| Q4 2021 | 43 holders, $330bn | 25 holders, $19.0bn |
| Q1 2022 | 41 holders, $326bn | 32 holders, $15.9bn |
| Q2 2022 | 42 holders, $253bn | 33 holders, $11.8bn |
| Q3 2022 | 36 holders, $255bn | 36 holders, $11.2bn |
| Q4 2022 | 39 holders, $234bn | 36 holders, $38.3bn |
| Q1 2023 | 42 holders, $298bn | 25 holders, $13.5bn |
| Q2 2023 | 43 holders, $356bn | 26 holders, $13.2bn |
| Q3 2023 | 42 holders, $309bn | 33 holders, $14.2bn |
| Q4 2023 | 43 holders, $346bn | 26 holders, $12.5bn |
| Q1 2024 | 46 holders, $287bn | 30 holders, $12.6bn |
| Q2 2024 | 56 holders, $316bn | 31 holders, $12.2bn |
| Q3 2024 | 50 holders, $323bn | 27 holders, $13.7bn |
| Q4 2024 | 51 holders, $333bn | 38 holders, $17.6bn |
| Q1 2025 | 49 holders, $285bn | 33 holders, $18.1bn |
| Q2 2025 | 50 holders, $248bn | 31 holders, $17.6bn |
| Q3 2025 | 50 holders, $305bn | 25 holders, $16.3bn |
| Q4 2025 | 51 holders, $355bn | 25 holders, $26.5bn |
| Q1 2026 | 53 holders, $334bn | 28 holders, $31.9bn |
| Q2 2026 | 48 holders, $373bn | 32 holders, $49.1bn |
Apple Inc
- Holders
- 46
- Reported value
- $287bn
- Buyers
- 25
- Sellers
- 22
Breadth +3 among 93 comparable managers.
Cisco Sys Inc
- Holders
- 30
- Reported value
- $12.6bn
- Buyers
- 14
- Sellers
- 16
Breadth -2 among 93 comparable managers.
Who holds both, Q1 2024
Both (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only AAPL (19)
Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, Tudor Investment Corp, Viking Global Investors LP
Only CSCO (3)
PDT Partners LLC, Point72 Asset Management 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.