Holders over time
- AAPL
- WDC
| Quarter | AAPL | WDC |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | 10 holders, $336m |
| Q4 2020 | 48 holders, $256bn | 12 holders, $799m |
| Q1 2021 | 45 holders, $224bn | 17 holders, $1.4bn |
| Q2 2021 | 43 holders, $247bn | 17 holders, $1.6bn |
| Q3 2021 | 38 holders, $252bn | 10 holders, $749m |
| Q4 2021 | 43 holders, $330bn | 17 holders, $1.3bn |
| Q1 2022 | 41 holders, $326bn | 14 holders, $726m |
| Q2 2022 | 42 holders, $253bn | 12 holders, $878m |
| Q3 2022 | 36 holders, $255bn | 11 holders, $833m |
| Q4 2022 | 39 holders, $234bn | 10 holders, $1.2bn |
| Q1 2023 | 42 holders, $298bn | 14 holders, $1.8bn |
| Q2 2023 | 43 holders, $356bn | 13 holders, $1.7bn |
| Q3 2023 | 42 holders, $309bn | 16 holders, $2.7bn |
| Q4 2023 | 43 holders, $346bn | 24 holders, $4.0bn |
| Q1 2024 | 46 holders, $287bn | 28 holders, $4.4bn |
| Q2 2024 | 56 holders, $316bn | 31 holders, $6.0bn |
| Q3 2024 | 50 holders, $323bn | 21 holders, $3.9bn |
| Q4 2024 | 51 holders, $333bn | 22 holders, $3.5bn |
| Q1 2025 | 49 holders, $285bn | 17 holders, $2.3bn |
| Q2 2025 | 50 holders, $248bn | 21 holders, $4.5bn |
| Q3 2025 | 50 holders, $305bn | 31 holders, $7.7bn |
| Q4 2025 | 51 holders, $355bn | 24 holders, $11.6bn |
| Q1 2026 | 53 holders, $334bn | 30 holders, $20.7bn |
| Q2 2026 | 48 holders, $373bn | 38 holders, $47.7bn |
Apple Inc
- Holders
- 46
- Reported value
- $287bn
- Buyers
- 25
- Sellers
- 22
Breadth +3 among 93 comparable managers.
Western Digital Corp
- Holders
- 28
- Reported value
- $4.4bn
- Buyers
- 13
- Sellers
- 15
Breadth -2 among 93 comparable managers.
Who holds both, Q1 2024
Both (20)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP
Only AAPL (26)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, Viking Global Investors LP, Voloridge Investment Management LLC, and 1 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.