Holders over time
- HPQ
- AAPL
| Quarter | HPQ | AAPL |
|---|---|---|
| Q3 2020 | 24 holders, $5.1bn | 40 holders, $229bn |
| Q4 2020 | 20 holders, $5.8bn | 48 holders, $256bn |
| Q1 2021 | 22 holders, $6.9bn | 45 holders, $224bn |
| Q2 2021 | 18 holders, $5.7bn | 43 holders, $247bn |
| Q3 2021 | 12 holders, $4.7bn | 38 holders, $252bn |
| Q4 2021 | 16 holders, $5.8bn | 43 holders, $330bn |
| Q1 2022 | 12 holders, $7.6bn | 41 holders, $326bn |
| Q2 2022 | 13 holders, $5.8bn | 42 holders, $253bn |
| Q3 2022 | 16 holders, $4.5bn | 36 holders, $255bn |
| Q4 2022 | 12 holders, $4.7bn | 39 holders, $234bn |
| Q1 2023 | 12 holders, $5.6bn | 42 holders, $298bn |
| Q2 2023 | 18 holders, $5.9bn | 43 holders, $356bn |
| Q3 2023 | 23 holders, $4.7bn | 42 holders, $309bn |
| Q4 2023 | 26 holders, $3.4bn | 43 holders, $346bn |
| Q1 2024 | 19 holders, $2.4bn | 46 holders, $287bn |
| Q2 2024 | 12 holders, $2.5bn | 56 holders, $316bn |
| Q3 2024 | 12 holders, $2.2bn | 50 holders, $323bn |
| Q4 2024 | 12 holders, $2.0bn | 51 holders, $333bn |
| Q1 2025 | 17 holders, $1.7bn | 49 holders, $285bn |
| Q2 2025 | 12 holders, $1.6bn | 50 holders, $248bn |
| Q3 2025 | 10 holders, $2.0bn | 50 holders, $305bn |
| Q4 2025 | 17 holders, $2.3bn | 51 holders, $355bn |
| Q1 2026 | 16 holders, $2.1bn | 53 holders, $334bn |
| Q2 2026 | 10 holders, $2.2bn | 48 holders, $373bn |
HP Inc
- Holders
- 19
- Reported value
- $2.4bn
- Buyers
- 9
- Sellers
- 10
Breadth -1 among 93 comparable managers.
Apple Inc
- Holders
- 46
- Reported value
- $287bn
- Buyers
- 25
- Sellers
- 22
Breadth +3 among 93 comparable managers.
Who holds both, Q1 2024
Both (14)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Invesco Ltd, Man Group PLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP
Only HPQ (5)
ARK Investment Management LLC, Greenlight Capital, Holocene Advisors LP, Maverick Capital Ltd, Winton Group Ltd
Only AAPL (32)
AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, 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, 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, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 7 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.