Holders over time
- LBTYA
- TMUS
| Quarter | LBTYA | TMUS |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 39 holders, $17.6bn |
| Q4 2020 | none listed holders, n.a. | 37 holders, $19.6bn |
| Q1 2021 | none listed holders, n.a. | 39 holders, $17.7bn |
| Q2 2021 | none listed holders, n.a. | 32 holders, $21.2bn |
| Q3 2021 | none listed holders, n.a. | 37 holders, $18.5bn |
| Q4 2021 | none listed holders, n.a. | 37 holders, $15.7bn |
| Q1 2022 | none listed holders, n.a. | 36 holders, $16.9bn |
| Q2 2022 | none listed holders, n.a. | 42 holders, $18.3bn |
| Q3 2022 | none listed holders, n.a. | 40 holders, $16.7bn |
| Q4 2022 | none listed holders, n.a. | 38 holders, $15.5bn |
| Q1 2023 | none listed holders, n.a. | 38 holders, $17.7bn |
| Q2 2023 | none listed holders, n.a. | 39 holders, $18.1bn |
| Q3 2023 | none listed holders, n.a. | 41 holders, $17.4bn |
| Q4 2023 | 10 holders, $944m | 34 holders, $17.1bn |
| Q1 2024 | 11 holders, $832m | 29 holders, $16.7bn |
| Q2 2024 | 10 holders, $811m | 30 holders, $17.8bn |
| Q3 2024 | 10 holders, $913m | 26 holders, $19.7bn |
| Q4 2024 | 7 holders, $431m | 29 holders, $18.8bn |
| Q1 2025 | 7 holders, $323m | 36 holders, $21.5bn |
| Q2 2025 | 7 holders, $305m | 35 holders, $21.1bn |
| Q3 2025 | 7 holders, $446m | 42 holders, $23.1bn |
| Q4 2025 | 7 holders, $454m | 32 holders, $26.7bn |
| Q1 2026 | 6 holders, $418m | 42 holders, $28.3bn |
| Q2 2026 | 5 holders, $257m | 36 holders, $19.4bn |
Liberty Global LTD
- Holders
- 11
- Reported value
- $832m
- Buyers
- 4
- Sellers
- 4
Breadth 0 among 93 comparable managers.
T-mobile US Inc
- Holders
- 29
- Reported value
- $16.7bn
- Buyers
- 11
- Sellers
- 21
Breadth -10 among 93 comparable managers.
Who holds both, Q1 2024
Both (5)
Arrowstreet Capital LP, Davidson Kempner Capital Management LP, Dodge & Cox, GAMCO Investors Inc, Renaissance Technologies LLC
Only LBTYA (6)
Artisan Partners LP, Baupost Group LLC, Glenview Capital Management LLC, Greenlight Capital, Harris Associates LP, Tudor Investment Corp
Only TMUS (24)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP
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.