Holders over time
- P
- AAPL
| Quarter | P | AAPL |
|---|---|---|
| Q3 2020 | 6 holders, $708m | 40 holders, $229bn |
| Q4 2020 | 8 holders, $1.8bn | 48 holders, $256bn |
| Q1 2021 | 12 holders, $1.2bn | 45 holders, $224bn |
| Q2 2021 | 13 holders, $974m | 43 holders, $247bn |
| Q3 2021 | 15 holders, $1.6bn | 38 holders, $252bn |
| Q4 2021 | 14 holders, $2.0bn | 43 holders, $330bn |
| Q1 2022 | 18 holders, $2.7bn | 41 holders, $326bn |
| Q2 2022 | 20 holders, $2.2bn | 42 holders, $253bn |
| Q3 2022 | 21 holders, $2.2bn | 36 holders, $255bn |
| Q4 2022 | 17 holders, $2.2bn | 39 holders, $234bn |
| Q1 2023 | 18 holders, $2.0bn | 42 holders, $298bn |
| Q2 2023 | 20 holders, $3.2bn | 43 holders, $356bn |
| Q3 2023 | 20 holders, $3.1bn | 42 holders, $309bn |
| Q4 2023 | 17 holders, $2.7bn | 43 holders, $346bn |
| Q1 2024 | 19 holders, $3.6bn | 46 holders, $287bn |
| Q2 2024 | 18 holders, $4.9bn | 56 holders, $316bn |
| Q3 2024 | 14 holders, $3.1bn | 50 holders, $323bn |
| Q4 2024 | 8 holders, $3.5bn | 51 holders, $333bn |
| Q1 2025 | 8 holders, $2.6bn | 49 holders, $285bn |
| Q2 2025 | 12 holders, $3.5bn | 50 holders, $248bn |
| Q3 2025 | 13 holders, $5.3bn | 50 holders, $305bn |
| Q4 2025 | 15 holders, $4.4bn | 51 holders, $355bn |
| Q1 2026 | 12 holders, $3.9bn | 53 holders, $334bn |
| Q2 2026 | 12 holders, $5.0bn | 48 holders, $373bn |
Everpure Inc
- Holders
- 19
- Reported value
- $3.6bn
- Buyers
- 8
- Sellers
- 12
Breadth -4 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 (16)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Woodline Partners LP
Only AAPL (30)
AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, and 5 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.