Holders over time
- TMUS
- CMCSA
| Quarter | TMUS | CMCSA |
|---|---|---|
| Q3 2020 | 39 holders, $17.6bn | 32 holders, $40.8bn |
| Q4 2020 | 37 holders, $19.6bn | 35 holders, $45.9bn |
| Q1 2021 | 39 holders, $17.7bn | 38 holders, $49.8bn |
| Q2 2021 | 32 holders, $21.2bn | 34 holders, $52.9bn |
| Q3 2021 | 37 holders, $18.5bn | 33 holders, $51.4bn |
| Q4 2021 | 37 holders, $15.7bn | 37 holders, $45.2bn |
| Q1 2022 | 36 holders, $16.9bn | 38 holders, $40.3bn |
| Q2 2022 | 42 holders, $18.3bn | 39 holders, $32.1bn |
| Q3 2022 | 40 holders, $16.7bn | 37 holders, $22.8bn |
| Q4 2022 | 38 holders, $15.5bn | 28 holders, $25.4bn |
| Q1 2023 | 38 holders, $17.7bn | 26 holders, $28.7bn |
| Q2 2023 | 39 holders, $18.1bn | 25 holders, $29.4bn |
| Q3 2023 | 41 holders, $17.4bn | 32 holders, $30.6bn |
| Q4 2023 | 34 holders, $17.1bn | 25 holders, $28.6bn |
| Q1 2024 | 29 holders, $16.7bn | 26 holders, $26.8bn |
| Q2 2024 | 30 holders, $17.8bn | 28 holders, $24.1bn |
| Q3 2024 | 26 holders, $19.7bn | 33 holders, $27.0bn |
| Q4 2024 | 29 holders, $18.8bn | 29 holders, $24.1bn |
| Q1 2025 | 36 holders, $21.5bn | 33 holders, $24.1bn |
| Q2 2025 | 35 holders, $21.1bn | 34 holders, $22.3bn |
| Q3 2025 | 42 holders, $23.1bn | 34 holders, $18.9bn |
| Q4 2025 | 32 holders, $26.7bn | 33 holders, $20.0bn |
| Q1 2026 | 42 holders, $28.3bn | 28 holders, $20.1bn |
| Q2 2026 | 36 holders, $19.4bn | 29 holders, $16.2bn |
T-mobile US Inc
- Holders
- 29
- Reported value
- $16.7bn
- Buyers
- 11
- Sellers
- 21
Breadth -10 among 93 comparable managers.
Comcast Corp New
- Holders
- 26
- Reported value
- $26.8bn
- Buyers
- 12
- Sellers
- 14
Breadth -2 among 93 comparable managers.
Who holds both, Q1 2024
Both (17)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only TMUS (12)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Hudson Bay Capital Management LP, Man Group PLC, Maverick Capital Ltd, Squarepoint Ops LLC, Steadfast Capital Management LP, Verition Fund Management LLC, Viking Global Investors LP
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.