Holders over time
- VZ
- TMUS
| Quarter | VZ | TMUS |
|---|---|---|
| Q3 2020 | 24 holders, $19.3bn | 39 holders, $17.6bn |
| Q4 2020 | 25 holders, $22.5bn | 37 holders, $19.6bn |
| Q1 2021 | 30 holders, $22.2bn | 39 holders, $17.7bn |
| Q2 2021 | 28 holders, $21.0bn | 32 holders, $21.2bn |
| Q3 2021 | 27 holders, $20.2bn | 37 holders, $18.5bn |
| Q4 2021 | 26 holders, $18.8bn | 37 holders, $15.7bn |
| Q1 2022 | 34 holders, $12.3bn | 36 holders, $16.9bn |
| Q2 2022 | 18 holders, $10.9bn | 42 holders, $18.3bn |
| Q3 2022 | 29 holders, $8.0bn | 40 holders, $16.7bn |
| Q4 2022 | 25 holders, $8.1bn | 38 holders, $15.5bn |
| Q1 2023 | 25 holders, $7.4bn | 38 holders, $17.7bn |
| Q2 2023 | 21 holders, $6.4bn | 39 holders, $18.1bn |
| Q3 2023 | 31 holders, $6.1bn | 41 holders, $17.4bn |
| Q4 2023 | 23 holders, $7.6bn | 34 holders, $17.1bn |
| Q1 2024 | 29 holders, $8.4bn | 29 holders, $16.7bn |
| Q2 2024 | 30 holders, $7.5bn | 30 holders, $17.8bn |
| Q3 2024 | 20 holders, $6.8bn | 26 holders, $19.7bn |
| Q4 2024 | 26 holders, $6.3bn | 29 holders, $18.8bn |
| Q1 2025 | 23 holders, $7.5bn | 36 holders, $21.5bn |
| Q2 2025 | 24 holders, $5.7bn | 35 holders, $21.1bn |
| Q3 2025 | 19 holders, $5.6bn | 42 holders, $23.1bn |
| Q4 2025 | 17 holders, $4.4bn | 32 holders, $26.7bn |
| Q1 2026 | 23 holders, $5.6bn | 42 holders, $28.3bn |
| Q2 2026 | 20 holders, $4.4bn | 36 holders, $19.4bn |
Verizon Communications Inc
- Holders
- 29
- Reported value
- $8.4bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 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 (18)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only VZ (11)
Capital Research Global Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Third Point LLC, Winton Group Ltd
Only TMUS (11)
Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Hudson Bay Capital Management LP, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Squarepoint Ops LLC, Steadfast Capital Management LP, 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.