Holders over time
- JBL
- AAPL
| Quarter | JBL | AAPL |
|---|---|---|
| Q3 2020 | 7 holders, $960m | 40 holders, $229bn |
| Q4 2020 | 5 holders, $1.1bn | 48 holders, $256bn |
| Q1 2021 | 8 holders, $1.4bn | 45 holders, $224bn |
| Q2 2021 | 10 holders, $1.8bn | 43 holders, $247bn |
| Q3 2021 | 8 holders, $1.7bn | 38 holders, $252bn |
| Q4 2021 | 6 holders, $1.9bn | 43 holders, $330bn |
| Q1 2022 | 14 holders, $975m | 41 holders, $326bn |
| Q2 2022 | 10 holders, $712m | 42 holders, $253bn |
| Q3 2022 | 16 holders, $905m | 36 holders, $255bn |
| Q4 2022 | 12 holders, $983m | 39 holders, $234bn |
| Q1 2023 | 14 holders, $1.8bn | 42 holders, $298bn |
| Q2 2023 | 14 holders, $2.2bn | 43 holders, $356bn |
| Q3 2023 | 16 holders, $3.0bn | 42 holders, $309bn |
| Q4 2023 | 14 holders, $2.4bn | 43 holders, $346bn |
| Q1 2024 | 15 holders, $2.3bn | 46 holders, $287bn |
| Q2 2024 | 19 holders, $1.6bn | 56 holders, $316bn |
| Q3 2024 | 20 holders, $2.0bn | 50 holders, $323bn |
| Q4 2024 | 20 holders, $2.7bn | 51 holders, $333bn |
| Q1 2025 | 13 holders, $2.3bn | 49 holders, $285bn |
| Q2 2025 | 15 holders, $3.1bn | 50 holders, $248bn |
| Q3 2025 | 15 holders, $2.3bn | 50 holders, $305bn |
| Q4 2025 | 22 holders, $2.9bn | 51 holders, $355bn |
| Q1 2026 | 22 holders, $3.8bn | 53 holders, $334bn |
| Q2 2026 | 23 holders, $5.2bn | 48 holders, $373bn |
Jabil Inc
- Holders
- 19
- Reported value
- $1.6bn
- Buyers
- 15
- Sellers
- 6
Breadth +9 among 94 comparable managers.
Apple Inc
- Holders
- 56
- Reported value
- $316bn
- Buyers
- 40
- Sellers
- 18
Breadth +22 among 94 comparable managers.
Who holds both, Q2 2024
Both (17)
AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only JBL (2)
Only AAPL (39)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, and 14 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.