Holders over time
- OLED
- AAPL
| Quarter | OLED | AAPL |
|---|---|---|
| Q3 2020 | 7 holders, $905m | 40 holders, $229bn |
| Q4 2020 | 8 holders, $924m | 48 holders, $256bn |
| Q1 2021 | 7 holders, $663m | 45 holders, $224bn |
| Q2 2021 | 8 holders, $544m | 43 holders, $247bn |
| Q3 2021 | 7 holders, $324m | 38 holders, $252bn |
| Q4 2021 | 6 holders, $261m | 43 holders, $330bn |
| Q1 2022 | 6 holders, $198m | 41 holders, $326bn |
| Q2 2022 | 7 holders, $81m | 42 holders, $253bn |
| Q3 2022 | 8 holders, $114m | 36 holders, $255bn |
| Q4 2022 | 6 holders, $216m | 39 holders, $234bn |
| Q1 2023 | 8 holders, $360m | 42 holders, $298bn |
| Q2 2023 | 6 holders, $302m | 43 holders, $356bn |
| Q3 2023 | 7 holders, $360m | 42 holders, $309bn |
| Q4 2023 | 10 holders, $858m | 43 holders, $346bn |
| Q1 2024 | 8 holders, $498m | 46 holders, $287bn |
| Q2 2024 | 8 holders, $964m | 56 holders, $316bn |
| Q3 2024 | 7 holders, $399m | 50 holders, $323bn |
| Q4 2024 | 5 holders, $194m | 51 holders, $333bn |
| Q1 2025 | 6 holders, $180m | 49 holders, $285bn |
| Q2 2025 | 5 holders, $97m | 50 holders, $248bn |
| Q3 2025 | 6 holders, $162m | 50 holders, $305bn |
| Q4 2025 | 5 holders, $100m | 51 holders, $355bn |
| Q1 2026 | 7 holders, $230m | 53 holders, $334bn |
| Q2 2026 | 8 holders, $263m | 48 holders, $373bn |
Universal Display Corp
- Holders
- 8
- Reported value
- $964m
- Buyers
- 3
- Sellers
- 6
Breadth -3 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 (8)
AllianceBernstein LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Winton Group Ltd
Only OLED (0)
None.
Only AAPL (48)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners 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., Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, and 23 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.