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PLXS · AAPL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PLXSAAPL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PLXS
  • AAPL
0204060202120222023202420252026
Holders and value by quarter
QuarterPLXSAAPL
Q3 20202 holders, $52m40 holders, $229bn
Q4 20203 holders, $57m48 holders, $256bn
Q1 20213 holders, $76m45 holders, $224bn
Q2 20212 holders, $71m43 holders, $247bn
Q3 20213 holders, $76m38 holders, $252bn
Q4 20213 holders, $84m43 holders, $330bn
Q1 20223 holders, $74m41 holders, $326bn
Q2 20223 holders, $69m42 holders, $253bn
Q3 20223 holders, $54m36 holders, $255bn
Q4 20223 holders, $54m39 holders, $234bn
Q1 20235 holders, $55m42 holders, $298bn
Q2 20233 holders, $49m43 holders, $356bn
Q3 20234 holders, $53m42 holders, $309bn
Q4 20234 holders, $58m43 holders, $346bn
Q1 20243 holders, $48m46 holders, $287bn
Q2 20243 holders, $51m56 holders, $316bn
Q3 20243 holders, $51m50 holders, $323bn
Q4 20243 holders, $4.8m51 holders, $333bn
Q1 20252 holders, $3.2m49 holders, $285bn
Q2 20252 holders, $3.0m50 holders, $248bn
Q3 20252 holders, $3.0m50 holders, $305bn
Q4 20251 holders, $1.3m51 holders, $355bn
Q1 20263 holders, $108m53 holders, $334bn
Q2 20262 holders, $144m48 holders, $373bn
PLXS

Plexus Corp

Holders
3
Reported value
$51m
Buyers
0
Sellers
3

Breadth -3 among 94 comparable managers.

Technology hardware and equipment
AAPL

Apple Inc

Holders
56
Reported value
$316bn
Buyers
40
Sellers
18

Breadth +22 among 94 comparable managers.

Technology hardware and equipment

Who holds both, Q2 2024

Among the 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PLXS (1)

First Eagle Investment Management LLC

Only AAPL (54)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 29 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.

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