Holders over time
- QCOM
- CSCO
| Quarter | QCOM | CSCO |
|---|---|---|
| Q3 2020 | 31 holders, $19.4bn | 27 holders, $12.0bn |
| Q4 2020 | 34 holders, $23.4bn | 30 holders, $14.3bn |
| Q1 2021 | 32 holders, $18.2bn | 30 holders, $16.3bn |
| Q2 2021 | 32 holders, $18.7bn | 26 holders, $16.2bn |
| Q3 2021 | 35 holders, $16.2bn | 28 holders, $17.4bn |
| Q4 2021 | 35 holders, $21.1bn | 25 holders, $19.0bn |
| Q1 2022 | 34 holders, $17.8bn | 32 holders, $15.9bn |
| Q2 2022 | 29 holders, $14.1bn | 33 holders, $11.8bn |
| Q3 2022 | 28 holders, $12.5bn | 36 holders, $11.2bn |
| Q4 2022 | 29 holders, $11.0bn | 36 holders, $38.3bn |
| Q1 2023 | 27 holders, $12.2bn | 25 holders, $13.5bn |
| Q2 2023 | 30 holders, $10.8bn | 26 holders, $13.2bn |
| Q3 2023 | 29 holders, $11.7bn | 33 holders, $14.2bn |
| Q4 2023 | 32 holders, $14.0bn | 26 holders, $12.5bn |
| Q1 2024 | 32 holders, $16.2bn | 30 holders, $12.6bn |
| Q2 2024 | 36 holders, $18.8bn | 31 holders, $12.2bn |
| Q3 2024 | 35 holders, $15.1bn | 27 holders, $13.7bn |
| Q4 2024 | 33 holders, $11.3bn | 38 holders, $17.6bn |
| Q1 2025 | 27 holders, $9.3bn | 33 holders, $18.1bn |
| Q2 2025 | 27 holders, $9.6bn | 31 holders, $17.6bn |
| Q3 2025 | 26 holders, $11.0bn | 25 holders, $16.3bn |
| Q4 2025 | 21 holders, $15.5bn | 25 holders, $26.5bn |
| Q1 2026 | 22 holders, $10.3bn | 28 holders, $31.9bn |
| Q2 2026 | 36 holders, $16.0bn | 32 holders, $49.1bn |
Qualcomm Inc
- Holders
- 36
- Reported value
- $18.8bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 among 94 comparable managers.
Cisco Sys Inc
- Holders
- 31
- Reported value
- $12.2bn
- Buyers
- 14
- Sellers
- 16
Breadth -2 among 94 comparable managers.
Who holds both, Q2 2024
Both (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only QCOM (18)
Appaloosa LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Whale Rock Capital Management LLC
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.