Holders over time
- T
- TMUS
| Quarter | T | TMUS |
|---|---|---|
| Q3 2020 | 22 holders, $4.5bn | 39 holders, $17.6bn |
| Q4 2020 | 21 holders, $4.1bn | 37 holders, $19.6bn |
| Q1 2021 | 26 holders, $5.7bn | 39 holders, $17.7bn |
| Q2 2021 | 29 holders, $7.0bn | 32 holders, $21.2bn |
| Q3 2021 | 30 holders, $7.5bn | 37 holders, $18.5bn |
| Q4 2021 | 30 holders, $9.0bn | 37 holders, $15.7bn |
| Q1 2022 | 33 holders, $7.3bn | 36 holders, $16.9bn |
| Q2 2022 | 25 holders, $5.2bn | 42 holders, $18.3bn |
| Q3 2022 | 30 holders, $3.3bn | 40 holders, $16.7bn |
| Q4 2022 | 21 holders, $3.4bn | 38 holders, $15.5bn |
| Q1 2023 | 24 holders, $4.9bn | 38 holders, $17.7bn |
| Q2 2023 | 28 holders, $3.2bn | 39 holders, $18.1bn |
| Q3 2023 | 24 holders, $4.2bn | 41 holders, $17.4bn |
| Q4 2023 | 31 holders, $6.0bn | 34 holders, $17.1bn |
| Q1 2024 | 27 holders, $5.2bn | 29 holders, $16.7bn |
| Q2 2024 | 33 holders, $6.8bn | 30 holders, $17.8bn |
| Q3 2024 | 25 holders, $7.9bn | 26 holders, $19.7bn |
| Q4 2024 | 30 holders, $8.5bn | 29 holders, $18.8bn |
| Q1 2025 | 34 holders, $11.0bn | 36 holders, $21.5bn |
| Q2 2025 | 31 holders, $11.8bn | 35 holders, $21.1bn |
| Q3 2025 | 30 holders, $11.0bn | 42 holders, $23.1bn |
| Q4 2025 | 28 holders, $10.2bn | 32 holders, $26.7bn |
| Q1 2026 | 25 holders, $11.7bn | 42 holders, $28.3bn |
| Q2 2026 | 25 holders, $6.7bn | 36 holders, $19.4bn |
AT&T Inc
- Holders
- 33
- Reported value
- $6.8bn
- Buyers
- 23
- Sellers
- 10
Breadth +13 among 94 comparable managers.
T-mobile US Inc
- Holders
- 30
- Reported value
- $17.8bn
- Buyers
- 9
- Sellers
- 21
Breadth -12 among 94 comparable managers.
Who holds both, Q2 2024
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Maverick Capital Ltd, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc
Only T (14)
Capital Research Global Investors, Citadel Advisors LLC, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only TMUS (11)
Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Janus Henderson Group Ltd, MFS Investment Management, Steadfast Capital Management LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP
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.