Holders over time
- VZ
- TMUS
| Quarter | VZ | TMUS |
|---|---|---|
| Q3 2020 | 24 holders, $19.3bn | 39 holders, $17.6bn |
| Q4 2020 | 25 holders, $22.5bn | 37 holders, $19.6bn |
| Q1 2021 | 30 holders, $22.2bn | 39 holders, $17.7bn |
| Q2 2021 | 28 holders, $21.0bn | 32 holders, $21.2bn |
| Q3 2021 | 27 holders, $20.2bn | 37 holders, $18.5bn |
| Q4 2021 | 26 holders, $18.8bn | 37 holders, $15.7bn |
| Q1 2022 | 34 holders, $12.3bn | 36 holders, $16.9bn |
| Q2 2022 | 18 holders, $10.9bn | 42 holders, $18.3bn |
| Q3 2022 | 29 holders, $8.0bn | 40 holders, $16.7bn |
| Q4 2022 | 25 holders, $8.1bn | 38 holders, $15.5bn |
| Q1 2023 | 25 holders, $7.4bn | 38 holders, $17.7bn |
| Q2 2023 | 21 holders, $6.4bn | 39 holders, $18.1bn |
| Q3 2023 | 31 holders, $6.1bn | 41 holders, $17.4bn |
| Q4 2023 | 23 holders, $7.6bn | 34 holders, $17.1bn |
| Q1 2024 | 29 holders, $8.4bn | 29 holders, $16.7bn |
| Q2 2024 | 30 holders, $7.5bn | 30 holders, $17.8bn |
| Q3 2024 | 20 holders, $6.8bn | 26 holders, $19.7bn |
| Q4 2024 | 26 holders, $6.3bn | 29 holders, $18.8bn |
| Q1 2025 | 23 holders, $7.5bn | 36 holders, $21.5bn |
| Q2 2025 | 24 holders, $5.7bn | 35 holders, $21.1bn |
| Q3 2025 | 19 holders, $5.6bn | 42 holders, $23.1bn |
| Q4 2025 | 17 holders, $4.4bn | 32 holders, $26.7bn |
| Q1 2026 | 23 holders, $5.6bn | 42 holders, $28.3bn |
| Q2 2026 | 20 holders, $4.4bn | 36 holders, $19.4bn |
Verizon Communications Inc
- Holders
- 30
- Reported value
- $7.5bn
- Buyers
- 16
- Sellers
- 14
Breadth +2 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, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only VZ (11)
Capital Research Global Investors, Citadel Advisors LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Third Point LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only TMUS (11)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Maverick Capital Ltd, MFS Investment Management, Squarepoint Ops LLC, Steadfast Capital Management LP, Two Sigma Investments LP, Viking Global Investors LP
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.