Holders over time
- AAPL
- CSCO
| Quarter | AAPL | CSCO |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | 27 holders, $12.0bn |
| Q4 2020 | 48 holders, $256bn | 30 holders, $14.3bn |
| Q1 2021 | 45 holders, $224bn | 30 holders, $16.3bn |
| Q2 2021 | 43 holders, $247bn | 26 holders, $16.2bn |
| Q3 2021 | 38 holders, $252bn | 28 holders, $17.4bn |
| Q4 2021 | 43 holders, $330bn | 25 holders, $19.0bn |
| Q1 2022 | 41 holders, $326bn | 32 holders, $15.9bn |
| Q2 2022 | 42 holders, $253bn | 33 holders, $11.8bn |
| Q3 2022 | 36 holders, $255bn | 36 holders, $11.2bn |
| Q4 2022 | 39 holders, $234bn | 36 holders, $38.3bn |
| Q1 2023 | 42 holders, $298bn | 25 holders, $13.5bn |
| Q2 2023 | 43 holders, $356bn | 26 holders, $13.2bn |
| Q3 2023 | 42 holders, $309bn | 33 holders, $14.2bn |
| Q4 2023 | 43 holders, $346bn | 26 holders, $12.5bn |
| Q1 2024 | 46 holders, $287bn | 30 holders, $12.6bn |
| Q2 2024 | 56 holders, $316bn | 31 holders, $12.2bn |
| Q3 2024 | 50 holders, $323bn | 27 holders, $13.7bn |
| Q4 2024 | 51 holders, $333bn | 38 holders, $17.6bn |
| Q1 2025 | 49 holders, $285bn | 33 holders, $18.1bn |
| Q2 2025 | 50 holders, $248bn | 31 holders, $17.6bn |
| Q3 2025 | 50 holders, $305bn | 25 holders, $16.3bn |
| Q4 2025 | 51 holders, $355bn | 25 holders, $26.5bn |
| Q1 2026 | 53 holders, $334bn | 28 holders, $31.9bn |
| Q2 2026 | 48 holders, $373bn | 32 holders, $49.1bn |
Apple Inc
- Holders
- 50
- Reported value
- $323bn
- Buyers
- 23
- Sellers
- 34
Breadth -11 among 94 comparable managers.
Cisco Sys Inc
- Holders
- 27
- Reported value
- $13.7bn
- Buyers
- 15
- Sellers
- 13
Breadth +2 among 94 comparable managers.
Who holds both, Q3 2024
Both (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only AAPL (28)
ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Third Point LLC, and 3 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.