Holders over time
- AAPL
- WDC
| Quarter | AAPL | WDC |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | 10 holders, $336m |
| Q4 2020 | 48 holders, $256bn | 12 holders, $799m |
| Q1 2021 | 45 holders, $224bn | 17 holders, $1.4bn |
| Q2 2021 | 43 holders, $247bn | 17 holders, $1.6bn |
| Q3 2021 | 38 holders, $252bn | 10 holders, $749m |
| Q4 2021 | 43 holders, $330bn | 17 holders, $1.3bn |
| Q1 2022 | 41 holders, $326bn | 14 holders, $726m |
| Q2 2022 | 42 holders, $253bn | 12 holders, $878m |
| Q3 2022 | 36 holders, $255bn | 11 holders, $833m |
| Q4 2022 | 39 holders, $234bn | 10 holders, $1.2bn |
| Q1 2023 | 42 holders, $298bn | 14 holders, $1.8bn |
| Q2 2023 | 43 holders, $356bn | 13 holders, $1.7bn |
| Q3 2023 | 42 holders, $309bn | 16 holders, $2.7bn |
| Q4 2023 | 43 holders, $346bn | 24 holders, $4.0bn |
| Q1 2024 | 46 holders, $287bn | 28 holders, $4.4bn |
| Q2 2024 | 56 holders, $316bn | 31 holders, $6.0bn |
| Q3 2024 | 50 holders, $323bn | 21 holders, $3.9bn |
| Q4 2024 | 51 holders, $333bn | 22 holders, $3.5bn |
| Q1 2025 | 49 holders, $285bn | 17 holders, $2.3bn |
| Q2 2025 | 50 holders, $248bn | 21 holders, $4.5bn |
| Q3 2025 | 50 holders, $305bn | 31 holders, $7.7bn |
| Q4 2025 | 51 holders, $355bn | 24 holders, $11.6bn |
| Q1 2026 | 53 holders, $334bn | 30 holders, $20.7bn |
| Q2 2026 | 48 holders, $373bn | 38 holders, $47.7bn |
Apple Inc
- Holders
- 50
- Reported value
- $323bn
- Buyers
- 23
- Sellers
- 34
Breadth -11 among 94 comparable managers.
Western Digital Corp
- Holders
- 21
- Reported value
- $3.9bn
- Buyers
- 11
- Sellers
- 14
Breadth -3 among 94 comparable managers.
Who holds both, Q3 2024
Both (12)
AllianceBernstein LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC
Only AAPL (38)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, and 13 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.