Holders over time
- HUBB
- AAPL
| Quarter | HUBB | AAPL |
|---|---|---|
| Q3 2020 | 6 holders, $484m | 40 holders, $229bn |
| Q4 2020 | 10 holders, $458m | 48 holders, $256bn |
| Q1 2021 | 7 holders, $930m | 45 holders, $224bn |
| Q2 2021 | 6 holders, $872m | 43 holders, $247bn |
| Q3 2021 | 6 holders, $860m | 38 holders, $252bn |
| Q4 2021 | 7 holders, $1.1bn | 43 holders, $330bn |
| Q1 2022 | 9 holders, $841m | 41 holders, $326bn |
| Q2 2022 | 9 holders, $1.1bn | 42 holders, $253bn |
| Q3 2022 | 12 holders, $1.7bn | 36 holders, $255bn |
| Q4 2022 | 13 holders, $1.9bn | 39 holders, $234bn |
| Q1 2023 | 12 holders, $2.2bn | 42 holders, $298bn |
| Q2 2023 | 11 holders, $3.2bn | 43 holders, $356bn |
| Q3 2023 | 16 holders, $2.8bn | 42 holders, $309bn |
| Q4 2023 | 18 holders, $2.8bn | 43 holders, $346bn |
| Q1 2024 | 14 holders, $3.6bn | 46 holders, $287bn |
| Q2 2024 | 15 holders, $2.9bn | 56 holders, $316bn |
| Q3 2024 | 14 holders, $3.4bn | 50 holders, $323bn |
| Q4 2024 | 9 holders, $3.2bn | 51 holders, $333bn |
| Q1 2025 | 16 holders, $2.0bn | 49 holders, $285bn |
| Q2 2025 | 12 holders, $2.6bn | 50 holders, $248bn |
| Q3 2025 | 12 holders, $2.6bn | 50 holders, $305bn |
| Q4 2025 | 9 holders, $3.2bn | 51 holders, $355bn |
| Q1 2026 | 12 holders, $3.2bn | 53 holders, $334bn |
| Q2 2026 | 11 holders, $2.2bn | 48 holders, $373bn |
Hubbell Inc
- Holders
- 14
- Reported value
- $3.4bn
- Buyers
- 9
- Sellers
- 9
Breadth 0 among 94 comparable managers.
Apple Inc
- Holders
- 50
- Reported value
- $323bn
- Buyers
- 23
- Sellers
- 34
Breadth -11 among 94 comparable managers.
Who holds both, Q3 2024
Both (12)
Artisan Partners LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC
Only HUBB (2)
Only AAPL (38)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital 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, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, 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.