Holders over time
- IBM
- AAPL
| Quarter | IBM | AAPL |
|---|---|---|
| Q3 2020 | 18 holders, $3.6bn | 40 holders, $229bn |
| Q4 2020 | 20 holders, $3.8bn | 48 holders, $256bn |
| Q1 2021 | 21 holders, $3.9bn | 45 holders, $224bn |
| Q2 2021 | 17 holders, $3.9bn | 43 holders, $247bn |
| Q3 2021 | 20 holders, $3.6bn | 38 holders, $252bn |
| Q4 2021 | 18 holders, $2.9bn | 43 holders, $330bn |
| Q1 2022 | 18 holders, $2.4bn | 41 holders, $326bn |
| Q2 2022 | 14 holders, $2.3bn | 42 holders, $253bn |
| Q3 2022 | 13 holders, $2.1bn | 36 holders, $255bn |
| Q4 2022 | 19 holders, $3.1bn | 39 holders, $234bn |
| Q1 2023 | 25 holders, $3.4bn | 42 holders, $298bn |
| Q2 2023 | 22 holders, $2.8bn | 43 holders, $356bn |
| Q3 2023 | 20 holders, $2.8bn | 42 holders, $309bn |
| Q4 2023 | 18 holders, $3.7bn | 43 holders, $346bn |
| Q1 2024 | 15 holders, $4.5bn | 46 holders, $287bn |
| Q2 2024 | 18 holders, $3.5bn | 56 holders, $316bn |
| Q3 2024 | 17 holders, $5.4bn | 50 holders, $323bn |
| Q4 2024 | 20 holders, $6.9bn | 51 holders, $333bn |
| Q1 2025 | 18 holders, $8.2bn | 49 holders, $285bn |
| Q2 2025 | 20 holders, $9.8bn | 50 holders, $248bn |
| Q3 2025 | 21 holders, $10.8bn | 50 holders, $305bn |
| Q4 2025 | 17 holders, $12.8bn | 51 holders, $355bn |
| Q1 2026 | 19 holders, $9.4bn | 53 holders, $334bn |
| Q2 2026 | 20 holders, $13.3bn | 48 holders, $373bn |
International Business Machs
- Holders
- 17
- Reported value
- $5.4bn
- Buyers
- 11
- Sellers
- 6
Breadth +5 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 (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Winton Group Ltd
Only IBM (2)
Only AAPL (35)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, and 10 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.