Holders over time
- JBL
- AAPL
| Quarter | JBL | AAPL |
|---|---|---|
| Q3 2020 | 7 holders, $960m | 40 holders, $229bn |
| Q4 2020 | 5 holders, $1.1bn | 48 holders, $256bn |
| Q1 2021 | 8 holders, $1.4bn | 45 holders, $224bn |
| Q2 2021 | 10 holders, $1.8bn | 43 holders, $247bn |
| Q3 2021 | 8 holders, $1.7bn | 38 holders, $252bn |
| Q4 2021 | 6 holders, $1.9bn | 43 holders, $330bn |
| Q1 2022 | 14 holders, $975m | 41 holders, $326bn |
| Q2 2022 | 10 holders, $712m | 42 holders, $253bn |
| Q3 2022 | 16 holders, $905m | 36 holders, $255bn |
| Q4 2022 | 12 holders, $983m | 39 holders, $234bn |
| Q1 2023 | 14 holders, $1.8bn | 42 holders, $298bn |
| Q2 2023 | 14 holders, $2.2bn | 43 holders, $356bn |
| Q3 2023 | 16 holders, $3.0bn | 42 holders, $309bn |
| Q4 2023 | 14 holders, $2.4bn | 43 holders, $346bn |
| Q1 2024 | 15 holders, $2.3bn | 46 holders, $287bn |
| Q2 2024 | 19 holders, $1.6bn | 56 holders, $316bn |
| Q3 2024 | 20 holders, $2.0bn | 50 holders, $323bn |
| Q4 2024 | 20 holders, $2.7bn | 51 holders, $333bn |
| Q1 2025 | 13 holders, $2.3bn | 49 holders, $285bn |
| Q2 2025 | 15 holders, $3.1bn | 50 holders, $248bn |
| Q3 2025 | 15 holders, $2.3bn | 50 holders, $305bn |
| Q4 2025 | 22 holders, $2.9bn | 51 holders, $355bn |
| Q1 2026 | 22 holders, $3.8bn | 53 holders, $334bn |
| Q2 2026 | 23 holders, $5.2bn | 48 holders, $373bn |
Jabil Inc
- Holders
- 20
- Reported value
- $2.0bn
- Buyers
- 14
- Sellers
- 8
Breadth +6 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 (17)
AQR Capital Management LLC, ARK Investment Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
Only AAPL (33)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, 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, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Polen Capital Management LLC, and 8 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.