Holders over time
- OLED
- AAPL
| Quarter | OLED | AAPL |
|---|---|---|
| Q3 2020 | 7 holders, $905m | 40 holders, $229bn |
| Q4 2020 | 8 holders, $924m | 48 holders, $256bn |
| Q1 2021 | 7 holders, $663m | 45 holders, $224bn |
| Q2 2021 | 8 holders, $544m | 43 holders, $247bn |
| Q3 2021 | 7 holders, $324m | 38 holders, $252bn |
| Q4 2021 | 6 holders, $261m | 43 holders, $330bn |
| Q1 2022 | 6 holders, $198m | 41 holders, $326bn |
| Q2 2022 | 7 holders, $81m | 42 holders, $253bn |
| Q3 2022 | 8 holders, $114m | 36 holders, $255bn |
| Q4 2022 | 6 holders, $216m | 39 holders, $234bn |
| Q1 2023 | 8 holders, $360m | 42 holders, $298bn |
| Q2 2023 | 6 holders, $302m | 43 holders, $356bn |
| Q3 2023 | 7 holders, $360m | 42 holders, $309bn |
| Q4 2023 | 10 holders, $858m | 43 holders, $346bn |
| Q1 2024 | 8 holders, $498m | 46 holders, $287bn |
| Q2 2024 | 8 holders, $964m | 56 holders, $316bn |
| Q3 2024 | 7 holders, $399m | 50 holders, $323bn |
| Q4 2024 | 5 holders, $194m | 51 holders, $333bn |
| Q1 2025 | 6 holders, $180m | 49 holders, $285bn |
| Q2 2025 | 5 holders, $97m | 50 holders, $248bn |
| Q3 2025 | 6 holders, $162m | 50 holders, $305bn |
| Q4 2025 | 5 holders, $100m | 51 holders, $355bn |
| Q1 2026 | 7 holders, $230m | 53 holders, $334bn |
| Q2 2026 | 8 holders, $263m | 48 holders, $373bn |
Universal Display Corp
- Holders
- 7
- Reported value
- $399m
- Buyers
- 3
- Sellers
- 5
Breadth -2 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 (7)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Winton Group Ltd
Only OLED (0)
None.
Only AAPL (43)
Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, and 18 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.