Holders over time
- QCOM
- CSCO
| Quarter | QCOM | CSCO |
|---|---|---|
| Q3 2020 | 31 holders, $19.4bn | 27 holders, $12.0bn |
| Q4 2020 | 34 holders, $23.4bn | 30 holders, $14.3bn |
| Q1 2021 | 32 holders, $18.2bn | 30 holders, $16.3bn |
| Q2 2021 | 32 holders, $18.7bn | 26 holders, $16.2bn |
| Q3 2021 | 35 holders, $16.2bn | 28 holders, $17.4bn |
| Q4 2021 | 35 holders, $21.1bn | 25 holders, $19.0bn |
| Q1 2022 | 34 holders, $17.8bn | 32 holders, $15.9bn |
| Q2 2022 | 29 holders, $14.1bn | 33 holders, $11.8bn |
| Q3 2022 | 28 holders, $12.5bn | 36 holders, $11.2bn |
| Q4 2022 | 29 holders, $11.0bn | 36 holders, $38.3bn |
| Q1 2023 | 27 holders, $12.2bn | 25 holders, $13.5bn |
| Q2 2023 | 30 holders, $10.8bn | 26 holders, $13.2bn |
| Q3 2023 | 29 holders, $11.7bn | 33 holders, $14.2bn |
| Q4 2023 | 32 holders, $14.0bn | 26 holders, $12.5bn |
| Q1 2024 | 32 holders, $16.2bn | 30 holders, $12.6bn |
| Q2 2024 | 36 holders, $18.8bn | 31 holders, $12.2bn |
| Q3 2024 | 35 holders, $15.1bn | 27 holders, $13.7bn |
| Q4 2024 | 33 holders, $11.3bn | 38 holders, $17.6bn |
| Q1 2025 | 27 holders, $9.3bn | 33 holders, $18.1bn |
| Q2 2025 | 27 holders, $9.6bn | 31 holders, $17.6bn |
| Q3 2025 | 26 holders, $11.0bn | 25 holders, $16.3bn |
| Q4 2025 | 21 holders, $15.5bn | 25 holders, $26.5bn |
| Q1 2026 | 22 holders, $10.3bn | 28 holders, $31.9bn |
| Q2 2026 | 36 holders, $16.0bn | 32 holders, $49.1bn |
Qualcomm Inc
- Holders
- 35
- Reported value
- $15.1bn
- Buyers
- 17
- Sellers
- 20
Breadth -3 among 94 comparable managers.
Cisco Sys Inc
- Holders
- 27
- Reported value
- $13.7bn
- Buyers
- 15
- Sellers
- 13
Breadth +2 among 94 comparable managers.
Who holds both, Q3 2024
Both (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only QCOM (18)
Appaloosa LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Tiger Global Management LLC, Tudor Investment Corp, Voloridge Investment Management LLC
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.