Holders over time
- VZ
- TMUS
| Quarter | VZ | TMUS |
|---|---|---|
| Q3 2020 | 24 holders, $19.3bn | 39 holders, $17.6bn |
| Q4 2020 | 25 holders, $22.5bn | 37 holders, $19.6bn |
| Q1 2021 | 30 holders, $22.2bn | 39 holders, $17.7bn |
| Q2 2021 | 28 holders, $21.0bn | 32 holders, $21.2bn |
| Q3 2021 | 27 holders, $20.2bn | 37 holders, $18.5bn |
| Q4 2021 | 26 holders, $18.8bn | 37 holders, $15.7bn |
| Q1 2022 | 34 holders, $12.3bn | 36 holders, $16.9bn |
| Q2 2022 | 18 holders, $10.9bn | 42 holders, $18.3bn |
| Q3 2022 | 29 holders, $8.0bn | 40 holders, $16.7bn |
| Q4 2022 | 25 holders, $8.1bn | 38 holders, $15.5bn |
| Q1 2023 | 25 holders, $7.4bn | 38 holders, $17.7bn |
| Q2 2023 | 21 holders, $6.4bn | 39 holders, $18.1bn |
| Q3 2023 | 31 holders, $6.1bn | 41 holders, $17.4bn |
| Q4 2023 | 23 holders, $7.6bn | 34 holders, $17.1bn |
| Q1 2024 | 29 holders, $8.4bn | 29 holders, $16.7bn |
| Q2 2024 | 30 holders, $7.5bn | 30 holders, $17.8bn |
| Q3 2024 | 20 holders, $6.8bn | 26 holders, $19.7bn |
| Q4 2024 | 26 holders, $6.3bn | 29 holders, $18.8bn |
| Q1 2025 | 23 holders, $7.5bn | 36 holders, $21.5bn |
| Q2 2025 | 24 holders, $5.7bn | 35 holders, $21.1bn |
| Q3 2025 | 19 holders, $5.6bn | 42 holders, $23.1bn |
| Q4 2025 | 17 holders, $4.4bn | 32 holders, $26.7bn |
| Q1 2026 | 23 holders, $5.6bn | 42 holders, $28.3bn |
| Q2 2026 | 20 holders, $4.4bn | 36 holders, $19.4bn |
Verizon Communications Inc
- Holders
- 20
- Reported value
- $6.8bn
- Buyers
- 10
- Sellers
- 11
Breadth -1 among 94 comparable managers.
T-mobile US Inc
- Holders
- 26
- Reported value
- $19.7bn
- Buyers
- 11
- Sellers
- 17
Breadth -6 among 94 comparable managers.
Who holds both, Q3 2024
Both (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC
Only VZ (4)
Capital Research Global Investors, Caxton Associates LLP, Marshall Wace LLP, Voloridge Investment Management LLC
Only TMUS (10)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, MFS Investment Management, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP
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.