Holders over time
- CSCO
- AAPL
| Quarter | CSCO | AAPL |
|---|---|---|
| Q3 2020 | 27 holders, $12.0bn | 40 holders, $229bn |
| Q4 2020 | 30 holders, $14.3bn | 48 holders, $256bn |
| Q1 2021 | 30 holders, $16.3bn | 45 holders, $224bn |
| Q2 2021 | 26 holders, $16.2bn | 43 holders, $247bn |
| Q3 2021 | 28 holders, $17.4bn | 38 holders, $252bn |
| Q4 2021 | 25 holders, $19.0bn | 43 holders, $330bn |
| Q1 2022 | 32 holders, $15.9bn | 41 holders, $326bn |
| Q2 2022 | 33 holders, $11.8bn | 42 holders, $253bn |
| Q3 2022 | 36 holders, $11.2bn | 36 holders, $255bn |
| Q4 2022 | 36 holders, $38.3bn | 39 holders, $234bn |
| Q1 2023 | 25 holders, $13.5bn | 42 holders, $298bn |
| Q2 2023 | 26 holders, $13.2bn | 43 holders, $356bn |
| Q3 2023 | 33 holders, $14.2bn | 42 holders, $309bn |
| Q4 2023 | 26 holders, $12.5bn | 43 holders, $346bn |
| Q1 2024 | 30 holders, $12.6bn | 46 holders, $287bn |
| Q2 2024 | 31 holders, $12.2bn | 56 holders, $316bn |
| Q3 2024 | 27 holders, $13.7bn | 50 holders, $323bn |
| Q4 2024 | 38 holders, $17.6bn | 51 holders, $333bn |
| Q1 2025 | 33 holders, $18.1bn | 49 holders, $285bn |
| Q2 2025 | 31 holders, $17.6bn | 50 holders, $248bn |
| Q3 2025 | 25 holders, $16.3bn | 50 holders, $305bn |
| Q4 2025 | 25 holders, $26.5bn | 51 holders, $355bn |
| Q1 2026 | 28 holders, $31.9bn | 53 holders, $334bn |
| Q2 2026 | 32 holders, $49.1bn | 48 holders, $373bn |
Cisco Sys Inc
- Holders
- 38
- Reported value
- $17.6bn
- Buyers
- 26
- Sellers
- 10
Breadth +16 among 94 comparable managers.
Apple Inc
- Holders
- 51
- Reported value
- $333bn
- Buyers
- 23
- Sellers
- 30
Breadth -7 among 94 comparable managers.
Who holds both, Q4 2024
Both (33)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only CSCO (5)
Freestone Grove Partners LP, Point72 Asset Management LP, Tybourne Capital Management HK Ltd, Walleye Capital LLC, Winton Group Ltd
Only AAPL (18)
ARK Investment Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Davidson Kempner Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Light Street Capital Management LLC, MFS Investment Management, Moore Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Tudor Investment Corp, Voloridge Investment Management LLC, Whale Rock Capital 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.