Holders over time
- FOXA
- TMUS
| Quarter | FOXA | TMUS |
|---|---|---|
| Q3 2020 | 11 holders, $2.0bn | 39 holders, $17.6bn |
| Q4 2020 | 12 holders, $2.2bn | 37 holders, $19.6bn |
| Q1 2021 | 18 holders, $2.2bn | 39 holders, $17.7bn |
| Q2 2021 | 10 holders, $2.0bn | 32 holders, $21.2bn |
| Q3 2021 | 13 holders, $2.2bn | 37 holders, $18.5bn |
| Q4 2021 | 12 holders, $2.2bn | 37 holders, $15.7bn |
| Q1 2022 | 12 holders, $2.4bn | 36 holders, $16.9bn |
| Q2 2022 | 15 holders, $1.9bn | 42 holders, $18.3bn |
| Q3 2022 | 10 holders, $1.6bn | 40 holders, $16.7bn |
| Q4 2022 | 13 holders, $1.6bn | 38 holders, $15.5bn |
| Q1 2023 | 13 holders, $1.6bn | 38 holders, $17.7bn |
| Q2 2023 | 7 holders, $1.5bn | 39 holders, $18.1bn |
| Q3 2023 | 7 holders, $1.1bn | 41 holders, $17.4bn |
| Q4 2023 | 10 holders, $1.0bn | 34 holders, $17.1bn |
| Q1 2024 | 10 holders, $1.4bn | 29 holders, $16.7bn |
| Q2 2024 | 11 holders, $1.3bn | 30 holders, $17.8bn |
| Q3 2024 | 12 holders, $1.7bn | 26 holders, $19.7bn |
| Q4 2024 | 17 holders, $1.5bn | 29 holders, $18.8bn |
| Q1 2025 | 14 holders, $1.7bn | 36 holders, $21.5bn |
| Q2 2025 | 11 holders, $1.3bn | 35 holders, $21.1bn |
| Q3 2025 | 13 holders, $1.7bn | 42 holders, $23.1bn |
| Q4 2025 | 12 holders, $1.9bn | 32 holders, $26.7bn |
| Q1 2026 | 10 holders, $1.1bn | 42 holders, $28.3bn |
| Q2 2026 | 12 holders, $1.1bn | 36 holders, $19.4bn |
Fox Corp
- Holders
- 17
- Reported value
- $1.5bn
- Buyers
- 11
- Sellers
- 5
Breadth +6 among 94 comparable managers.
T-mobile US Inc
- Holders
- 29
- Reported value
- $18.8bn
- Buyers
- 14
- Sellers
- 16
Breadth -2 among 94 comparable managers.
Who holds both, Q4 2024
Both (11)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Walleye Capital LLC
Only FOXA (6)
Brevan Howard Capital Management LP, Holocene Advisors LP, Point72 Asset Management LP, Quantbot Technologies LP, Voloridge Investment Management LLC, Woodline Partners LP
Only TMUS (18)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital World Investors, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd
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.