Holders over time
- HPQ
- AAPL
| Quarter | HPQ | AAPL |
|---|---|---|
| Q3 2020 | 24 holders, $5.1bn | 40 holders, $229bn |
| Q4 2020 | 20 holders, $5.8bn | 48 holders, $256bn |
| Q1 2021 | 22 holders, $6.9bn | 45 holders, $224bn |
| Q2 2021 | 18 holders, $5.7bn | 43 holders, $247bn |
| Q3 2021 | 12 holders, $4.7bn | 38 holders, $252bn |
| Q4 2021 | 16 holders, $5.8bn | 43 holders, $330bn |
| Q1 2022 | 12 holders, $7.6bn | 41 holders, $326bn |
| Q2 2022 | 13 holders, $5.8bn | 42 holders, $253bn |
| Q3 2022 | 16 holders, $4.5bn | 36 holders, $255bn |
| Q4 2022 | 12 holders, $4.7bn | 39 holders, $234bn |
| Q1 2023 | 12 holders, $5.6bn | 42 holders, $298bn |
| Q2 2023 | 18 holders, $5.9bn | 43 holders, $356bn |
| Q3 2023 | 23 holders, $4.7bn | 42 holders, $309bn |
| Q4 2023 | 26 holders, $3.4bn | 43 holders, $346bn |
| Q1 2024 | 19 holders, $2.4bn | 46 holders, $287bn |
| Q2 2024 | 12 holders, $2.5bn | 56 holders, $316bn |
| Q3 2024 | 12 holders, $2.2bn | 50 holders, $323bn |
| Q4 2024 | 12 holders, $2.0bn | 51 holders, $333bn |
| Q1 2025 | 17 holders, $1.7bn | 49 holders, $285bn |
| Q2 2025 | 12 holders, $1.6bn | 50 holders, $248bn |
| Q3 2025 | 10 holders, $2.0bn | 50 holders, $305bn |
| Q4 2025 | 17 holders, $2.3bn | 51 holders, $355bn |
| Q1 2026 | 16 holders, $2.1bn | 53 holders, $334bn |
| Q2 2026 | 10 holders, $2.2bn | 48 holders, $373bn |
HP Inc
- Holders
- 12
- Reported value
- $2.0bn
- Buyers
- 5
- Sellers
- 6
Breadth -1 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 (7)
AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Dodge & Cox, Invesco Ltd, Voloridge Investment Management LLC
Only HPQ (5)
Freestone Grove Partners LP, Greenlight Capital, Maverick Capital Ltd, Walleye Capital LLC, Winton Group Ltd
Only AAPL (44)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, and 19 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.