Holders over time
- IBM
- AAPL
| Quarter | IBM | AAPL |
|---|---|---|
| Q3 2020 | 18 holders, $3.6bn | 40 holders, $229bn |
| Q4 2020 | 20 holders, $3.8bn | 48 holders, $256bn |
| Q1 2021 | 21 holders, $3.9bn | 45 holders, $224bn |
| Q2 2021 | 17 holders, $3.9bn | 43 holders, $247bn |
| Q3 2021 | 20 holders, $3.6bn | 38 holders, $252bn |
| Q4 2021 | 18 holders, $2.9bn | 43 holders, $330bn |
| Q1 2022 | 18 holders, $2.4bn | 41 holders, $326bn |
| Q2 2022 | 14 holders, $2.3bn | 42 holders, $253bn |
| Q3 2022 | 13 holders, $2.1bn | 36 holders, $255bn |
| Q4 2022 | 19 holders, $3.1bn | 39 holders, $234bn |
| Q1 2023 | 25 holders, $3.4bn | 42 holders, $298bn |
| Q2 2023 | 22 holders, $2.8bn | 43 holders, $356bn |
| Q3 2023 | 20 holders, $2.8bn | 42 holders, $309bn |
| Q4 2023 | 18 holders, $3.7bn | 43 holders, $346bn |
| Q1 2024 | 15 holders, $4.5bn | 46 holders, $287bn |
| Q2 2024 | 18 holders, $3.5bn | 56 holders, $316bn |
| Q3 2024 | 17 holders, $5.4bn | 50 holders, $323bn |
| Q4 2024 | 20 holders, $6.9bn | 51 holders, $333bn |
| Q1 2025 | 18 holders, $8.2bn | 49 holders, $285bn |
| Q2 2025 | 20 holders, $9.8bn | 50 holders, $248bn |
| Q3 2025 | 21 holders, $10.8bn | 50 holders, $305bn |
| Q4 2025 | 17 holders, $12.8bn | 51 holders, $355bn |
| Q1 2026 | 19 holders, $9.4bn | 53 holders, $334bn |
| Q2 2026 | 20 holders, $13.3bn | 48 holders, $373bn |
International Business Machs
- Holders
- 20
- Reported value
- $6.9bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only IBM (1)
Only AAPL (32)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, and 7 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.