Holders over time
- JBL
- AAPL
| Quarter | JBL | AAPL |
|---|---|---|
| Q3 2020 | 7 holders, $960m | 40 holders, $229bn |
| Q4 2020 | 5 holders, $1.1bn | 48 holders, $256bn |
| Q1 2021 | 8 holders, $1.4bn | 45 holders, $224bn |
| Q2 2021 | 10 holders, $1.8bn | 43 holders, $247bn |
| Q3 2021 | 8 holders, $1.7bn | 38 holders, $252bn |
| Q4 2021 | 6 holders, $1.9bn | 43 holders, $330bn |
| Q1 2022 | 14 holders, $975m | 41 holders, $326bn |
| Q2 2022 | 10 holders, $712m | 42 holders, $253bn |
| Q3 2022 | 16 holders, $905m | 36 holders, $255bn |
| Q4 2022 | 12 holders, $983m | 39 holders, $234bn |
| Q1 2023 | 14 holders, $1.8bn | 42 holders, $298bn |
| Q2 2023 | 14 holders, $2.2bn | 43 holders, $356bn |
| Q3 2023 | 16 holders, $3.0bn | 42 holders, $309bn |
| Q4 2023 | 14 holders, $2.4bn | 43 holders, $346bn |
| Q1 2024 | 15 holders, $2.3bn | 46 holders, $287bn |
| Q2 2024 | 19 holders, $1.6bn | 56 holders, $316bn |
| Q3 2024 | 20 holders, $2.0bn | 50 holders, $323bn |
| Q4 2024 | 20 holders, $2.7bn | 51 holders, $333bn |
| Q1 2025 | 13 holders, $2.3bn | 49 holders, $285bn |
| Q2 2025 | 15 holders, $3.1bn | 50 holders, $248bn |
| Q3 2025 | 15 holders, $2.3bn | 50 holders, $305bn |
| Q4 2025 | 22 holders, $2.9bn | 51 holders, $355bn |
| Q1 2026 | 22 holders, $3.8bn | 53 holders, $334bn |
| Q2 2026 | 23 holders, $5.2bn | 48 holders, $373bn |
Jabil Inc
- Holders
- 20
- Reported value
- $2.7bn
- Buyers
- 8
- Sellers
- 14
Breadth -6 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 (17)
AQR Capital Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only JBL (3)
Maverick Capital Ltd, Point72 Asset Management LP, Winton Group Ltd
Only AAPL (34)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dodge & Cox, 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, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, and 9 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.