Holders over time
- MSI
- AAPL
| Quarter | MSI | AAPL |
|---|---|---|
| Q3 2020 | 17 holders, $4.0bn | 40 holders, $229bn |
| Q4 2020 | 20 holders, $3.8bn | 48 holders, $256bn |
| Q1 2021 | 20 holders, $4.5bn | 45 holders, $224bn |
| Q2 2021 | 22 holders, $5.6bn | 43 holders, $247bn |
| Q3 2021 | 21 holders, $6.7bn | 38 holders, $252bn |
| Q4 2021 | 22 holders, $8.2bn | 43 holders, $330bn |
| Q1 2022 | 19 holders, $7.2bn | 41 holders, $326bn |
| Q2 2022 | 18 holders, $6.0bn | 42 holders, $253bn |
| Q3 2022 | 17 holders, $6.5bn | 36 holders, $255bn |
| Q4 2022 | 19 holders, $7.4bn | 39 holders, $234bn |
| Q1 2023 | 19 holders, $7.7bn | 42 holders, $298bn |
| Q2 2023 | 23 holders, $8.0bn | 43 holders, $356bn |
| Q3 2023 | 27 holders, $7.6bn | 42 holders, $309bn |
| Q4 2023 | 26 holders, $8.7bn | 43 holders, $346bn |
| Q1 2024 | 25 holders, $9.7bn | 46 holders, $287bn |
| Q2 2024 | 24 holders, $10.1bn | 56 holders, $316bn |
| Q3 2024 | 28 holders, $11.3bn | 50 holders, $323bn |
| Q4 2024 | 28 holders, $11.5bn | 51 holders, $333bn |
| Q1 2025 | 26 holders, $10.7bn | 49 holders, $285bn |
| Q2 2025 | 27 holders, $9.9bn | 50 holders, $248bn |
| Q3 2025 | 24 holders, $10.4bn | 50 holders, $305bn |
| Q4 2025 | 29 holders, $7.2bn | 51 holders, $355bn |
| Q1 2026 | 21 holders, $6.5bn | 53 holders, $334bn |
| Q2 2026 | 22 holders, $6.9bn | 48 holders, $373bn |
Motorola Solutions Inc
- Holders
- 28
- Reported value
- $11.5bn
- Buyers
- 14
- Sellers
- 13
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 (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AAPL (26)
ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, and 1 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.