Holders over time
- NWSA
- TMUS
| Quarter | NWSA | TMUS |
|---|---|---|
| Q3 2020 | 8 holders, $1.2bn | 39 holders, $17.6bn |
| Q4 2020 | 12 holders, $1.5bn | 37 holders, $19.6bn |
| Q1 2021 | 14 holders, $2.3bn | 39 holders, $17.7bn |
| Q2 2021 | 11 holders, $2.1bn | 32 holders, $21.2bn |
| Q3 2021 | 7 holders, $1.6bn | 37 holders, $18.5bn |
| Q4 2021 | 14 holders, $1.6bn | 37 holders, $15.7bn |
| Q1 2022 | 10 holders, $1.7bn | 36 holders, $16.9bn |
| Q2 2022 | 10 holders, $1.4bn | 42 holders, $18.3bn |
| Q3 2022 | 8 holders, $1.4bn | 40 holders, $16.7bn |
| Q4 2022 | 10 holders, $1.6bn | 38 holders, $15.5bn |
| Q1 2023 | 8 holders, $1.5bn | 38 holders, $17.7bn |
| Q2 2023 | 6 holders, $1.7bn | 39 holders, $18.1bn |
| Q3 2023 | 6 holders, $1.7bn | 41 holders, $17.4bn |
| Q4 2023 | 11 holders, $2.1bn | 34 holders, $17.1bn |
| Q1 2024 | 8 holders, $2.3bn | 29 holders, $16.7bn |
| Q2 2024 | 9 holders, $2.4bn | 30 holders, $17.8bn |
| Q3 2024 | 11 holders, $1.8bn | 26 holders, $19.7bn |
| Q4 2024 | 11 holders, $1.8bn | 29 holders, $18.8bn |
| Q1 2025 | 12 holders, $1.5bn | 36 holders, $21.5bn |
| Q2 2025 | 11 holders, $1.5bn | 35 holders, $21.1bn |
| Q3 2025 | 13 holders, $1.7bn | 42 holders, $23.1bn |
| Q4 2025 | 14 holders, $1.4bn | 32 holders, $26.7bn |
| Q1 2026 | 14 holders, $1.3bn | 42 holders, $28.3bn |
| Q2 2026 | 12 holders, $1.2bn | 36 holders, $19.4bn |
News Corp New
- Holders
- 11
- Reported value
- $1.8bn
- Buyers
- 6
- Sellers
- 5
Breadth +1 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 (7)
Balyasny Asset Management LLC, Dodge & Cox, GAMCO Investors Inc, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Winton Group Ltd
Only NWSA (4)
Artisan Partners LP, Maverick Capital Ltd, Point72 Asset Management LP, Starboard Value LP
Only TMUS (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Viking Global Investors LP, Wellington Management Group LLP
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.