Holders over time
- VOD
- TMUS
| Quarter | VOD | TMUS |
|---|---|---|
| Q3 2020 | 2 holders, $533m | 39 holders, $17.6bn |
| Q4 2020 | 5 holders, $643m | 37 holders, $19.6bn |
| Q1 2021 | 2 holders, $605m | 39 holders, $17.7bn |
| Q2 2021 | 4 holders, $553m | 32 holders, $21.2bn |
| Q3 2021 | 5 holders, $505m | 37 holders, $18.5bn |
| Q4 2021 | 4 holders, $678m | 37 holders, $15.7bn |
| Q1 2022 | 3 holders, $805m | 36 holders, $16.9bn |
| Q2 2022 | 6 holders, $835m | 42 holders, $18.3bn |
| Q3 2022 | 4 holders, $578m | 40 holders, $16.7bn |
| Q4 2022 | 4 holders, $438m | 38 holders, $15.5bn |
| Q1 2023 | 8 holders, $457m | 38 holders, $17.7bn |
| Q2 2023 | 5 holders, $376m | 39 holders, $18.1bn |
| Q3 2023 | 6 holders, $426m | 41 holders, $17.4bn |
| Q4 2023 | 5 holders, $406m | 34 holders, $17.1bn |
| Q1 2024 | 3 holders, $255m | 29 holders, $16.7bn |
| Q2 2024 | 3 holders, $247m | 30 holders, $17.8bn |
| Q3 2024 | 4 holders, $352m | 26 holders, $19.7bn |
| Q4 2024 | 5 holders, $270m | 29 holders, $18.8bn |
| Q1 2025 | 6 holders, $394m | 36 holders, $21.5bn |
| Q2 2025 | 5 holders, $543m | 35 holders, $21.1bn |
| Q3 2025 | 5 holders, $522m | 42 holders, $23.1bn |
| Q4 2025 | 5 holders, $499m | 32 holders, $26.7bn |
| Q1 2026 | 5 holders, $470m | 42 holders, $28.3bn |
| Q2 2026 | 5 holders, $356m | 36 holders, $19.4bn |
Vodafone Group
- Holders
- 5
- Reported value
- $270m
- Buyers
- 4
- Sellers
- 1
Breadth +3 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
Only TMUS (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, Davidson Kempner Capital Management LP, Dodge & Cox, 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, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Walleye Capital LLC, Wellington Management 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.