Holders over time
- IBM
- SNDK
| Quarter | IBM | SNDK |
|---|---|---|
| Q3 2020 | 18 holders, $3.6bn | none listed holders, n.a. |
| Q4 2020 | 20 holders, $3.8bn | none listed holders, n.a. |
| Q1 2021 | 21 holders, $3.9bn | none listed holders, n.a. |
| Q2 2021 | 17 holders, $3.9bn | none listed holders, n.a. |
| Q3 2021 | 20 holders, $3.6bn | none listed holders, n.a. |
| Q4 2021 | 18 holders, $2.9bn | none listed holders, n.a. |
| Q1 2022 | 18 holders, $2.4bn | none listed holders, n.a. |
| Q2 2022 | 14 holders, $2.3bn | none listed holders, n.a. |
| Q3 2022 | 13 holders, $2.1bn | none listed holders, n.a. |
| Q4 2022 | 19 holders, $3.1bn | none listed holders, n.a. |
| Q1 2023 | 25 holders, $3.4bn | none listed holders, n.a. |
| Q2 2023 | 22 holders, $2.8bn | none listed holders, n.a. |
| Q3 2023 | 20 holders, $2.8bn | none listed holders, n.a. |
| Q4 2023 | 18 holders, $3.7bn | none listed holders, n.a. |
| Q1 2024 | 15 holders, $4.5bn | none listed holders, n.a. |
| Q2 2024 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q3 2024 | 17 holders, $5.4bn | none listed holders, n.a. |
| Q4 2024 | 20 holders, $6.9bn | none listed holders, n.a. |
| Q1 2025 | 18 holders, $8.2bn | 7 holders, $1.3bn |
| Q2 2025 | 20 holders, $9.8bn | 14 holders, $1.6bn |
| Q3 2025 | 21 holders, $10.8bn | 19 holders, $4.2bn |
| Q4 2025 | 17 holders, $12.8bn | 27 holders, $9.8bn |
| Q1 2026 | 19 holders, $9.4bn | 38 holders, $19.8bn |
| Q2 2026 | 20 holders, $13.3bn | 41 holders, $55.4bn |
International Business Machs
- Holders
- 18
- Reported value
- $8.2bn
- Buyers
- 8
- Sellers
- 11
Breadth -3 among 95 comparable managers.
- Holders
- 7
- Reported value
- $1.3bn
- Buyers
- 7
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
Who holds both, Q1 2025
Both (4)
Fidelity (FMR LLC), Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only IBM (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Winton Group Ltd, Woodline Partners LP
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.