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
- 13
- Reported value
- $2.3bn
- Buyers
- 8
- Sellers
- 7
Breadth +1 among 95 comparable managers.
Apple Inc
- Holders
- 49
- Reported value
- $285bn
- Buyers
- 25
- Sellers
- 26
Breadth -1 among 95 comparable managers.
Who holds both, Q1 2025
Both (9)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Wellington Management Group LLP
Only JBL (4)
ARK Investment Management LLC, Balyasny Asset Management LLC, Maverick Capital Ltd, Point72 Asset Management LP
Only AAPL (40)
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, Dodge & Cox, Eisler Capital Management Ltd, 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, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 15 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.