Holders over time
- QCOM
- AAPL
| Quarter | QCOM | AAPL |
|---|---|---|
| Q3 2020 | 31 holders, $19.4bn | 40 holders, $229bn |
| Q4 2020 | 34 holders, $23.4bn | 48 holders, $256bn |
| Q1 2021 | 32 holders, $18.2bn | 45 holders, $224bn |
| Q2 2021 | 32 holders, $18.7bn | 43 holders, $247bn |
| Q3 2021 | 35 holders, $16.2bn | 38 holders, $252bn |
| Q4 2021 | 35 holders, $21.1bn | 43 holders, $330bn |
| Q1 2022 | 34 holders, $17.8bn | 41 holders, $326bn |
| Q2 2022 | 29 holders, $14.1bn | 42 holders, $253bn |
| Q3 2022 | 28 holders, $12.5bn | 36 holders, $255bn |
| Q4 2022 | 29 holders, $11.0bn | 39 holders, $234bn |
| Q1 2023 | 27 holders, $12.2bn | 42 holders, $298bn |
| Q2 2023 | 30 holders, $10.8bn | 43 holders, $356bn |
| Q3 2023 | 29 holders, $11.7bn | 42 holders, $309bn |
| Q4 2023 | 32 holders, $14.0bn | 43 holders, $346bn |
| Q1 2024 | 32 holders, $16.2bn | 46 holders, $287bn |
| Q2 2024 | 36 holders, $18.8bn | 56 holders, $316bn |
| Q3 2024 | 35 holders, $15.1bn | 50 holders, $323bn |
| Q4 2024 | 33 holders, $11.3bn | 51 holders, $333bn |
| Q1 2025 | 27 holders, $9.3bn | 49 holders, $285bn |
| Q2 2025 | 27 holders, $9.6bn | 50 holders, $248bn |
| Q3 2025 | 26 holders, $11.0bn | 50 holders, $305bn |
| Q4 2025 | 21 holders, $15.5bn | 51 holders, $355bn |
| Q1 2026 | 22 holders, $10.3bn | 53 holders, $334bn |
| Q2 2026 | 36 holders, $16.0bn | 48 holders, $373bn |
Qualcomm Inc
- Holders
- 27
- Reported value
- $9.3bn
- Buyers
- 16
- Sellers
- 14
Breadth +2 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 (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only QCOM (3)
Appaloosa LP, ARK Investment Management LLC, Viking Global Investors LP
Only AAPL (25)
Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, 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, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Voloridge Investment Management LLC
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.