Holders over time
- QCOM
- CSCO
| Quarter | QCOM | CSCO |
|---|---|---|
| Q3 2020 | 31 holders, $19.4bn | 27 holders, $12.0bn |
| Q4 2020 | 34 holders, $23.4bn | 30 holders, $14.3bn |
| Q1 2021 | 32 holders, $18.2bn | 30 holders, $16.3bn |
| Q2 2021 | 32 holders, $18.7bn | 26 holders, $16.2bn |
| Q3 2021 | 35 holders, $16.2bn | 28 holders, $17.4bn |
| Q4 2021 | 35 holders, $21.1bn | 25 holders, $19.0bn |
| Q1 2022 | 34 holders, $17.8bn | 32 holders, $15.9bn |
| Q2 2022 | 29 holders, $14.1bn | 33 holders, $11.8bn |
| Q3 2022 | 28 holders, $12.5bn | 36 holders, $11.2bn |
| Q4 2022 | 29 holders, $11.0bn | 36 holders, $38.3bn |
| Q1 2023 | 27 holders, $12.2bn | 25 holders, $13.5bn |
| Q2 2023 | 30 holders, $10.8bn | 26 holders, $13.2bn |
| Q3 2023 | 29 holders, $11.7bn | 33 holders, $14.2bn |
| Q4 2023 | 32 holders, $14.0bn | 26 holders, $12.5bn |
| Q1 2024 | 32 holders, $16.2bn | 30 holders, $12.6bn |
| Q2 2024 | 36 holders, $18.8bn | 31 holders, $12.2bn |
| Q3 2024 | 35 holders, $15.1bn | 27 holders, $13.7bn |
| Q4 2024 | 33 holders, $11.3bn | 38 holders, $17.6bn |
| Q1 2025 | 27 holders, $9.3bn | 33 holders, $18.1bn |
| Q2 2025 | 27 holders, $9.6bn | 31 holders, $17.6bn |
| Q3 2025 | 26 holders, $11.0bn | 25 holders, $16.3bn |
| Q4 2025 | 21 holders, $15.5bn | 25 holders, $26.5bn |
| Q1 2026 | 22 holders, $10.3bn | 28 holders, $31.9bn |
| Q2 2026 | 36 holders, $16.0bn | 32 holders, $49.1bn |
Qualcomm Inc
- Holders
- 27
- Reported value
- $9.3bn
- Buyers
- 16
- Sellers
- 14
Breadth +2 among 95 comparable managers.
Cisco Sys Inc
- Holders
- 33
- Reported value
- $18.1bn
- Buyers
- 20
- Sellers
- 14
Breadth +6 among 95 comparable managers.
Who holds both, Q1 2025
Both (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only QCOM (9)
Appaloosa LP, ARK Investment Management LLC, Capital Research Global Investors, Eisler Capital Management Ltd, Jane Street Group LLC, MFS Investment Management, Susquehanna International Group LLP, Viking Global Investors LP, Walleye Capital LLC
Only CSCO (15)
Arrowstreet Capital LP, Baillie Gifford & Co, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, 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.