Holders over time
- TMUS
- SPOT
| Quarter | TMUS | SPOT |
|---|---|---|
| Q3 2020 | 39 holders, $17.6bn | 15 holders, $10.5bn |
| Q4 2020 | 37 holders, $19.6bn | 14 holders, $14.2bn |
| Q1 2021 | 39 holders, $17.7bn | 15 holders, $12.4bn |
| Q2 2021 | 32 holders, $21.2bn | 15 holders, $12.0bn |
| Q3 2021 | 37 holders, $18.5bn | 21 holders, $11.6bn |
| Q4 2021 | 37 holders, $15.7bn | 25 holders, $12.6bn |
| Q1 2022 | 36 holders, $16.9bn | 21 holders, $7.5bn |
| Q2 2022 | 42 holders, $18.3bn | 22 holders, $4.8bn |
| Q3 2022 | 40 holders, $16.7bn | 19 holders, $4.0bn |
| Q4 2022 | 38 holders, $15.5bn | 22 holders, $3.5bn |
| Q1 2023 | 38 holders, $17.7bn | 23 holders, $6.3bn |
| Q2 2023 | 39 holders, $18.1bn | 38 holders, $8.0bn |
| Q3 2023 | 41 holders, $17.4bn | 30 holders, $7.8bn |
| Q4 2023 | 34 holders, $17.1bn | 32 holders, $9.5bn |
| Q1 2024 | 29 holders, $16.7bn | 38 holders, $13.9bn |
| Q2 2024 | 30 holders, $17.8bn | 45 holders, $16.3bn |
| Q3 2024 | 26 holders, $19.7bn | 48 holders, $20.5bn |
| Q4 2024 | 29 holders, $18.8bn | 39 holders, $18.4bn |
| Q1 2025 | 36 holders, $21.5bn | 37 holders, $21.1bn |
| Q2 2025 | 35 holders, $21.1bn | 35 holders, $28.6bn |
| Q3 2025 | 42 holders, $23.1bn | 38 holders, $26.9bn |
| Q4 2025 | 32 holders, $26.7bn | 46 holders, $22.4bn |
| Q1 2026 | 42 holders, $28.3bn | 41 holders, $15.4bn |
| Q2 2026 | 36 holders, $19.4bn | 33 holders, $13.2bn |
T-mobile US Inc
- Holders
- 36
- Reported value
- $21.5bn
- Buyers
- 21
- Sellers
- 14
Breadth +7 among 95 comparable managers.
Spotify Technology S A
- Holders
- 37
- Reported value
- $21.1bn
- Buyers
- 16
- Sellers
- 23
Breadth -7 among 95 comparable managers.
Who holds both, Q1 2025
Both (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP
Only TMUS (13)
Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Tudor Investment Corp, Winton Group Ltd
Only SPOT (14)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Coatue Management LLC, Holocene Advisors LP, Markel Group Inc, PDT Partners LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Verition Fund 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.