Holders over time
- AAPL
- SNDK
| Quarter | AAPL | SNDK |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | none listed holders, n.a. |
| Q4 2020 | 48 holders, $256bn | none listed holders, n.a. |
| Q1 2021 | 45 holders, $224bn | none listed holders, n.a. |
| Q2 2021 | 43 holders, $247bn | none listed holders, n.a. |
| Q3 2021 | 38 holders, $252bn | none listed holders, n.a. |
| Q4 2021 | 43 holders, $330bn | none listed holders, n.a. |
| Q1 2022 | 41 holders, $326bn | none listed holders, n.a. |
| Q2 2022 | 42 holders, $253bn | none listed holders, n.a. |
| Q3 2022 | 36 holders, $255bn | none listed holders, n.a. |
| Q4 2022 | 39 holders, $234bn | none listed holders, n.a. |
| Q1 2023 | 42 holders, $298bn | none listed holders, n.a. |
| Q2 2023 | 43 holders, $356bn | none listed holders, n.a. |
| Q3 2023 | 42 holders, $309bn | none listed holders, n.a. |
| Q4 2023 | 43 holders, $346bn | none listed holders, n.a. |
| Q1 2024 | 46 holders, $287bn | none listed holders, n.a. |
| Q2 2024 | 56 holders, $316bn | none listed holders, n.a. |
| Q3 2024 | 50 holders, $323bn | none listed holders, n.a. |
| Q4 2024 | 51 holders, $333bn | none listed holders, n.a. |
| Q1 2025 | 49 holders, $285bn | 7 holders, $1.3bn |
| Q2 2025 | 50 holders, $248bn | 14 holders, $1.6bn |
| Q3 2025 | 50 holders, $305bn | 19 holders, $4.2bn |
| Q4 2025 | 51 holders, $355bn | 27 holders, $9.8bn |
| Q1 2026 | 53 holders, $334bn | 38 holders, $19.8bn |
| Q2 2026 | 48 holders, $373bn | 41 holders, $55.4bn |
Apple Inc
- Holders
- 50
- Reported value
- $248bn
- Buyers
- 28
- Sellers
- 23
Breadth +5 among 95 comparable managers.
SanDisk Corp
- Holders
- 14
- Reported value
- $1.6bn
- Buyers
- 11
- Sellers
- 2
Breadth +9 among 95 comparable managers.
Who holds both, Q2 2025
Both (10)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Caxton Associates LLP, Fidelity (FMR LLC), Holocene Advisors LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Winton Group Ltd
Only AAPL (40)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, 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.