Holders over time
- IBM
- CSCO
| Quarter | IBM | CSCO |
|---|---|---|
| Q3 2020 | 18 holders, $3.6bn | 27 holders, $12.0bn |
| Q4 2020 | 20 holders, $3.8bn | 30 holders, $14.3bn |
| Q1 2021 | 21 holders, $3.9bn | 30 holders, $16.3bn |
| Q2 2021 | 17 holders, $3.9bn | 26 holders, $16.2bn |
| Q3 2021 | 20 holders, $3.6bn | 28 holders, $17.4bn |
| Q4 2021 | 18 holders, $2.9bn | 25 holders, $19.0bn |
| Q1 2022 | 18 holders, $2.4bn | 32 holders, $15.9bn |
| Q2 2022 | 14 holders, $2.3bn | 33 holders, $11.8bn |
| Q3 2022 | 13 holders, $2.1bn | 36 holders, $11.2bn |
| Q4 2022 | 19 holders, $3.1bn | 36 holders, $38.3bn |
| Q1 2023 | 25 holders, $3.4bn | 25 holders, $13.5bn |
| Q2 2023 | 22 holders, $2.8bn | 26 holders, $13.2bn |
| Q3 2023 | 20 holders, $2.8bn | 33 holders, $14.2bn |
| Q4 2023 | 18 holders, $3.7bn | 26 holders, $12.5bn |
| Q1 2024 | 15 holders, $4.5bn | 30 holders, $12.6bn |
| Q2 2024 | 18 holders, $3.5bn | 31 holders, $12.2bn |
| Q3 2024 | 17 holders, $5.4bn | 27 holders, $13.7bn |
| Q4 2024 | 20 holders, $6.9bn | 38 holders, $17.6bn |
| Q1 2025 | 18 holders, $8.2bn | 33 holders, $18.1bn |
| Q2 2025 | 20 holders, $9.8bn | 31 holders, $17.6bn |
| Q3 2025 | 21 holders, $10.8bn | 25 holders, $16.3bn |
| Q4 2025 | 17 holders, $12.8bn | 25 holders, $26.5bn |
| Q1 2026 | 19 holders, $9.4bn | 28 holders, $31.9bn |
| Q2 2026 | 20 holders, $13.3bn | 32 holders, $49.1bn |
International Business Machs
- Holders
- 20
- Reported value
- $9.8bn
- Buyers
- 12
- Sellers
- 9
Breadth +3 among 95 comparable managers.
Cisco Sys Inc
- Holders
- 31
- Reported value
- $17.6bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 among 95 comparable managers.
Who holds both, Q2 2025
Both (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only IBM (6)
Capital World Investors, GAMCO Investors Inc, Jane Street Group LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC
Only CSCO (17)
Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Markel Group Inc, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
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.