Holders over time
- P
- AAPL
| Quarter | P | AAPL |
|---|---|---|
| Q3 2020 | 6 holders, $708m | 40 holders, $229bn |
| Q4 2020 | 8 holders, $1.8bn | 48 holders, $256bn |
| Q1 2021 | 12 holders, $1.2bn | 45 holders, $224bn |
| Q2 2021 | 13 holders, $974m | 43 holders, $247bn |
| Q3 2021 | 15 holders, $1.6bn | 38 holders, $252bn |
| Q4 2021 | 14 holders, $2.0bn | 43 holders, $330bn |
| Q1 2022 | 18 holders, $2.7bn | 41 holders, $326bn |
| Q2 2022 | 20 holders, $2.2bn | 42 holders, $253bn |
| Q3 2022 | 21 holders, $2.2bn | 36 holders, $255bn |
| Q4 2022 | 17 holders, $2.2bn | 39 holders, $234bn |
| Q1 2023 | 18 holders, $2.0bn | 42 holders, $298bn |
| Q2 2023 | 20 holders, $3.2bn | 43 holders, $356bn |
| Q3 2023 | 20 holders, $3.1bn | 42 holders, $309bn |
| Q4 2023 | 17 holders, $2.7bn | 43 holders, $346bn |
| Q1 2024 | 19 holders, $3.6bn | 46 holders, $287bn |
| Q2 2024 | 18 holders, $4.9bn | 56 holders, $316bn |
| Q3 2024 | 14 holders, $3.1bn | 50 holders, $323bn |
| Q4 2024 | 8 holders, $3.5bn | 51 holders, $333bn |
| Q1 2025 | 8 holders, $2.6bn | 49 holders, $285bn |
| Q2 2025 | 12 holders, $3.5bn | 50 holders, $248bn |
| Q3 2025 | 13 holders, $5.3bn | 50 holders, $305bn |
| Q4 2025 | 15 holders, $4.4bn | 51 holders, $355bn |
| Q1 2026 | 12 holders, $3.9bn | 53 holders, $334bn |
| Q2 2026 | 12 holders, $5.0bn | 48 holders, $373bn |
Everpure Inc
- Holders
- 12
- Reported value
- $3.5bn
- Buyers
- 8
- Sellers
- 5
Breadth +3 among 95 comparable managers.
Apple Inc
- Holders
- 50
- Reported value
- $248bn
- Buyers
- 28
- Sellers
- 23
Breadth +5 among 95 comparable managers.
Who holds both, Q2 2025
Both (9)
AQR Capital Management LLC, Artisan Partners LP, Caxton Associates LLP, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Woodline Partners LP
Only P (3)
ARK Investment Management LLC, Davidson Kempner Capital Management LP, Freestone Grove Partners LP
Only AAPL (41)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, 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, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, and 16 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.