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
- $9.6bn
- Buyers
- 13
- Sellers
- 13
Breadth 0 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 (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only QCOM (11)
Appaloosa LP, ARK Investment Management LLC, Capital Research Global Investors, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Jane Street Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Viking Global Investors LP
Only CSCO (15)
Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Point72 Asset Management LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
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.