Holders over time
- TRI
- TMUS
| Quarter | TRI | TMUS |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 39 holders, $17.6bn |
| Q4 2020 | none listed holders, n.a. | 37 holders, $19.6bn |
| Q1 2021 | none listed holders, n.a. | 39 holders, $17.7bn |
| Q2 2021 | none listed holders, n.a. | 32 holders, $21.2bn |
| Q3 2021 | none listed holders, n.a. | 37 holders, $18.5bn |
| Q4 2021 | none listed holders, n.a. | 37 holders, $15.7bn |
| Q1 2022 | none listed holders, n.a. | 36 holders, $16.9bn |
| Q2 2022 | none listed holders, n.a. | 42 holders, $18.3bn |
| Q3 2022 | none listed holders, n.a. | 40 holders, $16.7bn |
| Q4 2022 | none listed holders, n.a. | 38 holders, $15.5bn |
| Q1 2023 | none listed holders, n.a. | 38 holders, $17.7bn |
| Q2 2023 | 6 holders, $769m | 39 holders, $18.1bn |
| Q3 2023 | 5 holders, $848m | 41 holders, $17.4bn |
| Q4 2023 | 4 holders, $1.0bn | 34 holders, $17.1bn |
| Q1 2024 | 7 holders, $1.3bn | 29 holders, $16.7bn |
| Q2 2024 | 10 holders, $1.7bn | 30 holders, $17.8bn |
| Q3 2024 | 9 holders, $1.7bn | 26 holders, $19.7bn |
| Q4 2024 | 8 holders, $1.4bn | 29 holders, $18.8bn |
| Q1 2025 | 12 holders, $1.6bn | 36 holders, $21.5bn |
| Q2 2025 | 12 holders, $2.2bn | 35 holders, $21.1bn |
| Q3 2025 | 7 holders, $1.1bn | 42 holders, $23.1bn |
| Q4 2025 | 7 holders, $2.4bn | 32 holders, $26.7bn |
| Q1 2026 | 7 holders, $1.2bn | 42 holders, $28.3bn |
| Q2 2026 | 1 holders, $849m | 36 holders, $19.4bn |
Thomson Reuters Corp.
- Holders
- 12
- Reported value
- $2.2bn
- Buyers
- 8
- Sellers
- 5
Breadth +3 among 95 comparable managers.
T-mobile US Inc
- Holders
- 35
- Reported value
- $21.1bn
- Buyers
- 26
- Sellers
- 12
Breadth +14 among 95 comparable managers.
Who holds both, Q2 2025
Both (10)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC
Only TRI (2)
Only TMUS (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
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.