Holders over time
- JBL
- CSCO
| Quarter | JBL | CSCO |
|---|---|---|
| Q3 2020 | 7 holders, $960m | 27 holders, $12.0bn |
| Q4 2020 | 5 holders, $1.1bn | 30 holders, $14.3bn |
| Q1 2021 | 8 holders, $1.4bn | 30 holders, $16.3bn |
| Q2 2021 | 10 holders, $1.8bn | 26 holders, $16.2bn |
| Q3 2021 | 8 holders, $1.7bn | 28 holders, $17.4bn |
| Q4 2021 | 6 holders, $1.9bn | 25 holders, $19.0bn |
| Q1 2022 | 14 holders, $975m | 32 holders, $15.9bn |
| Q2 2022 | 10 holders, $712m | 33 holders, $11.8bn |
| Q3 2022 | 16 holders, $905m | 36 holders, $11.2bn |
| Q4 2022 | 12 holders, $983m | 36 holders, $38.3bn |
| Q1 2023 | 14 holders, $1.8bn | 25 holders, $13.5bn |
| Q2 2023 | 14 holders, $2.2bn | 26 holders, $13.2bn |
| Q3 2023 | 16 holders, $3.0bn | 33 holders, $14.2bn |
| Q4 2023 | 14 holders, $2.4bn | 26 holders, $12.5bn |
| Q1 2024 | 15 holders, $2.3bn | 30 holders, $12.6bn |
| Q2 2024 | 19 holders, $1.6bn | 31 holders, $12.2bn |
| Q3 2024 | 20 holders, $2.0bn | 27 holders, $13.7bn |
| Q4 2024 | 20 holders, $2.7bn | 38 holders, $17.6bn |
| Q1 2025 | 13 holders, $2.3bn | 33 holders, $18.1bn |
| Q2 2025 | 15 holders, $3.1bn | 31 holders, $17.6bn |
| Q3 2025 | 15 holders, $2.3bn | 25 holders, $16.3bn |
| Q4 2025 | 22 holders, $2.9bn | 25 holders, $26.5bn |
| Q1 2026 | 22 holders, $3.8bn | 28 holders, $31.9bn |
| Q2 2026 | 23 holders, $5.2bn | 32 holders, $49.1bn |
Jabil Inc
- Holders
- 15
- Reported value
- $2.3bn
- Buyers
- 8
- Sellers
- 8
Breadth 0 among 95 comparable managers.
Cisco Sys Inc
- Holders
- 25
- Reported value
- $16.3bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 95 comparable managers.
Who holds both, Q3 2025
Both (9)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Wellington Management Group LLP
Only JBL (6)
ARK Investment Management LLC, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Point72 Asset Management LP, Squarepoint Ops LLC, Two Sigma Investments LP
Only CSCO (16)
Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Jane Street Group LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Winton Group Ltd, 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.