Holders over time
- TMUS
- NFLX
| Quarter | TMUS | NFLX |
|---|---|---|
| Q3 2020 | 39 holders, $17.6bn | 43 holders, $57.4bn |
| Q4 2020 | 37 holders, $19.6bn | 48 holders, $63.2bn |
| Q1 2021 | 39 holders, $17.7bn | 44 holders, $60.9bn |
| Q2 2021 | 32 holders, $21.2bn | 51 holders, $59.3bn |
| Q3 2021 | 37 holders, $18.5bn | 42 holders, $67.8bn |
| Q4 2021 | 37 holders, $15.7bn | 46 holders, $64.2bn |
| Q1 2022 | 36 holders, $16.9bn | 42 holders, $34.9bn |
| Q2 2022 | 42 holders, $18.3bn | 35 holders, $15.0bn |
| Q3 2022 | 40 holders, $16.7bn | 37 holders, $21.8bn |
| Q4 2022 | 38 holders, $15.5bn | 36 holders, $30.4bn |
| Q1 2023 | 38 holders, $17.7bn | 42 holders, $33.8bn |
| Q2 2023 | 39 holders, $18.1bn | 43 holders, $42.3bn |
| Q3 2023 | 41 holders, $17.4bn | 43 holders, $33.1bn |
| Q4 2023 | 34 holders, $17.1bn | 39 holders, $42.1bn |
| Q1 2024 | 29 holders, $16.7bn | 44 holders, $50.0bn |
| Q2 2024 | 30 holders, $17.8bn | 44 holders, $55.5bn |
| Q3 2024 | 26 holders, $19.7bn | 44 holders, $55.8bn |
| Q4 2024 | 29 holders, $18.8bn | 51 holders, $73.4bn |
| Q1 2025 | 36 holders, $21.5bn | 50 holders, $76.5bn |
| Q2 2025 | 35 holders, $21.1bn | 45 holders, $106bn |
| Q3 2025 | 42 holders, $23.1bn | 50 holders, $91.6bn |
| Q4 2025 | 32 holders, $26.7bn | 48 holders, $73.1bn |
| Q1 2026 | 42 holders, $28.3bn | 44 holders, $74.2bn |
| Q2 2026 | 36 holders, $19.4bn | 38 holders, $50.9bn |
T-mobile US Inc
- Holders
- 42
- Reported value
- $23.1bn
- Buyers
- 22
- Sellers
- 20
Breadth +2 among 95 comparable managers.
Netflix Inc.
- Holders
- 50
- Reported value
- $91.6bn
- Buyers
- 27
- Sellers
- 23
Breadth +4 among 95 comparable managers.
Who holds both, Q3 2025
Both (35)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only TMUS (7)
Balyasny Asset Management LLC, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, PDT Partners LLC, Point72 Asset Management LP
Only NFLX (15)
Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Coatue Management LLC, Element Capital Management LLC, Harris Associates LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, 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.