Holders over time
- AAPL
- CSCO
| Quarter | AAPL | CSCO |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | 27 holders, $12.0bn |
| Q4 2020 | 48 holders, $256bn | 30 holders, $14.3bn |
| Q1 2021 | 45 holders, $224bn | 30 holders, $16.3bn |
| Q2 2021 | 43 holders, $247bn | 26 holders, $16.2bn |
| Q3 2021 | 38 holders, $252bn | 28 holders, $17.4bn |
| Q4 2021 | 43 holders, $330bn | 25 holders, $19.0bn |
| Q1 2022 | 41 holders, $326bn | 32 holders, $15.9bn |
| Q2 2022 | 42 holders, $253bn | 33 holders, $11.8bn |
| Q3 2022 | 36 holders, $255bn | 36 holders, $11.2bn |
| Q4 2022 | 39 holders, $234bn | 36 holders, $38.3bn |
| Q1 2023 | 42 holders, $298bn | 25 holders, $13.5bn |
| Q2 2023 | 43 holders, $356bn | 26 holders, $13.2bn |
| Q3 2023 | 42 holders, $309bn | 33 holders, $14.2bn |
| Q4 2023 | 43 holders, $346bn | 26 holders, $12.5bn |
| Q1 2024 | 46 holders, $287bn | 30 holders, $12.6bn |
| Q2 2024 | 56 holders, $316bn | 31 holders, $12.2bn |
| Q3 2024 | 50 holders, $323bn | 27 holders, $13.7bn |
| Q4 2024 | 51 holders, $333bn | 38 holders, $17.6bn |
| Q1 2025 | 49 holders, $285bn | 33 holders, $18.1bn |
| Q2 2025 | 50 holders, $248bn | 31 holders, $17.6bn |
| Q3 2025 | 50 holders, $305bn | 25 holders, $16.3bn |
| Q4 2025 | 51 holders, $355bn | 25 holders, $26.5bn |
| Q1 2026 | 53 holders, $334bn | 28 holders, $31.9bn |
| Q2 2026 | 48 holders, $373bn | 32 holders, $49.1bn |
Apple Inc
- Holders
- 51
- Reported value
- $355bn
- Buyers
- 24
- Sellers
- 28
Breadth -4 among 92 comparable managers.
Cisco Sys Inc
- Holders
- 25
- Reported value
- $26.5bn
- Buyers
- 16
- Sellers
- 23
Breadth -7 among 92 comparable managers.
Who holds both, Q4 2025
Both (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only AAPL (29)
Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Element Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, MFS Investment Management, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, and 4 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.