Holders over time
- NYT
- TMUS
| Quarter | NYT | TMUS |
|---|---|---|
| Q3 2020 | 15 holders, $1.9bn | 39 holders, $17.6bn |
| Q4 2020 | 20 holders, $2.5bn | 37 holders, $19.6bn |
| Q1 2021 | 16 holders, $1.9bn | 39 holders, $17.7bn |
| Q2 2021 | 13 holders, $1.6bn | 32 holders, $21.2bn |
| Q3 2021 | 15 holders, $1.8bn | 37 holders, $18.5bn |
| Q4 2021 | 11 holders, $1.5bn | 37 holders, $15.7bn |
| Q1 2022 | 10 holders, $1.3bn | 36 holders, $16.9bn |
| Q2 2022 | 14 holders, $755m | 42 holders, $18.3bn |
| Q3 2022 | 10 holders, $982m | 40 holders, $16.7bn |
| Q4 2022 | 9 holders, $1.1bn | 38 holders, $15.5bn |
| Q1 2023 | 8 holders, $1.3bn | 38 holders, $17.7bn |
| Q2 2023 | 12 holders, $1.4bn | 39 holders, $18.1bn |
| Q3 2023 | 14 holders, $1.3bn | 41 holders, $17.4bn |
| Q4 2023 | 18 holders, $1.5bn | 34 holders, $17.1bn |
| Q1 2024 | 16 holders, $1.2bn | 29 holders, $16.7bn |
| Q2 2024 | 17 holders, $1.4bn | 30 holders, $17.8bn |
| Q3 2024 | 15 holders, $1.5bn | 26 holders, $19.7bn |
| Q4 2024 | 22 holders, $1.6bn | 29 holders, $18.8bn |
| Q1 2025 | 23 holders, $1.8bn | 36 holders, $21.5bn |
| Q2 2025 | 19 holders, $2.0bn | 35 holders, $21.1bn |
| Q3 2025 | 19 holders, $1.9bn | 42 holders, $23.1bn |
| Q4 2025 | 20 holders, $2.7bn | 32 holders, $26.7bn |
| Q1 2026 | 13 holders, $3.5bn | 42 holders, $28.3bn |
| Q2 2026 | 12 holders, $2.8bn | 36 holders, $19.4bn |
New York Times Co MTN Be
- Holders
- 20
- Reported value
- $2.7bn
- Buyers
- 15
- Sellers
- 23
Breadth -8 among 92 comparable managers.
T-mobile US Inc
- Holders
- 32
- Reported value
- $26.7bn
- Buyers
- 21
- Sellers
- 23
Breadth -2 among 92 comparable managers.
Who holds both, Q4 2025
Both (12)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Janus Henderson Group Ltd, Man Group PLC, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only NYT (8)
Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Egerton Capital UK LLP, Farallon Capital Management LLC, Maverick Capital Ltd, Moore Capital Management LP
Only TMUS (20)
Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Walleye Capital LLC
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.