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QCOM · CSCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

QCOMCSCO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • QCOM
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterQCOMCSCO
Q3 202031 holders, $19.4bn27 holders, $12.0bn
Q4 202034 holders, $23.4bn30 holders, $14.3bn
Q1 202132 holders, $18.2bn30 holders, $16.3bn
Q2 202132 holders, $18.7bn26 holders, $16.2bn
Q3 202135 holders, $16.2bn28 holders, $17.4bn
Q4 202135 holders, $21.1bn25 holders, $19.0bn
Q1 202234 holders, $17.8bn32 holders, $15.9bn
Q2 202229 holders, $14.1bn33 holders, $11.8bn
Q3 202228 holders, $12.5bn36 holders, $11.2bn
Q4 202229 holders, $11.0bn36 holders, $38.3bn
Q1 202327 holders, $12.2bn25 holders, $13.5bn
Q2 202330 holders, $10.8bn26 holders, $13.2bn
Q3 202329 holders, $11.7bn33 holders, $14.2bn
Q4 202332 holders, $14.0bn26 holders, $12.5bn
Q1 202432 holders, $16.2bn30 holders, $12.6bn
Q2 202436 holders, $18.8bn31 holders, $12.2bn
Q3 202435 holders, $15.1bn27 holders, $13.7bn
Q4 202433 holders, $11.3bn38 holders, $17.6bn
Q1 202527 holders, $9.3bn33 holders, $18.1bn
Q2 202527 holders, $9.6bn31 holders, $17.6bn
Q3 202526 holders, $11.0bn25 holders, $16.3bn
Q4 202521 holders, $15.5bn25 holders, $26.5bn
Q1 202622 holders, $10.3bn28 holders, $31.9bn
Q2 202636 holders, $16.0bn32 holders, $49.1bn
QCOM

Qualcomm Inc

Holders
21
Reported value
$15.5bn
Buyers
16
Sellers
23

Breadth -7 among 92 comparable managers.

Technology hardware and equipment
CSCO

Cisco Sys Inc

Holders
25
Reported value
$26.5bn
Buyers
16
Sellers
23

Breadth -7 among 92 comparable managers.

Technology hardware and equipment

Who holds both, Q4 2025

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only QCOM (8)

Appaloosa LP, ARK Investment Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Element Capital Management LLC, MFS Investment Management, Tudor Investment Corp, Walleye Capital LLC

Only CSCO (12)

Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Janus Henderson Group Ltd, Markel Group Inc, Point72 Asset Management LP, Steadfast Capital Management 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.

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