Holders over time
- TMUS
- CMCSA
| Quarter | TMUS | CMCSA |
|---|---|---|
| Q3 2020 | 39 holders, $17.6bn | 32 holders, $40.8bn |
| Q4 2020 | 37 holders, $19.6bn | 35 holders, $45.9bn |
| Q1 2021 | 39 holders, $17.7bn | 38 holders, $49.8bn |
| Q2 2021 | 32 holders, $21.2bn | 34 holders, $52.9bn |
| Q3 2021 | 37 holders, $18.5bn | 33 holders, $51.4bn |
| Q4 2021 | 37 holders, $15.7bn | 37 holders, $45.2bn |
| Q1 2022 | 36 holders, $16.9bn | 38 holders, $40.3bn |
| Q2 2022 | 42 holders, $18.3bn | 39 holders, $32.1bn |
| Q3 2022 | 40 holders, $16.7bn | 37 holders, $22.8bn |
| Q4 2022 | 38 holders, $15.5bn | 28 holders, $25.4bn |
| Q1 2023 | 38 holders, $17.7bn | 26 holders, $28.7bn |
| Q2 2023 | 39 holders, $18.1bn | 25 holders, $29.4bn |
| Q3 2023 | 41 holders, $17.4bn | 32 holders, $30.6bn |
| Q4 2023 | 34 holders, $17.1bn | 25 holders, $28.6bn |
| Q1 2024 | 29 holders, $16.7bn | 26 holders, $26.8bn |
| Q2 2024 | 30 holders, $17.8bn | 28 holders, $24.1bn |
| Q3 2024 | 26 holders, $19.7bn | 33 holders, $27.0bn |
| Q4 2024 | 29 holders, $18.8bn | 29 holders, $24.1bn |
| Q1 2025 | 36 holders, $21.5bn | 33 holders, $24.1bn |
| Q2 2025 | 35 holders, $21.1bn | 34 holders, $22.3bn |
| Q3 2025 | 42 holders, $23.1bn | 34 holders, $18.9bn |
| Q4 2025 | 32 holders, $26.7bn | 33 holders, $20.0bn |
| Q1 2026 | 42 holders, $28.3bn | 28 holders, $20.1bn |
| Q2 2026 | 36 holders, $19.4bn | 29 holders, $16.2bn |
T-mobile US Inc
- Holders
- 32
- Reported value
- $26.7bn
- Buyers
- 21
- Sellers
- 23
Breadth -2 among 92 comparable managers.
Comcast Corp New
- Holders
- 33
- Reported value
- $20.0bn
- Buyers
- 23
- Sellers
- 26
Breadth -3 among 92 comparable managers.
Who holds both, Q4 2025
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Walleye Capital LLC
Only TMUS (13)
Citadel Advisors LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP
Only CMCSA (14)
Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Markel Group Inc, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Verition Fund Management LLC, 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.