Holders over time
- TMUS
- SPOT
| Quarter | TMUS | SPOT |
|---|---|---|
| Q3 2020 | 39 holders, $17.6bn | 15 holders, $10.5bn |
| Q4 2020 | 37 holders, $19.6bn | 14 holders, $14.2bn |
| Q1 2021 | 39 holders, $17.7bn | 15 holders, $12.4bn |
| Q2 2021 | 32 holders, $21.2bn | 15 holders, $12.0bn |
| Q3 2021 | 37 holders, $18.5bn | 21 holders, $11.6bn |
| Q4 2021 | 37 holders, $15.7bn | 25 holders, $12.6bn |
| Q1 2022 | 36 holders, $16.9bn | 21 holders, $7.5bn |
| Q2 2022 | 42 holders, $18.3bn | 22 holders, $4.8bn |
| Q3 2022 | 40 holders, $16.7bn | 19 holders, $4.0bn |
| Q4 2022 | 38 holders, $15.5bn | 22 holders, $3.5bn |
| Q1 2023 | 38 holders, $17.7bn | 23 holders, $6.3bn |
| Q2 2023 | 39 holders, $18.1bn | 38 holders, $8.0bn |
| Q3 2023 | 41 holders, $17.4bn | 30 holders, $7.8bn |
| Q4 2023 | 34 holders, $17.1bn | 32 holders, $9.5bn |
| Q1 2024 | 29 holders, $16.7bn | 38 holders, $13.9bn |
| Q2 2024 | 30 holders, $17.8bn | 45 holders, $16.3bn |
| Q3 2024 | 26 holders, $19.7bn | 48 holders, $20.5bn |
| Q4 2024 | 29 holders, $18.8bn | 39 holders, $18.4bn |
| Q1 2025 | 36 holders, $21.5bn | 37 holders, $21.1bn |
| Q2 2025 | 35 holders, $21.1bn | 35 holders, $28.6bn |
| Q3 2025 | 42 holders, $23.1bn | 38 holders, $26.9bn |
| Q4 2025 | 32 holders, $26.7bn | 46 holders, $22.4bn |
| Q1 2026 | 42 holders, $28.3bn | 41 holders, $15.4bn |
| Q2 2026 | 36 holders, $19.4bn | 33 holders, $13.2bn |
T-mobile US Inc
- Holders
- 32
- Reported value
- $26.7bn
- Buyers
- 21
- Sellers
- 23
Breadth -2 among 92 comparable managers.
Spotify Technology S A
- Holders
- 46
- Reported value
- $22.4bn
- Buyers
- 32
- Sellers
- 18
Breadth +14 among 92 comparable managers.
Who holds both, Q4 2025
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP
Only TMUS (7)
Caxton Associates LLP, Davidson Kempner Capital Management LP, Dodge & Cox, Jane Street Group LLC, PDT Partners LLC, Two Sigma Investments LP, Viking Global Investors LP
Only SPOT (21)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Coatue Management LLC, D1 Capital Partners LP, Freestone Grove Partners LP, Holocene Advisors LP, Lone Pine Capital LLC, Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
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.