Holders over time
- AAPL
- SNDK
| Quarter | AAPL | SNDK |
|---|---|---|
| Q3 2020 | 40 holders, $229bn | none listed holders, n.a. |
| Q4 2020 | 48 holders, $256bn | none listed holders, n.a. |
| Q1 2021 | 45 holders, $224bn | none listed holders, n.a. |
| Q2 2021 | 43 holders, $247bn | none listed holders, n.a. |
| Q3 2021 | 38 holders, $252bn | none listed holders, n.a. |
| Q4 2021 | 43 holders, $330bn | none listed holders, n.a. |
| Q1 2022 | 41 holders, $326bn | none listed holders, n.a. |
| Q2 2022 | 42 holders, $253bn | none listed holders, n.a. |
| Q3 2022 | 36 holders, $255bn | none listed holders, n.a. |
| Q4 2022 | 39 holders, $234bn | none listed holders, n.a. |
| Q1 2023 | 42 holders, $298bn | none listed holders, n.a. |
| Q2 2023 | 43 holders, $356bn | none listed holders, n.a. |
| Q3 2023 | 42 holders, $309bn | none listed holders, n.a. |
| Q4 2023 | 43 holders, $346bn | none listed holders, n.a. |
| Q1 2024 | 46 holders, $287bn | none listed holders, n.a. |
| Q2 2024 | 56 holders, $316bn | none listed holders, n.a. |
| Q3 2024 | 50 holders, $323bn | none listed holders, n.a. |
| Q4 2024 | 51 holders, $333bn | none listed holders, n.a. |
| Q1 2025 | 49 holders, $285bn | 7 holders, $1.3bn |
| Q2 2025 | 50 holders, $248bn | 14 holders, $1.6bn |
| Q3 2025 | 50 holders, $305bn | 19 holders, $4.2bn |
| Q4 2025 | 51 holders, $355bn | 27 holders, $9.8bn |
| Q1 2026 | 53 holders, $334bn | 38 holders, $19.8bn |
| Q2 2026 | 48 holders, $373bn | 41 holders, $55.4bn |
Apple Inc
- Holders
- 53
- Reported value
- $334bn
- Buyers
- 32
- Sellers
- 21
Breadth +11 among 91 comparable managers.
SanDisk Corp
- Holders
- 38
- Reported value
- $19.8bn
- Buyers
- 18
- Sellers
- 25
Breadth -7 among 91 comparable managers.
Who holds both, Q1 2026
Both (33)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC
Only AAPL (20)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Markel Group Inc, MFS Investment Management, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Steadfast Capital Management LP, Viking Global Investors LP, 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.