Holders over time
- CHTR
- TMUS
| Quarter | CHTR | TMUS |
|---|---|---|
| Q3 2020 | 35 holders, $25.6bn | 39 holders, $17.6bn |
| Q4 2020 | 33 holders, $25.7bn | 37 holders, $19.6bn |
| Q1 2021 | 30 holders, $24.5bn | 39 holders, $17.7bn |
| Q2 2021 | 27 holders, $28.7bn | 32 holders, $21.2bn |
| Q3 2021 | 29 holders, $28.0bn | 37 holders, $18.5bn |
| Q4 2021 | 26 holders, $23.2bn | 37 holders, $15.7bn |
| Q1 2022 | 29 holders, $17.8bn | 36 holders, $16.9bn |
| Q2 2022 | 29 holders, $14.9bn | 42 holders, $18.3bn |
| Q3 2022 | 25 holders, $8.8bn | 40 holders, $16.7bn |
| Q4 2022 | 27 holders, $10.5bn | 38 holders, $15.5bn |
| Q1 2023 | 23 holders, $10.2bn | 38 holders, $17.7bn |
| Q2 2023 | 23 holders, $10.6bn | 39 holders, $18.1bn |
| Q3 2023 | 20 holders, $13.0bn | 41 holders, $17.4bn |
| Q4 2023 | 22 holders, $11.0bn | 34 holders, $17.1bn |
| Q1 2024 | 12 holders, $7.3bn | 29 holders, $16.7bn |
| Q2 2024 | 17 holders, $8.4bn | 30 holders, $17.8bn |
| Q3 2024 | 23 holders, $8.8bn | 26 holders, $19.7bn |
| Q4 2024 | 24 holders, $9.4bn | 29 holders, $18.8bn |
| Q1 2025 | 26 holders, $11.0bn | 36 holders, $21.5bn |
| Q2 2025 | 20 holders, $11.0bn | 35 holders, $21.1bn |
| Q3 2025 | 16 holders, $6.9bn | 42 holders, $23.1bn |
| Q4 2025 | 11 holders, $7.3bn | 32 holders, $26.7bn |
| Q1 2026 | 13 holders, $7.4bn | 42 holders, $28.3bn |
| Q2 2026 | 13 holders, $3.8bn | 36 holders, $19.4bn |
Charter Communications Inc
- Holders
- 13
- Reported value
- $7.4bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 among 91 comparable managers.
T-mobile US Inc
- Holders
- 42
- Reported value
- $28.3bn
- Buyers
- 27
- Sellers
- 19
Breadth +8 among 91 comparable managers.
Who holds both, Q1 2026
Both (9)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Invesco Ltd, Maverick Capital Ltd, Two Sigma Investments LP, Winton Group Ltd
Only CHTR (4)
First Eagle Investment Management LLC, Harris Associates LP, Ruane Cunniff & Goldfarb LP, Woodline Partners LP
Only TMUS (33)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Renaissance Technologies LLC, and 8 more
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.