Holders over time
- ESE
- CSCO
| Quarter | ESE | CSCO |
|---|---|---|
| Q3 2020 | 2 holders, $222m | 27 holders, $12.0bn |
| Q4 2020 | 1 holders, $282m | 30 holders, $14.3bn |
| Q1 2021 | 1 holders, $292m | 30 holders, $16.3bn |
| Q2 2021 | 2 holders, $256m | 26 holders, $16.2bn |
| Q3 2021 | 1 holders, $801k | 28 holders, $17.4bn |
| Q4 2021 | none listed holders, n.a. | 25 holders, $19.0bn |
| Q1 2022 | 1 holders, $518k | 32 holders, $15.9bn |
| Q2 2022 | 2 holders, $188m | 33 holders, $11.8bn |
| Q3 2022 | none listed holders, n.a. | 36 holders, $11.2bn |
| Q4 2022 | 1 holders, $553k | 36 holders, $38.3bn |
| Q1 2023 | 1 holders, $603k | 25 holders, $13.5bn |
| Q2 2023 | 1 holders, $1.2m | 26 holders, $13.2bn |
| Q3 2023 | 2 holders, $62m | 33 holders, $14.2bn |
| Q4 2023 | 2 holders, $88m | 26 holders, $12.5bn |
| Q1 2024 | 2 holders, $96m | 30 holders, $12.6bn |
| Q2 2024 | 2 holders, $101m | 31 holders, $12.2bn |
| Q3 2024 | 2 holders, $125m | 27 holders, $13.7bn |
| Q4 2024 | 3 holders, $144m | 38 holders, $17.6bn |
| Q1 2025 | 3 holders, $180m | 33 holders, $18.1bn |
| Q2 2025 | 3 holders, $220m | 31 holders, $17.6bn |
| Q3 2025 | 4 holders, $370m | 25 holders, $16.3bn |
| Q4 2025 | 8 holders, $423m | 25 holders, $26.5bn |
| Q1 2026 | 6 holders, $823m | 28 holders, $31.9bn |
| Q2 2026 | 5 holders, $919m | 32 holders, $49.1bn |
Esco Technologies Inc
- Holders
- 6
- Reported value
- $823m
- Buyers
- 12
- Sellers
- 19
Breadth -7 among 91 comparable managers.
Cisco Sys Inc
- Holders
- 28
- Reported value
- $31.9bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 among 91 comparable managers.
Who holds both, Q1 2026
Only ESE (2)
Only CSCO (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Glenview Capital Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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.