Holders over time
- IBM
- AAPL
| Quarter | IBM | AAPL |
|---|---|---|
| Q3 2020 | 18 holders, $3.6bn | 40 holders, $229bn |
| Q4 2020 | 20 holders, $3.8bn | 48 holders, $256bn |
| Q1 2021 | 21 holders, $3.9bn | 45 holders, $224bn |
| Q2 2021 | 17 holders, $3.9bn | 43 holders, $247bn |
| Q3 2021 | 20 holders, $3.6bn | 38 holders, $252bn |
| Q4 2021 | 18 holders, $2.9bn | 43 holders, $330bn |
| Q1 2022 | 18 holders, $2.4bn | 41 holders, $326bn |
| Q2 2022 | 14 holders, $2.3bn | 42 holders, $253bn |
| Q3 2022 | 13 holders, $2.1bn | 36 holders, $255bn |
| Q4 2022 | 19 holders, $3.1bn | 39 holders, $234bn |
| Q1 2023 | 25 holders, $3.4bn | 42 holders, $298bn |
| Q2 2023 | 22 holders, $2.8bn | 43 holders, $356bn |
| Q3 2023 | 20 holders, $2.8bn | 42 holders, $309bn |
| Q4 2023 | 18 holders, $3.7bn | 43 holders, $346bn |
| Q1 2024 | 15 holders, $4.5bn | 46 holders, $287bn |
| Q2 2024 | 18 holders, $3.5bn | 56 holders, $316bn |
| Q3 2024 | 17 holders, $5.4bn | 50 holders, $323bn |
| Q4 2024 | 20 holders, $6.9bn | 51 holders, $333bn |
| Q1 2025 | 18 holders, $8.2bn | 49 holders, $285bn |
| Q2 2025 | 20 holders, $9.8bn | 50 holders, $248bn |
| Q3 2025 | 21 holders, $10.8bn | 50 holders, $305bn |
| Q4 2025 | 17 holders, $12.8bn | 51 holders, $355bn |
| Q1 2026 | 19 holders, $9.4bn | 53 holders, $334bn |
| Q2 2026 | 20 holders, $13.3bn | 48 holders, $373bn |
International Business Machs
- Holders
- 19
- Reported value
- $9.4bn
- Buyers
- 11
- Sellers
- 20
Breadth -9 among 91 comparable managers.
Apple Inc
- Holders
- 53
- Reported value
- $334bn
- Buyers
- 32
- Sellers
- 21
Breadth +11 among 91 comparable managers.
Who holds both, Q1 2026
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Woodline Partners LP
Only IBM (0)
None.
Only AAPL (34)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, and 9 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.