Holders over time
- NYT
- TMUS
| Quarter | NYT | TMUS |
|---|---|---|
| Q3 2020 | 15 holders, $1.9bn | 39 holders, $17.6bn |
| Q4 2020 | 20 holders, $2.5bn | 37 holders, $19.6bn |
| Q1 2021 | 16 holders, $1.9bn | 39 holders, $17.7bn |
| Q2 2021 | 13 holders, $1.6bn | 32 holders, $21.2bn |
| Q3 2021 | 15 holders, $1.8bn | 37 holders, $18.5bn |
| Q4 2021 | 11 holders, $1.5bn | 37 holders, $15.7bn |
| Q1 2022 | 10 holders, $1.3bn | 36 holders, $16.9bn |
| Q2 2022 | 14 holders, $755m | 42 holders, $18.3bn |
| Q3 2022 | 10 holders, $982m | 40 holders, $16.7bn |
| Q4 2022 | 9 holders, $1.1bn | 38 holders, $15.5bn |
| Q1 2023 | 8 holders, $1.3bn | 38 holders, $17.7bn |
| Q2 2023 | 12 holders, $1.4bn | 39 holders, $18.1bn |
| Q3 2023 | 14 holders, $1.3bn | 41 holders, $17.4bn |
| Q4 2023 | 18 holders, $1.5bn | 34 holders, $17.1bn |
| Q1 2024 | 16 holders, $1.2bn | 29 holders, $16.7bn |
| Q2 2024 | 17 holders, $1.4bn | 30 holders, $17.8bn |
| Q3 2024 | 15 holders, $1.5bn | 26 holders, $19.7bn |
| Q4 2024 | 22 holders, $1.6bn | 29 holders, $18.8bn |
| Q1 2025 | 23 holders, $1.8bn | 36 holders, $21.5bn |
| Q2 2025 | 19 holders, $2.0bn | 35 holders, $21.1bn |
| Q3 2025 | 19 holders, $1.9bn | 42 holders, $23.1bn |
| Q4 2025 | 20 holders, $2.7bn | 32 holders, $26.7bn |
| Q1 2026 | 13 holders, $3.5bn | 42 holders, $28.3bn |
| Q2 2026 | 12 holders, $2.8bn | 36 holders, $19.4bn |
New York Times Co MTN Be
- Holders
- 13
- Reported value
- $3.5bn
- Buyers
- 10
- Sellers
- 27
Breadth -17 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)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Renaissance Technologies LLC, Two Sigma Investments LP, Wellington Management Group LLP
Only NYT (4)
Baillie Gifford & Co, Berkshire Hathaway Inc, Capital World Investors, Egerton Capital UK LLP
Only TMUS (33)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, 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.