Holders over time
- P
- AAPL
| Quarter | P | AAPL |
|---|---|---|
| Q3 2020 | 6 holders, $708m | 40 holders, $229bn |
| Q4 2020 | 8 holders, $1.8bn | 48 holders, $256bn |
| Q1 2021 | 12 holders, $1.2bn | 45 holders, $224bn |
| Q2 2021 | 13 holders, $974m | 43 holders, $247bn |
| Q3 2021 | 15 holders, $1.6bn | 38 holders, $252bn |
| Q4 2021 | 14 holders, $2.0bn | 43 holders, $330bn |
| Q1 2022 | 18 holders, $2.7bn | 41 holders, $326bn |
| Q2 2022 | 20 holders, $2.2bn | 42 holders, $253bn |
| Q3 2022 | 21 holders, $2.2bn | 36 holders, $255bn |
| Q4 2022 | 17 holders, $2.2bn | 39 holders, $234bn |
| Q1 2023 | 18 holders, $2.0bn | 42 holders, $298bn |
| Q2 2023 | 20 holders, $3.2bn | 43 holders, $356bn |
| Q3 2023 | 20 holders, $3.1bn | 42 holders, $309bn |
| Q4 2023 | 17 holders, $2.7bn | 43 holders, $346bn |
| Q1 2024 | 19 holders, $3.6bn | 46 holders, $287bn |
| Q2 2024 | 18 holders, $4.9bn | 56 holders, $316bn |
| Q3 2024 | 14 holders, $3.1bn | 50 holders, $323bn |
| Q4 2024 | 8 holders, $3.5bn | 51 holders, $333bn |
| Q1 2025 | 8 holders, $2.6bn | 49 holders, $285bn |
| Q2 2025 | 12 holders, $3.5bn | 50 holders, $248bn |
| Q3 2025 | 13 holders, $5.3bn | 50 holders, $305bn |
| Q4 2025 | 15 holders, $4.4bn | 51 holders, $355bn |
| Q1 2026 | 12 holders, $3.9bn | 53 holders, $334bn |
| Q2 2026 | 12 holders, $5.0bn | 48 holders, $373bn |
Everpure Inc
- Holders
- 12
- Reported value
- $3.9bn
- Buyers
- 17
- Sellers
- 18
Breadth -1 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 (10)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Investments LP
Only P (2)
Only AAPL (43)
AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, and 18 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.