Holders over time
- QCOM
- CSCO
| Quarter | QCOM | CSCO |
|---|---|---|
| Q3 2020 | 31 holders, $19.4bn | 27 holders, $12.0bn |
| Q4 2020 | 34 holders, $23.4bn | 30 holders, $14.3bn |
| Q1 2021 | 32 holders, $18.2bn | 30 holders, $16.3bn |
| Q2 2021 | 32 holders, $18.7bn | 26 holders, $16.2bn |
| Q3 2021 | 35 holders, $16.2bn | 28 holders, $17.4bn |
| Q4 2021 | 35 holders, $21.1bn | 25 holders, $19.0bn |
| Q1 2022 | 34 holders, $17.8bn | 32 holders, $15.9bn |
| Q2 2022 | 29 holders, $14.1bn | 33 holders, $11.8bn |
| Q3 2022 | 28 holders, $12.5bn | 36 holders, $11.2bn |
| Q4 2022 | 29 holders, $11.0bn | 36 holders, $38.3bn |
| Q1 2023 | 27 holders, $12.2bn | 25 holders, $13.5bn |
| Q2 2023 | 30 holders, $10.8bn | 26 holders, $13.2bn |
| Q3 2023 | 29 holders, $11.7bn | 33 holders, $14.2bn |
| Q4 2023 | 32 holders, $14.0bn | 26 holders, $12.5bn |
| Q1 2024 | 32 holders, $16.2bn | 30 holders, $12.6bn |
| Q2 2024 | 36 holders, $18.8bn | 31 holders, $12.2bn |
| Q3 2024 | 35 holders, $15.1bn | 27 holders, $13.7bn |
| Q4 2024 | 33 holders, $11.3bn | 38 holders, $17.6bn |
| Q1 2025 | 27 holders, $9.3bn | 33 holders, $18.1bn |
| Q2 2025 | 27 holders, $9.6bn | 31 holders, $17.6bn |
| Q3 2025 | 26 holders, $11.0bn | 25 holders, $16.3bn |
| Q4 2025 | 21 holders, $15.5bn | 25 holders, $26.5bn |
| Q1 2026 | 22 holders, $10.3bn | 28 holders, $31.9bn |
| Q2 2026 | 36 holders, $16.0bn | 32 holders, $49.1bn |
Qualcomm Inc
- Holders
- 22
- Reported value
- $10.3bn
- Buyers
- 19
- Sellers
- 21
Breadth -2 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
Both (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only QCOM (8)
Appaloosa LP, Coatue Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Walleye Capital LLC
Only CSCO (14)
Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP
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.