Holders over time
- RCI
- TMUS
| Quarter | RCI | TMUS |
|---|---|---|
| Q3 2020 | 7 holders, $326m | 39 holders, $17.6bn |
| Q4 2020 | 6 holders, $340m | 37 holders, $19.6bn |
| Q1 2021 | 5 holders, $319m | 39 holders, $17.7bn |
| Q2 2021 | 7 holders, $447m | 32 holders, $21.2bn |
| Q3 2021 | 7 holders, $427m | 37 holders, $18.5bn |
| Q4 2021 | 5 holders, $286m | 37 holders, $15.7bn |
| Q1 2022 | 7 holders, $363m | 36 holders, $16.9bn |
| Q2 2022 | 7 holders, $662m | 42 holders, $18.3bn |
| Q3 2022 | 11 holders, $509m | 40 holders, $16.7bn |
| Q4 2022 | 8 holders, $545m | 38 holders, $15.5bn |
| Q1 2023 | 8 holders, $630m | 38 holders, $17.7bn |
| Q2 2023 | 8 holders, $388m | 39 holders, $18.1bn |
| Q3 2023 | 8 holders, $414m | 41 holders, $17.4bn |
| Q4 2023 | 7 holders, $368m | 34 holders, $17.1bn |
| Q1 2024 | 8 holders, $245m | 29 holders, $16.7bn |
| Q2 2024 | 7 holders, $303m | 30 holders, $17.8bn |
| Q3 2024 | 7 holders, $540m | 26 holders, $19.7bn |
| Q4 2024 | 5 holders, $338m | 29 holders, $18.8bn |
| Q1 2025 | 3 holders, $301m | 36 holders, $21.5bn |
| Q2 2025 | 4 holders, $379m | 35 holders, $21.1bn |
| Q3 2025 | 3 holders, $398m | 42 holders, $23.1bn |
| Q4 2025 | 4 holders, $271m | 32 holders, $26.7bn |
| Q1 2026 | 6 holders, $251m | 42 holders, $28.3bn |
| Q2 2026 | 5 holders, $384m | 36 holders, $19.4bn |
Rogers Communications Inc
- Holders
- 6
- Reported value
- $251m
- Buyers
- 19
- Sellers
- 9
Breadth +10 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 (5)
Arrowstreet Capital LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, MFS Investment Management, PDT Partners LLC
Only RCI (1)
Only TMUS (37)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates 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), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 12 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.