Holders over time
- TMUS
- SPOT
| Quarter | TMUS | SPOT |
|---|---|---|
| Q3 2020 | 39 holders, $17.6bn | 15 holders, $10.5bn |
| Q4 2020 | 37 holders, $19.6bn | 14 holders, $14.2bn |
| Q1 2021 | 39 holders, $17.7bn | 15 holders, $12.4bn |
| Q2 2021 | 32 holders, $21.2bn | 15 holders, $12.0bn |
| Q3 2021 | 37 holders, $18.5bn | 21 holders, $11.6bn |
| Q4 2021 | 37 holders, $15.7bn | 25 holders, $12.6bn |
| Q1 2022 | 36 holders, $16.9bn | 21 holders, $7.5bn |
| Q2 2022 | 42 holders, $18.3bn | 22 holders, $4.8bn |
| Q3 2022 | 40 holders, $16.7bn | 19 holders, $4.0bn |
| Q4 2022 | 38 holders, $15.5bn | 22 holders, $3.5bn |
| Q1 2023 | 38 holders, $17.7bn | 23 holders, $6.3bn |
| Q2 2023 | 39 holders, $18.1bn | 38 holders, $8.0bn |
| Q3 2023 | 41 holders, $17.4bn | 30 holders, $7.8bn |
| Q4 2023 | 34 holders, $17.1bn | 32 holders, $9.5bn |
| Q1 2024 | 29 holders, $16.7bn | 38 holders, $13.9bn |
| Q2 2024 | 30 holders, $17.8bn | 45 holders, $16.3bn |
| Q3 2024 | 26 holders, $19.7bn | 48 holders, $20.5bn |
| Q4 2024 | 29 holders, $18.8bn | 39 holders, $18.4bn |
| Q1 2025 | 36 holders, $21.5bn | 37 holders, $21.1bn |
| Q2 2025 | 35 holders, $21.1bn | 35 holders, $28.6bn |
| Q3 2025 | 42 holders, $23.1bn | 38 holders, $26.9bn |
| Q4 2025 | 32 holders, $26.7bn | 46 holders, $22.4bn |
| Q1 2026 | 42 holders, $28.3bn | 41 holders, $15.4bn |
| Q2 2026 | 36 holders, $19.4bn | 33 holders, $13.2bn |
T-mobile US Inc
- Holders
- 42
- Reported value
- $28.3bn
- Buyers
- 27
- Sellers
- 19
Breadth +8 among 91 comparable managers.
Spotify Technology S A
- Holders
- 41
- Reported value
- $15.4bn
- Buyers
- 26
- Sellers
- 27
Breadth -1 among 91 comparable managers.
Who holds both, Q1 2026
Both (28)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only TMUS (14)
AQR Capital Management LLC, Caxton Associates LLP, Davidson Kempner Capital Management LP, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, PDT Partners LLC, Tudor Investment Corp, Two Sigma Investments LP, Viking Global Investors LP, Winton Group Ltd
Only SPOT (13)
ARK Investment Management LLC, Baillie Gifford & Co, Capital World Investors, Coatue Management LLC, D1 Capital Partners LP, Freestone Grove Partners LP, Lone Pine Capital LLC, Markel Group Inc, Polen Capital Management LLC, Rokos Capital Management LLP, Steadfast Capital Management LP, Tiger Global Management LLC, ValueAct Holdings LP
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.