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TMUS · SPOT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

TMUSSPOT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TMUS
  • SPOT
0204060202120222023202420252026
Holders and value by quarter
QuarterTMUSSPOT
Q3 202039 holders, $17.6bn15 holders, $10.5bn
Q4 202037 holders, $19.6bn14 holders, $14.2bn
Q1 202139 holders, $17.7bn15 holders, $12.4bn
Q2 202132 holders, $21.2bn15 holders, $12.0bn
Q3 202137 holders, $18.5bn21 holders, $11.6bn
Q4 202137 holders, $15.7bn25 holders, $12.6bn
Q1 202236 holders, $16.9bn21 holders, $7.5bn
Q2 202242 holders, $18.3bn22 holders, $4.8bn
Q3 202240 holders, $16.7bn19 holders, $4.0bn
Q4 202238 holders, $15.5bn22 holders, $3.5bn
Q1 202338 holders, $17.7bn23 holders, $6.3bn
Q2 202339 holders, $18.1bn38 holders, $8.0bn
Q3 202341 holders, $17.4bn30 holders, $7.8bn
Q4 202334 holders, $17.1bn32 holders, $9.5bn
Q1 202429 holders, $16.7bn38 holders, $13.9bn
Q2 202430 holders, $17.8bn45 holders, $16.3bn
Q3 202426 holders, $19.7bn48 holders, $20.5bn
Q4 202429 holders, $18.8bn39 holders, $18.4bn
Q1 202536 holders, $21.5bn37 holders, $21.1bn
Q2 202535 holders, $21.1bn35 holders, $28.6bn
Q3 202542 holders, $23.1bn38 holders, $26.9bn
Q4 202532 holders, $26.7bn46 holders, $22.4bn
Q1 202642 holders, $28.3bn41 holders, $15.4bn
Q2 202636 holders, $19.4bn33 holders, $13.2bn
TMUS

T-mobile US Inc

Holders
36
Reported value
$19.4bn
Buyers
20
Sellers
27

Breadth -7 among 91 comparable managers.

Communications and media
SPOT

Spotify Technology S A

Holders
33
Reported value
$13.2bn
Buyers
19
Sellers
33

Breadth -14 among 91 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP

Who holds both, Q2 2026

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TMUS (16)

AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Investments LP, Voloridge Investment Management LLC

Only SPOT (13)

ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Holocene Advisors LP, Markel Group Inc, Polen Capital Management LLC, 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.

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