Holders over time
- VSH
- CSCO
| Quarter | VSH | CSCO |
|---|---|---|
| Q3 2020 | 9 holders, $212m | 27 holders, $12.0bn |
| Q4 2020 | 13 holders, $275m | 30 holders, $14.3bn |
| Q1 2021 | 9 holders, $290m | 30 holders, $16.3bn |
| Q2 2021 | 9 holders, $240m | 26 holders, $16.2bn |
| Q3 2021 | 6 holders, $120m | 28 holders, $17.4bn |
| Q4 2021 | 6 holders, $132m | 25 holders, $19.0bn |
| Q1 2022 | 6 holders, $111m | 32 holders, $15.9bn |
| Q2 2022 | 4 holders, $127m | 33 holders, $11.8bn |
| Q3 2022 | 3 holders, $125m | 36 holders, $11.2bn |
| Q4 2022 | 4 holders, $136m | 36 holders, $38.3bn |
| Q1 2023 | 4 holders, $120m | 25 holders, $13.5bn |
| Q2 2023 | 3 holders, $142m | 26 holders, $13.2bn |
| Q3 2023 | 3 holders, $95m | 33 holders, $14.2bn |
| Q4 2023 | 3 holders, $81m | 26 holders, $12.5bn |
| Q1 2024 | 5 holders, $98m | 30 holders, $12.6bn |
| Q2 2024 | 3 holders, $40m | 31 holders, $12.2bn |
| Q3 2024 | 3 holders, $19m | 27 holders, $13.7bn |
| Q4 2024 | 3 holders, $42m | 38 holders, $17.6bn |
| Q1 2025 | 3 holders, $80m | 33 holders, $18.1bn |
| Q2 2025 | 2 holders, $100m | 31 holders, $17.6bn |
| Q3 2025 | 4 holders, $135m | 25 holders, $16.3bn |
| Q4 2025 | 4 holders, $178m | 25 holders, $26.5bn |
| Q1 2026 | 3 holders, $112m | 28 holders, $31.9bn |
| Q2 2026 | 19 holders, $1.3bn | 32 holders, $49.1bn |
Vishay Intertechnology Inc
- Holders
- 19
- Reported value
- $1.3bn
- Buyers
- 32
- Sellers
- 7
Breadth +25 among 91 comparable managers.
Cisco Sys Inc
- Holders
- 32
- Reported value
- $49.1bn
- Buyers
- 23
- Sellers
- 20
Breadth +3 among 91 comparable managers.
Who holds both, Q2 2026
Both (7)
Acadian Asset Management LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Marshall Wace LLP, Neuberger Berman Group LLC, PDT Partners LLC, Tudor Investment Corp
Only VSH (12)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Two Sigma Investments LP
Only CSCO (25)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Glenview Capital Management LLC, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners 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.