- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 Feb 2024
- Managers listing it
- 19
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 14 listed it in both
- Shares listed
- 12,609,337
- combined, among listed positions
- Reported value
- $5.7bn
- combined, at the quarter end
Among the 93 comparable managers: 9 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing IT in Q4 2023
19 of 19 holders
Largest increases and reductions, by shares
Increases
- AllianceBernstein LPexisting position · 777,776 shares now+219,596
- Wellington Management Group LLPexisting position · 1,852,820 shares now+198,274
- Voloridge Investment Management LLCexisting position · 185,984 shares now+138,216
- Fidelity (FMR LLC)existing position · 2,992,122 shares now+103,978
- Renaissance Technologies LLCnew position · 92,309 shares now+92,309
Reductions
- MFS Investment Managementexisting position · 3,132,311 shares now-204,700
- Two Sigma Advisers LPexisting position · 109,500 shares now-110,600
- Polen Capital Management LLCexisting position · 1,806,738 shares now-108,451
- Arrowstreet Capital LPexisting position · 183,362 shares now-108,087
- Durable Capital Partners LPexisting position · 305,945 shares now-90,923
New positions and exits
New (4)
Exited (1)
- Artisan Partners LPwas $49m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 5 | $897m | n.a. | n.a. |
| Q3 2013 | 8 | $979m | n.a. | n.a. |
| Q4 2013 | 6 | $1.5bn | n.a. | n.a. |
| Q1 2014 | 7 | $1.2bn | n.a. | n.a. |
| Q2 2014 | 9 | $1.2bn | n.a. | n.a. |
| Q3 2014 | 8 | $1.6bn | n.a. | n.a. |
| Q4 2014 | 9 | $1.7bn | n.a. | n.a. |
| Q1 2015 | 13 | $1.7bn | n.a. | n.a. |
| Q2 2015 | 7 | $1.2bn | n.a. | n.a. |
| Q3 2015 | 5 | $1.2bn | n.a. | n.a. |
| Q4 2015 | 5 | $1.3bn | n.a. | n.a. |
| Q1 2016 | 8 | $1.2bn | n.a. | n.a. |
| Q2 2016 | 10 | $1.2bn | n.a. | n.a. |
| Q3 2016 | 11 | $1.2bn | n.a. | n.a. |
| Q4 2016 | 10 | $1.3bn | n.a. | n.a. |
| Q1 2017 | 16 | $1.5bn | n.a. | n.a. |
| Q2 2017 | 11 | $2.2bn | n.a. | n.a. |
| Q3 2017 | 8 | $2.1bn | n.a. | n.a. |
| Q4 2017 | 7 | $2.2bn | n.a. | n.a. |
| Q1 2018 | 8 | $2.4bn | n.a. | n.a. |
| Q2 2018 | 10 | $3.2bn | n.a. | n.a. |
| Q3 2018 | 9 | $3.8bn | n.a. | n.a. |
| Q4 2018 | 10 | $2.8bn | n.a. | n.a. |
| Q1 2019 | 7 | $3.3bn | n.a. | n.a. |
| Q2 2019 | 8 | $3.3bn | n.a. | n.a. |
| Q3 2019 | 9 | $3.1bn | n.a. | n.a. |
| Q4 2019 | 8 | $2.7bn | n.a. | n.a. |
| Q1 2020 | 14 | $1.8bn | n.a. | n.a. |
| Q2 2020 | 10 | $2.0bn | n.a. | n.a. |
| Q3 2020 | 8 | $1.9bn | n.a. | n.a. |
| Q4 2020 | 9 | $2.0bn | n.a. | n.a. |
| Q1 2021 | 10 | $2.3bn | n.a. | n.a. |
| Q2 2021 | 17 | $2.9bn | n.a. | n.a. |
| Q3 2021 | 19 | $4.1bn | n.a. | n.a. |
| Q4 2021 | 17 | $4.7bn | n.a. | n.a. |
| Q1 2022 | 19 | $3.9bn | n.a. | n.a. |
| Q2 2022 | 25 | $3.5bn | n.a. | n.a. |
| Q3 2022 | 21 | $4.0bn | n.a. | n.a. |
| Q4 2022 | 26 | $4.9bn | n.a. | n.a. |
| Q1 2023 | 25 | $4.8bn | n.a. | n.a. |
| Q2 2023 | 25 | $4.7bn | n.a. | n.a. |
| Q3 2023 | 21 | $4.5bn | n.a. | n.a. |
| Q4 2023 | 19 | $5.7bn | 9 | 10 |
| Q1 2024 | 23 | $6.2bn | 13 | 12 |
| Q2 2024 | 16 | $5.5bn | 6 | 14 |
| Q3 2024 | 16 | $5.8bn | 5 | 10 |
| Q4 2024 | 21 | $5.7bn | 14 | 8 |
| Q1 2025 | 26 | $4.8bn | 18 | 8 |
| Q2 2025 | 24 | $3.7bn | 15 | 8 |
| Q3 2025 | 16 | $1.4bn | 7 | 12 |
| Q4 2025 | 16 | $1.6bn | 21 | 19 |
| Q1 2026 | 10 | $1.3bn | 23 | 15 |
| Q2 2026 | 12 | $1.5bn | 21 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
IT and V →IT and MA →IT and MCO →Choose a stock to compare with IT →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own IT, latest filings →Back to the 13F Explorer →