HolderBook

QUALCOMM INC (QCOM)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

145
Reporting holders
$421.3M
Reported value
0.0%
Calls
0.0%
Puts
-2,899
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$152.9M830,9142.05%32q-1.2%-$1.8M
O'Keefe Stevens Advisory, Inc.$23.3M126,5744.76%36qHELD
Farther Finance Advisors, LLC$17.8M96,8650.13%16q+14.6%+$2.3M
Venture Visionary Partners LLC$15.9M86,5250.42%27q+6.8%+$1.0M
ZEVENBERGEN CAPITAL INVESTMENTS LLC$14.4M78,1870.33%27q-32.6%-$7.0M
Galvin, Gaustad & Stein, LLC$14.3M77,6171.07%4q+0.8%+$109.5K
SPRING CAPITAL MANAGEMENT, LLC$10.6M57,8035.10%20q+1.0%+$101.4K
MassMutual Private Wealth & Trust, FSB$9.9M53,5560.26%32q-2.4%-$243.9K
BENEDICT FINANCIAL ADVISORS INC$7.7M41,5991.52%32qHELD
Stokes Capital Advisors, LLC$7.4M40,0711.62%4q+2.6%+$188.1K
FIRST FINANCIAL BANK - TRUST DIVISION$7.0M37,7840.50%32q+2.0%+$138.9K
Insight Wealth Strategies, LLC$6.4M35,0450.64%5q+16.5%+$911.2K
VALLEY WEALTH MANAGERS, INC.$6.0M32,6010.34%26q+3.4%+$197.7K
GAMMA Investing LLC$5.6M30,6330.19%12q+9.1%+$468.9K
CENTRAL BANK & TRUST CO$5.1M27,8740.73%32qHELD
Avidian Wealth Enterprises, LLC$5.0M27,3330.14%25q-1.3%-$68.8K
DLK Investment Management, LLC$4.8M26,3331.76%12q+11.0%+$481.5K
Green Alpha Advisors, LLC$4.5M24,6243.07%24q+11.6%+$472.4K
CYPRESS ASSET MANAGEMENT INC/TX$4.4M23,7860.87%32q-2.5%-$113.6K
Stonebridge Financial Group, LLC$3.9M21,0500.29%8q+12.5%+$429.9K
Coastline Trust Co$3.8M20,7970.36%32q-3.4%-$133.4K
Ridgewood Investments LLC$3.0M16,4621.12%31q+18.1%+$464.7K
Wedmont Private Capital$3.0M17,1840.07%20q+46.9%+$965.1K
Valeo Financial Advisors, LLC$2.9M15,9110.06%32q-4.8%-$146.3K
LAWOOD & CO$2.7M14,9371.90%4q-0.7%-$19.9K
MOODY NATIONAL BANK TRUST DIVISION$2.7M14,4410.22%32q+20.0%+$442.6K
Bell Asset Management Ltd$2.6M14,1260.94%newNEW
Shulman DeMeo Asset Management LLC$2.3M12,4830.45%21q-3.4%-$78.8K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$2.2M12,1340.03%32q+4.4%+$95.0K
Legacy Private Trust Co.$2.1M11,1630.11%26qHELD
Parrish Capital LLC$2.0M11,0821.99%4q-2.1%-$43.2K
Bangor Savings Bank$1.9M10,4610.15%32qHELD
Castle Rock Wealth Management, LLC$1.9M10,5490.36%27q-24.3%-$614.1K
Apella Capital, LLC$1.7M9,4480.02%23q+4.5%+$72.1K
CANANDAIGUA NATIONAL BANK & TRUST CO$1.5M8,2690.13%20q-5.4%-$87.4K
Strong Retirement Solutions LLC$1.5M8,2380.85%newNEW
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$1.5M8,2370.91%16qHELD
Nautilus Advisors LLC$1.4M7,7290.86%8q-2.5%-$36.8K
Veracity Capital LLC$1.4M7,7180.38%2q+518.4%+$1.2M
Davis Capital Management$1.4M7,4370.82%13q-0.6%-$8.5K
Mirador Capital Partners LP$1.4M7,3730.16%32qHELD
PARK NATIONAL CORP /OH/$1.3M7,0780.04%32q-7.2%-$100.5K
Capital Advisors Wealth Management, LLC$1.3M6,8640.14%20q-7.0%-$95.3K
Balefire, LLC$1.3M6,8010.20%11q-49.4%-$1.2M
Hummer Financial Advisory Services Inc$1.2M6,3950.77%28qHELD
Investment Partners Asset Management, Inc.$1.1M6,1230.61%12q+2.7%+$29.8K
Everhart Financial Group, Inc.$1.1M6,0760.07%12q+5.5%+$58.3K
Acropolis Investment Management, LLC$1.1M6,0730.04%29q-51.3%-$1.2M
CoreCap Advisors, LLC$1.1M5,8750.03%9qHELD
Wealth Enhancement Trust Services, Inc.$1.1M5,7510.11%4q-58.8%-$1.5M
Breakwater Capital Group$1.1M5,7450.13%16qHELD
Versant Capital Management, Inc$1.0M5,7020.09%32q+31.6%+$252.1K
Montecito Bank & Trust$1.0M5,6520.16%29qHELD
McNaughton Wealth Management, LLC$1.0M5,5550.36%10q+1.7%+$16.9K
Dickmeyer Boyce Financial Management, Inc.$1.0M5,4350.51%3qHELD
Byrne Asset Management LLC$990.4K5,4390.55%18qHELD
DAVIDSON TRUST CO$984.1K5,3470.39%28q-5.1%-$52.5K
ATWOOD & PALMER INC$895.0K4,8630.05%32q-1.1%-$10.1K
Legacy Wealth Asset Management, LLC$871.3K4,7340.19%24q+0.7%+$6.1K
Cambridge Financial Group, LLC$858.5K4,6460.27%7qHELD
HALL LAURIE J TRUSTEE$818.1K4,4450.26%30qHELD
Crumly & Associates Inc.$783.3K4,2560.14%10q+20.4%+$132.9K
Grove Bank & Trust$773.5K4,2030.08%26q-3.2%-$25.8K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$767.3K4,1680.55%4q+29.7%+$175.6K
Bank of New Hampshire$744.4K4,0450.16%22qHELD
EASTERN BANK$730.1K3,9670.01%10q-2.9%-$21.7K
AMERICAN NATIONAL BANK & TRUST$643.6K3,4970.06%23q-14.5%-$109.5K
Global Wealth Strategies & Associates$638.5K3,4690.12%7q+11.4%+$65.3K
Plan A Wealth LLC$630.8K3,4270.23%6qHELD
Atlas Brown,Inc.$620.9K3,3730.16%32q+1.4%+$8.3K
Greenfield Savings Bank$596.1K3,2390.23%8q+6.0%+$33.5K
Sunburst Financial Group, LLC$594.6K3,2310.09%28qHELD
Cooper Financial Group$594.5K3,2300.05%24q-3.5%-$21.7K
Gradient Investments LLC$539.9K2,9340.01%7q+51.1%+$182.5K
HF Advisory Group, LLC$534.4K2,9040.16%13q-38.3%-$332.3K
FIRST COMMUNITY TRUST NA$506.1K2,7500.17%20qHELD
MFA WEALTH ADVISORS, LLC$500.2K2,7180.08%12qHELD
AVAII WEALTH MANAGEMENT, LLC$486.3K2,6310.14%newNEW
Whalen Wealth Management Inc.$470.0K2,5540.20%2q+44.1%+$143.9K
SACKS & ASSOCIATES, LLC$466.4K2,5340.33%4qHELD
Gainplan LLC$466.0K2,5320.18%newNEW
SAPIENT CAPITAL LLC$457.5K2,4860.01%12q-98.7%-$33.6M
General Partner, Inc.$450.9K2,4500.24%16qHELD
TOMPKINS FINANCIAL CORP$436.5K2,3720.03%22qHELD
FINANCIAL MANAGEMENT NETWORK INC$417.8K2,2600.06%24qHELD
VISTA INVESTMENT PARTNERS LLC$404.4K2,1970.11%12qHELD
CYPRESS FINANCIAL PLANNING LLC$403.5K2,1920.11%11q+1.6%+$6.3K
M.E. ALLISON & CO., INC.$402.9K2,1900.23%8qHELD
DIVERSIFIED MANAGEMENT INC$395.4K2,1490.07%4q-29.3%-$163.9K
Post Resch Tallon Group Inc.$393.3K2,1370.27%3q+3.4%+$12.9K
Rosenberg Matthew Hamilton$377.4K2,0510.07%27q+8.0%+$28.0K
Quintet Private Bank (Europe) S.A.$368.6K2,0030.02%16q-2.9%-$11.0K
Green Ridge Wealth Planning LLC$367.3K1,9960.15%4q-14.2%-$60.7K
Bullock Wealth Management Group$366.4K2,0120.15%11qHELD
First Heartland Consultants, Inc.$360.4K1,9580.02%2q+46.4%+$114.3K
YHB Investment Advisors, Inc.$356.1K1,9350.02%25q-1.3%-$4.8K
Kearns & Associates LLC$350.6K1,9050.16%16qHELD
Kaizen Financial Strategies$348.2K1,8920.14%23q-8.7%-$33.1K
Intelligence Driven Advisers, LLC$339.0K1,8420.06%6q-24.1%-$107.5K
GILPIN WEALTH MANAGEMENT, LLC$328.9K1,7870.22%4q+5.2%+$16.4K

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0713GSTATE STREET CORPORATION5.0%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-25AMON CRISTIANO RPresident & CEOSold10,000$2.0M
2026-09-21AMON CRISTIANO RPresident & CEOSold10,000$1.9M
2026-05-05AMON CRISTIANO RPresident & CEOSold10,000$1.9M
2026-05-04AMON CRISTIANO RPresident & CEOSold10,000$1.8M
2026-05-04ACE HEATHER SEVP, Chief HR OfficerSold3,200$569.0K
2026-05-12Palkhiwala Akash J.EVP, CFO & COOSold2,500$529.7K ×26
2026-06-11Palkhiwala Akash J.EVP, CFO & COOSold2,500$493.4K ×11
2026-08-03ACE HEATHER SEVP, Chief HR OfficerSold3,200$470.5K
2026-09-11Palkhiwala Akash J.EVP, CFO & COOSold2,500$457.1K ×9
2026-07-14Palkhiwala Akash J.EVP, CFO & COOSold2,500$452.0K ×11
2026-08-12Palkhiwala Akash J.EVP, CFO & COOSold2,500$408.1K ×5
2026-05-21Grech Patricia YSVP, Chief Accounting OfficerSold829$167.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 2026145$421.3M2,291,0491046410.0%
Q2 20263,044$189.7B930,420,2844498741,2499.6%
Q1 20262,734$116.4B856,077,0231209071,2244.8%
Q4 20252,994$155.1B851,524,1601691,0239736.1%
Q3 20252,804$143.6B811,495,7921579241,0126.0%
Q2 20252,803$140.8B831,597,8831551,0131,0615.5%
Q1 20252,792$133.7B827,055,4251471,1348995.2%
Q4 20242,812$138.1B837,684,9431169789616.7%
Q3 20242,697$153.8B845,881,4921171,0729116.5%
Q2 20242,797$188.7B862,078,5322629111,0509.0%
Q1 20242,643$165.3B895,019,1552338541,0058.4%
Q4 20232,536$132.7B858,893,4422477139536.5%
Q3 20232,262$97.5B820,334,1121048278446.5%
Q2 20232,324$102.5B812,839,4051268368745.5%
Q1 20232,348$114.3B849,071,8141508907955.4%
Q4 20222,349$96.7B822,329,9061057779226.3%
Q3 20222,312$98.6B817,896,5201149317566.3%
Q2 20222,370$111.9B816,944,5511191,1187006.9%
Q1 20222,428$178.2B1,108,666,2201381,0227605.0%
Q4 20212,471$169.1B833,795,2712567997449.9%
Q3 20212,113$135.7B983,494,1341178726126.5%
Q2 20212,128$150.7B987,972,0541459086336.3%
Q1 20212,110$117.6B830,509,5761388897006.3%
Q4 20202,150$141.4B868,316,6672067307256.3%
Q3 20201,896$106.9B861,856,7902116547065.2%
Q2 20201,761$82.2B861,487,2542366735414.4%
Q1 20201,638$60.5B856,960,3431616385914.2%
Q4 20191,674$83.2B902,128,9011335066194.5%
Q3 20191,505$72.4B902,131,390974566414.9%
Q2 20191,522$84.5B974,622,19022840267512.3%
Q1 20191,433$59.7B943,176,4821074606009.8%
Q4 20181,495$62.5B1,033,897,8351220365.9%