QUALCOMM INC QCOM
COM · Common Stock · CUSIP 747525103 · ISIN US7475251036
American global semiconductor company
- SectorTechnology
- IndustryRadio & Tv Broadcasting & Communications Equipment
- HeadquartersSan Diego, CA
- Founded1985
- Websitequalcomm.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($812.0m this quarter). Holder counts are more reliable. Shares outstanding: 1.1bn as of 2024-04-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $168.86. Options: 76 managers hold calls ($4.7bn notional), 78 hold puts ($9.3bn).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2,308 |
| Q4 2022 | 2,344 |
| Q1 2023 | 2,338 |
| Q2 2023 | 2,311 |
| Q3 2023 | 2,252 |
| Q4 2023 | 2,517 |
| Q1 2024 | 2,628 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 978 | 1,143 |
| Q1 2023 | 1,154 | 1,030 |
| Q2 2023 | 1,077 | 1,097 |
| Q3 2023 | 1,025 | 1,095 |
| Q4 2023 | 1,065 | 1,137 |
| Q1 2024 | 1,189 | 1,228 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $2.6bn | $3.0bn | 1.17 |
| Q3 2023 | $2.8bn | $3.5bn | 1.23 |
| Q4 2023 | $3.9bn | $4.7bn | 1.18 |
| Q1 2024 | $4.7bn | $9.3bn | 1.98 |
Biggest buyers
| MORGAN STANLEY | Added | +24.0m |
| Matrix Capital Management Company, LP | New | +6.9m |
| FRANKLIN RESOURCES INC | Added | +6.4m |
| COATUE MANAGEMENT LLC | New | +3.7m |
| BANK OF AMERICA CORP /DE/ | Added | +2.7m |
| UBS Group AG | Added | +2.4m |
| STATE STREET CORP | Added | +2.1m |
| JPMORGAN CHASE & CO | Added | +2.1m |
| Amundi | Added | +1.7m |
| DEUTSCHE BANK AG\ | Added | +1.7m |
Biggest sellers
| BARCLAYS PLC | Reduced | -3.7m |
| Pacer Advisors, Inc. | Reduced | -2.7m |
| AXA S.A. | Reduced | -2.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.2m |
| AMERIPRISE FINANCIAL INC | Reduced | -2.1m |
| MARSHALL WACE, LLP | Reduced | -1.6m |
| BANK OF NOVA SCOTIA | Reduced | -1.5m |
| THORNBURG INVESTMENT MANAGEMENT INC | Reduced | -1.4m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -1.3m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -895.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.0bn6.0m shares |
| CITADEL ADVISORS LLC | Reduced | $475.6m2.8m shares |
| PEAK6 Investments LLC | Added | $407.1m2.4m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $273.1m1.6m shares |
| JANE STREET GROUP, LLC | Added | $244.3m1.4m shares |
| SIMPLEX TRADING, LLC | Added | $208.7m1.2m shares |
| Optiver Holding B.V. | Reduced | $170.1m1.0m shares |
| IMC-Chicago, LLC | Reduced | $144.4m852.8k shares |
| Squarepoint Ops LLC | Added | $116.3m686.9k shares |
| JPMORGAN CHASE & CO | Added | $102.4m605.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.6bn15.4m shares |
| JANE STREET GROUP, LLC | Added | $1.4bn8.0m shares |
| CITADEL ADVISORS LLC | Added | $998.9m5.9m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $374.2m2.2m shares |
| JPMORGAN CHASE & CO | Added | $347.2m2.1m shares |
| Walleye Trading LLC | Added | $308.7m1.8m shares |
| Parallax Volatility Advisers, L.P. | Added | $243.7m1.4m shares |
| GOLDMAN SACHS GROUP INC | Added | $237.8m1.4m shares |
| Walleye Capital LLC | Added | $189.5m1.1m shares |
| BANK OF AMERICA CORP /DE/ | Added | $159.1m939.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 2 | $429.7k | — |
| Q3 2022 | 0 | — | 2 | $273.8k | — |
| Q4 2022 | 0 | — | 2 | $4.2m | — |
| Q1 2023 | 0 | — | 4 | $5.8m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 3 | $3.9m | $749.1k |
| Q4 2023 | 0 | — | 4 | $4.5m | $773.5k |
| Q1 2024 | 0 | — | 5 | $6.7m | $6.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-07 | AMON CRISTIANO R President & CEO, director | Sold plan | $1.4m8.1k shares |
| 2024-03-07 | Palkhiwala Akash J. CFO & COO | Sold plan | $1.2m7.0k shares |
| 2024-03-05 | MARTIN NEIL SVP, Finance and CAO | Sold | $110.7k689 shares |
| 2024-03-01 | AMON CRISTIANO R President & CEO, director | Sold plan | $1.3m8.1k shares |
| 2024-03-01 | THOMPSON JAMES H Chief Technology Officer | Sold plan | $1.3m8.0k shares |
| 2024-02-21 | MARTIN NEIL SVP, Finance and CAO | Sold plan | $55.6k371 shares |
| 2024-01-19 | AMON CRISTIANO R President & CEO, director | Sold plan | $1.2m8.1k shares |
| 2024-01-11 | CATHEY JAMES J Chief Commercial Officer | Sold plan | $139.0k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.37% of their portfolio | 111.2m $18.8bn | Added +217.2k |
| BlackRock Inc. 0.37% of their portfolio | 93.7m $15.9bn | Added +1.2m |
| MORGAN STANLEY 0.30% of their portfolio | 66.5m $11.3bn | Added +24.0m |
| STATE STREET CORP 0.38% of their portfolio | 50.4m $8.5bn | Added +2.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.51% of their portfolio | 24.7m $4.2bn | Reduced -651.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.37% of their portfolio | 23.6m $4.0bn | Added +940.7k |
| NORGES BANK 0.49% of their portfolio | 18.3m $3.1bn | Added +916.8k |
| ALLIANCEBERNSTEIN L.P. 1.01% of their portfolio | 16.9m $2.9bn | Reduced -778.4k |
| BANK OF AMERICA CORP /DE/ 0.24% of their portfolio | 14.4m $2.4bn | Added +2.7m |
| AMERIPRISE FINANCIAL INC 0.59% of their portfolio | 12.6m $2.1bn | Reduced -2.1m |
| NORTHERN TRUST CORP 0.34% of their portfolio | 11.8m $2.0bn | Reduced -217.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.35% of their portfolio | 11.8m $2.0bn | Reduced -2.2m |
| JPMORGAN CHASE & CO 0.08% of their portfolio | 10.4m $1.8bn | Added +2.1m |
| Bank of New York Mellon Corp 0.34% of their portfolio | 10.4m $1.8bn | Reduced -427.9k |
| Amundi 0.71% of their portfolio | 10.1m $1.6bn | Added +1.7m |
| FMR LLC 0.11% of their portfolio | 9.7m $1.6bn | Reduced -152.3k |
| Invesco Ltd. 0.34% of their portfolio | 9.5m $1.6bn | Reduced -290.9k |
| DEUTSCHE BANK AG\ 0.68% of their portfolio | 8.7m $1.5bn | Added +1.7m |
| Legal & General Group Plc 0.40% of their portfolio | 8.3m $1.4bn | Reduced -1.1k |
| FRANKLIN RESOURCES INC 0.44% of their portfolio | 8.2m $1.4bn | Added +6.4m |
| Aristotle Capital Management, LLC 2.38% of their portfolio | 7.6m $1.3bn | Reduced -302.8k |
| Matrix Capital Management Company, LP 10.88% of their portfolio | 6.9m $1.2bn | New |
| FIL Ltd 1.15% of their portfolio | 6.8m $1.2bn | Reduced -681.3k |
| UBS Group AG 0.38% of their portfolio | 6.7m $1.1bn | Added +2.4m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.25% of their portfolio | 6.5m $1.1bn | Added +146.4k |
| BARCLAYS PLC 0.49% of their portfolio | 6.3m $1.1bn | Reduced -3.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.37% of their portfolio | 6.1m $1.0bn | Reduced -1.3m |
| LOOMIS SAYLES & CO L P 1.46% of their portfolio | 6.0m $1.0bn | Reduced -107.9k |
| VAN ECK ASSOCIATES CORP 1.51% of their portfolio | 5.9m $997.2m | Added +1.5m |
| ROYAL BANK OF CANADA 0.22% of their portfolio | 5.4m $915.1m | Reduced -166.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.65% of their portfolio | 5.1m $865.0m | Reduced -102.0k |
| GOLDMAN SACHS GROUP INC 0.17% of their portfolio | 4.7m $799.8m | Reduced -578.7k |
| DIMENSIONAL FUND ADVISORS LP 0.22% of their portfolio | 4.7m $796.0m | Reduced -895.7k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 2.66% of their portfolio | 4.7m $789.6m | Added +118.8k |
| California Public Employees Retirement System 0.48% of their portfolio | 4.1m $686.8m | Added +732.3k |
| Nuveen Asset Management, LLC 0.20% of their portfolio | 3.9m $660.6m | Reduced -389.9k |
| NEUBERGER BERMAN GROUP LLC 0.53% of their portfolio | 3.8m $642.4m | Added +1.6m |
| Rafferty Asset Management, LLC 2.34% of their portfolio | 3.7m $627.5m | Added +721.5k |
| COATUE MANAGEMENT LLC 2.43% of their portfolio | 3.7m $620.2m | New |
| HSBC HOLDINGS PLC 0.44% of their portfolio | 3.7m $619.7m | Added +838.2k |
| FIRST TRUST ADVISORS LP 0.62% of their portfolio | 3.6m $615.6m | Added +283.9k |
| CITIGROUP INC 0.66% of their portfolio | 3.6m $608.1m | Added +1.4m |
| Sumitomo Mitsui Trust Group, Inc. 0.40% of their portfolio | 3.5m $588.6m | Added +26.2k |
| WELLS FARGO & COMPANY/MN 0.15% of their portfolio | 3.4m $572.9m | Added +2.6k |
| Swiss National Bank 0.40% of their portfolio | 3.3m $566.8m | Reduced -141.7k |
| BANK OF MONTREAL /CAN/ 0.16% of their portfolio | 2.9m $498.5m | Added +302.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.61% of their portfolio | 2.9m $497.1m | Added +557.1k |
| Beutel, Goodman & Co Ltd. 2.51% of their portfolio | 2.9m $487.6m | Added +40.7k |
| LSV ASSET MANAGEMENT 0.96% of their portfolio | 2.7m $465.4m | Added +182.6k |
| Capital International Investors 0.09% of their portfolio | 2.7m $461.9m | Reduced -38.2k |
| CREDIT SUISSE AG/ 0.42% of their portfolio | 2.6m $436.9m | Reduced -31.6k |
| RAYMOND JAMES & ASSOCIATES 0.29% of their portfolio | 2.5m $429.9m | Reduced -71.9k |
| TD Asset Management Inc 0.39% of their portfolio | 2.5m $424.3m | Added +328.5k |
| NATIONAL BANK OF CANADA /FI/ 0.73% of their portfolio | 2.3m $424.9m | Added +529.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.15% of their portfolio | 2.3m $394.3m | Added +324.6k |
| EdgePoint Investment Group Inc. 3.08% of their portfolio | 2.3m $386.9m | Reduced -276.4k |
| TWO SIGMA ADVISERS, LP 0.89% of their portfolio | 2.3m $385.4m | Reduced -706.8k |
| RHUMBLINE ADVISERS 0.37% of their portfolio | 2.3m $381.3m | Reduced -5.5k |
| KBC Group NV 1.19% of their portfolio | 2.2m $375.1m | Added +782.0k |
| Allianz Asset Management GmbH 0.63% of their portfolio | 2.2m $375.0m | Added +28.9k |
| Thrivent Financial for Lutherans 0.75% of their portfolio | 2.2m $373.1m | Added +8.8k |
| CIBC Private Wealth Group LLC 0.72% of their portfolio | 2.1m $366.5m | Reduced -50.4k |
| Mirae Asset Global Investments Co., Ltd. 0.68% of their portfolio | 2.1m $311.1m | Reduced -69.8k |
| National Pension Service 0.42% of their portfolio | 2.1m $349.4m | Added +32.6k |
| AXA S.A. 1.04% of their portfolio | 2.1m $348.3m | Reduced -2.4m |
| PRUDENTIAL FINANCIAL INC 0.49% of their portfolio | 2.0m $344.8m | Reduced -122.5k |
| Man Group plc 0.92% of their portfolio | 2.0m $341.5m | Added +230.2k |
| Assenagon Asset Management S.A. 0.84% of their portfolio | 1.9m $316.3m | Added +931.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.31% of their portfolio | 1.9m $314.7m | Added +126.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.39% of their portfolio | 1.8m $307.7m | Added +15.2k |
| STIFEL FINANCIAL CORP 0.35% of their portfolio | 1.8m $306.2m | Reduced -225.8k |
| Fisher Asset Management, LLC 0.13% of their portfolio | 1.6m $279.0m | Reduced -39.7k |
| Capital World Investors 0.05% of their portfolio | 1.6m $278.4m | Unchanged |
| NOMURA ASSET MANAGEMENT CO LTD 0.98% of their portfolio | 1.6m $268.7m | Added +275.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.35% of their portfolio | 1.6m $268.4m | Reduced -49.4k |
| DNB Asset Management AS 1.32% of their portfolio | 1.5m $253.8m | Reduced -48.3k |
| Boston Partners 0.30% of their portfolio | 1.5m $253.3m | Reduced -301.7k |
| JANUS HENDERSON GROUP PLC 0.14% of their portfolio | 1.5m $250.5m | Added +34.0k |
| CITADEL ADVISORS LLC 0.24% of their portfolio | 1.5m $249.8m | Added +555.8k |
| ProShare Advisors LLC 0.66% of their portfolio | 1.5m $248.3m | Added +251.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.14% of their portfolio | 1.4m $242.4m | Reduced -9.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.33% of their portfolio | 1.4m $240.9m | Added +225.9k |
| Global Assets Advisory, LLC 0.32% of their portfolio | 1.4m $8.2k | New |
| HighTower Advisors, LLC 0.36% of their portfolio | 1.3m $223.5m | Reduced -120.3k |
| US BANCORP \DE\ 0.31% of their portfolio | 1.3m $222.3m | Reduced -36.3k |
| MAIRS & POWER INC 2.15% of their portfolio | 1.3m $222.2m | Reduced -86.5k |
| BESSEMER GROUP INC 0.39% of their portfolio | 1.3m $218.0m | Added +308.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.38% of their portfolio | 1.3m $161.8m | Added +92.0k |
| W1M Investment Management Ltd 4.46% of their portfolio | 1.3m $214.5m | Added +192.4k |
| LAZARD ASSET MANAGEMENT LLC 0.26% of their portfolio | 1.3m $213.6m | Reduced -18.6k |
| Douglas Lane & Associates, LLC 2.99% of their portfolio | 1.3m $211.7m | Reduced -38.5k |
| CANADA LIFE ASSURANCE Co 0.41% of their portfolio | 1.2m $205.3m | Added +14.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.42% of their portfolio | 1.2m $201.0m | Reduced -3.8k |
| MILLENNIUM MANAGEMENT LLC 0.17% of their portfolio | 1.2m $199.2m | Reduced -894.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.46% of their portfolio | 1.2m $198.9m | Reduced -19.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.20% of their portfolio | 1.2m $195.1m | Reduced -256.4k |
| ING GROEP NV 1.32% of their portfolio | 1.1m $193.0m | Added +92.4k |
| Aspex Management (HK) Ltd 5.17% of their portfolio | 1.1m $191.3m | Added +206.9k |
| AQR CAPITAL MANAGEMENT LLC 0.32% of their portfolio | 1.1m $186.5m | Added +83.7k |
| Robeco Institutional Asset Management B.V. 0.40% of their portfolio | 1.1m $185.6m | Added +351.7k |