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 ($1.1bn this quarter). Holder counts are more reliable. Shares outstanding: 1.1bn as of 2024-07-29, 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 ≈ $199.07. Options: 86 managers hold calls ($6.6bn notional), 80 hold puts ($10.4bn).
Trends to Q2 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 |
| Q2 2024 | 2,783 |
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 |
| Q2 2024 | 1,281 | 1,255 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $2.8bn | $3.5bn | 1.23 |
| Q4 2023 | $3.9bn | $4.7bn | 1.18 |
| Q1 2024 | $4.7bn | $9.3bn | 1.98 |
| Q2 2024 | $6.6bn | $10.4bn | 1.59 |
Biggest buyers
| GQG Partners LLC | New | +8.2m |
| FMR LLC | Added | +5.9m |
| Matrix Capital Management Company, LP | Added | +3.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +3.0m |
| JPMORGAN CHASE & CO | Added | +2.7m |
| BlackRock Inc. | Added | +2.1m |
| AXA S.A. | Added | +1.9m |
| TIGER GLOBAL MANAGEMENT LLC | New | +1.9m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.8m |
| NATIONAL BANK OF CANADA /FI/ | Added | +1.7m |
Biggest sellers
| MORGAN STANLEY | Reduced | -47.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -9.2m |
| FIL Ltd | Reduced | -4.9m |
| AMERIPRISE FINANCIAL INC | Reduced | -2.9m |
| Capital International Investors | Reduced | -2.2m |
| Capital World Investors | Sold out | -1.6m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.6m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.6m |
| FRANKLIN RESOURCES INC | Reduced | -1.5m |
| Mirae Asset Global Investments Co., Ltd. | Reduced | -1.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5bn7.3m shares |
| CITADEL ADVISORS LLC | Added | $782.4m3.9m shares |
| JANE STREET GROUP, LLC | Added | $497.9m2.5m shares |
| GOLDMAN SACHS GROUP INC | Added | $413.2m2.1m shares |
| SIMPLEX TRADING, LLC | Added | $276.2m1.4m shares |
| PEAK6 Investments LLC | Reduced | $248.2m1.2m shares |
| Optiver Holding B.V. | Added | $236.8m1.2m shares |
| WOLVERINE TRADING, LLC | Added | $218.3m1.1m shares |
| IMC-Chicago, LLC | Added | $207.2m1.0m shares |
| D. E. Shaw & Co., Inc. | Added | $200.4m1.0m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.2bn16.1m shares |
| JANE STREET GROUP, LLC | Reduced | $1.3bn6.4m shares |
| CITADEL ADVISORS LLC | Reduced | $977.5m4.9m shares |
| BANK OF AMERICA CORP /DE/ | Added | $373.8m1.9m shares |
| JPMORGAN CHASE & CO | Reduced | $349.6m1.8m shares |
| Walleye Trading LLC | Reduced | $304.7m1.5m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $272.0m1.4m shares |
| WOLVERINE TRADING, LLC | Added | $263.5m1.3m shares |
| SIMPLEX TRADING, LLC | Added | $246.0m1.2m shares |
| UBS Group AG | Added | $241.3m1.2m 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 6 | $10.6m | $9.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-03 | THOMPSON JAMES H Chief Technology Officer | Sold plan | $1.7m8.0k shares |
| 2024-06-03 | Palkhiwala Akash J. CFO & COO | Sold plan | $617.3k3.0k shares |
| 2024-05-22 | MARTIN NEIL SVP, Finance and CAO | Sold plan | $72.4k358 shares |
| 2024-05-21 | Smit Neil Director · Tenants in Common | Sold | $616.7k3.1k shares |
| 2024-05-21 | MARTIN NEIL SVP, Finance and CAO | Sold plan | $218.9k1.1k shares |
| 2024-05-15 | AMON CRISTIANO R President & CEO, director | Sold plan | $1.5m8.1k shares |
| 2024-05-10 | ACEVEDO SYLVIA Director · Jt Tenant | Sold | $135.1k744 shares |
| 2024-05-09 | AMON CRISTIANO R President & CEO, director | Sold plan | $1.5m8.1k shares |
| 2024-05-09 | Palkhiwala Akash J. CFO & COO | Sold plan | $542.1k3.0k shares |
| 2024-05-03 | THOMPSON JAMES H Chief Technology Officer | Sold plan | $1.5m8.0k shares |
| 2024-05-03 | ACEVEDO SYLVIA Director | Sold | $366.4k2.1k shares |
| 2024-04-04 | Palkhiwala Akash J. CFO & COO | Sold plan | $520.5k3.0k shares |
| 2024-04-01 | THOMPSON JAMES H Chief Technology Officer | Sold plan | $1.3m8.0k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.43% of their portfolio | 112.1m $22.3bn | Added +876.0k |
| BlackRock Inc. 0.43% of their portfolio | 95.9m $19.1bn | Added +2.1m |
| STATE STREET CORP 0.44% of their portfolio | 50.7m $10.1bn | Added +359.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.44% of their portfolio | 25.1m $5.0bn | Added +1.5m |
| MORGAN STANLEY 0.29% of their portfolio | 18.8m $3.8bn | Reduced -47.7m |
| NORGES BANK 0.54% of their portfolio | 18.3m $3.6bn | Reduced -2.0k |
| FMR LLC 0.20% of their portfolio | 15.7m $3.1bn | Added +5.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.37% of their portfolio | 15.5m $3.1bn | Reduced -9.2m |
| ALLIANCEBERNSTEIN L.P. 1.07% of their portfolio | 15.3m $3.1bn | Reduced -1.6m |
| BANK OF AMERICA CORP /DE/ 0.27% of their portfolio | 14.4m $2.9bn | Reduced -77.7k |
| JPMORGAN CHASE & CO 0.11% of their portfolio | 13.1m $2.6bn | Added +2.7m |
| NORTHERN TRUST CORP 0.40% of their portfolio | 12.0m $2.4bn | Added +258.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.41% of their portfolio | 11.4m $2.3bn | Reduced -340.1k |
| Amundi 0.80% of their portfolio | 10.3m $2.1bn | Added +148.2k |
| Bank of New York Mellon Corp 0.38% of their portfolio | 10.1m $2.0bn | Reduced -314.3k |
| Matrix Capital Management Company, LP 15.16% of their portfolio | 10.0m $2.0bn | Added +3.1m |
| AMERIPRISE FINANCIAL INC 0.53% of their portfolio | 9.8m $1.9bn | Reduced -2.9m |
| Invesco Ltd. 0.40% of their portfolio | 9.5m $1.9bn | Added +87.2k |
| GQG Partners LLC 2.46% of their portfolio | 8.2m $1.6bn | New |
| Legal & General Group Plc 0.46% of their portfolio | 8.1m $1.6bn | Reduced -179.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.45% of their portfolio | 7.9m $1.6bn | Added +1.8m |
| DEUTSCHE BANK AG\ 0.70% of their portfolio | 7.8m $1.6bn | Reduced -893.7k |
| Aristotle Capital Management, LLC 2.82% of their portfolio | 7.3m $1.5bn | Reduced -265.0k |
| UBS Group AG 0.44% of their portfolio | 7.2m $1.4bn | Added +493.0k |
| FRANKLIN RESOURCES INC 0.41% of their portfolio | 6.7m $1.3bn | Reduced -1.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.25% of their portfolio | 6.6m $1.3bn | Added +125.9k |
| GOLDMAN SACHS GROUP INC 0.24% of their portfolio | 6.2m $1.2bn | Added +1.5m |
| LOOMIS SAYLES & CO L P 1.68% of their portfolio | 6.1m $1.2bn | Added +63.0k |
| VAN ECK ASSOCIATES CORP 1.63% of their portfolio | 5.8m $1.1bn | Reduced -124.8k |
| COATUE MANAGEMENT LLC 4.07% of their portfolio | 5.2m $1.0bn | Added +1.6m |
| ROYAL BANK OF CANADA 0.25% of their portfolio | 5.2m $1.0bn | Reduced -204.0k |
| BARCLAYS PLC 0.46% of their portfolio | 5.0m $992.6m | Reduced -1.4m |
| PRIMECAP MANAGEMENT CO/CA/ 0.71% of their portfolio | 4.9m $985.9m | Reduced -159.4k |
| DIMENSIONAL FUND ADVISORS LP 0.25% of their portfolio | 4.9m $971.0m | Added +173.7k |
| HSBC HOLDINGS PLC 0.57% of their portfolio | 4.4m $879.2m | Added +754.2k |
| NATIONAL BANK OF CANADA /FI/ 1.27% of their portfolio | 4.1m $815.4m | Added +1.7m |
| AXA S.A. 1.19% of their portfolio | 4.0m $797.9m | Added +1.9m |
| Nuveen Asset Management, LLC 0.22% of their portfolio | 3.9m $769.1m | Reduced -40.7k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 2.51% of their portfolio | 3.7m $736.1m | Reduced -968.1k |
| WELLS FARGO & COMPANY/MN 0.18% of their portfolio | 3.6m $708.8m | Added +174.9k |
| California Public Employees Retirement System 0.52% of their portfolio | 3.5m $706.9m | Reduced -507.7k |
| CITIGROUP INC 0.67% of their portfolio | 3.5m $702.3m | Reduced -65.8k |
| NEUBERGER BERMAN GROUP LLC 0.57% of their portfolio | 3.5m $688.6m | Reduced -337.0k |
| Swiss National Bank 0.45% of their portfolio | 3.3m $658.1m | Reduced -44.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.48% of their portfolio | 3.2m $645.5m | Reduced -236.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.69% of their portfolio | 3.2m $641.7m | Added +285.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.20% of their portfolio | 3.2m $641.2m | Added +3.0m |
| FIRST TRUST ADVISORS LP 0.64% of their portfolio | 3.1m $623.7m | Reduced -504.6k |
| Rafferty Asset Management, LLC 2.07% of their portfolio | 2.8m $558.1m | Reduced -904.0k |
| RAYMOND JAMES & ASSOCIATES 0.37% of their portfolio | 2.8m $556.1m | Added +252.4k |
| ProShare Advisors LLC 1.46% of their portfolio | 2.7m $545.6m | Added +1.3m |
| BANK OF MONTREAL /CAN/ 0.19% of their portfolio | 2.7m $625.9m | Reduced -214.2k |
| LSV ASSET MANAGEMENT 1.10% of their portfolio | 2.5m $500.7m | Reduced -235.1k |
| RHUMBLINE ADVISERS 0.43% of their portfolio | 2.3m $456.6m | Added +40.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.16% of their portfolio | 2.3m $450.9m | Reduced -65.4k |
| TD Asset Management Inc 0.40% of their portfolio | 2.2m $433.8m | Reduced -328.3k |
| EdgePoint Investment Group Inc. 3.57% of their portfolio | 2.1m $423.5m | Reduced -158.9k |
| Allianz Asset Management GmbH 0.68% of their portfolio | 2.1m $417.2m | Reduced -120.4k |
| CIBC Private Wealth Group LLC 0.82% of their portfolio | 2.1m $435.0m | Reduced -42.1k |
| National Pension Service 0.48% of their portfolio | 2.1m $414.2m | Added +15.8k |
| KBC Group NV 1.22% of their portfolio | 2.0m $404.7m | Reduced -183.8k |
| Man Group plc 1.04% of their portfolio | 2.0m $393.3m | Reduced -42.3k |
| FIL Ltd 0.37% of their portfolio | 1.9m $375.9m | Reduced -4.9m |
| Thrivent Financial for Lutherans 0.75% of their portfolio | 1.9m $373.5m | Reduced -328.8k |
| Qube Research & Technologies Ltd 0.69% of their portfolio | 1.9m $371.4m | Added +1.6m |
| TIGER GLOBAL MANAGEMENT LLC 1.71% of their portfolio | 1.9m $370.0m | New |
| Beutel, Goodman & Co Ltd. 1.95% of their portfolio | 1.8m $367.2m | Reduced -1.0m |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.44% of their portfolio | 1.8m $361.9m | Reduced -1.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.35% of their portfolio | 1.8m $350.7m | Reduced -97.8k |
| NOMURA ASSET MANAGEMENT CO LTD 1.19% of their portfolio | 1.7m $348.7m | Added +162.9k |
| PRUDENTIAL FINANCIAL INC 0.52% of their portfolio | 1.7m $347.2m | Reduced -293.5k |
| Fisher Asset Management, LLC 0.15% of their portfolio | 1.7m $336.2m | Added +40.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.39% of their portfolio | 1.6m $324.0m | Added +203.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.32% of their portfolio | 1.6m $322.9m | Added +468.5k |
| STIFEL FINANCIAL CORP 0.36% of their portfolio | 1.6m $321.7m | Reduced -193.4k |
| Swedbank AB 0.42% of their portfolio | 1.6m $315.4m | Added +551.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.39% of their portfolio | 1.5m $301.0m | Reduced -74.0k |
| Robeco Institutional Asset Management B.V. 0.64% of their portfolio | 1.5m $296.4m | Added +392.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.32% of their portfolio | 1.5m $292.4m | Added +541.8k |
| Boston Partners 0.36% of their portfolio | 1.5m $292.4m | Reduced -29.2k |
| Alyeska Investment Group, L.P. 1.67% of their portfolio | 1.5m $288.9m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.65% of their portfolio | 1.4m $274.2m | First filing |
| Polar Capital Holdings Plc 1.60% of their portfolio | 1.4m $271.6m | Added +291.8k |
| W1M Investment Management Ltd 5.08% of their portfolio | 1.4m $269.6m | Added +87.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.16% of their portfolio | 1.3m $268.0m | Reduced -86.4k |
| CANADA LIFE ASSURANCE Co 0.50% of their portfolio | 1.3m $263.9m | Added +113.6k |
| US BANCORP \DE\ 0.35% of their portfolio | 1.3m $260.2m | Reduced -6.8k |
| MAIRS & POWER INC 2.50% of their portfolio | 1.3m $259.0m | Reduced -12.5k |
| LAZARD ASSET MANAGEMENT LLC 0.32% of their portfolio | 1.3m $255.6m | Added +21.9k |
| BESSEMER GROUP INC 0.45% of their portfolio | 1.3m $255.5m | Reduced -4.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.28% of their portfolio | 1.2m $242.7m | Added +292.2k |
| HighTower Advisors, LLC 0.37% of their portfolio | 1.2m $241.1m | Reduced -110.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.84% of their portfolio | 1.2m $235.7m | Added +720.7k |
| Douglas Lane & Associates, LLC 3.33% of their portfolio | 1.2m $234.5m | Reduced -73.3k |
| Assenagon Asset Management S.A. 0.58% of their portfolio | 1.2m $233.8m | Reduced -694.2k |
| LPL Financial LLC 0.12% of their portfolio | 1.2m $231.7m | Added +109.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.47% of their portfolio | 1.1m $225.2m | Reduced -56.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.44% of their portfolio | 1.1m $222.1m | Reduced -153.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.37% of their portfolio | 1.1m $218.5m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.64% of their portfolio | 1.1m $215.5m | Added +925.9k |