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QUALCOMM Incorporated

QCOM Technology
$181.97 +$5.09 (2.88%)
Market Cap: $194.35 B
Gurus Holding
17
Popularity Rank
#70
% of Shares Held
0.61%
Net Activity (Q2 2026)
+$84.53 M

Guru Ownership Trend

Guru Analysis for QUALCOMM Incorporated (QCOM)

QUALCOMM Incorporated (QCOM), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.18 B.

Top institutional holders include Andreas Halvorsen and HOTCHKIS & WILEY.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $84.53 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 412.3%. Conversely, Jefferies Group reduced exposure by 84.4%.

Key Holders

Top 5 by Value

$279.81 M
$242.19 M
$200.16 M
$187.89 M
$48.25 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$560.63 M
Total Buy Value
New Buys 3
Additions 2
-$476.1 M
Total Sell Value
Reductions 11
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
13
Net Buyers
5

FAQs for QUALCOMM Incorporated (QCOM)

Major holders include Andreas Halvorsen ($279.81 M), HOTCHKIS & WILEY ($242.19 M), Cliff Asness ($200.16 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 6.46 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $84.53 M, with 5 managers increasing positions and 13 managers reducing holdings.

During the most recent reporting period, 11 managers trimmed their positions, while 2 fully exited QCOM. The total reported sell value was $476.1 M.

Yes, 3 managers opened new positions in QCOM, and 2 increased their existing holdings. The total reported buy value was $560.63 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.80% New Buy 1,514,185 $279.81 M Q2 2026
0.71% New Buy 1,310,630 $242.19 M Q2 2026
0.07% Reduce -50.2% 1,083,163 $200.16 M Q2 2026
0.06% Reduce -5.6% 1,016,796 $187.89 M Q2 2026
0.11% Reduce -32.2% 261,133 $48.25 M Q2 2026
0.06% Add 412.3% 252,739 $46.7 M Q2 2026
0.60% Reduce -49.9% 250,000 $46.2 M Q2 2026
0.10% Reduce -45.6% 241,187 $44.57 M Q2 2026
0.30% Reduce -62.4% 179,832 $33.23 M Q2 2026
0.12% Reduce -27.4% 162,466 $30.02 M Q2 2026
0.21% Reduce -4.2% 86,426 $16.31 M Q2 2026
2.43% Add 0.2% 62,213 $11.5 M Q2 2026
0.02% Reduce -84.4% 18,270 $3.38 M Q2 2026
0.19% Reduce -36.9% 11,434 $2.11 M Q2 2026
0.01% New Buy 5,542 $1.02 M Q2 2026
0.01% Reduce -13.3% 4,777 $882,742 Q2 2026
0.08% 3,032 $560,283 Q2 2026
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