Stocklore

Qualcomm Incorporated (QCOM)

Semiconductors · US stock

What changed in recent filings

  • Institutions — 6 new · 1 added · 2 reduced13F · as of end of 2026 Q2
  • Free cash flow declined recentlyDec 28, 2025 → Jun 28, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Qualcomm Incorporated

How many of the institutions we track reported holding this stock, quarter by quarter.

max 10
2019 Q1 · 32019 Q2 · 42019 Q3 · 32019 Q4 · 42020 Q1 · 72020 Q2 · 42020 Q3 · 62020 Q4 · 62021 Q1 · 52021 Q2 · 62021 Q3 · 62021 Q4 · 72022 Q1 · 52022 Q2 · 52022 Q3 · 52022 Q4 · 62023 Q1 · 52023 Q2 · 42023 Q3 · 42023 Q4 · 52024 Q1 · 72024 Q2 · 72024 Q3 · 72024 Q4 · 72025 Q1 · 42025 Q2 · 52025 Q3 · 42025 Q4 · 52026 Q1 · 42026 Q2 · 10
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 10 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Qualcomm Incorporated

Institutions we track that reported holding this stock in their most recent 13F.

  • Bridgewater Associates0.12% of portfolio · since 2021 Q4
  • Appaloosa Management0.60% of portfolio · since 2023 Q2
  • Tudor Investment Corp0.06% of portfolio · since 2025 Q4
  • Coatue Management0.53% of portfolio · since 2026 Q1
  • Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
  • Viking Global InvestorsNew this quarter0.80% of portfolio · since 2026 Q2
  • Temasek Holdings (Singapore)New this quarter0.10% of portfolio · since 2026 Q2
  • Caisse de depot (Quebec)0.18% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.31% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.03% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Core businesses are smartphone processors (Snapdragon) and modems plus 5G/wireless technology licensing, with diversification into autos and IoT. Mobile-chip share and a vast trove of telecom patents are entry barriers. But smartphone-market stagnation, Chinese makers' in-house chip development, and export controls could pressure share and results.

What is the Semiconductors sector?

Fabless, foundry, and equipment. A core beneficiary of AI demand.

Qualcomm Incorporated is classified under the Semiconductors sector. See peers below.

Qualcomm Incorporated key financials

Based on SEC filings · as of Jun 28, 2026

26.1%
0.46x
as of Jun 28, 2026

Tap a metric name to see its meaning in the glossary.

Qualcomm Incorporated vs Semiconductors sector benchmark

Median of 32 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
1.9%vs benchmark 14.2%↓ below
Operating margin
16.3%vs benchmark 16.8%↓ below
Net margin
21.0%vs benchmark 18.9%↑ above
ROE
26.1%vs benchmark 16.7%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

QCOM segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Dec '24Dec '25
QCT 87%QTL 13%QSI 0%

ETFs holding Qualcomm Incorporated

Per SEC N-PORT · 2026-05-31 · by weight · factual

SCHDSchwab U.S. Dividend Equity ETF
6.74%
SMHVanEck Semiconductor ETF
3.74%
SOXXiShares Semiconductor ETF
2.65%
QQQMInvesco NASDAQ 100 ETF
1.17%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
1.09%
QQQInvesco QQQ Trust, Series 1
0.84%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.80%
VTVVANGUARD VALUE INDEX FUND
0.73%
SPY
0.30%
VOOVANGUARD 500 INDEX FUND
0.30%
IVViShares Core S&P 500 ETF
0.30%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.27%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.27%
RSPInvesco S&P 500 Equal Weight ETF
0.26%

QCOM on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Semiconductors average
See full QCOM analysis →

Peers · Semiconductors

QCOM FAQ

What is Qualcomm Incorporated (QCOM)?

Core businesses are smartphone processors (Snapdragon) and modems plus 5G/wireless technology licensing, with diversification into autos and IoT. Mobile-chip share and a vast trove of telecom patents are entry barriers. But smartphone-market stagnation, Chinese makers' in-house chip development, and export controls could pressure share and results.

What sector is Qualcomm Incorporated in?

Qualcomm Incorporated is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.

What are Qualcomm Incorporated's key financials?

As of Jun 28, 2026 in SEC filings: Revenue growth (YoY) 1.9%, Operating margin 16.3%, Net margin 21.0%, ROE 26.1%, Debt-to-equity 0.46x. Definitions and interpretation are available on Stocklore.

Where can I analyze Qualcomm Incorporated (QCOM) stock?

On Stocklore you can see QCOM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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