As quantum computing stocks resume their rally after a steep year-to-date decline following Microsoft Corp.‘s MSFT ‘Majorana 1’ launch, we look at the top five holders of these companies according to the Security Exchange Commission’s (SEC) 13F filings.
What Happened: Assessing the 13F filings for the fourth quarter, we found that BlackRock, Inc. and Vanguard Group Inc., which also issue several exchange-traded funds, had major positions in quantum computing stocks.
Vanguard’s total investment value in Rigetti Computing Inc. RGTI, Quantum Computing Inc. QUBT, D-Wave Quantum Inc. QBTS, and IonQ Inc. IONQ stood at $1.201 billion during the fourth quarter.
Similarly, BlackRock’s total investment was valued at $942.637 million.
Both Vanguard and BlackRock were among the top five holders of these four stocks. State Street Corp., on the other hand, featured among the top five holders of three companies.
Rigetti Computing
| Company | Holdings (as of Dec. 31) | Value As Of Dec. 31 |
| BlackRock, Inc | 11,892,972 | $181.486 million |
| Vanguard Group Inc | 11,746,361 | $179.249 million |
| American Assets Investment Management, LLC | 7,221,216 | $110.195 million |
| Invesco Ltd. | 4,580,317 | $69.895 million |
| State Street Corp | 4,329,019 | $66.060 million |
Quantum Computing
| Company | Holdings (as of Dec. 31) | Value As Of Dec. 31 |
| Anson Funds Management LP | 4,230,000 | $70.006 million |
| Alyeska Investment Group, LP | 4,230,000 | $69.613 million |
| Vanguard Group Inc | 4,186,729 | $69.290 million |
| BlackRock, Inc | 1,220,816 | $20.204 million |
| UBS Group AG | 1,153,053 | $19.083 million |
D-Wave Quantum
| Company | Holdings (as of Dec. 31) | Value As Of Dec. 31 |
| Public Sector Pension Investment Board | 40,057,252 | $336.480 million |
| BlackRock, Inc | 8,618,832 | $72.398 million |
| Vanguard Group Inc | 7,118,322 | $59.793 million |
| UBS Group AG | 4,332,107 | $36.389 million |
| State Street Corp | 3,085,359 | $25.917 million |
IonQ Inc
| Company | Holdings (as of Dec. 31) | Value As Of Dec. 31 |
| Vanguard Group Inc | 21,374,125 | $892.797 million |
| BlackRock, Inc | 16,005,601 | $668.553 million |
| Morgan Stanley | 6,264,258 | $261.658 million |
| State Street Corp | 4,588,126 | $191.646 million |
| Geode Capital Management LLC | 4,466,094 | $186.592 million |
Please note that these tables exclude any options held by firms
Why It Matters: Quantum computing stocks jumped after MSFT’s CEO Satya Nadella launched its chip ‘Majorana 1’. These chips use a different phase of matter called the topological phase for conducting qubits of information.
Nadella described it as “the transistor moment of quantum computing,” in the podcast with Dwarkesh Patel.
Following the announcement, the stocks edged higher on Wednesday, following their momentum on Tuesday. However, IonQ, which is backed by Bill Gates‘ Breakthrough Energy venture bucked the trend and fell.
Price Action: The stocks were still down in 2025 despite the ‘Majorana 1’ bump. The stocks were mixed in premarket on Friday.
| Stocks | Thursday’s Performance | Friday Premaret | YTD Performance |
| Rigetti Computing Inc RGTI | 3.99% | -1.22% | -42.65% |
| Quantum Computing Inc QUBT | 1.63% | 0.25% | -56.88% |
| D-Wave Quantum Inc QBTS | 13.00% | 0.14% | -23.10% |
| IonQ Inc IONQ | -1.14% | -0.30% | -21.69% |
| Defiance Quantum ETF QTUM | 0.41% | 0.23% | 3.99% |
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