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ARM · AVGO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ARM
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterARMAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 2020none listed holders, n.a.24 holders, $38.1bn
Q1 2021none listed holders, n.a.19 holders, $38.2bn
Q2 2021none listed holders, n.a.19 holders, $38.2bn
Q3 2021none listed holders, n.a.19 holders, $37.7bn
Q4 2021none listed holders, n.a.25 holders, $50.3bn
Q1 2022none listed holders, n.a.27 holders, $44.5bn
Q2 2022none listed holders, n.a.31 holders, $32.3bn
Q3 2022none listed holders, n.a.33 holders, $31.6bn
Q4 2022none listed holders, n.a.29 holders, $50.6bn
Q1 2023none listed holders, n.a.30 holders, $41.6bn
Q2 2023none listed holders, n.a.27 holders, $55.4bn
Q3 202319 holders, $836m32 holders, $54.1bn
Q4 20235 holders, $413m29 holders, $73.2bn
Q1 202412 holders, $1.7bn39 holders, $86.3bn
Q2 202411 holders, $1.6bn47 holders, $98.1bn
Q3 202410 holders, $1.1bn42 holders, $103bn
Q4 202411 holders, $984m48 holders, $138bn
Q1 202511 holders, $1.1bn48 holders, $102bn
Q2 20259 holders, $2.5bn42 holders, $172bn
Q3 202512 holders, $2.1bn53 holders, $209bn
Q4 202513 holders, $2.1bn55 holders, $231bn
Q1 202613 holders, $2.9bn57 holders, $218bn
Q2 202617 holders, $12.2bn52 holders, $262bn
ARM

Arm Holdings PLC

Holders
5
Reported value
$413m
Buyers
3
Sellers
11

Breadth -8 among 93 comparable managers.

AVGO

Broadcom Inc

Holders
29
Reported value
$73.2bn
Buyers
18
Sellers
15

Breadth +3 among 93 comparable managers.

Who holds both, Q4 2023

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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