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AVGO · NVDA 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.

AVGONVDA
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • AVGO
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterAVGONVDA
Q3 202022 holders, $31.2bn35 holders, $45.3bn
Q4 202024 holders, $38.1bn42 holders, $43.8bn
Q1 202119 holders, $38.2bn36 holders, $42.9bn
Q2 202119 holders, $38.2bn37 holders, $63.0bn
Q3 202119 holders, $37.7bn40 holders, $62.6bn
Q4 202125 holders, $50.3bn48 holders, $90.4bn
Q1 202227 holders, $44.5bn37 holders, $79.5bn
Q2 202231 holders, $32.3bn38 holders, $43.6bn
Q3 202233 holders, $31.6bn38 holders, $35.1bn
Q4 202229 holders, $50.6bn38 holders, $56.7bn
Q1 202330 holders, $41.6bn51 holders, $85.0bn
Q2 202327 holders, $55.4bn61 holders, $136bn
Q3 202332 holders, $54.1bn58 holders, $136bn
Q4 202329 holders, $73.2bn55 holders, $153bn
Q1 202439 holders, $86.3bn57 holders, $254bn
Q2 202447 holders, $98.1bn57 holders, $322bn
Q3 202442 holders, $103bn62 holders, $304bn
Q4 202448 holders, $138bn60 holders, $337bn
Q1 202548 holders, $102bn62 holders, $266bn
Q2 202542 holders, $172bn61 holders, $408bn
Q3 202553 holders, $209bn63 holders, $487bn
Q4 202555 holders, $231bn64 holders, $513bn
Q1 202657 holders, $218bn63 holders, $480bn
Q2 202652 holders, $262bn62 holders, $550bn
AVGO

Broadcom Inc

Holders
29
Reported value
$73.2bn
Buyers
18
Sellers
15

Breadth +3 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
NVDA

Nvidia Corporation

Holders
55
Reported value
$153bn
Buyers
22
Sellers
36

Breadth -14 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2023

Among the 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AVGO (2)

Dodge & Cox, Winton Group Ltd

Only NVDA (28)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Voloridge Investment Management LLC, and 3 more

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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