Holders over time
- DLR
- AVGO
| Quarter | DLR | AVGO |
|---|---|---|
| Q3 2020 | 11 holders, $7.3bn | 22 holders, $31.2bn |
| Q4 2020 | 12 holders, $5.9bn | 24 holders, $38.1bn |
| Q1 2021 | 10 holders, $6.0bn | 19 holders, $38.2bn |
| Q2 2021 | 11 holders, $6.2bn | 19 holders, $38.2bn |
| Q3 2021 | 10 holders, $5.4bn | 19 holders, $37.7bn |
| Q4 2021 | 12 holders, $6.0bn | 25 holders, $50.3bn |
| Q1 2022 | 15 holders, $3.3bn | 27 holders, $44.5bn |
| Q2 2022 | 18 holders, $3.1bn | 31 holders, $32.3bn |
| Q3 2022 | 16 holders, $2.5bn | 33 holders, $31.6bn |
| Q4 2022 | 14 holders, $2.3bn | 29 holders, $50.6bn |
| Q1 2023 | 14 holders, $2.2bn | 30 holders, $41.6bn |
| Q2 2023 | 12 holders, $2.7bn | 27 holders, $55.4bn |
| Q3 2023 | 12 holders, $2.5bn | 32 holders, $54.1bn |
| Q4 2023 | 13 holders, $2.3bn | 29 holders, $73.2bn |
| Q1 2024 | 13 holders, $2.8bn | 39 holders, $86.3bn |
| Q2 2024 | 14 holders, $2.3bn | 47 holders, $98.1bn |
| Q3 2024 | 15 holders, $2.4bn | 42 holders, $103bn |
| Q4 2024 | 13 holders, $2.9bn | 48 holders, $138bn |
| Q1 2025 | 14 holders, $2.5bn | 48 holders, $102bn |
| Q2 2025 | 15 holders, $3.2bn | 42 holders, $172bn |
| Q3 2025 | 13 holders, $3.1bn | 53 holders, $209bn |
| Q4 2025 | 13 holders, $3.0bn | 55 holders, $231bn |
| Q1 2026 | 14 holders, $3.5bn | 57 holders, $218bn |
| Q2 2026 | 23 holders, $4.5bn | 52 holders, $262bn |
Digital Realty Trust Inc
- Holders
- 13
- Reported value
- $2.3bn
- Buyers
- 7
- Sellers
- 7
Breadth 0 among 93 comparable managers.
Broadcom Inc
- Holders
- 29
- Reported value
- $73.2bn
- Buyers
- 18
- Sellers
- 15
Breadth +3 among 93 comparable managers.
Who holds both, Q4 2023
Both (8)
AllianceBernstein LP, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Millennium Management LLC, Squarepoint Ops LLC, Verition Fund Management LLC
Only DLR (5)
Baillie Gifford & Co, Balyasny Asset Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp
Only AVGO (21)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Wellington Management Group LLP, Winton Group Ltd
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.