L3VLUP

MKSI · 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.
  • MKSI
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterMKSIAVGO
Q3 20209 holders, $1.2bn22 holders, $31.2bn
Q4 20207 holders, $1.6bn24 holders, $38.1bn
Q1 20218 holders, $2.0bn19 holders, $38.2bn
Q2 20218 holders, $1.8bn19 holders, $38.2bn
Q3 202110 holders, $1.0bn19 holders, $37.7bn
Q4 20217 holders, $1.2bn25 holders, $50.3bn
Q1 20226 holders, $924m27 holders, $44.5bn
Q2 20229 holders, $519m31 holders, $32.3bn
Q3 20227 holders, $378m33 holders, $31.6bn
Q4 20227 holders, $457m29 holders, $50.6bn
Q1 20235 holders, $478m30 holders, $41.6bn
Q2 202311 holders, $1.2bn27 holders, $55.4bn
Q3 20238 holders, $859m32 holders, $54.1bn
Q4 20239 holders, $1.9bn29 holders, $73.2bn
Q1 20247 holders, $2.5bn39 holders, $86.3bn
Q2 20249 holders, $2.5bn47 holders, $98.1bn
Q3 202410 holders, $1.5bn42 holders, $103bn
Q4 20246 holders, $862m48 holders, $138bn
Q1 20259 holders, $817m48 holders, $102bn
Q2 20257 holders, $1.1bn42 holders, $172bn
Q3 202510 holders, $1.6bn53 holders, $209bn
Q4 202513 holders, $2.6bn55 holders, $231bn
Q1 202622 holders, $3.8bn57 holders, $218bn
Q2 202627 holders, $8.5bn52 holders, $262bn
MKSI

MKS Instruments Inc

Holders
9
Reported value
$1.9bn
Buyers
5
Sellers
4

Breadth +1 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 31 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.

Back to the 13F Explorer →