Holders over time
- STX
- AVGO
| Quarter | STX | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | none listed holders, n.a. | 24 holders, $38.1bn |
| Q1 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q2 2021 | 8 holders, $2.9bn | 19 holders, $38.2bn |
| Q3 2021 | 9 holders, $2.4bn | 19 holders, $37.7bn |
| Q4 2021 | 10 holders, $3.3bn | 25 holders, $50.3bn |
| Q1 2022 | 10 holders, $2.3bn | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $2.0bn | 31 holders, $32.3bn |
| Q3 2022 | 10 holders, $1.5bn | 33 holders, $31.6bn |
| Q4 2022 | 11 holders, $1.9bn | 29 holders, $50.6bn |
| Q1 2023 | 10 holders, $2.6bn | 30 holders, $41.6bn |
| Q2 2023 | 14 holders, $2.4bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $3.1bn | 32 holders, $54.1bn |
| Q4 2023 | 14 holders, $3.8bn | 29 holders, $73.2bn |
| Q1 2024 | 17 holders, $3.4bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $3.4bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $3.5bn | 42 holders, $103bn |
| Q4 2024 | 21 holders, $2.8bn | 48 holders, $138bn |
| Q1 2025 | 12 holders, $2.5bn | 48 holders, $102bn |
| Q2 2025 | 24 holders, $4.1bn | 42 holders, $172bn |
| Q3 2025 | 20 holders, $4.5bn | 53 holders, $209bn |
| Q4 2025 | 21 holders, $7.8bn | 55 holders, $231bn |
| Q1 2026 | 30 holders, $13.7bn | 57 holders, $218bn |
| Q2 2026 | 45 holders, $40.7bn | 52 holders, $262bn |
Seagate Technology Hldngs PL
- Holders
- 14
- Reported value
- $3.8bn
- Buyers
- 7
- Sellers
- 8
Breadth -1 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 (4)
Capital Research Global Investors, Fidelity (FMR LLC), MFS Investment Management, Wellington Management Group LLP
Only STX (10)
Citadel Advisors LLC, Davidson Kempner Capital Management LP, Holocene Advisors LP, Maverick Capital Ltd, Moore Capital Management LP, Sachem Head Capital Management LP, Two Sigma Advisers LP, Tybourne Capital Management HK Ltd, ValueAct Holdings LP, Woodline Partners LP
Only AVGO (25)
Acadian Asset Management LLC, AllianceBernstein LP, 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, 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.