Holders over time
- SWKS
- AVGO
| Quarter | SWKS | AVGO |
|---|---|---|
| Q3 2020 | 15 holders, $1.5bn | 22 holders, $31.2bn |
| Q4 2020 | 15 holders, $1.7bn | 24 holders, $38.1bn |
| Q1 2021 | 8 holders, $2.4bn | 19 holders, $38.2bn |
| Q2 2021 | 17 holders, $2.7bn | 19 holders, $38.2bn |
| Q3 2021 | 16 holders, $2.0bn | 19 holders, $37.7bn |
| Q4 2021 | 18 holders, $1.2bn | 25 holders, $50.3bn |
| Q1 2022 | 20 holders, $1.1bn | 27 holders, $44.5bn |
| Q2 2022 | 25 holders, $1.3bn | 31 holders, $32.3bn |
| Q3 2022 | 19 holders, $831m | 33 holders, $31.6bn |
| Q4 2022 | 23 holders, $5.1bn | 29 holders, $50.6bn |
| Q1 2023 | 18 holders, $1.6bn | 30 holders, $41.6bn |
| Q2 2023 | 12 holders, $1.4bn | 27 holders, $55.4bn |
| Q3 2023 | 15 holders, $1.2bn | 32 holders, $54.1bn |
| Q4 2023 | 13 holders, $833m | 29 holders, $73.2bn |
| Q1 2024 | 12 holders, $788m | 39 holders, $86.3bn |
| Q2 2024 | 11 holders, $929m | 47 holders, $98.1bn |
| Q3 2024 | 11 holders, $769m | 42 holders, $103bn |
| Q4 2024 | 10 holders, $909m | 48 holders, $138bn |
| Q1 2025 | 12 holders, $981m | 48 holders, $102bn |
| Q2 2025 | 11 holders, $954m | 42 holders, $172bn |
| Q3 2025 | 14 holders, $1.1bn | 53 holders, $209bn |
| Q4 2025 | 12 holders, $611m | 55 holders, $231bn |
| Q1 2026 | 12 holders, $851m | 57 holders, $218bn |
| Q2 2026 | 7 holders, $1.6bn | 52 holders, $262bn |
Skyworks Solutions Inc
- Holders
- 13
- Reported value
- $833m
- Buyers
- 5
- Sellers
- 9
Breadth -4 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 (7)
AQR Capital Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, Eisler Capital Management Ltd, Invesco Ltd, Millennium Management LLC, Squarepoint Ops LLC
Only SWKS (6)
Bridgewater Associates LP, Holocene Advisors LP, PDT Partners LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only AVGO (22)
Acadian Asset Management LLC, AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund 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.