Holders over time
- TXN
- AVGO
| Quarter | TXN | AVGO |
|---|---|---|
| Q3 2020 | 25 holders, $16.0bn | 22 holders, $31.2bn |
| Q4 2020 | 33 holders, $17.7bn | 24 holders, $38.1bn |
| Q1 2021 | 24 holders, $20.7bn | 19 holders, $38.2bn |
| Q2 2021 | 27 holders, $20.9bn | 19 holders, $38.2bn |
| Q3 2021 | 23 holders, $20.7bn | 19 holders, $37.7bn |
| Q4 2021 | 30 holders, $20.3bn | 25 holders, $50.3bn |
| Q1 2022 | 25 holders, $19.3bn | 27 holders, $44.5bn |
| Q2 2022 | 31 holders, $17.0bn | 31 holders, $32.3bn |
| Q3 2022 | 30 holders, $15.8bn | 33 holders, $31.6bn |
| Q4 2022 | 31 holders, $16.5bn | 29 holders, $50.6bn |
| Q1 2023 | 31 holders, $18.7bn | 30 holders, $41.6bn |
| Q2 2023 | 28 holders, $18.8bn | 27 holders, $55.4bn |
| Q3 2023 | 30 holders, $17.5bn | 32 holders, $54.1bn |
| Q4 2023 | 30 holders, $18.4bn | 29 holders, $73.2bn |
| Q1 2024 | 23 holders, $19.7bn | 39 holders, $86.3bn |
| Q2 2024 | 27 holders, $24.2bn | 47 holders, $98.1bn |
| Q3 2024 | 26 holders, $25.8bn | 42 holders, $103bn |
| Q4 2024 | 32 holders, $20.4bn | 48 holders, $138bn |
| Q1 2025 | 29 holders, $18.1bn | 48 holders, $102bn |
| Q2 2025 | 26 holders, $21.1bn | 42 holders, $172bn |
| Q3 2025 | 30 holders, $19.2bn | 53 holders, $209bn |
| Q4 2025 | 31 holders, $21.3bn | 55 holders, $231bn |
| Q1 2026 | 26 holders, $20.5bn | 57 holders, $218bn |
| Q2 2026 | 42 holders, $30.5bn | 52 holders, $262bn |
Texas Instrs Inc
- Holders
- 30
- Reported value
- $18.4bn
- Buyers
- 16
- Sellers
- 15
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 (17)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only TXN (13)
Artisan Partners LP, Baillie Gifford & Co, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Markel Group Inc, Marshall Wace LLP, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Tybourne Capital Management HK Ltd, Voloridge Investment Management LLC, Woodline Partners LP
Only AVGO (12)
Acadian Asset Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Light Street Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global 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.