Holders over time
- WDC
- AVGO
| Quarter | WDC | AVGO |
|---|---|---|
| Q3 2020 | 10 holders, $336m | 22 holders, $31.2bn |
| Q4 2020 | 12 holders, $799m | 24 holders, $38.1bn |
| Q1 2021 | 17 holders, $1.4bn | 19 holders, $38.2bn |
| Q2 2021 | 17 holders, $1.6bn | 19 holders, $38.2bn |
| Q3 2021 | 10 holders, $749m | 19 holders, $37.7bn |
| Q4 2021 | 17 holders, $1.3bn | 25 holders, $50.3bn |
| Q1 2022 | 14 holders, $726m | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $878m | 31 holders, $32.3bn |
| Q3 2022 | 11 holders, $833m | 33 holders, $31.6bn |
| Q4 2022 | 10 holders, $1.2bn | 29 holders, $50.6bn |
| Q1 2023 | 14 holders, $1.8bn | 30 holders, $41.6bn |
| Q2 2023 | 13 holders, $1.7bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $2.7bn | 32 holders, $54.1bn |
| Q4 2023 | 24 holders, $4.0bn | 29 holders, $73.2bn |
| Q1 2024 | 28 holders, $4.4bn | 39 holders, $86.3bn |
| Q2 2024 | 31 holders, $6.0bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $3.9bn | 42 holders, $103bn |
| Q4 2024 | 22 holders, $3.5bn | 48 holders, $138bn |
| Q1 2025 | 17 holders, $2.3bn | 48 holders, $102bn |
| Q2 2025 | 21 holders, $4.5bn | 42 holders, $172bn |
| Q3 2025 | 31 holders, $7.7bn | 53 holders, $209bn |
| Q4 2025 | 24 holders, $11.6bn | 55 holders, $231bn |
| Q1 2026 | 30 holders, $20.7bn | 57 holders, $218bn |
| Q2 2026 | 38 holders, $47.7bn | 52 holders, $262bn |
Western Digital Corp
- Holders
- 24
- Reported value
- $4.0bn
- Buyers
- 20
- Sellers
- 5
Breadth +15 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 (10)
AllianceBernstein LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., Eisler Capital Management Ltd, Invesco Ltd, Millennium Management LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Winton Group Ltd
Only WDC (14)
Balyasny Asset Management LLC, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Elliott Investment Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Marshall Wace LLP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Woodline Partners LP
Only AVGO (19)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, 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, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Wellington Management Group LLP
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.