Holders over time
- INTC
- AVGO
| Quarter | INTC | AVGO |
|---|---|---|
| Q3 2020 | 28 holders, $11.6bn | 22 holders, $31.2bn |
| Q4 2020 | 29 holders, $9.5bn | 24 holders, $38.1bn |
| Q1 2021 | 38 holders, $12.8bn | 19 holders, $38.2bn |
| Q2 2021 | 27 holders, $10.1bn | 19 holders, $38.2bn |
| Q3 2021 | 25 holders, $8.9bn | 19 holders, $37.7bn |
| Q4 2021 | 28 holders, $8.1bn | 25 holders, $50.3bn |
| Q1 2022 | 28 holders, $7.7bn | 27 holders, $44.5bn |
| Q2 2022 | 21 holders, $5.1bn | 31 holders, $32.3bn |
| Q3 2022 | 31 holders, $3.9bn | 33 holders, $31.6bn |
| Q4 2022 | 24 holders, $4.4bn | 29 holders, $50.6bn |
| Q1 2023 | 31 holders, $8.0bn | 30 holders, $41.6bn |
| Q2 2023 | 31 holders, $7.5bn | 27 holders, $55.4bn |
| Q3 2023 | 27 holders, $7.9bn | 32 holders, $54.1bn |
| Q4 2023 | 36 holders, $13.9bn | 29 holders, $73.2bn |
| Q1 2024 | 31 holders, $11.0bn | 39 holders, $86.3bn |
| Q2 2024 | 31 holders, $8.4bn | 47 holders, $98.1bn |
| Q3 2024 | 23 holders, $3.9bn | 42 holders, $103bn |
| Q4 2024 | 30 holders, $4.2bn | 48 holders, $138bn |
| Q1 2025 | 33 holders, $6.4bn | 48 holders, $102bn |
| Q2 2025 | 31 holders, $6.4bn | 42 holders, $172bn |
| Q3 2025 | 30 holders, $10.2bn | 53 holders, $209bn |
| Q4 2025 | 30 holders, $17.6bn | 55 holders, $231bn |
| Q1 2026 | 28 holders, $22.4bn | 57 holders, $218bn |
| Q2 2026 | 48 holders, $76.5bn | 52 holders, $262bn |
Intel Corp
- Holders
- 31
- Reported value
- $11.0bn
- Buyers
- 19
- Sellers
- 17
Breadth +2 among 93 comparable managers.
Broadcom Inc
- Holders
- 39
- Reported value
- $86.3bn
- Buyers
- 23
- Sellers
- 16
Breadth +7 among 93 comparable managers.
Who holds both, Q1 2024
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only INTC (11)
Appaloosa LP, Arrowstreet Capital LP, Eisler Capital Management Ltd, PDT Partners LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Steadfast Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only AVGO (19)
Altimeter Capital Management LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Tiger Global Management LLC, Walleye Capital LLC
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.