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NTAP · AVGO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NTAPAVGO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NTAP
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterNTAPAVGO
Q3 202013 holders, $371m22 holders, $31.2bn
Q4 202016 holders, $743m24 holders, $38.1bn
Q1 202113 holders, $503m19 holders, $38.2bn
Q2 202114 holders, $741m19 holders, $38.2bn
Q3 202115 holders, $1.1bn19 holders, $37.7bn
Q4 202120 holders, $1.5bn25 holders, $50.3bn
Q1 202220 holders, $1.4bn27 holders, $44.5bn
Q2 202222 holders, $1.3bn31 holders, $32.3bn
Q3 202217 holders, $1.0bn33 holders, $31.6bn
Q4 202216 holders, $5.4bn29 holders, $50.6bn
Q1 202316 holders, $953m30 holders, $41.6bn
Q2 202312 holders, $914m27 holders, $55.4bn
Q3 202314 holders, $828m32 holders, $54.1bn
Q4 202321 holders, $1.2bn29 holders, $73.2bn
Q1 202418 holders, $1.6bn39 holders, $86.3bn
Q2 202419 holders, $2.2bn47 holders, $98.1bn
Q3 202415 holders, $1.9bn42 holders, $103bn
Q4 202412 holders, $1.3bn48 holders, $138bn
Q1 202516 holders, $800m48 holders, $102bn
Q2 202510 holders, $1.2bn42 holders, $172bn
Q3 202511 holders, $1.6bn53 holders, $209bn
Q4 202513 holders, $1.5bn55 holders, $231bn
Q1 202610 holders, $1.4bn57 holders, $218bn
Q2 202615 holders, $2.3bn52 holders, $262bn
NTAP

Netapp Inc

Holders
18
Reported value
$1.6bn
Buyers
10
Sellers
8

Breadth +2 among 93 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
AVGO

Broadcom Inc

Holders
39
Reported value
$86.3bn
Buyers
23
Sellers
16

Breadth +7 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2024

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NTAP (8)

Arrowstreet Capital LP, Artisan Partners LP, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC, Winton Group Ltd

Only AVGO (29)

AllianceBernstein LP, Altimeter Capital Management LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, and 4 more

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.

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