Holders over time
- NXPI
- AVGO
| Quarter | NXPI | AVGO |
|---|---|---|
| Q3 2020 | 23 holders, $11.3bn | 22 holders, $31.2bn |
| Q4 2020 | 35 holders, $14.4bn | 24 holders, $38.1bn |
| Q1 2021 | 20 holders, $14.3bn | 19 holders, $38.2bn |
| Q2 2021 | 18 holders, $12.6bn | 19 holders, $38.2bn |
| Q3 2021 | 20 holders, $10.6bn | 19 holders, $37.7bn |
| Q4 2021 | 17 holders, $11.7bn | 25 holders, $50.3bn |
| Q1 2022 | 23 holders, $9.6bn | 27 holders, $44.5bn |
| Q2 2022 | 32 holders, $10.1bn | 31 holders, $32.3bn |
| Q3 2022 | 28 holders, $9.2bn | 33 holders, $31.6bn |
| Q4 2022 | 20 holders, $9.8bn | 29 holders, $50.6bn |
| Q1 2023 | 22 holders, $12.4bn | 30 holders, $41.6bn |
| Q2 2023 | 26 holders, $13.0bn | 27 holders, $55.4bn |
| Q3 2023 | 22 holders, $13.2bn | 32 holders, $54.1bn |
| Q4 2023 | 20 holders, $14.4bn | 29 holders, $73.2bn |
| Q1 2024 | 23 holders, $15.9bn | 39 holders, $86.3bn |
| Q2 2024 | 23 holders, $18.1bn | 47 holders, $98.1bn |
| Q3 2024 | 26 holders, $14.9bn | 42 holders, $103bn |
| Q4 2024 | 20 holders, $12.8bn | 48 holders, $138bn |
| Q1 2025 | 17 holders, $11.6bn | 48 holders, $102bn |
| Q2 2025 | 18 holders, $13.0bn | 42 holders, $172bn |
| Q3 2025 | 19 holders, $13.8bn | 53 holders, $209bn |
| Q4 2025 | 18 holders, $14.1bn | 55 holders, $231bn |
| Q1 2026 | 15 holders, $13.3bn | 57 holders, $218bn |
| Q2 2026 | 19 holders, $16.3bn | 52 holders, $262bn |
NXP Semiconductors N V
- Holders
- 23
- Reported value
- $15.9bn
- Buyers
- 14
- Sellers
- 10
Breadth +4 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 (18)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only NXPI (5)
Artisan Partners LP, Maverick Capital Ltd, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only AVGO (21)
Acadian Asset Management LLC, Altimeter Capital Management LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund Management LLC, Woodline Partners LP
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.