L3VLUP

ON · 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.

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.
  • ON
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterONAVGO
Q3 202013 holders, $1.6bn22 holders, $31.2bn
Q4 202021 holders, $3.2bn24 holders, $38.1bn
Q1 202116 holders, $3.9bn19 holders, $38.2bn
Q2 202119 holders, $3.3bn19 holders, $38.2bn
Q3 202118 holders, $4.2bn19 holders, $37.7bn
Q4 202121 holders, $6.4bn25 holders, $50.3bn
Q1 202216 holders, $5.4bn27 holders, $44.5bn
Q2 202216 holders, $4.7bn31 holders, $32.3bn
Q3 202224 holders, $7.0bn33 holders, $31.6bn
Q4 202221 holders, $6.9bn29 holders, $50.6bn
Q1 202324 holders, $9.9bn30 holders, $41.6bn
Q2 202324 holders, $11.2bn27 holders, $55.4bn
Q3 202322 holders, $10.9bn32 holders, $54.1bn
Q4 202318 holders, $9.4bn29 holders, $73.2bn
Q1 202420 holders, $7.7bn39 holders, $86.3bn
Q2 202416 holders, $7.0bn47 holders, $98.1bn
Q3 202416 holders, $7.5bn42 holders, $103bn
Q4 202412 holders, $5.7bn48 holders, $138bn
Q1 202512 holders, $3.9bn48 holders, $102bn
Q2 202516 holders, $4.8bn42 holders, $172bn
Q3 202514 holders, $5.2bn53 holders, $209bn
Q4 202518 holders, $5.7bn55 holders, $231bn
Q1 202612 holders, $6.0bn57 holders, $218bn
Q2 202627 holders, $9.2bn52 holders, $262bn
ON

On Semiconductor Corp

Holders
20
Reported value
$7.7bn
Buyers
13
Sellers
8

Breadth +5 among 93 comparable managers.

AVGO

Broadcom Inc

Holders
39
Reported value
$86.3bn
Buyers
23
Sellers
16

Breadth +7 among 93 comparable managers.

Who holds both, Q1 2024

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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