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
- 28
- Reported value
- $4.4bn
- Buyers
- 13
- Sellers
- 15
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 (19)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP
Only WDC (9)
Artisan Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Elliott Investment Management LP, Moore Capital Management LP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP
Only AVGO (20)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Glenview Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, 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.