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DLR · 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.

DLRAVGO
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.
  • DLR
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterDLRAVGO
Q3 202011 holders, $7.3bn22 holders, $31.2bn
Q4 202012 holders, $5.9bn24 holders, $38.1bn
Q1 202110 holders, $6.0bn19 holders, $38.2bn
Q2 202111 holders, $6.2bn19 holders, $38.2bn
Q3 202110 holders, $5.4bn19 holders, $37.7bn
Q4 202112 holders, $6.0bn25 holders, $50.3bn
Q1 202215 holders, $3.3bn27 holders, $44.5bn
Q2 202218 holders, $3.1bn31 holders, $32.3bn
Q3 202216 holders, $2.5bn33 holders, $31.6bn
Q4 202214 holders, $2.3bn29 holders, $50.6bn
Q1 202314 holders, $2.2bn30 holders, $41.6bn
Q2 202312 holders, $2.7bn27 holders, $55.4bn
Q3 202312 holders, $2.5bn32 holders, $54.1bn
Q4 202313 holders, $2.3bn29 holders, $73.2bn
Q1 202413 holders, $2.8bn39 holders, $86.3bn
Q2 202414 holders, $2.3bn47 holders, $98.1bn
Q3 202415 holders, $2.4bn42 holders, $103bn
Q4 202413 holders, $2.9bn48 holders, $138bn
Q1 202514 holders, $2.5bn48 holders, $102bn
Q2 202515 holders, $3.2bn42 holders, $172bn
Q3 202513 holders, $3.1bn53 holders, $209bn
Q4 202513 holders, $3.0bn55 holders, $231bn
Q1 202614 holders, $3.5bn57 holders, $218bn
Q2 202623 holders, $4.5bn52 holders, $262bn
DLR

Digital Realty Trust Inc

Holders
14
Reported value
$2.3bn
Buyers
6
Sellers
8

Breadth -2 among 94 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts
AVGO

Broadcom Inc

Holders
47
Reported value
$98.1bn
Buyers
30
Sellers
18

Breadth +12 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2024

Among the 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DLR (1)

Baillie Gifford & Co

Only AVGO (34)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, and 9 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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