Holders over time
- MRVL
- AVGO
| Quarter | MRVL | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | none listed holders, n.a. | 24 holders, $38.1bn |
| Q1 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q2 2021 | 17 holders, $13.4bn | 19 holders, $38.2bn |
| Q3 2021 | 17 holders, $14.0bn | 19 holders, $37.7bn |
| Q4 2021 | 27 holders, $19.8bn | 25 holders, $50.3bn |
| Q1 2022 | 24 holders, $15.5bn | 27 holders, $44.5bn |
| Q2 2022 | 28 holders, $10.0bn | 31 holders, $32.3bn |
| Q3 2022 | 22 holders, $9.0bn | 33 holders, $31.6bn |
| Q4 2022 | 25 holders, $8.0bn | 29 holders, $50.6bn |
| Q1 2023 | 20 holders, $9.4bn | 30 holders, $41.6bn |
| Q2 2023 | 14 holders, $13.4bn | 27 holders, $55.4bn |
| Q3 2023 | 14 holders, $11.8bn | 32 holders, $54.1bn |
| Q4 2023 | 15 holders, $12.8bn | 29 holders, $73.2bn |
| Q1 2024 | 31 holders, $13.8bn | 39 holders, $86.3bn |
| Q2 2024 | 23 holders, $13.1bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $13.6bn | 42 holders, $103bn |
| Q4 2024 | 31 holders, $22.9bn | 48 holders, $138bn |
| Q1 2025 | 26 holders, $12.0bn | 48 holders, $102bn |
| Q2 2025 | 23 holders, $13.0bn | 42 holders, $172bn |
| Q3 2025 | 21 holders, $13.1bn | 53 holders, $209bn |
| Q4 2025 | 23 holders, $16.1bn | 55 holders, $231bn |
| Q1 2026 | 17 holders, $19.4bn | 57 holders, $218bn |
| Q2 2026 | 30 holders, $35.0bn | 52 holders, $262bn |
Marvell Technology Inc
- Holders
- 23
- Reported value
- $13.1bn
- Buyers
- 13
- Sellers
- 14
Breadth -1 among 94 comparable managers.
Broadcom Inc
- Holders
- 47
- Reported value
- $98.1bn
- Buyers
- 30
- Sellers
- 18
Breadth +12 among 94 comparable managers.
Who holds both, Q2 2024
Both (19)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Rokos Capital Management LLP, Wellington Management Group LLP, Woodline Partners LP
Only MRVL (4)
D1 Capital Partners LP, Davidson Kempner Capital Management LP, Glenview Capital Management LLC, Squarepoint Ops LLC
Only AVGO (28)
AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, and 3 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.