Holders over time
- ONTO
- AVGO
| Quarter | ONTO | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | 2 holders, $42m | 24 holders, $38.1bn |
| Q1 2021 | 1 holders, $37m | 19 holders, $38.2bn |
| Q2 2021 | 1 holders, $77k | 19 holders, $38.2bn |
| Q3 2021 | 2 holders, $27m | 19 holders, $37.7bn |
| Q4 2021 | 2 holders, $109m | 25 holders, $50.3bn |
| Q1 2022 | 2 holders, $110m | 27 holders, $44.5bn |
| Q2 2022 | 2 holders, $85m | 31 holders, $32.3bn |
| Q3 2022 | 2 holders, $77m | 33 holders, $31.6bn |
| Q4 2022 | 2 holders, $90m | 29 holders, $50.6bn |
| Q1 2023 | 3 holders, $105m | 30 holders, $41.6bn |
| Q2 2023 | 4 holders, $155m | 27 holders, $55.4bn |
| Q3 2023 | 5 holders, $209m | 32 holders, $54.1bn |
| Q4 2023 | 7 holders, $468m | 29 holders, $73.2bn |
| Q1 2024 | 9 holders, $541m | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $1.5bn | 47 holders, $98.1bn |
| Q3 2024 | 12 holders, $667m | 42 holders, $103bn |
| Q4 2024 | 12 holders, $598m | 48 holders, $138bn |
| Q1 2025 | 6 holders, $221m | 48 holders, $102bn |
| Q2 2025 | 11 holders, $371m | 42 holders, $172bn |
| Q3 2025 | 11 holders, $509m | 53 holders, $209bn |
| Q4 2025 | 11 holders, $627m | 55 holders, $231bn |
| Q1 2026 | 14 holders, $959m | 57 holders, $218bn |
| Q2 2026 | 21 holders, $2.5bn | 52 holders, $262bn |
Onto Innovation Inc
- Holders
- 17
- Reported value
- $1.5bn
- Buyers
- 13
- Sellers
- 5
Breadth +8 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 (15)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP
Only ONTO (2)
Only AVGO (32)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, and 7 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.