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SHLS · 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.
  • SHLS
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterSHLSAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 2020none listed holders, n.a.24 holders, $38.1bn
Q1 202110 holders, $1.0bn19 holders, $38.2bn
Q2 20219 holders, $1.4bn19 holders, $38.2bn
Q3 20216 holders, $791m19 holders, $37.7bn
Q4 20214 holders, $572m25 holders, $50.3bn
Q1 20225 holders, $131m27 holders, $44.5bn
Q2 20224 holders, $260m31 holders, $32.3bn
Q3 20224 holders, $57m33 holders, $31.6bn
Q4 20227 holders, $239m29 holders, $50.6bn
Q1 20239 holders, $466m30 holders, $41.6bn
Q2 20238 holders, $693m27 holders, $55.4bn
Q3 20237 holders, $372m32 holders, $54.1bn
Q4 20234 holders, $228m29 holders, $73.2bn
Q1 20244 holders, $62m39 holders, $86.3bn
Q2 20242 holders, $15m47 holders, $98.1bn
Q3 20242 holders, $51m42 holders, $103bn
Q4 20242 holders, $34m48 holders, $138bn
Q1 20253 holders, $28m48 holders, $102bn
Q2 20251 holders, $2.6m42 holders, $172bn
Q3 20253 holders, $11m53 holders, $209bn
Q4 20252 holders, $11m55 holders, $231bn
Q1 20263 holders, $7.8m57 holders, $218bn
Q2 20262 holders, $216m52 holders, $262bn
SHLS

Shoals Technologies Group In

Holders
2
Reported value
$15m
Buyers
2
Sellers
0

Breadth +2 among 94 comparable managers.

AVGO

Broadcom Inc

Holders
47
Reported value
$98.1bn
Buyers
30
Sellers
18

Breadth +12 among 94 comparable managers.

Who holds both, Q2 2024

Among the 47 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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