Holders over time
- STX
- AVGO
| Quarter | STX | 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 | 8 holders, $2.9bn | 19 holders, $38.2bn |
| Q3 2021 | 9 holders, $2.4bn | 19 holders, $37.7bn |
| Q4 2021 | 10 holders, $3.3bn | 25 holders, $50.3bn |
| Q1 2022 | 10 holders, $2.3bn | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $2.0bn | 31 holders, $32.3bn |
| Q3 2022 | 10 holders, $1.5bn | 33 holders, $31.6bn |
| Q4 2022 | 11 holders, $1.9bn | 29 holders, $50.6bn |
| Q1 2023 | 10 holders, $2.6bn | 30 holders, $41.6bn |
| Q2 2023 | 14 holders, $2.4bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $3.1bn | 32 holders, $54.1bn |
| Q4 2023 | 14 holders, $3.8bn | 29 holders, $73.2bn |
| Q1 2024 | 17 holders, $3.4bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $3.4bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $3.5bn | 42 holders, $103bn |
| Q4 2024 | 21 holders, $2.8bn | 48 holders, $138bn |
| Q1 2025 | 12 holders, $2.5bn | 48 holders, $102bn |
| Q2 2025 | 24 holders, $4.1bn | 42 holders, $172bn |
| Q3 2025 | 20 holders, $4.5bn | 53 holders, $209bn |
| Q4 2025 | 21 holders, $7.8bn | 55 holders, $231bn |
| Q1 2026 | 30 holders, $13.7bn | 57 holders, $218bn |
| Q2 2026 | 45 holders, $40.7bn | 52 holders, $262bn |
Seagate Technology Hldngs PL
- Holders
- 17
- Reported value
- $3.4bn
- Buyers
- 10
- Sellers
- 7
Breadth +3 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 (12)
AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Element Capital Management LLC, Fidelity (FMR LLC), Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only STX (5)
Davidson Kempner Capital Management LP, Holocene Advisors LP, Maverick Capital Ltd, Sachem Head Capital Management LP, Tybourne Capital Management HK Ltd
Only AVGO (35)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, and 10 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.