Holders over time
- TXN
- AVGO
| Quarter | TXN | AVGO |
|---|---|---|
| Q3 2020 | 25 holders, $16.0bn | 22 holders, $31.2bn |
| Q4 2020 | 33 holders, $17.7bn | 24 holders, $38.1bn |
| Q1 2021 | 24 holders, $20.7bn | 19 holders, $38.2bn |
| Q2 2021 | 27 holders, $20.9bn | 19 holders, $38.2bn |
| Q3 2021 | 23 holders, $20.7bn | 19 holders, $37.7bn |
| Q4 2021 | 30 holders, $20.3bn | 25 holders, $50.3bn |
| Q1 2022 | 25 holders, $19.3bn | 27 holders, $44.5bn |
| Q2 2022 | 31 holders, $17.0bn | 31 holders, $32.3bn |
| Q3 2022 | 30 holders, $15.8bn | 33 holders, $31.6bn |
| Q4 2022 | 31 holders, $16.5bn | 29 holders, $50.6bn |
| Q1 2023 | 31 holders, $18.7bn | 30 holders, $41.6bn |
| Q2 2023 | 28 holders, $18.8bn | 27 holders, $55.4bn |
| Q3 2023 | 30 holders, $17.5bn | 32 holders, $54.1bn |
| Q4 2023 | 30 holders, $18.4bn | 29 holders, $73.2bn |
| Q1 2024 | 23 holders, $19.7bn | 39 holders, $86.3bn |
| Q2 2024 | 27 holders, $24.2bn | 47 holders, $98.1bn |
| Q3 2024 | 26 holders, $25.8bn | 42 holders, $103bn |
| Q4 2024 | 32 holders, $20.4bn | 48 holders, $138bn |
| Q1 2025 | 29 holders, $18.1bn | 48 holders, $102bn |
| Q2 2025 | 26 holders, $21.1bn | 42 holders, $172bn |
| Q3 2025 | 30 holders, $19.2bn | 53 holders, $209bn |
| Q4 2025 | 31 holders, $21.3bn | 55 holders, $231bn |
| Q1 2026 | 26 holders, $20.5bn | 57 holders, $218bn |
| Q2 2026 | 42 holders, $30.5bn | 52 holders, $262bn |
Texas Instrs Inc
- Holders
- 27
- Reported value
- $24.2bn
- Buyers
- 15
- Sellers
- 13
Breadth +2 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 (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only TXN (7)
Baillie Gifford & Co, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Markel Group Inc, Tybourne Capital Management HK Ltd
Only AVGO (27)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, and 2 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.