Holders over time
- WDC
- AVGO
| Quarter | WDC | AVGO |
|---|---|---|
| Q3 2020 | 10 holders, $336m | 22 holders, $31.2bn |
| Q4 2020 | 12 holders, $799m | 24 holders, $38.1bn |
| Q1 2021 | 17 holders, $1.4bn | 19 holders, $38.2bn |
| Q2 2021 | 17 holders, $1.6bn | 19 holders, $38.2bn |
| Q3 2021 | 10 holders, $749m | 19 holders, $37.7bn |
| Q4 2021 | 17 holders, $1.3bn | 25 holders, $50.3bn |
| Q1 2022 | 14 holders, $726m | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $878m | 31 holders, $32.3bn |
| Q3 2022 | 11 holders, $833m | 33 holders, $31.6bn |
| Q4 2022 | 10 holders, $1.2bn | 29 holders, $50.6bn |
| Q1 2023 | 14 holders, $1.8bn | 30 holders, $41.6bn |
| Q2 2023 | 13 holders, $1.7bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $2.7bn | 32 holders, $54.1bn |
| Q4 2023 | 24 holders, $4.0bn | 29 holders, $73.2bn |
| Q1 2024 | 28 holders, $4.4bn | 39 holders, $86.3bn |
| Q2 2024 | 31 holders, $6.0bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $3.9bn | 42 holders, $103bn |
| Q4 2024 | 22 holders, $3.5bn | 48 holders, $138bn |
| Q1 2025 | 17 holders, $2.3bn | 48 holders, $102bn |
| Q2 2025 | 21 holders, $4.5bn | 42 holders, $172bn |
| Q3 2025 | 31 holders, $7.7bn | 53 holders, $209bn |
| Q4 2025 | 24 holders, $11.6bn | 55 holders, $231bn |
| Q1 2026 | 30 holders, $20.7bn | 57 holders, $218bn |
| Q2 2026 | 38 holders, $47.7bn | 52 holders, $262bn |
Western Digital Corp
- Holders
- 31
- Reported value
- $6.0bn
- Buyers
- 15
- Sellers
- 16
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 (23)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Woodline Partners LP
Only WDC (8)
Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Elliott Investment Management LP, Holocene Advisors LP, Quantbot Technologies LP, Sachem Head Capital Management LP, Squarepoint Ops LLC, Walleye Capital LLC
Only AVGO (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, MFS Investment Management, Moore Capital Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd
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.