Holders over time
- AMD
- AVGO
| Quarter | AMD | AVGO |
|---|---|---|
| Q3 2020 | 34 holders, $19.9bn | 22 holders, $31.2bn |
| Q4 2020 | 34 holders, $23.7bn | 24 holders, $38.1bn |
| Q1 2021 | 34 holders, $18.9bn | 19 holders, $38.2bn |
| Q2 2021 | 33 holders, $20.5bn | 19 holders, $38.2bn |
| Q3 2021 | 31 holders, $22.0bn | 19 holders, $37.7bn |
| Q4 2021 | 37 holders, $29.0bn | 25 holders, $50.3bn |
| Q1 2022 | 36 holders, $23.1bn | 27 holders, $44.5bn |
| Q2 2022 | 34 holders, $15.9bn | 31 holders, $32.3bn |
| Q3 2022 | 37 holders, $12.9bn | 33 holders, $31.6bn |
| Q4 2022 | 38 holders, $13.6bn | 29 holders, $50.6bn |
| Q1 2023 | 33 holders, $21.9bn | 30 holders, $41.6bn |
| Q2 2023 | 42 holders, $24.3bn | 27 holders, $55.4bn |
| Q3 2023 | 39 holders, $18.6bn | 32 holders, $54.1bn |
| Q4 2023 | 40 holders, $28.6bn | 29 holders, $73.2bn |
| Q1 2024 | 39 holders, $27.7bn | 39 holders, $86.3bn |
| Q2 2024 | 42 holders, $22.4bn | 47 holders, $98.1bn |
| Q3 2024 | 38 holders, $22.6bn | 42 holders, $103bn |
| Q4 2024 | 37 holders, $11.7bn | 48 holders, $138bn |
| Q1 2025 | 35 holders, $9.4bn | 48 holders, $102bn |
| Q2 2025 | 36 holders, $14.4bn | 42 holders, $172bn |
| Q3 2025 | 44 holders, $15.9bn | 53 holders, $209bn |
| Q4 2025 | 47 holders, $32.5bn | 55 holders, $231bn |
| Q1 2026 | 43 holders, $28.9bn | 57 holders, $218bn |
| Q2 2026 | 57 holders, $98.0bn | 52 holders, $262bn |
Advanced Micro Devices Inc
- Holders
- 38
- Reported value
- $22.6bn
- Buyers
- 18
- Sellers
- 23
Breadth -5 among 94 comparable managers.
Broadcom Inc
- Holders
- 42
- Reported value
- $103bn
- Buyers
- 4
- Sellers
- 6
A share split this quarter: the changes in shares are the split, not buying or selling.
Who holds both, Q3 2024
Both (31)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only AMD (7)
Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Eisler Capital Management Ltd, Renaissance Technologies LLC
Only AVGO (11)
Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Davidson Kempner Capital Management LP, Dodge & Cox, Holocene Advisors LP, Tiger Global Management LLC, Two Sigma Advisers LP, 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.