Holders over time
- ARM
- AVGO
| Quarter | ARM | 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 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q3 2021 | none listed holders, n.a. | 19 holders, $37.7bn |
| Q4 2021 | none listed holders, n.a. | 25 holders, $50.3bn |
| Q1 2022 | none listed holders, n.a. | 27 holders, $44.5bn |
| Q2 2022 | none listed holders, n.a. | 31 holders, $32.3bn |
| Q3 2022 | none listed holders, n.a. | 33 holders, $31.6bn |
| Q4 2022 | none listed holders, n.a. | 29 holders, $50.6bn |
| Q1 2023 | none listed holders, n.a. | 30 holders, $41.6bn |
| Q2 2023 | none listed holders, n.a. | 27 holders, $55.4bn |
| Q3 2023 | 19 holders, $836m | 32 holders, $54.1bn |
| Q4 2023 | 5 holders, $413m | 29 holders, $73.2bn |
| Q1 2024 | 12 holders, $1.7bn | 39 holders, $86.3bn |
| Q2 2024 | 11 holders, $1.6bn | 47 holders, $98.1bn |
| Q3 2024 | 10 holders, $1.1bn | 42 holders, $103bn |
| Q4 2024 | 11 holders, $984m | 48 holders, $138bn |
| Q1 2025 | 11 holders, $1.1bn | 48 holders, $102bn |
| Q2 2025 | 9 holders, $2.5bn | 42 holders, $172bn |
| Q3 2025 | 12 holders, $2.1bn | 53 holders, $209bn |
| Q4 2025 | 13 holders, $2.1bn | 55 holders, $231bn |
| Q1 2026 | 13 holders, $2.9bn | 57 holders, $218bn |
| Q2 2026 | 17 holders, $12.2bn | 52 holders, $262bn |
Arm Holdings PLC
- Holders
- 10
- Reported value
- $1.1bn
- Buyers
- 4
- Sellers
- 5
Breadth -1 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 (6)
D. E. Shaw & Co., Man Group PLC, Neuberger Berman Group LLC, Tiger Global Management LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only ARM (4)
Artisan Partners LP, Elliott Investment Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC
Only AVGO (36)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 11 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.