Holders over time
- MRVL
- AVGO
| Quarter | MRVL | 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 | 17 holders, $13.4bn | 19 holders, $38.2bn |
| Q3 2021 | 17 holders, $14.0bn | 19 holders, $37.7bn |
| Q4 2021 | 27 holders, $19.8bn | 25 holders, $50.3bn |
| Q1 2022 | 24 holders, $15.5bn | 27 holders, $44.5bn |
| Q2 2022 | 28 holders, $10.0bn | 31 holders, $32.3bn |
| Q3 2022 | 22 holders, $9.0bn | 33 holders, $31.6bn |
| Q4 2022 | 25 holders, $8.0bn | 29 holders, $50.6bn |
| Q1 2023 | 20 holders, $9.4bn | 30 holders, $41.6bn |
| Q2 2023 | 14 holders, $13.4bn | 27 holders, $55.4bn |
| Q3 2023 | 14 holders, $11.8bn | 32 holders, $54.1bn |
| Q4 2023 | 15 holders, $12.8bn | 29 holders, $73.2bn |
| Q1 2024 | 31 holders, $13.8bn | 39 holders, $86.3bn |
| Q2 2024 | 23 holders, $13.1bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $13.6bn | 42 holders, $103bn |
| Q4 2024 | 31 holders, $22.9bn | 48 holders, $138bn |
| Q1 2025 | 26 holders, $12.0bn | 48 holders, $102bn |
| Q2 2025 | 23 holders, $13.0bn | 42 holders, $172bn |
| Q3 2025 | 21 holders, $13.1bn | 53 holders, $209bn |
| Q4 2025 | 23 holders, $16.1bn | 55 holders, $231bn |
| Q1 2026 | 17 holders, $19.4bn | 57 holders, $218bn |
| Q2 2026 | 30 holders, $35.0bn | 52 holders, $262bn |
Marvell Technology Inc
- Holders
- 21
- Reported value
- $13.6bn
- Buyers
- 13
- Sellers
- 10
Breadth +3 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 (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only MRVL (3)
Artisan Partners LP, ExodusPoint Capital Management LP, Glenview Capital Management LLC
Only AVGO (24)
AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, 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.