Holders over time
- ONTO
- AVGO
| Quarter | ONTO | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | 2 holders, $42m | 24 holders, $38.1bn |
| Q1 2021 | 1 holders, $37m | 19 holders, $38.2bn |
| Q2 2021 | 1 holders, $77k | 19 holders, $38.2bn |
| Q3 2021 | 2 holders, $27m | 19 holders, $37.7bn |
| Q4 2021 | 2 holders, $109m | 25 holders, $50.3bn |
| Q1 2022 | 2 holders, $110m | 27 holders, $44.5bn |
| Q2 2022 | 2 holders, $85m | 31 holders, $32.3bn |
| Q3 2022 | 2 holders, $77m | 33 holders, $31.6bn |
| Q4 2022 | 2 holders, $90m | 29 holders, $50.6bn |
| Q1 2023 | 3 holders, $105m | 30 holders, $41.6bn |
| Q2 2023 | 4 holders, $155m | 27 holders, $55.4bn |
| Q3 2023 | 5 holders, $209m | 32 holders, $54.1bn |
| Q4 2023 | 7 holders, $468m | 29 holders, $73.2bn |
| Q1 2024 | 9 holders, $541m | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $1.5bn | 47 holders, $98.1bn |
| Q3 2024 | 12 holders, $667m | 42 holders, $103bn |
| Q4 2024 | 12 holders, $598m | 48 holders, $138bn |
| Q1 2025 | 6 holders, $221m | 48 holders, $102bn |
| Q2 2025 | 11 holders, $371m | 42 holders, $172bn |
| Q3 2025 | 11 holders, $509m | 53 holders, $209bn |
| Q4 2025 | 11 holders, $627m | 55 holders, $231bn |
| Q1 2026 | 14 holders, $959m | 57 holders, $218bn |
| Q2 2026 | 21 holders, $2.5bn | 52 holders, $262bn |
Onto Innovation Inc
- Holders
- 12
- Reported value
- $667m
- Buyers
- 7
- Sellers
- 5
Breadth +2 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 (7)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC
Only ONTO (5)
Artisan Partners LP, First Eagle Investment Management LLC, PDT Partners LLC, Quantbot Technologies LP, Tudor Investment Corp
Only AVGO (35)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., 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, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Susquehanna International Group LLP, and 10 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.