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
- 21
- Reported value
- $3.9bn
- Buyers
- 11
- Sellers
- 14
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 (15)
AllianceBernstein LP, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP
Only WDC (6)
Brevan Howard Capital Management LP, Elliott Investment Management LP, Glenview Capital Management LLC, Renaissance Technologies LLC, Sachem Head Capital Management LP, Squarepoint Ops LLC
Only AVGO (27)
Acadian Asset Management LLC, 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, D. E. Shaw & Co., Dodge & Cox, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Wellington Management Group LLP, and 2 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.