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
- 11
- Reported value
- $984m
- Buyers
- 6
- Sellers
- 4
Breadth +2 among 94 comparable managers.
Broadcom Inc
- Holders
- 48
- Reported value
- $138bn
- Buyers
- 26
- Sellers
- 23
Breadth +3 among 94 comparable managers.
Who holds both, Q4 2024
Both (9)
Acadian Asset Management LLC, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Tiger Global Management LLC, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only ARM (2)
Only AVGO (39)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, MFS Investment Management, Millennium Management LLC, and 14 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.