Holders over time
- STM
- AVGO
| Quarter | STM | AVGO |
|---|---|---|
| Q3 2020 | 5 holders, $47m | 22 holders, $31.2bn |
| Q4 2020 | 3 holders, $77m | 24 holders, $38.1bn |
| Q1 2021 | 6 holders, $203m | 19 holders, $38.2bn |
| Q2 2021 | 4 holders, $126m | 19 holders, $38.2bn |
| Q3 2021 | 1 holders, $14m | 19 holders, $37.7bn |
| Q4 2021 | 5 holders, $168m | 25 holders, $50.3bn |
| Q1 2022 | 9 holders, $156m | 27 holders, $44.5bn |
| Q2 2022 | 3 holders, $137m | 31 holders, $32.3bn |
| Q3 2022 | 8 holders, $551m | 33 holders, $31.6bn |
| Q4 2022 | 6 holders, $210m | 29 holders, $50.6bn |
| Q1 2023 | 12 holders, $625m | 30 holders, $41.6bn |
| Q2 2023 | 9 holders, $360m | 27 holders, $55.4bn |
| Q3 2023 | 9 holders, $402m | 32 holders, $54.1bn |
| Q4 2023 | 4 holders, $74m | 29 holders, $73.2bn |
| Q1 2024 | 5 holders, $220m | 39 holders, $86.3bn |
| Q2 2024 | 7 holders, $243m | 47 holders, $98.1bn |
| Q3 2024 | 6 holders, $406m | 42 holders, $103bn |
| Q4 2024 | 9 holders, $432m | 48 holders, $138bn |
| Q1 2025 | 9 holders, $461m | 48 holders, $102bn |
| Q2 2025 | 9 holders, $286m | 42 holders, $172bn |
| Q3 2025 | 7 holders, $247m | 53 holders, $209bn |
| Q4 2025 | 6 holders, $246m | 55 holders, $231bn |
| Q1 2026 | 10 holders, $715m | 57 holders, $218bn |
| Q2 2026 | 26 holders, $2.8bn | 52 holders, $262bn |
Stmicroelectronics N V
- Holders
- 9
- Reported value
- $432m
- Buyers
- 6
- Sellers
- 2
Breadth +4 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 (7)
Acadian Asset Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Freestone Grove Partners LP, Quantbot Technologies LP, Two Sigma Advisers LP, Woodline Partners LP
Only AVGO (41)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, 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), GAMCO Investors Inc, 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, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, and 16 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.