Holders over time
- ADI
- AVGO
| Quarter | ADI | AVGO |
|---|---|---|
| Q3 2020 | 30 holders, $7.0bn | 22 holders, $31.2bn |
| Q4 2020 | 31 holders, $9.1bn | 24 holders, $38.1bn |
| Q1 2021 | 28 holders, $9.8bn | 19 holders, $38.2bn |
| Q2 2021 | 34 holders, $11.9bn | 19 holders, $38.2bn |
| Q3 2021 | 37 holders, $14.1bn | 19 holders, $37.7bn |
| Q4 2021 | 30 holders, $12.5bn | 25 holders, $50.3bn |
| Q1 2022 | 30 holders, $11.6bn | 27 holders, $44.5bn |
| Q2 2022 | 28 holders, $10.2bn | 31 holders, $32.3bn |
| Q3 2022 | 28 holders, $9.7bn | 33 holders, $31.6bn |
| Q4 2022 | 30 holders, $10.8bn | 29 holders, $50.6bn |
| Q1 2023 | 27 holders, $13.0bn | 30 holders, $41.6bn |
| Q2 2023 | 24 holders, $13.6bn | 27 holders, $55.4bn |
| Q3 2023 | 23 holders, $11.9bn | 32 holders, $54.1bn |
| Q4 2023 | 25 holders, $12.8bn | 29 holders, $73.2bn |
| Q1 2024 | 23 holders, $11.8bn | 39 holders, $86.3bn |
| Q2 2024 | 18 holders, $13.3bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $13.2bn | 42 holders, $103bn |
| Q4 2024 | 26 holders, $11.7bn | 48 holders, $138bn |
| Q1 2025 | 30 holders, $11.1bn | 48 holders, $102bn |
| Q2 2025 | 29 holders, $12.0bn | 42 holders, $172bn |
| Q3 2025 | 32 holders, $11.4bn | 53 holders, $209bn |
| Q4 2025 | 31 holders, $14.7bn | 55 holders, $231bn |
| Q1 2026 | 34 holders, $17.3bn | 57 holders, $218bn |
| Q2 2026 | 31 holders, $20.3bn | 52 holders, $262bn |
Analog Devices Inc
- Holders
- 30
- Reported value
- $11.1bn
- Buyers
- 19
- Sellers
- 10
Breadth +9 among 95 comparable managers.
Broadcom Inc
- Holders
- 48
- Reported value
- $102bn
- Buyers
- 35
- Sellers
- 19
Breadth +16 among 95 comparable managers.
Who holds both, Q1 2025
Both (22)
AllianceBernstein LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP
Only ADI (8)
Artisan Partners LP, Baillie Gifford & Co, Farallon Capital Management LLC, First Eagle Investment Management LLC, Markel Group Inc, PDT Partners LLC, Soros Fund Management LLC, Winton Group Ltd
Only AVGO (26)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, GAMCO Investors Inc, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, and 1 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.