Holders over time
- FSLR
- AVGO
| Quarter | FSLR | AVGO |
|---|---|---|
| Q3 2020 | 15 holders, $977m | 22 holders, $31.2bn |
| Q4 2020 | 11 holders, $1.8bn | 24 holders, $38.1bn |
| Q1 2021 | 7 holders, $1.6bn | 19 holders, $38.2bn |
| Q2 2021 | 10 holders, $1.3bn | 19 holders, $38.2bn |
| Q3 2021 | 7 holders, $1.4bn | 19 holders, $37.7bn |
| Q4 2021 | 7 holders, $1.1bn | 25 holders, $50.3bn |
| Q1 2022 | 6 holders, $677m | 27 holders, $44.5bn |
| Q2 2022 | 7 holders, $528m | 31 holders, $32.3bn |
| Q3 2022 | 16 holders, $1.4bn | 33 holders, $31.6bn |
| Q4 2022 | 15 holders, $2.3bn | 29 holders, $50.6bn |
| Q1 2023 | 18 holders, $3.7bn | 30 holders, $41.6bn |
| Q2 2023 | 15 holders, $2.9bn | 27 holders, $55.4bn |
| Q3 2023 | 15 holders, $2.2bn | 32 holders, $54.1bn |
| Q4 2023 | 18 holders, $2.2bn | 29 holders, $73.2bn |
| Q1 2024 | 15 holders, $2.6bn | 39 holders, $86.3bn |
| Q2 2024 | 19 holders, $2.8bn | 47 holders, $98.1bn |
| Q3 2024 | 12 holders, $2.9bn | 42 holders, $103bn |
| Q4 2024 | 15 holders, $1.4bn | 48 holders, $138bn |
| Q1 2025 | 13 holders, $1.3bn | 48 holders, $102bn |
| Q2 2025 | 15 holders, $2.8bn | 42 holders, $172bn |
| Q3 2025 | 15 holders, $3.0bn | 53 holders, $209bn |
| Q4 2025 | 11 holders, $3.1bn | 55 holders, $231bn |
| Q1 2026 | 11 holders, $1.1bn | 57 holders, $218bn |
| Q2 2026 | 11 holders, $2.0bn | 52 holders, $262bn |
First Solar Inc
- Holders
- 13
- Reported value
- $1.3bn
- Buyers
- 10
- Sellers
- 6
Breadth +4 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 (8)
AQR Capital Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Holocene Advisors LP, Invesco Ltd, Millennium Management LLC, Wellington Management Group LLP
Only FSLR (5)
Brevan Howard Capital Management LP, Discovery Capital Management LLC, Freestone Grove Partners LP, Soros Fund Management LLC, Viking Global Investors LP
Only AVGO (40)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, and 15 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.