Holders over time
- INTC
- AVGO
| Quarter | INTC | AVGO |
|---|---|---|
| Q3 2020 | 28 holders, $11.6bn | 22 holders, $31.2bn |
| Q4 2020 | 29 holders, $9.5bn | 24 holders, $38.1bn |
| Q1 2021 | 38 holders, $12.8bn | 19 holders, $38.2bn |
| Q2 2021 | 27 holders, $10.1bn | 19 holders, $38.2bn |
| Q3 2021 | 25 holders, $8.9bn | 19 holders, $37.7bn |
| Q4 2021 | 28 holders, $8.1bn | 25 holders, $50.3bn |
| Q1 2022 | 28 holders, $7.7bn | 27 holders, $44.5bn |
| Q2 2022 | 21 holders, $5.1bn | 31 holders, $32.3bn |
| Q3 2022 | 31 holders, $3.9bn | 33 holders, $31.6bn |
| Q4 2022 | 24 holders, $4.4bn | 29 holders, $50.6bn |
| Q1 2023 | 31 holders, $8.0bn | 30 holders, $41.6bn |
| Q2 2023 | 31 holders, $7.5bn | 27 holders, $55.4bn |
| Q3 2023 | 27 holders, $7.9bn | 32 holders, $54.1bn |
| Q4 2023 | 36 holders, $13.9bn | 29 holders, $73.2bn |
| Q1 2024 | 31 holders, $11.0bn | 39 holders, $86.3bn |
| Q2 2024 | 31 holders, $8.4bn | 47 holders, $98.1bn |
| Q3 2024 | 23 holders, $3.9bn | 42 holders, $103bn |
| Q4 2024 | 30 holders, $4.2bn | 48 holders, $138bn |
| Q1 2025 | 33 holders, $6.4bn | 48 holders, $102bn |
| Q2 2025 | 31 holders, $6.4bn | 42 holders, $172bn |
| Q3 2025 | 30 holders, $10.2bn | 53 holders, $209bn |
| Q4 2025 | 30 holders, $17.6bn | 55 holders, $231bn |
| Q1 2026 | 28 holders, $22.4bn | 57 holders, $218bn |
| Q2 2026 | 48 holders, $76.5bn | 52 holders, $262bn |
Intel Corp
- Holders
- 33
- Reported value
- $6.4bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 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 (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Woodline Partners LP
Only INTC (5)
D1 Capital Partners LP, Freestone Grove Partners LP, Harris Associates LP, PDT Partners LLC, Winton Group Ltd
Only AVGO (20)
Appaloosa LP, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Point72 Asset Management LP, Renaissance Technologies LLC, Tiger Global Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC
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.