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MRVL · AVGO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MRVLAVGO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MRVL
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterMRVLAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 2020none listed holders, n.a.24 holders, $38.1bn
Q1 2021none listed holders, n.a.19 holders, $38.2bn
Q2 202117 holders, $13.4bn19 holders, $38.2bn
Q3 202117 holders, $14.0bn19 holders, $37.7bn
Q4 202127 holders, $19.8bn25 holders, $50.3bn
Q1 202224 holders, $15.5bn27 holders, $44.5bn
Q2 202228 holders, $10.0bn31 holders, $32.3bn
Q3 202222 holders, $9.0bn33 holders, $31.6bn
Q4 202225 holders, $8.0bn29 holders, $50.6bn
Q1 202320 holders, $9.4bn30 holders, $41.6bn
Q2 202314 holders, $13.4bn27 holders, $55.4bn
Q3 202314 holders, $11.8bn32 holders, $54.1bn
Q4 202315 holders, $12.8bn29 holders, $73.2bn
Q1 202431 holders, $13.8bn39 holders, $86.3bn
Q2 202423 holders, $13.1bn47 holders, $98.1bn
Q3 202421 holders, $13.6bn42 holders, $103bn
Q4 202431 holders, $22.9bn48 holders, $138bn
Q1 202526 holders, $12.0bn48 holders, $102bn
Q2 202523 holders, $13.0bn42 holders, $172bn
Q3 202521 holders, $13.1bn53 holders, $209bn
Q4 202523 holders, $16.1bn55 holders, $231bn
Q1 202617 holders, $19.4bn57 holders, $218bn
Q2 202630 holders, $35.0bn52 holders, $262bn
MRVL

Marvell Technology Inc

Holders
26
Reported value
$12.0bn
Buyers
19
Sellers
11

Breadth +8 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
48
Reported value
$102bn
Buyers
35
Sellers
19

Breadth +16 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2025

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MRVL (2)

Artisan Partners LP, Glenview Capital Management LLC

Only AVGO (24)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, 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.

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