Holders over time
- STX
- AVGO
| Quarter | STX | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | none listed holders, n.a. | 24 holders, $38.1bn |
| Q1 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q2 2021 | 8 holders, $2.9bn | 19 holders, $38.2bn |
| Q3 2021 | 9 holders, $2.4bn | 19 holders, $37.7bn |
| Q4 2021 | 10 holders, $3.3bn | 25 holders, $50.3bn |
| Q1 2022 | 10 holders, $2.3bn | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $2.0bn | 31 holders, $32.3bn |
| Q3 2022 | 10 holders, $1.5bn | 33 holders, $31.6bn |
| Q4 2022 | 11 holders, $1.9bn | 29 holders, $50.6bn |
| Q1 2023 | 10 holders, $2.6bn | 30 holders, $41.6bn |
| Q2 2023 | 14 holders, $2.4bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $3.1bn | 32 holders, $54.1bn |
| Q4 2023 | 14 holders, $3.8bn | 29 holders, $73.2bn |
| Q1 2024 | 17 holders, $3.4bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $3.4bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $3.5bn | 42 holders, $103bn |
| Q4 2024 | 21 holders, $2.8bn | 48 holders, $138bn |
| Q1 2025 | 12 holders, $2.5bn | 48 holders, $102bn |
| Q2 2025 | 24 holders, $4.1bn | 42 holders, $172bn |
| Q3 2025 | 20 holders, $4.5bn | 53 holders, $209bn |
| Q4 2025 | 21 holders, $7.8bn | 55 holders, $231bn |
| Q1 2026 | 30 holders, $13.7bn | 57 holders, $218bn |
| Q2 2026 | 45 holders, $40.7bn | 52 holders, $262bn |
Seagate Technology Hldngs PL
- Holders
- 12
- Reported value
- $2.5bn
- Buyers
- 7
- Sellers
- 8
Breadth -1 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, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Point72 Asset Management LP, Voloridge Investment Management LLC
Only STX (4)
Maverick Capital Ltd, Moore Capital Management LP, Sachem Head Capital Management LP, Soroban Capital Partners LP
Only AVGO (40)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, 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.