Holders over time
- ALGM
- AVGO
| Quarter | ALGM | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | 4 holders, $50m | 24 holders, $38.1bn |
| Q1 2021 | 6 holders, $125m | 19 holders, $38.2bn |
| Q2 2021 | 3 holders, $106m | 19 holders, $38.2bn |
| Q3 2021 | 2 holders, $118m | 19 holders, $37.7bn |
| Q4 2021 | 3 holders, $209m | 25 holders, $50.3bn |
| Q1 2022 | 5 holders, $154m | 27 holders, $44.5bn |
| Q2 2022 | 5 holders, $110m | 31 holders, $32.3bn |
| Q3 2022 | 3 holders, $111m | 33 holders, $31.6bn |
| Q4 2022 | 2 holders, $138m | 29 holders, $50.6bn |
| Q1 2023 | 10 holders, $881m | 30 holders, $41.6bn |
| Q2 2023 | 11 holders, $325m | 27 holders, $55.4bn |
| Q3 2023 | 12 holders, $151m | 32 holders, $54.1bn |
| Q4 2023 | 7 holders, $120m | 29 holders, $73.2bn |
| Q1 2024 | 5 holders, $560m | 39 holders, $86.3bn |
| Q2 2024 | 8 holders, $688m | 47 holders, $98.1bn |
| Q3 2024 | 7 holders, $907m | 42 holders, $103bn |
| Q4 2024 | 10 holders, $806m | 48 holders, $138bn |
| Q1 2025 | 6 holders, $1.1bn | 48 holders, $102bn |
| Q2 2025 | 8 holders, $1.7bn | 42 holders, $172bn |
| Q3 2025 | 4 holders, $1.4bn | 53 holders, $209bn |
| Q4 2025 | 3 holders, $989m | 55 holders, $231bn |
| Q1 2026 | 4 holders, $1.3bn | 57 holders, $218bn |
| Q2 2026 | 7 holders, $3.9bn | 52 holders, $262bn |
Allegro Microsystems Inc
- Holders
- 8
- Reported value
- $1.7bn
- Buyers
- 6
- Sellers
- 3
Breadth +3 among 95 comparable managers.
Broadcom Inc
- Holders
- 42
- Reported value
- $172bn
- Buyers
- 29
- Sellers
- 15
Breadth +14 among 95 comparable managers.
Who holds both, Q2 2025
Both (6)
AllianceBernstein LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Fidelity (FMR LLC), Neuberger Berman Group LLC
Only AVGO (36)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Squarepoint Ops LLC, and 11 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.