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AMD · 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.

AMDAVGO
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.
  • AMD
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterAMDAVGO
Q3 202034 holders, $19.9bn22 holders, $31.2bn
Q4 202034 holders, $23.7bn24 holders, $38.1bn
Q1 202134 holders, $18.9bn19 holders, $38.2bn
Q2 202133 holders, $20.5bn19 holders, $38.2bn
Q3 202131 holders, $22.0bn19 holders, $37.7bn
Q4 202137 holders, $29.0bn25 holders, $50.3bn
Q1 202236 holders, $23.1bn27 holders, $44.5bn
Q2 202234 holders, $15.9bn31 holders, $32.3bn
Q3 202237 holders, $12.9bn33 holders, $31.6bn
Q4 202238 holders, $13.6bn29 holders, $50.6bn
Q1 202333 holders, $21.9bn30 holders, $41.6bn
Q2 202342 holders, $24.3bn27 holders, $55.4bn
Q3 202339 holders, $18.6bn32 holders, $54.1bn
Q4 202340 holders, $28.6bn29 holders, $73.2bn
Q1 202439 holders, $27.7bn39 holders, $86.3bn
Q2 202442 holders, $22.4bn47 holders, $98.1bn
Q3 202438 holders, $22.6bn42 holders, $103bn
Q4 202437 holders, $11.7bn48 holders, $138bn
Q1 202535 holders, $9.4bn48 holders, $102bn
Q2 202536 holders, $14.4bn42 holders, $172bn
Q3 202544 holders, $15.9bn53 holders, $209bn
Q4 202547 holders, $32.5bn55 holders, $231bn
Q1 202643 holders, $28.9bn57 holders, $218bn
Q2 202657 holders, $98.0bn52 holders, $262bn
AMD

Advanced Micro Devices Inc

Holders
36
Reported value
$14.4bn
Buyers
23
Sellers
15

Breadth +8 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
42
Reported value
$172bn
Buyers
29
Sellers
15

Breadth +14 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 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 AMD (8)

ARK Investment Management LLC, Citadel Advisors LLC, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Jane Street Group LLC, Maverick Capital Ltd, Schonfeld Strategic Advisors LLC, Viking Global Investors LP

Only AVGO (14)

AQR Capital Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, GAMCO Investors Inc, MFS Investment Management, Moore Capital Management LP, Tiger Global Management LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd

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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