Holders over time
- HPE
- AVGO
| Quarter | HPE | AVGO |
|---|---|---|
| Q3 2020 | 12 holders, $1.8bn | 22 holders, $31.2bn |
| Q4 2020 | 10 holders, $2.3bn | 24 holders, $38.1bn |
| Q1 2021 | 7 holders, $2.9bn | 19 holders, $38.2bn |
| Q2 2021 | 15 holders, $2.3bn | 19 holders, $38.2bn |
| Q3 2021 | 10 holders, $2.1bn | 19 holders, $37.7bn |
| Q4 2021 | 14 holders, $2.2bn | 25 holders, $50.3bn |
| Q1 2022 | 13 holders, $2.1bn | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $1.7bn | 31 holders, $32.3bn |
| Q3 2022 | 11 holders, $1.2bn | 33 holders, $31.6bn |
| Q4 2022 | 14 holders, $2.0bn | 29 holders, $50.6bn |
| Q1 2023 | 13 holders, $2.1bn | 30 holders, $41.6bn |
| Q2 2023 | 17 holders, $2.5bn | 27 holders, $55.4bn |
| Q3 2023 | 17 holders, $2.4bn | 32 holders, $54.1bn |
| Q4 2023 | 19 holders, $2.5bn | 29 holders, $73.2bn |
| Q1 2024 | 20 holders, $2.7bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $1.9bn | 47 holders, $98.1bn |
| Q3 2024 | 15 holders, $1.4bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $1.2bn | 48 holders, $138bn |
| Q1 2025 | 9 holders, $593m | 48 holders, $102bn |
| Q2 2025 | 19 holders, $1.4bn | 42 holders, $172bn |
| Q3 2025 | 24 holders, $2.7bn | 53 holders, $209bn |
| Q4 2025 | 22 holders, $3.3bn | 55 holders, $231bn |
| Q1 2026 | 17 holders, $3.3bn | 57 holders, $218bn |
| Q2 2026 | 27 holders, $7.2bn | 52 holders, $262bn |
Hewlett Packard Enterprise C
- Holders
- 19
- Reported value
- $1.4bn
- Buyers
- 14
- Sellers
- 4
Breadth +10 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 (15)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Davidson Kempner Capital Management LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Squarepoint Ops LLC, Verition Fund Management LLC, Walleye Capital LLC, Whale Rock Capital Management LLC, Woodline Partners LP
Only HPE (4)
Citadel Advisors LLC, Elliott Investment Management LP, ExodusPoint Capital Management LP, Maverick Capital Ltd
Only AVGO (27)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC, and 2 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.