Holders over time
- MCHP
- AVGO
| Quarter | MCHP | AVGO |
|---|---|---|
| Q3 2020 | 18 holders, $6.1bn | 22 holders, $31.2bn |
| Q4 2020 | 21 holders, $7.6bn | 24 holders, $38.1bn |
| Q1 2021 | 18 holders, $8.9bn | 19 holders, $38.2bn |
| Q2 2021 | 19 holders, $7.7bn | 19 holders, $38.2bn |
| Q3 2021 | 17 holders, $8.1bn | 19 holders, $37.7bn |
| Q4 2021 | 17 holders, $9.0bn | 25 holders, $50.3bn |
| Q1 2022 | 16 holders, $7.7bn | 27 holders, $44.5bn |
| Q2 2022 | 21 holders, $6.5bn | 31 holders, $32.3bn |
| Q3 2022 | 15 holders, $4.9bn | 33 holders, $31.6bn |
| Q4 2022 | 21 holders, $5.1bn | 29 holders, $50.6bn |
| Q1 2023 | 18 holders, $5.7bn | 30 holders, $41.6bn |
| Q2 2023 | 12 holders, $5.2bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $4.2bn | 32 holders, $54.1bn |
| Q4 2023 | 15 holders, $4.7bn | 29 holders, $73.2bn |
| Q1 2024 | 14 holders, $3.8bn | 39 holders, $86.3bn |
| Q2 2024 | 16 holders, $3.5bn | 47 holders, $98.1bn |
| Q3 2024 | 16 holders, $2.1bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $1.8bn | 48 holders, $138bn |
| Q1 2025 | 11 holders, $1.6bn | 48 holders, $102bn |
| Q2 2025 | 16 holders, $4.0bn | 42 holders, $172bn |
| Q3 2025 | 18 holders, $2.7bn | 53 holders, $209bn |
| Q4 2025 | 17 holders, $3.2bn | 55 holders, $231bn |
| Q1 2026 | 13 holders, $2.9bn | 57 holders, $218bn |
| Q2 2026 | 25 holders, $5.6bn | 52 holders, $262bn |
Microchip Technology Inc.
- Holders
- 16
- Reported value
- $4.0bn
- Buyers
- 12
- Sellers
- 5
Breadth +7 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 (12)
Capital Research Global Investors, Dodge & Cox, Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only MCHP (4)
Brevan Howard Capital Management LP, Citadel Advisors LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC
Only AVGO (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC, and 5 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.