Holders over time
- MTSI
- AVGO
| Quarter | MTSI | AVGO |
|---|---|---|
| Q3 2020 | 6 holders, $285m | 22 holders, $31.2bn |
| Q4 2020 | 7 holders, $447m | 24 holders, $38.1bn |
| Q1 2021 | 5 holders, $401m | 19 holders, $38.2bn |
| Q2 2021 | 7 holders, $509m | 19 holders, $38.2bn |
| Q3 2021 | 8 holders, $558m | 19 holders, $37.7bn |
| Q4 2021 | 8 holders, $647m | 25 holders, $50.3bn |
| Q1 2022 | 9 holders, $495m | 27 holders, $44.5bn |
| Q2 2022 | 10 holders, $397m | 31 holders, $32.3bn |
| Q3 2022 | 7 holders, $460m | 33 holders, $31.6bn |
| Q4 2022 | 6 holders, $642m | 29 holders, $50.6bn |
| Q1 2023 | 8 holders, $742m | 30 holders, $41.6bn |
| Q2 2023 | 5 holders, $444m | 27 holders, $55.4bn |
| Q3 2023 | 6 holders, $1.0bn | 32 holders, $54.1bn |
| Q4 2023 | 8 holders, $1.4bn | 29 holders, $73.2bn |
| Q1 2024 | 10 holders, $1.7bn | 39 holders, $86.3bn |
| Q2 2024 | 10 holders, $2.3bn | 47 holders, $98.1bn |
| Q3 2024 | 12 holders, $2.4bn | 42 holders, $103bn |
| Q4 2024 | 13 holders, $2.9bn | 48 holders, $138bn |
| Q1 2025 | 12 holders, $2.1bn | 48 holders, $102bn |
| Q2 2025 | 15 holders, $3.1bn | 42 holders, $172bn |
| Q3 2025 | 12 holders, $2.3bn | 53 holders, $209bn |
| Q4 2025 | 16 holders, $3.5bn | 55 holders, $231bn |
| Q1 2026 | 18 holders, $5.2bn | 57 holders, $218bn |
| Q2 2026 | 23 holders, $8.2bn | 52 holders, $262bn |
M/a-com Technology Solutions Holdings In
- Holders
- 15
- Reported value
- $3.1bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 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)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only MTSI (3)
Citadel Advisors LLC, PDT Partners LLC, Quantbot Technologies LP
Only AVGO (30)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital 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, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Verition Fund 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.