Holders over time
- NXT
- AVGO
| Quarter | NXT | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | none listed holders, n.a. | 24 holders, $38.1bn |
| Q1 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q2 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q3 2021 | none listed holders, n.a. | 19 holders, $37.7bn |
| Q4 2021 | none listed holders, n.a. | 25 holders, $50.3bn |
| Q1 2022 | none listed holders, n.a. | 27 holders, $44.5bn |
| Q2 2022 | none listed holders, n.a. | 31 holders, $32.3bn |
| Q3 2022 | none listed holders, n.a. | 33 holders, $31.6bn |
| Q4 2022 | none listed holders, n.a. | 29 holders, $50.6bn |
| Q1 2023 | 6 holders, $52m | 30 holders, $41.6bn |
| Q2 2023 | 7 holders, $52m | 27 holders, $55.4bn |
| Q3 2023 | 6 holders, $127m | 32 holders, $54.1bn |
| Q4 2023 | 6 holders, $169m | 29 holders, $73.2bn |
| Q1 2024 | 14 holders, $1.9bn | 39 holders, $86.3bn |
| Q2 2024 | 13 holders, $1.2bn | 47 holders, $98.1bn |
| Q3 2024 | 7 holders, $351m | 42 holders, $103bn |
| Q4 2024 | 8 holders, $371m | 48 holders, $138bn |
| Q1 2025 | 7 holders, $519m | 48 holders, $102bn |
| Q2 2025 | 12 holders, $596m | 42 holders, $172bn |
| Q3 2025 | 9 holders, $683m | 53 holders, $209bn |
| Q4 2025 | 10 holders, $2.3bn | 55 holders, $231bn |
| Q1 2026 | 12 holders, $4.3bn | 57 holders, $218bn |
| Q2 2026 | 17 holders, $4.3bn | 52 holders, $262bn |
Nextracker Inc
- Holders
- 12
- Reported value
- $596m
- Buyers
- 6
- Sellers
- 6
Breadth 0 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)
Bridgewater Associates LP, D. E. Shaw & Co., Freestone Grove Partners LP, Janus Henderson Group Ltd, Point72 Asset Management LP, Wellington Management Group LLP
Only NXT (6)
PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Sachem Head Capital Management LP, Soros Fund Management LLC, Tudor Investment Corp
Only AVGO (36)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, 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.