Holders over time
- ON
- AVGO
| Quarter | ON | AVGO |
|---|---|---|
| Q3 2020 | 13 holders, $1.6bn | 22 holders, $31.2bn |
| Q4 2020 | 21 holders, $3.2bn | 24 holders, $38.1bn |
| Q1 2021 | 16 holders, $3.9bn | 19 holders, $38.2bn |
| Q2 2021 | 19 holders, $3.3bn | 19 holders, $38.2bn |
| Q3 2021 | 18 holders, $4.2bn | 19 holders, $37.7bn |
| Q4 2021 | 21 holders, $6.4bn | 25 holders, $50.3bn |
| Q1 2022 | 16 holders, $5.4bn | 27 holders, $44.5bn |
| Q2 2022 | 16 holders, $4.7bn | 31 holders, $32.3bn |
| Q3 2022 | 24 holders, $7.0bn | 33 holders, $31.6bn |
| Q4 2022 | 21 holders, $6.9bn | 29 holders, $50.6bn |
| Q1 2023 | 24 holders, $9.9bn | 30 holders, $41.6bn |
| Q2 2023 | 24 holders, $11.2bn | 27 holders, $55.4bn |
| Q3 2023 | 22 holders, $10.9bn | 32 holders, $54.1bn |
| Q4 2023 | 18 holders, $9.4bn | 29 holders, $73.2bn |
| Q1 2024 | 20 holders, $7.7bn | 39 holders, $86.3bn |
| Q2 2024 | 16 holders, $7.0bn | 47 holders, $98.1bn |
| Q3 2024 | 16 holders, $7.5bn | 42 holders, $103bn |
| Q4 2024 | 12 holders, $5.7bn | 48 holders, $138bn |
| Q1 2025 | 12 holders, $3.9bn | 48 holders, $102bn |
| Q2 2025 | 16 holders, $4.8bn | 42 holders, $172bn |
| Q3 2025 | 14 holders, $5.2bn | 53 holders, $209bn |
| Q4 2025 | 18 holders, $5.7bn | 55 holders, $231bn |
| Q1 2026 | 12 holders, $6.0bn | 57 holders, $218bn |
| Q2 2026 | 27 holders, $9.2bn | 52 holders, $262bn |
On Semiconductor Corp
- Holders
- 16
- Reported value
- $4.8bn
- Buyers
- 12
- Sellers
- 6
Breadth +6 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 (10)
AllianceBernstein LP, Capital Research Global Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Two Sigma Advisers LP, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only ON (6)
Baillie Gifford & Co, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Investments LP
Only AVGO (32)
Acadian Asset Management LLC, 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, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, 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, Point72 Asset Management LP, Rokos Capital Management LLP, Squarepoint Ops LLC, and 7 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.