Holders over time
- STX
- AVGO
| Quarter | STX | 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 | 8 holders, $2.9bn | 19 holders, $38.2bn |
| Q3 2021 | 9 holders, $2.4bn | 19 holders, $37.7bn |
| Q4 2021 | 10 holders, $3.3bn | 25 holders, $50.3bn |
| Q1 2022 | 10 holders, $2.3bn | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $2.0bn | 31 holders, $32.3bn |
| Q3 2022 | 10 holders, $1.5bn | 33 holders, $31.6bn |
| Q4 2022 | 11 holders, $1.9bn | 29 holders, $50.6bn |
| Q1 2023 | 10 holders, $2.6bn | 30 holders, $41.6bn |
| Q2 2023 | 14 holders, $2.4bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $3.1bn | 32 holders, $54.1bn |
| Q4 2023 | 14 holders, $3.8bn | 29 holders, $73.2bn |
| Q1 2024 | 17 holders, $3.4bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $3.4bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $3.5bn | 42 holders, $103bn |
| Q4 2024 | 21 holders, $2.8bn | 48 holders, $138bn |
| Q1 2025 | 12 holders, $2.5bn | 48 holders, $102bn |
| Q2 2025 | 24 holders, $4.1bn | 42 holders, $172bn |
| Q3 2025 | 20 holders, $4.5bn | 53 holders, $209bn |
| Q4 2025 | 21 holders, $7.8bn | 55 holders, $231bn |
| Q1 2026 | 30 holders, $13.7bn | 57 holders, $218bn |
| Q2 2026 | 45 holders, $40.7bn | 52 holders, $262bn |
Seagate Technology Hldngs PL
- Holders
- 24
- Reported value
- $4.1bn
- Buyers
- 18
- Sellers
- 7
Breadth +11 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 (16)
AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only STX (8)
Egerton Capital UK LLP, ExodusPoint Capital Management LP, PDT Partners LLC, Renaissance Technologies LLC, Sachem Head Capital Management LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Tudor Investment Corp
Only AVGO (26)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP, and 1 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.