Holders over time
- SWKS
- AVGO
| Quarter | SWKS | AVGO |
|---|---|---|
| Q3 2020 | 15 holders, $1.5bn | 22 holders, $31.2bn |
| Q4 2020 | 15 holders, $1.7bn | 24 holders, $38.1bn |
| Q1 2021 | 8 holders, $2.4bn | 19 holders, $38.2bn |
| Q2 2021 | 17 holders, $2.7bn | 19 holders, $38.2bn |
| Q3 2021 | 16 holders, $2.0bn | 19 holders, $37.7bn |
| Q4 2021 | 18 holders, $1.2bn | 25 holders, $50.3bn |
| Q1 2022 | 20 holders, $1.1bn | 27 holders, $44.5bn |
| Q2 2022 | 25 holders, $1.3bn | 31 holders, $32.3bn |
| Q3 2022 | 19 holders, $831m | 33 holders, $31.6bn |
| Q4 2022 | 23 holders, $5.1bn | 29 holders, $50.6bn |
| Q1 2023 | 18 holders, $1.6bn | 30 holders, $41.6bn |
| Q2 2023 | 12 holders, $1.4bn | 27 holders, $55.4bn |
| Q3 2023 | 15 holders, $1.2bn | 32 holders, $54.1bn |
| Q4 2023 | 13 holders, $833m | 29 holders, $73.2bn |
| Q1 2024 | 12 holders, $788m | 39 holders, $86.3bn |
| Q2 2024 | 11 holders, $929m | 47 holders, $98.1bn |
| Q3 2024 | 11 holders, $769m | 42 holders, $103bn |
| Q4 2024 | 10 holders, $909m | 48 holders, $138bn |
| Q1 2025 | 12 holders, $981m | 48 holders, $102bn |
| Q2 2025 | 11 holders, $954m | 42 holders, $172bn |
| Q3 2025 | 14 holders, $1.1bn | 53 holders, $209bn |
| Q4 2025 | 12 holders, $611m | 55 holders, $231bn |
| Q1 2026 | 12 holders, $851m | 57 holders, $218bn |
| Q2 2026 | 7 holders, $1.6bn | 52 holders, $262bn |
Skyworks Solutions Inc
- Holders
- 11
- Reported value
- $954m
- Buyers
- 5
- Sellers
- 5
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 (8)
AQR Capital Management LLC, Coatue Management LLC, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only AVGO (34)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), 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, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Squarepoint Ops LLC, and 9 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.