Holders over time
- WDC
- AVGO
| Quarter | WDC | AVGO |
|---|---|---|
| Q3 2020 | 10 holders, $336m | 22 holders, $31.2bn |
| Q4 2020 | 12 holders, $799m | 24 holders, $38.1bn |
| Q1 2021 | 17 holders, $1.4bn | 19 holders, $38.2bn |
| Q2 2021 | 17 holders, $1.6bn | 19 holders, $38.2bn |
| Q3 2021 | 10 holders, $749m | 19 holders, $37.7bn |
| Q4 2021 | 17 holders, $1.3bn | 25 holders, $50.3bn |
| Q1 2022 | 14 holders, $726m | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $878m | 31 holders, $32.3bn |
| Q3 2022 | 11 holders, $833m | 33 holders, $31.6bn |
| Q4 2022 | 10 holders, $1.2bn | 29 holders, $50.6bn |
| Q1 2023 | 14 holders, $1.8bn | 30 holders, $41.6bn |
| Q2 2023 | 13 holders, $1.7bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $2.7bn | 32 holders, $54.1bn |
| Q4 2023 | 24 holders, $4.0bn | 29 holders, $73.2bn |
| Q1 2024 | 28 holders, $4.4bn | 39 holders, $86.3bn |
| Q2 2024 | 31 holders, $6.0bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $3.9bn | 42 holders, $103bn |
| Q4 2024 | 22 holders, $3.5bn | 48 holders, $138bn |
| Q1 2025 | 17 holders, $2.3bn | 48 holders, $102bn |
| Q2 2025 | 21 holders, $4.5bn | 42 holders, $172bn |
| Q3 2025 | 31 holders, $7.7bn | 53 holders, $209bn |
| Q4 2025 | 24 holders, $11.6bn | 55 holders, $231bn |
| Q1 2026 | 30 holders, $20.7bn | 57 holders, $218bn |
| Q2 2026 | 38 holders, $47.7bn | 52 holders, $262bn |
Western Digital Corp
- Holders
- 21
- Reported value
- $4.5bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 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 (13)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Winton Group Ltd
Only WDC (8)
Brevan Howard Capital Management LP, Citadel Advisors LLC, Elliott Investment Management LP, Glenview Capital Management LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Two Sigma Investments LP
Only AVGO (29)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, 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, Millennium Management LLC, Moore Capital Management LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 4 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.