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AMD · AVGO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AMDAVGO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AMD
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterAMDAVGO
Q3 202034 holders, $19.9bn22 holders, $31.2bn
Q4 202034 holders, $23.7bn24 holders, $38.1bn
Q1 202134 holders, $18.9bn19 holders, $38.2bn
Q2 202133 holders, $20.5bn19 holders, $38.2bn
Q3 202131 holders, $22.0bn19 holders, $37.7bn
Q4 202137 holders, $29.0bn25 holders, $50.3bn
Q1 202236 holders, $23.1bn27 holders, $44.5bn
Q2 202234 holders, $15.9bn31 holders, $32.3bn
Q3 202237 holders, $12.9bn33 holders, $31.6bn
Q4 202238 holders, $13.6bn29 holders, $50.6bn
Q1 202333 holders, $21.9bn30 holders, $41.6bn
Q2 202342 holders, $24.3bn27 holders, $55.4bn
Q3 202339 holders, $18.6bn32 holders, $54.1bn
Q4 202340 holders, $28.6bn29 holders, $73.2bn
Q1 202439 holders, $27.7bn39 holders, $86.3bn
Q2 202442 holders, $22.4bn47 holders, $98.1bn
Q3 202438 holders, $22.6bn42 holders, $103bn
Q4 202437 holders, $11.7bn48 holders, $138bn
Q1 202535 holders, $9.4bn48 holders, $102bn
Q2 202536 holders, $14.4bn42 holders, $172bn
Q3 202544 holders, $15.9bn53 holders, $209bn
Q4 202547 holders, $32.5bn55 holders, $231bn
Q1 202643 holders, $28.9bn57 holders, $218bn
Q2 202657 holders, $98.0bn52 holders, $262bn
AMD

Advanced Micro Devices Inc

Holders
44
Reported value
$15.9bn
Buyers
25
Sellers
19

Breadth +6 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
53
Reported value
$209bn
Buyers
36
Sellers
18

Breadth +18 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q3 2025

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (35)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP

Only AMD (9)

Appaloosa LP, ARK Investment Management LLC, Eisler Capital Management Ltd, Element Capital Management LLC, Hudson Bay Capital Management LP, Maverick Capital Ltd, Renaissance Technologies LLC, Two Sigma Investments LP, Viking Global Investors LP

Only AVGO (18)

Altimeter Capital Management LP, Arrowstreet Capital LP, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Lone Pine Capital LLC, MFS Investment Management, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Steadfast Capital Management LP, Tiger Global Management LLC, Tudor Investment Corp, Whale Rock Capital Management LLC, Winton Group Ltd

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.

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