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AVGO · NVDA 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.

AVGONVDA
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.
  • AVGO
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterAVGONVDA
Q3 202022 holders, $31.2bn35 holders, $45.3bn
Q4 202024 holders, $38.1bn42 holders, $43.8bn
Q1 202119 holders, $38.2bn36 holders, $42.9bn
Q2 202119 holders, $38.2bn37 holders, $63.0bn
Q3 202119 holders, $37.7bn40 holders, $62.6bn
Q4 202125 holders, $50.3bn48 holders, $90.4bn
Q1 202227 holders, $44.5bn37 holders, $79.5bn
Q2 202231 holders, $32.3bn38 holders, $43.6bn
Q3 202233 holders, $31.6bn38 holders, $35.1bn
Q4 202229 holders, $50.6bn38 holders, $56.7bn
Q1 202330 holders, $41.6bn51 holders, $85.0bn
Q2 202327 holders, $55.4bn61 holders, $136bn
Q3 202332 holders, $54.1bn58 holders, $136bn
Q4 202329 holders, $73.2bn55 holders, $153bn
Q1 202439 holders, $86.3bn57 holders, $254bn
Q2 202447 holders, $98.1bn57 holders, $322bn
Q3 202442 holders, $103bn62 holders, $304bn
Q4 202448 holders, $138bn60 holders, $337bn
Q1 202548 holders, $102bn62 holders, $266bn
Q2 202542 holders, $172bn61 holders, $408bn
Q3 202553 holders, $209bn63 holders, $487bn
Q4 202555 holders, $231bn64 holders, $513bn
Q1 202657 holders, $218bn63 holders, $480bn
Q2 202652 holders, $262bn62 holders, $550bn
AVGO

Broadcom Inc

Holders
53
Reported value
$209bn
Buyers
36
Sellers
18

Breadth +18 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
NVDA

Nvidia Corporation

Holders
63
Reported value
$487bn
Buyers
28
Sellers
34

Breadth -6 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q3 2025

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (52)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, 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, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, and 12 more

Only AVGO (1)

Lone Pine Capital LLC

Only NVDA (11)

Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, Hudson Bay Capital Management LP, Maverick Capital Ltd, Renaissance Technologies LLC, Soros Fund Management LLC, Third Point LLC, Two Sigma Investments LP

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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