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NVDA · 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.

NVDAAVGO
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.
  • NVDA
  • AVGO
020406080202120222023202420252026
Holders and value by quarter
QuarterNVDAAVGO
Q3 202035 holders, $45.3bn22 holders, $31.2bn
Q4 202042 holders, $43.8bn24 holders, $38.1bn
Q1 202136 holders, $42.9bn19 holders, $38.2bn
Q2 202137 holders, $63.0bn19 holders, $38.2bn
Q3 202140 holders, $62.6bn19 holders, $37.7bn
Q4 202148 holders, $90.4bn25 holders, $50.3bn
Q1 202237 holders, $79.5bn27 holders, $44.5bn
Q2 202238 holders, $43.6bn31 holders, $32.3bn
Q3 202238 holders, $35.1bn33 holders, $31.6bn
Q4 202238 holders, $56.7bn29 holders, $50.6bn
Q1 202351 holders, $85.0bn30 holders, $41.6bn
Q2 202361 holders, $136bn27 holders, $55.4bn
Q3 202358 holders, $136bn32 holders, $54.1bn
Q4 202355 holders, $153bn29 holders, $73.2bn
Q1 202457 holders, $254bn39 holders, $86.3bn
Q2 202457 holders, $322bn47 holders, $98.1bn
Q3 202462 holders, $304bn42 holders, $103bn
Q4 202460 holders, $337bn48 holders, $138bn
Q1 202562 holders, $266bn48 holders, $102bn
Q2 202561 holders, $408bn42 holders, $172bn
Q3 202563 holders, $487bn53 holders, $209bn
Q4 202564 holders, $513bn55 holders, $231bn
Q1 202663 holders, $480bn57 holders, $218bn
Q2 202662 holders, $550bn52 holders, $262bn
NVDA

Nvidia Corporation

Holders
63
Reported value
$487bn
Buyers
28
Sellers
34

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 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 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

Only AVGO (1)

Lone Pine Capital LLC

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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