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ONTO · 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.

ONTOAVGO
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.
  • ONTO
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterONTOAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 20202 holders, $42m24 holders, $38.1bn
Q1 20211 holders, $37m19 holders, $38.2bn
Q2 20211 holders, $77k19 holders, $38.2bn
Q3 20212 holders, $27m19 holders, $37.7bn
Q4 20212 holders, $109m25 holders, $50.3bn
Q1 20222 holders, $110m27 holders, $44.5bn
Q2 20222 holders, $85m31 holders, $32.3bn
Q3 20222 holders, $77m33 holders, $31.6bn
Q4 20222 holders, $90m29 holders, $50.6bn
Q1 20233 holders, $105m30 holders, $41.6bn
Q2 20234 holders, $155m27 holders, $55.4bn
Q3 20235 holders, $209m32 holders, $54.1bn
Q4 20237 holders, $468m29 holders, $73.2bn
Q1 20249 holders, $541m39 holders, $86.3bn
Q2 202417 holders, $1.5bn47 holders, $98.1bn
Q3 202412 holders, $667m42 holders, $103bn
Q4 202412 holders, $598m48 holders, $138bn
Q1 20256 holders, $221m48 holders, $102bn
Q2 202511 holders, $371m42 holders, $172bn
Q3 202511 holders, $509m53 holders, $209bn
Q4 202511 holders, $627m55 holders, $231bn
Q1 202614 holders, $959m57 holders, $218bn
Q2 202621 holders, $2.5bn52 holders, $262bn
ONTO

Onto Innovation Inc

Holders
11
Reported value
$509m
Buyers
7
Sellers
5

Breadth +2 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP
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 56 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ONTO (3)

First Eagle Investment Management LLC, Glenview Capital Management LLC, Two Sigma Investments LP

Only AVGO (45)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, 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, Lone Pine Capital LLC, Man Group PLC, and 20 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.

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