Holders over time
- SWKS
- AVGO
| Quarter | SWKS | AVGO |
|---|---|---|
| Q3 2020 | 15 holders, $1.5bn | 22 holders, $31.2bn |
| Q4 2020 | 15 holders, $1.7bn | 24 holders, $38.1bn |
| Q1 2021 | 8 holders, $2.4bn | 19 holders, $38.2bn |
| Q2 2021 | 17 holders, $2.7bn | 19 holders, $38.2bn |
| Q3 2021 | 16 holders, $2.0bn | 19 holders, $37.7bn |
| Q4 2021 | 18 holders, $1.2bn | 25 holders, $50.3bn |
| Q1 2022 | 20 holders, $1.1bn | 27 holders, $44.5bn |
| Q2 2022 | 25 holders, $1.3bn | 31 holders, $32.3bn |
| Q3 2022 | 19 holders, $831m | 33 holders, $31.6bn |
| Q4 2022 | 23 holders, $5.1bn | 29 holders, $50.6bn |
| Q1 2023 | 18 holders, $1.6bn | 30 holders, $41.6bn |
| Q2 2023 | 12 holders, $1.4bn | 27 holders, $55.4bn |
| Q3 2023 | 15 holders, $1.2bn | 32 holders, $54.1bn |
| Q4 2023 | 13 holders, $833m | 29 holders, $73.2bn |
| Q1 2024 | 12 holders, $788m | 39 holders, $86.3bn |
| Q2 2024 | 11 holders, $929m | 47 holders, $98.1bn |
| Q3 2024 | 11 holders, $769m | 42 holders, $103bn |
| Q4 2024 | 10 holders, $909m | 48 holders, $138bn |
| Q1 2025 | 12 holders, $981m | 48 holders, $102bn |
| Q2 2025 | 11 holders, $954m | 42 holders, $172bn |
| Q3 2025 | 14 holders, $1.1bn | 53 holders, $209bn |
| Q4 2025 | 12 holders, $611m | 55 holders, $231bn |
| Q1 2026 | 12 holders, $851m | 57 holders, $218bn |
| Q2 2026 | 7 holders, $1.6bn | 52 holders, $262bn |
Skyworks Solutions Inc
- Holders
- 14
- Reported value
- $1.1bn
- Buyers
- 12
- Sellers
- 1
Breadth +11 among 95 comparable managers.
Broadcom Inc
- Holders
- 53
- Reported value
- $209bn
- Buyers
- 36
- Sellers
- 18
Breadth +18 among 95 comparable managers.
Who holds both, Q3 2025
Both (11)
Acadian Asset Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, Coatue Management LLC, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only SWKS (3)
PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP
Only AVGO (42)
AllianceBernstein LP, Altimeter Capital Management 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, 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, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Millennium Management LLC, Moore Capital Management LP, and 17 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.