Holders over time
- TER
- AVGO
| Quarter | TER | AVGO |
|---|---|---|
| Q3 2020 | 27 holders, $2.4bn | 22 holders, $31.2bn |
| Q4 2020 | 19 holders, $2.8bn | 24 holders, $38.1bn |
| Q1 2021 | 20 holders, $2.5bn | 19 holders, $38.2bn |
| Q2 2021 | 19 holders, $3.2bn | 19 holders, $38.2bn |
| Q3 2021 | 26 holders, $2.8bn | 19 holders, $37.7bn |
| Q4 2021 | 18 holders, $4.5bn | 25 holders, $50.3bn |
| Q1 2022 | 18 holders, $3.0bn | 27 holders, $44.5bn |
| Q2 2022 | 14 holders, $2.4bn | 31 holders, $32.3bn |
| Q3 2022 | 22 holders, $2.1bn | 33 holders, $31.6bn |
| Q4 2022 | 17 holders, $2.2bn | 29 holders, $50.6bn |
| Q1 2023 | 18 holders, $2.7bn | 30 holders, $41.6bn |
| Q2 2023 | 21 holders, $2.8bn | 27 holders, $55.4bn |
| Q3 2023 | 20 holders, $2.5bn | 32 holders, $54.1bn |
| Q4 2023 | 15 holders, $2.4bn | 29 holders, $73.2bn |
| Q1 2024 | 14 holders, $2.8bn | 39 holders, $86.3bn |
| Q2 2024 | 14 holders, $3.6bn | 47 holders, $98.1bn |
| Q3 2024 | 13 holders, $2.9bn | 42 holders, $103bn |
| Q4 2024 | 12 holders, $2.4bn | 48 holders, $138bn |
| Q1 2025 | 14 holders, $1.2bn | 48 holders, $102bn |
| Q2 2025 | 21 holders, $1.5bn | 42 holders, $172bn |
| Q3 2025 | 21 holders, $3.1bn | 53 holders, $209bn |
| Q4 2025 | 27 holders, $3.9bn | 55 holders, $231bn |
| Q1 2026 | 35 holders, $7.0bn | 57 holders, $218bn |
| Q2 2026 | 29 holders, $10.4bn | 52 holders, $262bn |
Teradyne Inc
- Holders
- 21
- Reported value
- $3.1bn
- Buyers
- 13
- Sellers
- 8
Breadth +5 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 (18)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only AVGO (35)
Acadian Asset Management LLC, Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, and 10 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.