Holders over time
- ADI
- AVGO
| Quarter | ADI | AVGO |
|---|---|---|
| Q3 2020 | 30 holders, $7.0bn | 22 holders, $31.2bn |
| Q4 2020 | 31 holders, $9.1bn | 24 holders, $38.1bn |
| Q1 2021 | 28 holders, $9.8bn | 19 holders, $38.2bn |
| Q2 2021 | 34 holders, $11.9bn | 19 holders, $38.2bn |
| Q3 2021 | 37 holders, $14.1bn | 19 holders, $37.7bn |
| Q4 2021 | 30 holders, $12.5bn | 25 holders, $50.3bn |
| Q1 2022 | 30 holders, $11.6bn | 27 holders, $44.5bn |
| Q2 2022 | 28 holders, $10.2bn | 31 holders, $32.3bn |
| Q3 2022 | 28 holders, $9.7bn | 33 holders, $31.6bn |
| Q4 2022 | 30 holders, $10.8bn | 29 holders, $50.6bn |
| Q1 2023 | 27 holders, $13.0bn | 30 holders, $41.6bn |
| Q2 2023 | 24 holders, $13.6bn | 27 holders, $55.4bn |
| Q3 2023 | 23 holders, $11.9bn | 32 holders, $54.1bn |
| Q4 2023 | 25 holders, $12.8bn | 29 holders, $73.2bn |
| Q1 2024 | 23 holders, $11.8bn | 39 holders, $86.3bn |
| Q2 2024 | 18 holders, $13.3bn | 47 holders, $98.1bn |
| Q3 2024 | 21 holders, $13.2bn | 42 holders, $103bn |
| Q4 2024 | 26 holders, $11.7bn | 48 holders, $138bn |
| Q1 2025 | 30 holders, $11.1bn | 48 holders, $102bn |
| Q2 2025 | 29 holders, $12.0bn | 42 holders, $172bn |
| Q3 2025 | 32 holders, $11.4bn | 53 holders, $209bn |
| Q4 2025 | 31 holders, $14.7bn | 55 holders, $231bn |
| Q1 2026 | 34 holders, $17.3bn | 57 holders, $218bn |
| Q2 2026 | 31 holders, $20.3bn | 52 holders, $262bn |
Analog Devices Inc
- Holders
- 31
- Reported value
- $14.7bn
- Buyers
- 21
- Sellers
- 23
Breadth -2 among 92 comparable managers.
Broadcom Inc
- Holders
- 55
- Reported value
- $231bn
- Buyers
- 38
- Sellers
- 21
Breadth +17 among 92 comparable managers.
Who holds both, Q4 2025
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Soros Fund Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only ADI (6)
Baillie Gifford & Co, First Eagle Investment Management LLC, Markel Group Inc, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp
Only AVGO (30)
Altimeter Capital Management LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital 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 5 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.