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AMAT · 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.

AMATAVGO
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.
  • AMAT
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterAMATAVGO
Q3 202023 holders, $7.3bn22 holders, $31.2bn
Q4 202030 holders, $10.7bn24 holders, $38.1bn
Q1 202130 holders, $16.6bn19 holders, $38.2bn
Q2 202126 holders, $16.5bn19 holders, $38.2bn
Q3 202126 holders, $13.7bn19 holders, $37.7bn
Q4 202123 holders, $15.8bn25 holders, $50.3bn
Q1 202224 holders, $12.1bn27 holders, $44.5bn
Q2 202230 holders, $8.3bn31 holders, $32.3bn
Q3 202226 holders, $7.3bn33 holders, $31.6bn
Q4 202225 holders, $8.9bn29 holders, $50.6bn
Q1 202330 holders, $11.2bn30 holders, $41.6bn
Q2 202323 holders, $12.7bn27 holders, $55.4bn
Q3 202325 holders, $11.9bn32 holders, $54.1bn
Q4 202330 holders, $12.4bn29 holders, $73.2bn
Q1 202430 holders, $13.9bn39 holders, $86.3bn
Q2 202432 holders, $16.7bn47 holders, $98.1bn
Q3 202426 holders, $13.3bn42 holders, $103bn
Q4 202433 holders, $10.1bn48 holders, $138bn
Q1 202533 holders, $8.6bn48 holders, $102bn
Q2 202526 holders, $9.5bn42 holders, $172bn
Q3 202531 holders, $12.5bn53 holders, $209bn
Q4 202545 holders, $25.8bn55 holders, $231bn
Q1 202646 holders, $34.6bn57 holders, $218bn
Q2 202646 holders, $73.3bn52 holders, $262bn
AMAT

Applied Matls Inc

Holders
45
Reported value
$25.8bn
Buyers
35
Sellers
12

Breadth +23 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
55
Reported value
$231bn
Buyers
38
Sellers
21

Breadth +17 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2025

Among the 61 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (39)

Acadian Asset Management LLC, AllianceBernstein 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., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, Winton Group Ltd, Woodline Partners LP

Only AMAT (6)

Glenview Capital Management LLC, Holocene Advisors LP, Markel Group Inc, Maverick Capital Ltd, Tudor Investment Corp, Walleye Capital LLC

Only AVGO (16)

Altimeter Capital Management LP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Farallon Capital Management LLC, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Polen Capital Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, Steadfast Capital Management LP, Two Sigma Advisers LP, Wellington Management Group LLP, Whale Rock Capital Management 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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