Holders over time
- AMD
- AVGO
| Quarter | AMD | AVGO |
|---|---|---|
| Q3 2020 | 34 holders, $19.9bn | 22 holders, $31.2bn |
| Q4 2020 | 34 holders, $23.7bn | 24 holders, $38.1bn |
| Q1 2021 | 34 holders, $18.9bn | 19 holders, $38.2bn |
| Q2 2021 | 33 holders, $20.5bn | 19 holders, $38.2bn |
| Q3 2021 | 31 holders, $22.0bn | 19 holders, $37.7bn |
| Q4 2021 | 37 holders, $29.0bn | 25 holders, $50.3bn |
| Q1 2022 | 36 holders, $23.1bn | 27 holders, $44.5bn |
| Q2 2022 | 34 holders, $15.9bn | 31 holders, $32.3bn |
| Q3 2022 | 37 holders, $12.9bn | 33 holders, $31.6bn |
| Q4 2022 | 38 holders, $13.6bn | 29 holders, $50.6bn |
| Q1 2023 | 33 holders, $21.9bn | 30 holders, $41.6bn |
| Q2 2023 | 42 holders, $24.3bn | 27 holders, $55.4bn |
| Q3 2023 | 39 holders, $18.6bn | 32 holders, $54.1bn |
| Q4 2023 | 40 holders, $28.6bn | 29 holders, $73.2bn |
| Q1 2024 | 39 holders, $27.7bn | 39 holders, $86.3bn |
| Q2 2024 | 42 holders, $22.4bn | 47 holders, $98.1bn |
| Q3 2024 | 38 holders, $22.6bn | 42 holders, $103bn |
| Q4 2024 | 37 holders, $11.7bn | 48 holders, $138bn |
| Q1 2025 | 35 holders, $9.4bn | 48 holders, $102bn |
| Q2 2025 | 36 holders, $14.4bn | 42 holders, $172bn |
| Q3 2025 | 44 holders, $15.9bn | 53 holders, $209bn |
| Q4 2025 | 47 holders, $32.5bn | 55 holders, $231bn |
| Q1 2026 | 43 holders, $28.9bn | 57 holders, $218bn |
| Q2 2026 | 57 holders, $98.0bn | 52 holders, $262bn |
Advanced Micro Devices Inc
- Holders
- 47
- Reported value
- $32.5bn
- Buyers
- 24
- Sellers
- 26
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 (38)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, 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., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AMD (9)
Appaloosa LP, ARK Investment Management LLC, Glenview Capital Management LLC, Holocene Advisors LP, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC
Only AVGO (17)
Altimeter Capital Management LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Element Capital Management LLC, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Lone Pine Capital LLC, Moore Capital Management LP, Polen Capital Management LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd
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.