L3VLUP
ProSign in

ARM · 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.

ARMAVGO
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.
  • ARM
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterARMAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 2020none listed holders, n.a.24 holders, $38.1bn
Q1 2021none listed holders, n.a.19 holders, $38.2bn
Q2 2021none listed holders, n.a.19 holders, $38.2bn
Q3 2021none listed holders, n.a.19 holders, $37.7bn
Q4 2021none listed holders, n.a.25 holders, $50.3bn
Q1 2022none listed holders, n.a.27 holders, $44.5bn
Q2 2022none listed holders, n.a.31 holders, $32.3bn
Q3 2022none listed holders, n.a.33 holders, $31.6bn
Q4 2022none listed holders, n.a.29 holders, $50.6bn
Q1 2023none listed holders, n.a.30 holders, $41.6bn
Q2 2023none listed holders, n.a.27 holders, $55.4bn
Q3 202319 holders, $836m32 holders, $54.1bn
Q4 20235 holders, $413m29 holders, $73.2bn
Q1 202412 holders, $1.7bn39 holders, $86.3bn
Q2 202411 holders, $1.6bn47 holders, $98.1bn
Q3 202410 holders, $1.1bn42 holders, $103bn
Q4 202411 holders, $984m48 holders, $138bn
Q1 202511 holders, $1.1bn48 holders, $102bn
Q2 20259 holders, $2.5bn42 holders, $172bn
Q3 202512 holders, $2.1bn53 holders, $209bn
Q4 202513 holders, $2.1bn55 holders, $231bn
Q1 202613 holders, $2.9bn57 holders, $218bn
Q2 202617 holders, $12.2bn52 holders, $262bn
ARM

Arm Holdings PLC

Holders
13
Reported value
$2.1bn
Buyers
19
Sellers
15

Breadth +4 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 59 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ARM (4)

Baillie Gifford & Co, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC

Only AVGO (46)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 21 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.

Back to the 13F Explorer →