Holders over time
- HPE
- AVGO
| Quarter | HPE | AVGO |
|---|---|---|
| Q3 2020 | 12 holders, $1.8bn | 22 holders, $31.2bn |
| Q4 2020 | 10 holders, $2.3bn | 24 holders, $38.1bn |
| Q1 2021 | 7 holders, $2.9bn | 19 holders, $38.2bn |
| Q2 2021 | 15 holders, $2.3bn | 19 holders, $38.2bn |
| Q3 2021 | 10 holders, $2.1bn | 19 holders, $37.7bn |
| Q4 2021 | 14 holders, $2.2bn | 25 holders, $50.3bn |
| Q1 2022 | 13 holders, $2.1bn | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $1.7bn | 31 holders, $32.3bn |
| Q3 2022 | 11 holders, $1.2bn | 33 holders, $31.6bn |
| Q4 2022 | 14 holders, $2.0bn | 29 holders, $50.6bn |
| Q1 2023 | 13 holders, $2.1bn | 30 holders, $41.6bn |
| Q2 2023 | 17 holders, $2.5bn | 27 holders, $55.4bn |
| Q3 2023 | 17 holders, $2.4bn | 32 holders, $54.1bn |
| Q4 2023 | 19 holders, $2.5bn | 29 holders, $73.2bn |
| Q1 2024 | 20 holders, $2.7bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $1.9bn | 47 holders, $98.1bn |
| Q3 2024 | 15 holders, $1.4bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $1.2bn | 48 holders, $138bn |
| Q1 2025 | 9 holders, $593m | 48 holders, $102bn |
| Q2 2025 | 19 holders, $1.4bn | 42 holders, $172bn |
| Q3 2025 | 24 holders, $2.7bn | 53 holders, $209bn |
| Q4 2025 | 22 holders, $3.3bn | 55 holders, $231bn |
| Q1 2026 | 17 holders, $3.3bn | 57 holders, $218bn |
| Q2 2026 | 27 holders, $7.2bn | 52 holders, $262bn |
Hewlett Packard Enterprise C
- Holders
- 22
- Reported value
- $3.3bn
- Buyers
- 20
- Sellers
- 20
Breadth 0 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 (17)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Whale Rock Capital Management LLC
Only HPE (5)
Elliott Investment Management LP, Holocene Advisors LP, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP
Only AVGO (38)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, and 13 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.