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ON · 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.

ONAVGO
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.
  • ON
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterONAVGO
Q3 202013 holders, $1.6bn22 holders, $31.2bn
Q4 202021 holders, $3.2bn24 holders, $38.1bn
Q1 202116 holders, $3.9bn19 holders, $38.2bn
Q2 202119 holders, $3.3bn19 holders, $38.2bn
Q3 202118 holders, $4.2bn19 holders, $37.7bn
Q4 202121 holders, $6.4bn25 holders, $50.3bn
Q1 202216 holders, $5.4bn27 holders, $44.5bn
Q2 202216 holders, $4.7bn31 holders, $32.3bn
Q3 202224 holders, $7.0bn33 holders, $31.6bn
Q4 202221 holders, $6.9bn29 holders, $50.6bn
Q1 202324 holders, $9.9bn30 holders, $41.6bn
Q2 202324 holders, $11.2bn27 holders, $55.4bn
Q3 202322 holders, $10.9bn32 holders, $54.1bn
Q4 202318 holders, $9.4bn29 holders, $73.2bn
Q1 202420 holders, $7.7bn39 holders, $86.3bn
Q2 202416 holders, $7.0bn47 holders, $98.1bn
Q3 202416 holders, $7.5bn42 holders, $103bn
Q4 202412 holders, $5.7bn48 holders, $138bn
Q1 202512 holders, $3.9bn48 holders, $102bn
Q2 202516 holders, $4.8bn42 holders, $172bn
Q3 202514 holders, $5.2bn53 holders, $209bn
Q4 202518 holders, $5.7bn55 holders, $231bn
Q1 202612 holders, $6.0bn57 holders, $218bn
Q2 202627 holders, $9.2bn52 holders, $262bn
ON

On Semiconductor Corp

Holders
18
Reported value
$5.7bn
Buyers
20
Sellers
15

Breadth +5 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 60 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ON (5)

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

Only AVGO (42)

Acadian Asset Management LLC, Altimeter Capital Management 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, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Element Capital Management LLC, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, and 17 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.

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