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STX · 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.

STXAVGO
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.
  • STX
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterSTXAVGO
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 20218 holders, $2.9bn19 holders, $38.2bn
Q3 20219 holders, $2.4bn19 holders, $37.7bn
Q4 202110 holders, $3.3bn25 holders, $50.3bn
Q1 202210 holders, $2.3bn27 holders, $44.5bn
Q2 202212 holders, $2.0bn31 holders, $32.3bn
Q3 202210 holders, $1.5bn33 holders, $31.6bn
Q4 202211 holders, $1.9bn29 holders, $50.6bn
Q1 202310 holders, $2.6bn30 holders, $41.6bn
Q2 202314 holders, $2.4bn27 holders, $55.4bn
Q3 202316 holders, $3.1bn32 holders, $54.1bn
Q4 202314 holders, $3.8bn29 holders, $73.2bn
Q1 202417 holders, $3.4bn39 holders, $86.3bn
Q2 202417 holders, $3.4bn47 holders, $98.1bn
Q3 202421 holders, $3.5bn42 holders, $103bn
Q4 202421 holders, $2.8bn48 holders, $138bn
Q1 202512 holders, $2.5bn48 holders, $102bn
Q2 202524 holders, $4.1bn42 holders, $172bn
Q3 202520 holders, $4.5bn53 holders, $209bn
Q4 202521 holders, $7.8bn55 holders, $231bn
Q1 202630 holders, $13.7bn57 holders, $218bn
Q2 202645 holders, $40.7bn52 holders, $262bn
STX

Seagate Technology Hldngs PL

Holders
21
Reported value
$7.8bn
Buyers
18
Sellers
20

Breadth -2 among 92 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
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 STX (4)

Egerton Capital UK LLP, Holocene Advisors LP, Renaissance Technologies LLC, Soroban Capital Partners LP

Only AVGO (38)

AllianceBernstein LP, Altimeter Capital Management LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management 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, Lone Pine Capital LLC, Marshall Wace LLP, 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.

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