Holders over time
- TER
- AVGO
| Quarter | TER | AVGO |
|---|---|---|
| Q3 2020 | 27 holders, $2.4bn | 22 holders, $31.2bn |
| Q4 2020 | 19 holders, $2.8bn | 24 holders, $38.1bn |
| Q1 2021 | 20 holders, $2.5bn | 19 holders, $38.2bn |
| Q2 2021 | 19 holders, $3.2bn | 19 holders, $38.2bn |
| Q3 2021 | 26 holders, $2.8bn | 19 holders, $37.7bn |
| Q4 2021 | 18 holders, $4.5bn | 25 holders, $50.3bn |
| Q1 2022 | 18 holders, $3.0bn | 27 holders, $44.5bn |
| Q2 2022 | 14 holders, $2.4bn | 31 holders, $32.3bn |
| Q3 2022 | 22 holders, $2.1bn | 33 holders, $31.6bn |
| Q4 2022 | 17 holders, $2.2bn | 29 holders, $50.6bn |
| Q1 2023 | 18 holders, $2.7bn | 30 holders, $41.6bn |
| Q2 2023 | 21 holders, $2.8bn | 27 holders, $55.4bn |
| Q3 2023 | 20 holders, $2.5bn | 32 holders, $54.1bn |
| Q4 2023 | 15 holders, $2.4bn | 29 holders, $73.2bn |
| Q1 2024 | 14 holders, $2.8bn | 39 holders, $86.3bn |
| Q2 2024 | 14 holders, $3.6bn | 47 holders, $98.1bn |
| Q3 2024 | 13 holders, $2.9bn | 42 holders, $103bn |
| Q4 2024 | 12 holders, $2.4bn | 48 holders, $138bn |
| Q1 2025 | 14 holders, $1.2bn | 48 holders, $102bn |
| Q2 2025 | 21 holders, $1.5bn | 42 holders, $172bn |
| Q3 2025 | 21 holders, $3.1bn | 53 holders, $209bn |
| Q4 2025 | 27 holders, $3.9bn | 55 holders, $231bn |
| Q1 2026 | 35 holders, $7.0bn | 57 holders, $218bn |
| Q2 2026 | 29 holders, $10.4bn | 52 holders, $262bn |
Teradyne Inc
- Holders
- 27
- Reported value
- $3.9bn
- Buyers
- 21
- Sellers
- 18
Breadth +3 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 (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Woodline Partners LP
Only TER (5)
ARK Investment Management LLC, Baillie Gifford & Co, Tudor Investment Corp, Two Sigma Investments LP, Walleye Capital LLC
Only AVGO (33)
Altimeter Capital Management LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Element Capital Management LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Polen Capital Management LLC, Soros Fund Management LLC, and 8 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.