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VRT · 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.

VRTAVGO
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.
  • VRT
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterVRTAVGO
Q3 202010 holders, $649m22 holders, $31.2bn
Q4 202013 holders, $488m24 holders, $38.1bn
Q1 202115 holders, $578m19 holders, $38.2bn
Q2 202110 holders, $1.1bn19 holders, $38.2bn
Q3 20218 holders, $610m19 holders, $37.7bn
Q4 20218 holders, $540m25 holders, $50.3bn
Q1 202210 holders, $362m27 holders, $44.5bn
Q2 20227 holders, $137m31 holders, $32.3bn
Q3 20223 holders, $178m33 holders, $31.6bn
Q4 20225 holders, $430m29 holders, $50.6bn
Q1 202310 holders, $473m30 holders, $41.6bn
Q2 202318 holders, $1.7bn27 holders, $55.4bn
Q3 202324 holders, $3.9bn32 holders, $54.1bn
Q4 202322 holders, $4.8bn29 holders, $73.2bn
Q1 202428 holders, $6.7bn39 holders, $86.3bn
Q2 202431 holders, $6.2bn47 holders, $98.1bn
Q3 202429 holders, $5.5bn42 holders, $103bn
Q4 202427 holders, $5.9bn48 holders, $138bn
Q1 202519 holders, $2.2bn48 holders, $102bn
Q2 202523 holders, $4.3bn42 holders, $172bn
Q3 202525 holders, $5.6bn53 holders, $209bn
Q4 202525 holders, $7.0bn55 holders, $231bn
Q1 202623 holders, $8.7bn57 holders, $218bn
Q2 202627 holders, $10.6bn52 holders, $262bn
VRT

Vertiv Holdings Co

Holders
25
Reported value
$7.0bn
Buyers
25
Sellers
13

Breadth +12 among 92 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUPEnergy and power infrastructure · 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 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VRT (2)

Holocene Advisors LP, Renaissance Technologies LLC

Only AVGO (32)

AllianceBernstein LP, Altimeter Capital Management LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, 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, GAMCO Investors Inc, Harris Associates LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, and 7 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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