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WDC · 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.

WDCAVGO
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.
  • WDC
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterWDCAVGO
Q3 202010 holders, $336m22 holders, $31.2bn
Q4 202012 holders, $799m24 holders, $38.1bn
Q1 202117 holders, $1.4bn19 holders, $38.2bn
Q2 202117 holders, $1.6bn19 holders, $38.2bn
Q3 202110 holders, $749m19 holders, $37.7bn
Q4 202117 holders, $1.3bn25 holders, $50.3bn
Q1 202214 holders, $726m27 holders, $44.5bn
Q2 202212 holders, $878m31 holders, $32.3bn
Q3 202211 holders, $833m33 holders, $31.6bn
Q4 202210 holders, $1.2bn29 holders, $50.6bn
Q1 202314 holders, $1.8bn30 holders, $41.6bn
Q2 202313 holders, $1.7bn27 holders, $55.4bn
Q3 202316 holders, $2.7bn32 holders, $54.1bn
Q4 202324 holders, $4.0bn29 holders, $73.2bn
Q1 202428 holders, $4.4bn39 holders, $86.3bn
Q2 202431 holders, $6.0bn47 holders, $98.1bn
Q3 202421 holders, $3.9bn42 holders, $103bn
Q4 202422 holders, $3.5bn48 holders, $138bn
Q1 202517 holders, $2.3bn48 holders, $102bn
Q2 202521 holders, $4.5bn42 holders, $172bn
Q3 202531 holders, $7.7bn53 holders, $209bn
Q4 202524 holders, $11.6bn55 holders, $231bn
Q1 202630 holders, $20.7bn57 holders, $218bn
Q2 202638 holders, $47.7bn52 holders, $262bn
WDC

Western Digital Corp

Holders
24
Reported value
$11.6bn
Buyers
13
Sellers
27

Breadth -14 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 WDC (4)

Holocene Advisors LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Two Sigma Investments LP

Only AVGO (35)

Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, 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, 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, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 10 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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