Holders over time
- STM
- AVGO
| Quarter | STM | AVGO |
|---|---|---|
| Q3 2020 | 5 holders, $47m | 22 holders, $31.2bn |
| Q4 2020 | 3 holders, $77m | 24 holders, $38.1bn |
| Q1 2021 | 6 holders, $203m | 19 holders, $38.2bn |
| Q2 2021 | 4 holders, $126m | 19 holders, $38.2bn |
| Q3 2021 | 1 holders, $14m | 19 holders, $37.7bn |
| Q4 2021 | 5 holders, $168m | 25 holders, $50.3bn |
| Q1 2022 | 9 holders, $156m | 27 holders, $44.5bn |
| Q2 2022 | 3 holders, $137m | 31 holders, $32.3bn |
| Q3 2022 | 8 holders, $551m | 33 holders, $31.6bn |
| Q4 2022 | 6 holders, $210m | 29 holders, $50.6bn |
| Q1 2023 | 12 holders, $625m | 30 holders, $41.6bn |
| Q2 2023 | 9 holders, $360m | 27 holders, $55.4bn |
| Q3 2023 | 9 holders, $402m | 32 holders, $54.1bn |
| Q4 2023 | 4 holders, $74m | 29 holders, $73.2bn |
| Q1 2024 | 5 holders, $220m | 39 holders, $86.3bn |
| Q2 2024 | 7 holders, $243m | 47 holders, $98.1bn |
| Q3 2024 | 6 holders, $406m | 42 holders, $103bn |
| Q4 2024 | 9 holders, $432m | 48 holders, $138bn |
| Q1 2025 | 9 holders, $461m | 48 holders, $102bn |
| Q2 2025 | 9 holders, $286m | 42 holders, $172bn |
| Q3 2025 | 7 holders, $247m | 53 holders, $209bn |
| Q4 2025 | 6 holders, $246m | 55 holders, $231bn |
| Q1 2026 | 10 holders, $715m | 57 holders, $218bn |
| Q2 2026 | 26 holders, $2.8bn | 52 holders, $262bn |
Stmicroelectronics N V
- Holders
- 10
- Reported value
- $715m
- Buyers
- 16
- Sellers
- 7
Breadth +9 among 91 comparable managers.
Broadcom Inc
- Holders
- 57
- Reported value
- $218bn
- Buyers
- 31
- Sellers
- 33
Breadth -2 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Balyasny Asset Management LLC, Citadel Advisors LLC, Marshall Wace LLP, Millennium Management LLC, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Woodline Partners LP
Only STM (2)
Only AVGO (49)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, and 24 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.