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TXN · 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.

TXNAVGO
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.
  • TXN
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterTXNAVGO
Q3 202025 holders, $16.0bn22 holders, $31.2bn
Q4 202033 holders, $17.7bn24 holders, $38.1bn
Q1 202124 holders, $20.7bn19 holders, $38.2bn
Q2 202127 holders, $20.9bn19 holders, $38.2bn
Q3 202123 holders, $20.7bn19 holders, $37.7bn
Q4 202130 holders, $20.3bn25 holders, $50.3bn
Q1 202225 holders, $19.3bn27 holders, $44.5bn
Q2 202231 holders, $17.0bn31 holders, $32.3bn
Q3 202230 holders, $15.8bn33 holders, $31.6bn
Q4 202231 holders, $16.5bn29 holders, $50.6bn
Q1 202331 holders, $18.7bn30 holders, $41.6bn
Q2 202328 holders, $18.8bn27 holders, $55.4bn
Q3 202330 holders, $17.5bn32 holders, $54.1bn
Q4 202330 holders, $18.4bn29 holders, $73.2bn
Q1 202423 holders, $19.7bn39 holders, $86.3bn
Q2 202427 holders, $24.2bn47 holders, $98.1bn
Q3 202426 holders, $25.8bn42 holders, $103bn
Q4 202432 holders, $20.4bn48 holders, $138bn
Q1 202529 holders, $18.1bn48 holders, $102bn
Q2 202526 holders, $21.1bn42 holders, $172bn
Q3 202530 holders, $19.2bn53 holders, $209bn
Q4 202531 holders, $21.3bn55 holders, $231bn
Q1 202626 holders, $20.5bn57 holders, $218bn
Q2 202642 holders, $30.5bn52 holders, $262bn
TXN

Texas Instrs Inc

Holders
26
Reported value
$20.5bn
Buyers
16
Sellers
26

Breadth -10 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
57
Reported value
$218bn
Buyers
31
Sellers
33

Breadth -2 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2026

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 TXN (2)

First Eagle Investment Management LLC, Markel Group Inc

Only AVGO (33)

Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Farallon Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, Steadfast Capital Management LP, 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.

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