Holders over time
- UMC
- AVGO
| Quarter | UMC | AVGO |
|---|---|---|
| Q3 2020 | 2 holders, $126m | 22 holders, $31.2bn |
| Q4 2020 | 2 holders, $202m | 24 holders, $38.1bn |
| Q1 2021 | 2 holders, $181m | 19 holders, $38.2bn |
| Q2 2021 | 3 holders, $123m | 19 holders, $38.2bn |
| Q3 2021 | 4 holders, $201m | 19 holders, $37.7bn |
| Q4 2021 | 4 holders, $154m | 25 holders, $50.3bn |
| Q1 2022 | 3 holders, $87m | 27 holders, $44.5bn |
| Q2 2022 | 4 holders, $111m | 31 holders, $32.3bn |
| Q3 2022 | 4 holders, $112m | 33 holders, $31.6bn |
| Q4 2022 | 5 holders, $172m | 29 holders, $50.6bn |
| Q1 2023 | 6 holders, $192m | 30 holders, $41.6bn |
| Q2 2023 | 4 holders, $160m | 27 holders, $55.4bn |
| Q3 2023 | 3 holders, $70m | 32 holders, $54.1bn |
| Q4 2023 | 1 holders, $54m | 29 holders, $73.2bn |
| Q1 2024 | 1 holders, $35m | 39 holders, $86.3bn |
| Q2 2024 | 3 holders, $85m | 47 holders, $98.1bn |
| Q3 2024 | 5 holders, $217m | 42 holders, $103bn |
| Q4 2024 | 3 holders, $124m | 48 holders, $138bn |
| Q1 2025 | 1 holders, $2.1m | 48 holders, $102bn |
| Q2 2025 | none listed holders, n.a. | 42 holders, $172bn |
| Q3 2025 | 1 holders, $12m | 53 holders, $209bn |
| Q4 2025 | 4 holders, $127m | 55 holders, $231bn |
| Q1 2026 | 4 holders, $343m | 57 holders, $218bn |
| Q2 2026 | 6 holders, $715m | 52 holders, $262bn |
United Microelectronics Corp
- Holders
- 4
- Reported value
- $343m
- Buyers
- 18
- Sellers
- 4
Breadth +14 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 (4)
Acadian Asset Management LLC, AQR Capital Management LLC, Man Group PLC, Two Sigma Investments LP
Only UMC (0)
None.
Only AVGO (53)
AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, 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 28 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.