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ADI · 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.

ADIAVGO
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.
  • ADI
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterADIAVGO
Q3 202030 holders, $7.0bn22 holders, $31.2bn
Q4 202031 holders, $9.1bn24 holders, $38.1bn
Q1 202128 holders, $9.8bn19 holders, $38.2bn
Q2 202134 holders, $11.9bn19 holders, $38.2bn
Q3 202137 holders, $14.1bn19 holders, $37.7bn
Q4 202130 holders, $12.5bn25 holders, $50.3bn
Q1 202230 holders, $11.6bn27 holders, $44.5bn
Q2 202228 holders, $10.2bn31 holders, $32.3bn
Q3 202228 holders, $9.7bn33 holders, $31.6bn
Q4 202230 holders, $10.8bn29 holders, $50.6bn
Q1 202327 holders, $13.0bn30 holders, $41.6bn
Q2 202324 holders, $13.6bn27 holders, $55.4bn
Q3 202323 holders, $11.9bn32 holders, $54.1bn
Q4 202325 holders, $12.8bn29 holders, $73.2bn
Q1 202423 holders, $11.8bn39 holders, $86.3bn
Q2 202418 holders, $13.3bn47 holders, $98.1bn
Q3 202421 holders, $13.2bn42 holders, $103bn
Q4 202426 holders, $11.7bn48 holders, $138bn
Q1 202530 holders, $11.1bn48 holders, $102bn
Q2 202529 holders, $12.0bn42 holders, $172bn
Q3 202532 holders, $11.4bn53 holders, $209bn
Q4 202531 holders, $14.7bn55 holders, $231bn
Q1 202634 holders, $17.3bn57 holders, $218bn
Q2 202631 holders, $20.3bn52 holders, $262bn
ADI

Analog Devices Inc

Holders
31
Reported value
$20.3bn
Buyers
20
Sellers
27

Breadth -7 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
52
Reported value
$262bn
Buyers
24
Sellers
38

Breadth -14 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2026

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 ADI (5)

D1 Capital Partners LP, ExodusPoint Capital Management LP, Markel Group Inc, Voloridge Investment Management LLC, Walleye Capital LLC

Only AVGO (26)

Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Whale Rock Capital Management LLC, and 1 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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