Holders over time
- HPE
- AVGO
| Quarter | HPE | AVGO |
|---|---|---|
| Q3 2020 | 12 holders, $1.8bn | 22 holders, $31.2bn |
| Q4 2020 | 10 holders, $2.3bn | 24 holders, $38.1bn |
| Q1 2021 | 7 holders, $2.9bn | 19 holders, $38.2bn |
| Q2 2021 | 15 holders, $2.3bn | 19 holders, $38.2bn |
| Q3 2021 | 10 holders, $2.1bn | 19 holders, $37.7bn |
| Q4 2021 | 14 holders, $2.2bn | 25 holders, $50.3bn |
| Q1 2022 | 13 holders, $2.1bn | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $1.7bn | 31 holders, $32.3bn |
| Q3 2022 | 11 holders, $1.2bn | 33 holders, $31.6bn |
| Q4 2022 | 14 holders, $2.0bn | 29 holders, $50.6bn |
| Q1 2023 | 13 holders, $2.1bn | 30 holders, $41.6bn |
| Q2 2023 | 17 holders, $2.5bn | 27 holders, $55.4bn |
| Q3 2023 | 17 holders, $2.4bn | 32 holders, $54.1bn |
| Q4 2023 | 19 holders, $2.5bn | 29 holders, $73.2bn |
| Q1 2024 | 20 holders, $2.7bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $1.9bn | 47 holders, $98.1bn |
| Q3 2024 | 15 holders, $1.4bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $1.2bn | 48 holders, $138bn |
| Q1 2025 | 9 holders, $593m | 48 holders, $102bn |
| Q2 2025 | 19 holders, $1.4bn | 42 holders, $172bn |
| Q3 2025 | 24 holders, $2.7bn | 53 holders, $209bn |
| Q4 2025 | 22 holders, $3.3bn | 55 holders, $231bn |
| Q1 2026 | 17 holders, $3.3bn | 57 holders, $218bn |
| Q2 2026 | 27 holders, $7.2bn | 52 holders, $262bn |
Hewlett Packard Enterprise C
- Holders
- 27
- Reported value
- $7.2bn
- Buyers
- 26
- Sellers
- 19
Breadth +7 among 91 comparable managers.
Broadcom Inc
- Holders
- 52
- Reported value
- $262bn
- Buyers
- 24
- Sellers
- 38
Breadth -14 among 91 comparable managers.
Who holds both, Q2 2026
Both (21)
AQR Capital Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Investments LP, Winton Group Ltd, Woodline Partners LP
Only HPE (6)
Elliott Investment Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Quantbot Technologies LP, Voloridge Investment Management LLC, Walleye Capital LLC
Only AVGO (31)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa 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, Coatue Management LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, and 6 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.