Holders over time
- Q
- AVGO
| Quarter | Q | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | none listed holders, n.a. | 24 holders, $38.1bn |
| Q1 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q2 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q3 2021 | none listed holders, n.a. | 19 holders, $37.7bn |
| Q4 2021 | none listed holders, n.a. | 25 holders, $50.3bn |
| Q1 2022 | none listed holders, n.a. | 27 holders, $44.5bn |
| Q2 2022 | none listed holders, n.a. | 31 holders, $32.3bn |
| Q3 2022 | none listed holders, n.a. | 33 holders, $31.6bn |
| Q4 2022 | none listed holders, n.a. | 29 holders, $50.6bn |
| Q1 2023 | none listed holders, n.a. | 30 holders, $41.6bn |
| Q2 2023 | none listed holders, n.a. | 27 holders, $55.4bn |
| Q3 2023 | none listed holders, n.a. | 32 holders, $54.1bn |
| Q4 2023 | none listed holders, n.a. | 29 holders, $73.2bn |
| Q1 2024 | none listed holders, n.a. | 39 holders, $86.3bn |
| Q2 2024 | none listed holders, n.a. | 47 holders, $98.1bn |
| Q3 2024 | none listed holders, n.a. | 42 holders, $103bn |
| Q4 2024 | none listed holders, n.a. | 48 holders, $138bn |
| Q1 2025 | none listed holders, n.a. | 48 holders, $102bn |
| Q2 2025 | none listed holders, n.a. | 42 holders, $172bn |
| Q3 2025 | none listed holders, n.a. | 53 holders, $209bn |
| Q4 2025 | 19 holders, $1.8bn | 55 holders, $231bn |
| Q1 2026 | 26 holders, $2.5bn | 57 holders, $218bn |
| Q2 2026 | 27 holders, $3.8bn | 52 holders, $262bn |
Qnity Electronics Inc
- Holders
- 27
- Reported value
- $3.8bn
- Buyers
- 23
- Sellers
- 22
Breadth +1 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 (19)
AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Dodge & Cox, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP
Only Q (8)
D1 Capital Partners LP, Davidson Kempner Capital Management LP, Durable Capital Partners LP, Element Capital Management LLC, Holocene Advisors LP, Quantbot Technologies LP, Voloridge Investment Management LLC, Walleye Capital LLC
Only AVGO (33)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, 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., Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Light Street Capital Management LLC, Man Group PLC, Neuberger Berman Group LLC, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, 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.