Holders over time
- STM
- AVGO
| Quarter | STM | AVGO |
|---|---|---|
| Q3 2020 | 5 holders, $47m | 22 holders, $31.2bn |
| Q4 2020 | 3 holders, $77m | 24 holders, $38.1bn |
| Q1 2021 | 6 holders, $203m | 19 holders, $38.2bn |
| Q2 2021 | 4 holders, $126m | 19 holders, $38.2bn |
| Q3 2021 | 1 holders, $14m | 19 holders, $37.7bn |
| Q4 2021 | 5 holders, $168m | 25 holders, $50.3bn |
| Q1 2022 | 9 holders, $156m | 27 holders, $44.5bn |
| Q2 2022 | 3 holders, $137m | 31 holders, $32.3bn |
| Q3 2022 | 8 holders, $551m | 33 holders, $31.6bn |
| Q4 2022 | 6 holders, $210m | 29 holders, $50.6bn |
| Q1 2023 | 12 holders, $625m | 30 holders, $41.6bn |
| Q2 2023 | 9 holders, $360m | 27 holders, $55.4bn |
| Q3 2023 | 9 holders, $402m | 32 holders, $54.1bn |
| Q4 2023 | 4 holders, $74m | 29 holders, $73.2bn |
| Q1 2024 | 5 holders, $220m | 39 holders, $86.3bn |
| Q2 2024 | 7 holders, $243m | 47 holders, $98.1bn |
| Q3 2024 | 6 holders, $406m | 42 holders, $103bn |
| Q4 2024 | 9 holders, $432m | 48 holders, $138bn |
| Q1 2025 | 9 holders, $461m | 48 holders, $102bn |
| Q2 2025 | 9 holders, $286m | 42 holders, $172bn |
| Q3 2025 | 7 holders, $247m | 53 holders, $209bn |
| Q4 2025 | 6 holders, $246m | 55 holders, $231bn |
| Q1 2026 | 10 holders, $715m | 57 holders, $218bn |
| Q2 2026 | 26 holders, $2.8bn | 52 holders, $262bn |
Stmicroelectronics N V
- Holders
- 26
- Reported value
- $2.8bn
- Buyers
- 29
- Sellers
- 9
Breadth +20 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 (18)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Two Sigma Investments LP, Verition Fund Management LLC
Only STM (8)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Quantbot Technologies LP, Sachem Head Capital Management LP, Voloridge Investment Management LLC, Walleye Capital LLC
Only AVGO (34)
AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, MFS Investment Management, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, and 9 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.