AMD in the 13F filings
Advanced Micro Devices Inc · CUSIP 007903107
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 40
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 35 listed it in both
- Shares listed
- 194,073,994
- combined, among listed positions
- Reported value
- $28.6bn
- combined, at the quarter end
Among the 93 comparable managers: 18 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing AMD in Q4 2023
40 of 40 holders
Largest increases and reductions, by shares
Increases
- D. E. Shaw & Co.existing position · 9,278,806 shares now+6,372,010
- Viking Global Investors LPnew position · 4,737,399 shares now+4,737,399
- Citadel Advisors LLCexisting position · 6,005,863 shares now+3,506,881
- Jane Street Group LLCexisting position · 6,292,599 shares now+3,363,735
- Capital World Investorsexisting position · 4,668,542 shares now+2,982,704
Reductions
- Marshall Wace LLPexisting position · 1,367,897 shares now-3,725,831
- Two Sigma Advisers LPexisting position · 238,740 shares now-3,538,500
- Neuberger Berman Group LLCexisting position · 2,204,867 shares now-2,106,053
- Millennium Management LLCexisting position · 2,367,702 shares now-1,376,022
- Two Sigma Investments LPexisting position · 1,413,642 shares now-1,147,853
New positions and exits
New (2)
Exited (2)
- Rokos Capital Management LLPwas $94m
- Discovery Capital Management LLCwas $3.5m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 2 | $56m | n.a. | n.a. |
| Q3 2013 | 3 | $36m | n.a. | n.a. |
| Q4 2013 | 2 | $7.0m | n.a. | n.a. |
| Q3 2014 | 3 | $71m | n.a. | n.a. |
| Q4 2014 | 2 | $56m | n.a. | n.a. |
| Q1 2015 | 2 | $57m | n.a. | n.a. |
| Q2 2015 | 1 | $56m | n.a. | n.a. |
| Q3 2015 | 1 | $40m | n.a. | n.a. |
| Q4 2015 | 3 | $109m | n.a. | n.a. |
| Q1 2016 | 2 | $76m | n.a. | n.a. |
| Q2 2016 | 9 | $245m | n.a. | n.a. |
| Q3 2016 | 12 | $338m | n.a. | n.a. |
| Q4 2016 | 10 | $852m | n.a. | n.a. |
| Q1 2017 | 13 | $891m | n.a. | n.a. |
| Q2 2017 | 12 | $1.5bn | n.a. | n.a. |
| Q3 2017 | 9 | $1.6bn | n.a. | n.a. |
| Q4 2017 | 9 | $896m | n.a. | n.a. |
| Q1 2018 | 9 | $599m | n.a. | n.a. |
| Q2 2018 | 15 | $1.8bn | n.a. | n.a. |
| Q3 2018 | 15 | $3.6bn | n.a. | n.a. |
| Q4 2018 | 16 | $2.5bn | n.a. | n.a. |
| Q1 2019 | 17 | $3.7bn | n.a. | n.a. |
| Q2 2019 | 18 | $5.2bn | n.a. | n.a. |
| Q3 2019 | 20 | $6.0bn | n.a. | n.a. |
| Q4 2019 | 26 | $10.7bn | n.a. | n.a. |
| Q1 2020 | 30 | $10.9bn | n.a. | n.a. |
| Q2 2020 | 30 | $12.0bn | n.a. | n.a. |
| Q3 2020 | 34 | $19.9bn | n.a. | n.a. |
| Q4 2020 | 34 | $23.7bn | n.a. | n.a. |
| Q1 2021 | 34 | $18.9bn | n.a. | n.a. |
| Q2 2021 | 33 | $20.5bn | n.a. | n.a. |
| Q3 2021 | 31 | $22.0bn | n.a. | n.a. |
| Q4 2021 | 37 | $29.0bn | n.a. | n.a. |
| Q1 2022 | 36 | $23.1bn | n.a. | n.a. |
| Q2 2022 | 34 | $15.9bn | n.a. | n.a. |
| Q3 2022 | 37 | $12.9bn | n.a. | n.a. |
| Q4 2022 | 38 | $13.6bn | n.a. | n.a. |
| Q1 2023 | 33 | $21.9bn | n.a. | n.a. |
| Q2 2023 | 42 | $24.3bn | n.a. | n.a. |
| Q3 2023 | 39 | $18.6bn | n.a. | n.a. |
| Q4 2023 | 40 | $28.6bn | 18 | 24 |
| Q1 2024 | 39 | $27.7bn | 15 | 28 |
| Q2 2024 | 42 | $22.4bn | 24 | 20 |
| Q3 2024 | 38 | $22.6bn | 18 | 23 |
| Q4 2024 | 37 | $11.7bn | 21 | 16 |
| Q1 2025 | 35 | $9.4bn | 21 | 19 |
| Q2 2025 | 36 | $14.4bn | 23 | 15 |
| Q3 2025 | 44 | $15.9bn | 25 | 19 |
| Q4 2025 | 47 | $32.5bn | 24 | 26 |
| Q1 2026 | 43 | $28.9bn | 24 | 30 |
| Q2 2026 | 57 | $98.0bn | 37 | 21 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
AMD and NVDA →AMD and AVGO →AMD and MU →Choose a stock to compare with AMD →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own AMD, latest filings →Back to the 13F Explorer →