MARVELL TECHNOLOGY INC MRVL
COM · Common Stock · CUSIP 573874104 · ISIN US5738741041
American fabless semiconductor company
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersWilmington, DE
- Founded1995
- Websitemarvell.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($191.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $70.80. Options: 71 managers hold calls ($3.2bn notional), 53 hold puts ($2.0bn).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 840 |
| Q4 2022 | 843 |
| Q1 2023 | 855 |
| Q2 2023 | 944 |
| Q3 2023 | 943 |
| Q4 2023 | 980 |
| Q1 2024 | 1,089 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 394 | 402 |
| Q1 2023 | 443 | 375 |
| Q2 2023 | 464 | 415 |
| Q3 2023 | 481 | 398 |
| Q4 2023 | 473 | 417 |
| Q1 2024 | 632 | 375 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $1.4bn | $1.5bn | 1.06 |
| Q3 2023 | $1.2bn | $1.3bn | 1.05 |
| Q4 2023 | $1.3bn | $1.3bn | 1.00 |
| Q1 2024 | $3.2bn | $2.0bn | 0.63 |
Biggest buyers
| MORGAN STANLEY | Added | +15.7m |
| JPMORGAN CHASE & CO | Added | +4.7m |
| Atreides Management, LP | New | +4.2m |
| CITADEL ADVISORS LLC | Added | +4.2m |
| LAZARD ASSET MANAGEMENT LLC | Added | +4.0m |
| BROWN ADVISORY INC | Added | +2.7m |
| D. E. Shaw & Co., Inc. | Added | +2.6m |
| Whale Rock Capital Management LLC | New | +2.6m |
| BANK OF AMERICA CORP /DE/ | Added | +2.1m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.7m |
Biggest sellers
| Capital Research Global Investors | Reduced | -33.7m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -9.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -6.8m |
| AMERIPRISE FINANCIAL INC | Reduced | -5.4m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -2.4m |
| Pictet Asset Management Holding SA | Reduced | -2.3m |
| NORGES BANK | Reduced | -793.5k |
| Ceredex Value Advisors LLC | Reduced | -747.6k |
| T. Rowe Price Investment Management, Inc. | Reduced | -712.0k |
| AXA S.A. | Reduced | -673.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $655.4m9.2m shares |
| CITADEL ADVISORS LLC | Added | $420.2m5.9m shares |
| JANE STREET GROUP, LLC | Added | $162.3m2.3m shares |
| NOMURA HOLDINGS INC | Added | $138.1m1.9m shares |
| SIMPLEX TRADING, LLC | Added | $135.6m1.9m shares |
| ExodusPoint Capital Management, LP | New | $106.3m1.5m shares |
| Atreides Management, LP | New | $106.3m1.5m shares |
| Squarepoint Ops LLC | Added | $97.9m1.4m shares |
| Artisan Partners Limited Partnership | Added | $97.5m1.4m shares |
| Optiver Holding B.V. | Added | $95.4m1.3m shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $458.9m6.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $322.8m4.6m shares |
| Twin Tree Management, LP | Added | $192.6m2.7m shares |
| JANE STREET GROUP, LLC | Added | $160.1m2.3m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $142.2m2.0m shares |
| SIMPLEX TRADING, LLC | Added | $100.1m1.4m shares |
| Optiver Holding B.V. | Added | $88.6m1.3m shares |
| Walleye Trading LLC | Added | $57.6m813.2k shares |
| IMC-Chicago, LLC | Added | $57.6m812.1k shares |
| WOLVERINE TRADING, LLC | Added | $44.3m624.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-29 | 9.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution +2.3 pts · filed 2026-07-31 | 7.6% |
| FMR LLC 13G · institution -3.1 pts · filed 2026-08-06 | 6.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 7 | $13.0m | — |
| Q3 2022 | 1 | $314.1k | 2 | $1.6m | — |
| Q4 2022 | 0 | — | 2 | $648.0k | — |
| Q1 2023 | 0 | — | 6 | $8.1m | — |
| Q2 2023 | 0 | — | 7 | $12.9m | $7.0m |
| Q3 2023 | 0 | — | 5 | $7.2m | $6.9m |
| Q4 2023 | 0 | — | 5 | $11.0m | $11.0m |
| Q1 2024 | 0 | — | 4 | $9.0m | $9.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-18 | Meintjes Willem A Chief Financial Officer | Sold plan | $67.8k1.0k shares |
| 2024-03-15 | Koopmans Chris EVP, Chief Operations Officer · By Trust | Sold plan | $332.2k5.0k shares |
| 2024-03-14 | MURPHY MATTHEW J Chair of Board, President, CEO, director · By Trust | Sold plan | $2.0m30.0k shares |
| 2024-02-15 | MURPHY MATTHEW J Chair of Board, President, CEO, director · By Trust | Sold plan | $2.0m30.0k shares |
| 2024-02-15 | Koopmans Chris EVP, Chief Operations Officer · By Trust | Sold plan | $339.9k5.0k shares |
| 2024-02-01 | Meintjes Willem A Chief Financial Officer | Sold plan | $68.2k1.0k shares |
| 2024-01-16 | MURPHY MATTHEW J Chair of Board, President, CEO, director · By Trust | Sold plan | $2.0m30.0k shares |
| 2024-01-16 | Koopmans Chris EVP, Chief Operations Officer · By Trust | Sold plan | $326.3k5.0k shares |
| 2024-01-08 | Tamer Ford Director | Sold plan | $1.8m30.0k shares |
| 2024-01-05 | Meintjes Willem A Chief Financial Officer | Sold plan | $60.0k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.62% of their portfolio | 129.9m $9.2bn | Added +227.0k |
| VANGUARD GROUP INC 0.10% of their portfolio | 72.8m $5.2bn | Added +468.1k |
| BlackRock Inc. 0.10% of their portfolio | 61.7m $4.4bn | Added +1.2m |
| T. Rowe Price Investment Management, Inc. 1.12% of their portfolio | 25.8m $1.8bn | Reduced -712.0k |
| MORGAN STANLEY 0.05% of their portfolio | 25.2m $1.8bn | Added +15.7m |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 22.9m $1.6bn | Added +4.7m |
| STATE STREET CORP 0.06% of their portfolio | 19.9m $1.4bn | Added +148.5k |
| BROWN ADVISORY INC 1.66% of their portfolio | 17.5m $1.2bn | Added +2.7m |
| GOLDMAN SACHS GROUP INC 0.24% of their portfolio | 15.9m $1.1bn | Reduced -437.3k |
| Matrix Capital Management Company, LP 9.91% of their portfolio | 15.1m $1.1bn | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 13.7m $973.0m | Added +489.7k |
| JANUS HENDERSON GROUP PLC 0.52% of their portfolio | 13.5m $955.4m | Added +1.6m |
| BANK OF AMERICA CORP /DE/ 0.08% of their portfolio | 11.2m $793.2m | Added +2.1m |
| Pictet Asset Management Holding SA 0.82% of their portfolio | 10.6m $752.9m | Reduced -2.3m |
| AMERIPRISE FINANCIAL INC 0.18% of their portfolio | 9.4m $664.1m | Reduced -5.4m |
| Invesco Ltd. 0.14% of their portfolio | 9.3m $659.2m | Added +653.9k |
| NORGES BANK 0.09% of their portfolio | 7.7m $544.6m | Reduced -793.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.16% of their portfolio | 7.5m $533.6m | Reduced -407.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 5.9m $420.4m | Added +1.6m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% of their portfolio | 5.7m $405.7m | Added +68.8k |
| Aspex Management (HK) Ltd 10.42% of their portfolio | 5.4m $385.4m | Reduced -274.9k |
| Amundi 0.15% of their portfolio | 5.3m $344.2m | Added +1.2m |
| Legal & General Group Plc 0.10% of their portfolio | 5.1m $359.2m | Reduced -33.0k |
| Clearbridge Investments, LLC 0.28% of their portfolio | 5.0m $357.2m | Added +1.0m |
| VAN ECK ASSOCIATES CORP 0.54% of their portfolio | 5.0m $355.6m | Added +1.1m |
| NORTHERN TRUST CORP 0.06% of their portfolio | 4.9m $350.6m | Reduced -276.4k |
| Rafferty Asset Management, LLC 1.27% of their portfolio | 4.8m $340.5m | Added +922.7k |
| CITADEL ADVISORS LLC 0.29% of their portfolio | 4.3m $304.1m | Added +4.2m |
| NORDEA INVESTMENT MANAGEMENT AB 0.36% of their portfolio | 4.3m $304.9m | Added +620.9k |
| Atreides Management, LP 8.94% of their portfolio | 4.2m $298.1m | New |
| LAZARD ASSET MANAGEMENT LLC 0.34% of their portfolio | 4.0m $283.6m | Added +4.0m |
| Nuveen Asset Management, LLC 0.08% of their portfolio | 3.9m $275.9m | Reduced -658.3k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 3.8m $270.7m | Reduced -126.8k |
| BESSEMER GROUP INC 0.48% of their portfolio | 3.7m $265.0m | Added +18.4k |
| BARCLAYS PLC 0.12% of their portfolio | 3.7m $261.7m | Reduced -262.4k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 3.7m $261.2m | Added +484.7k |
| UBS Group AG 0.08% of their portfolio | 3.6m $254.2m | Reduced -459.4k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 3.6m $253.4m | Reduced -261.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 3.2m $226.0m | Added +76.7k |
| CITIGROUP INC 0.24% of their portfolio | 3.2m $225.3m | Added +1.4m |
| FRED ALGER MANAGEMENT, LLC 1.09% of their portfolio | 3.1m $220.7m | Reduced -497.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.21% of their portfolio | 3.0m $211.5m | Reduced -9.0m |
| D. E. Shaw & Co., Inc. 0.25% of their portfolio | 2.7m $194.9m | Added +2.6m |
| Swiss National Bank 0.13% of their portfolio | 2.6m $183.5m | Reduced -109.1k |
| MARSHALL WACE, LLP 0.30% of their portfolio | 2.6m $182.8m | Added +1.6m |
| Whale Rock Capital Management LLC 2.70% of their portfolio | 2.6m $181.6m | New |
| FIRST TRUST ADVISORS LP 0.18% of their portfolio | 2.5m $175.2m | Reduced -833 |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 2.2m $153.3m | Added +47.9k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 2.2m $153.0m | Added +155.0k |
| TD Asset Management Inc 0.14% of their portfolio | 2.2m $152.5m | Added +51.9k |
| Fisher Asset Management, LLC 0.07% of their portfolio | 2.1m $149.7m | Reduced -53.1k |
| Capital Research Global Investors 0.03% of their portfolio | 2.1m $146.1m | Reduced -33.7m |
| CREDIT SUISSE AG/ 0.14% of their portfolio | 2.0m $142.8m | Reduced -214.8k |
| Atalan Capital Partners, LP 11.72% of their portfolio | 2.0m $141.8m | Added +100.0k |
| JANE STREET GROUP, LLC 0.18% of their portfolio | 2.0m $141.4m | Added +239.2k |
| EAGLE ASSET MANAGEMENT INC 0.73% of their portfolio | 2.0m $143.6m | Added +74.3k |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 2.0m $138.9m | Added +1.7m |
| Corient Private Wealth LP 0.25% of their portfolio | 1.9m $137.9m | Reduced -11.5k |
| Allspring Global Investments Holdings, LLC 0.21% of their portfolio | 1.9m $136.1m | Added +64.9k |
| Rokos Capital Management LLP 3.48% of their portfolio | 1.9m $135.8m | Added +650.9k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.8m $130.5m | Reduced -118.8k |
| Mirae Asset Global Investments Co., Ltd. 0.24% of their portfolio | 1.8m $110.9m | Added +72.2k |
| Robeco Schweiz AG 2.18% of their portfolio | 1.8m $124.7m | Reduced -480.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.44% of their portfolio | 1.7m $122.5m | Added +88.1k |
| PointState Capital LP 3.68% of their portfolio | 1.7m $122.3m | New |
| Ceredex Value Advisors LLC 2.08% of their portfolio | 1.7m $119.0m | Reduced -747.6k |
| Aberdeen Group plc 0.23% of their portfolio | 1.6m $116.3m | Reduced -52.9k |
| National Pension Service 0.14% of their portfolio | 1.6m $115.1m | Added +23.0k |
| Third Point LLC 1.38% of their portfolio | 1.5m $108.0m | New |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.5m $107.9m | Added +114.9k |
| Contour Asset Management LLC 4.17% of their portfolio | 1.5m $106.9m | Added +281.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 1.5m $106.2m | Added +106.6k |
| California Public Employees Retirement System 0.07% of their portfolio | 1.5m $105.1m | Reduced -62.1k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.43% of their portfolio | 1.4m $100.1m | Reduced -25.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.12% of their portfolio | 1.4m $97.8m | Added +13.4k |
| Employees Provident Fund Board 1.71% of their portfolio | 1.4m $97.6m | Reduced -49.9k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 1.89% of their portfolio | 1.4m $97.1m | Added +1.2m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.10% of their portfolio | 1.4m $96.3m | Added +1.2m |
| DANSKE BANK A/S 0.27% of their portfolio | 1.2m $87.1m | First filing |
| Polar Capital Holdings Plc 0.43% of their portfolio | 1.1m $81.3m | Added +725.3k |
| Balyasny Asset Management L.P. 0.21% of their portfolio | 1.1m $81.0m | Reduced -667.1k |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 1.1m $76.9m | Reduced -41.3k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.1m $74.5m | Added +422.6k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 1.0m $71.8m | Reduced -7.8k |
| Woodline Partners LP 0.63% of their portfolio | 955.6k $67.7m | Added +766.9k |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 951.1k $67.4m | Added +30.5k |
| ProShare Advisors LLC 0.18% of their portfolio | 948.1k $67.2m | Added +204.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.09% of their portfolio | 916.4k $39.7m | Added +6.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 906.2k $64.2m | Added +138.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio | 889.7k $63.1m | Added +484.8k |
| NATIONAL BANK OF CANADA /FI/ 0.10% of their portfolio | 886.2k $60.7m | Added +104.7k |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 882.8k $62.6m | Reduced -386.2k |
| Ion Asset Management Ltd. 4.56% of their portfolio | 880.6k $62.4m | Added +750.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.09% of their portfolio | 854.3k $60.6m | Reduced -27.6k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.74% of their portfolio | 847.6k $60.1m | New |
| TRUIST FINANCIAL CORP 0.09% of their portfolio | 844.9k $59.9m | Reduced -93.7k |
| Duquesne Family Office LLC 1.57% of their portfolio | 822.9k $58.3m | Added +459.3k |
| NATIXIS ADVISORS, LLC 0.13% of their portfolio | 799.2k $56.6m | Added +137.2k |
| ARGENT CAPITAL MANAGEMENT LLC 1.64% of their portfolio | 794.2k $56.3m | Reduced -11.4k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 792.1k $57.3m | Added +279.6k |