Vault-13

QORVO INC QRVO

COM · Common Stock · CUSIP 74736K101 · ISIN US74736K1016

543 institutional holders -29 vs Q4 2022
87,631,63087.6m shares reported held*
$8.8bnreported value*
62 new 168 added 208 reduced 81 sold out net bought ≈ $54.7m (+1.0m shares)

* 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 ($21.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $100.93. Options: 20 managers hold calls ($80.1m notional), 20 hold puts ($92.5m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 541Q4 22: 572Q1 23: 543543Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022541
Q4 2022572
Q1 2023543

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 241 bought or addedQ4 22: 284 cut or sold outQ4 22Q1 23: 230 bought or addedQ1 23: 289 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022241284
Q1 2023230289

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ3 22 calls: $113.2mQ3 22 puts: $133.0mQ3 22P/C 1.17Q4 22 calls: $113.5mQ4 22 puts: $108.8mQ4 22P/C 0.96Q1 23 calls: $80.1mQ1 23 puts: $92.5mQ1 23P/C 1.15
Numbers
QuarterCallsPutsP/C
Q3 2022$113.2m$133.0m1.17
Q4 2022$113.5m$108.8m0.96
Q1 2023$80.1m$92.5m1.15

Biggest buyers

NEUBERGER BERMAN GROUP LLC Added +1,208,600+1.2m
JPMORGAN CHASE & CO Added +746,216+746.2k
FMR LLC Added +615,608+615.6k
ENVESTNET ASSET MANAGEMENT INC Added +601,645+601.6k
FIL Ltd Added +464,185+464.2k
Pacer Advisors, Inc. Added +294,764+294.8k
UBS Group AG Added +291,395+291.4k
FIRST TRUST ADVISORS LP Added +285,119+285.1k
PRICE T ROWE ASSOCIATES INC /MD/ Added +268,692+268.7k
PANAGORA ASSET MANAGEMENT INC Added +261,973+262.0k

Biggest sellers

BAUPOST GROUP LLC/MA Reduced -1,082,153-1.1m
Boston Partners Reduced -1,065,243-1.1m
Balyasny Asset Management L.P. Sold out -428,385-428.4k
Point72 Asset Management, L.P. Reduced -411,567-411.6k
Capital Research Global Investors Reduced -358,227-358.2k
MARSHALL WACE, LLP Sold out -358,118-358.1k
CITADEL ADVISORS LLC Reduced -334,199-334.2k
Vulcan Value Partners, LLC Reduced -254,872-254.9k
SCOPIA CAPITAL MANAGEMENT LP Reduced -180,154-180.2k
Squarepoint Ops LLC Reduced -179,557-179.6k

Biggest calls

Squarepoint Ops LLC Reduced $19.6m193.0k shares
Walleye Trading LLC Added $14.2m139.7k shares
CITADEL ADVISORS LLC Reduced $12.3m120.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $9.9m97.3k shares
SIMPLEX TRADING, LLC Reduced $5.1m50.3k shares
WOLVERINE TRADING, LLC Reduced $3.6m35.4k shares
GROUP ONE TRADING LLC Reduced $3.5m34.8k shares
JANE STREET GROUP, LLC Reduced $2.4m23.8k shares
IMC-Chicago, LLC Added $2.2m22.0k shares
ROYAL BANK OF CANADA New $2.0m19.3k shares

Biggest puts

MILLENNIUM MANAGEMENT LLC Added $26.5m261.3k shares
Squarepoint Ops LLC Reduced $19.8m195.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $13.1m129.1k shares
CITADEL ADVISORS LLC Reduced $10.5m102.9k shares
JANE STREET GROUP, LLC Reduced $3.8m37.5k shares
D. E. Shaw & Co., Inc. Reduced $3.5m34.8k shares
SIMPLEX TRADING, LLC Reduced $3.0m29.3k shares
WOLVERINE TRADING, LLC Added $2.7m26.9k shares
Walleye Trading LLC Added $2.5m24.4k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $2.2m22.1k 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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -3.1 pts · filed 2025-10-17 10.6% -3.1 pts 9.8m≈ $915.4m 2025-10-17
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.3% new 5.8m≈ $541.5m 2026-04-29

Fell to 5% or below in the last year: Starboard Value LP (0.0%, 2026-10-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.03% of their portfolio Valley Forge, PA 11,815,95911.8m $1.2bn $1.2bn 0.03% Reduced -13.9k -13,879
2 BlackRock Inc. 0.03% of their portfolio New York, NY 8,475,4118.5m $860.8m $860.8m 0.03% Reduced -46.0k -46,011
3 Capital Research Global Investors 0.15% of their portfolio Los Angeles, CA 5,248,4015.2m $533.1m $533.1m 0.15% Reduced -358.2k -358,227
4 STATE STREET CORP 0.03% of their portfolio BOSTON, MA 4,682,7484.7m $475.6m $475.6m 0.03% Added +132.7k +132,710
5 BAUPOST GROUP LLC/MA 8.08% of their portfolio BOSTON, MA 4,649,5044.6m $472.2m $472.2m 8.08% Reduced -1.1m -1,082,153
6 Boston Partners 0.36% of their portfolio BOSTON, MA 2,543,1772.5m $258.2m $258.2m 0.36% Reduced -1.1m -1,065,243
7 Vulcan Value Partners, LLC 3.18% of their portfolio BIRMINGHAM, AL 2,474,0292.5m $251.2m $251.2m 3.18% Reduced -254.9k -254,872
8 FIL Ltd 0.29% of their portfolio HAMILTON, D0 2,459,4692.5m $249.8m $249.8m 0.29% Added +464.2k +464,185
9 GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio BOSTON, MA 2,151,0252.2m $218.0m $218.0m 0.03% Added +5.4k +5,396
10 Invesco Ltd. 0.06% of their portfolio ATLANTA, GA 2,085,3232.1m $211.8m $211.8m 0.06% Added +152.3k +152,294
11 AMERIPRISE FINANCIAL INC 0.06% of their portfolio MINNEAPOLIS, MN 1,853,7561.9m $188.3m $188.3m 0.06% Added +26.9k +26,924
12 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 1,651,4481.7m $167.7m $167.7m 0.06% Added +43.2k +43,154
13 LSV ASSET MANAGEMENT 0.38% of their portfolio CHICAGO, IL 1,648,1441.6m $167.4m $167.4m 0.38% Reduced -143.7k -143,650
14 NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio NEW YORK, NY 1,271,8161.3m $128.8m $128.8m 0.12% Added +1.2m +1,208,600
15 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,271,2211.3m $129.1m $129.1m 0.02% Added +746.2k +746,216
16 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,255,9891.3m $127.6m $127.6m 0.01% Added +24.8k +24,760
17 FMR LLC 0.01% of their portfolio BOSTON, MA 1,247,9341.2m $126.8m $126.8m 0.01% Added +615.6k +615,608
18 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 1,115,5151.1m $113.3m $113.3m 0.02% Reduced -15.8k -15,752
19 NORGES BANK 0.02% of their portfolio OSLO, Q8 1,050,4401.1m $106.7m $106.7m 0.02% Reduced -69.1k -69,131
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio SAN FRANCISCO, CA 878,739878.7k $89.3m $89.3m 0.03% Reduced -431 -431
21 Point72 Asset Management, L.P. 0.31% of their portfolio STAMFORD, CT 863,103863.1k $87.7m $87.7m 0.31% Reduced -411.6k -411,567
22 Legal & General Group Plc 0.03% of their portfolio London, X0 773,474773.5k $78.6m $78.6m 0.03% Reduced -13.8k -13,835
23 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 752,335752.3k $76.4m $76.4m 0.02% Reduced -42.3k -42,265
24 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 743,648743.6k $14.5m $14.5m 0.01% Added +601.6k +601,645
25 Pacer Advisors, Inc. 0.30% of their portfolio Malvern, PA 699,578699.6k $71.1m $71.1m 0.30% Added +294.8k +294,764
26 Fisher Asset Management, LLC 0.04% of their portfolio PLANO, TX 641,337641.3k $65.1m $65.1m 0.04% Reduced -28.8k -28,767
27 FIRST TRUST ADVISORS LP 0.08% of their portfolio Wheaton, IL 639,593639.6k $65.0m $65.0m 0.08% Added +285.1k +285,119
28 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 537,678537.7k $54.6m $54.6m 0.01% Added +224.0k +224,033
29 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio NEW YORK, NY 504,550504.6k $51.2m $51.2m 0.02% Reduced -51.0k -51,028
30 Rafferty Asset Management, LLC 0.33% of their portfolio New York, NY 477,139477.1k $48.5m $48.5m 0.33% Added +64.3k +64,331
31 UBS Group AG 0.02% of their portfolio ZURICH, V8 470,800470.8k $47.8m $47.8m 0.02% Added +291.4k +291,395
32 D. E. Shaw & Co., Inc. 0.08% of their portfolio New York, NY 469,633469.6k $47.7m $47.7m 0.08% Reduced -178.1k -178,097
33 CITADEL ADVISORS LLC 0.05% of their portfolio MIAMI, FL 454,505454.5k $46.2m $46.2m 0.05% Reduced -334.2k -334,199
34 AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio Greenwich, CT 451,802451.8k $45.4m $45.4m 0.10% Added +44.9k +44,852
35 SCOPIA CAPITAL MANAGEMENT LP 4.69% of their portfolio NEW YORK, NY 444,856444.9k $45.2m $45.2m 4.69% Reduced -180.2k -180,154
36 VAN ECK ASSOCIATES CORP 0.10% of their portfolio NEW YORK, NY 443,385443.4k $45.0m $45.0m 0.10% Reduced -29.8k -29,752
37 Ninety One UK Ltd 0.14% of their portfolio London, X0 440,469440.5k $44.7m $44.7m 0.14% Reduced -23.4k -23,428
38 PINNACLE ASSOCIATES LTD 0.88% of their portfolio NEW YORK, NY 422,568422.6k $42.9m $42.9m 0.88% Reduced -7.6k -7,640
39 JACOBS LEVY EQUITY MANAGEMENT, INC 0.26% of their portfolio FLORHAM PARK, NJ 417,161417.2k $42.4m $42.4m 0.26% Added +17.6k +17,625
40 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 404,116404.1k $41.0m $41.0m 0.01% Added +268.7k +268,692
41 Qube Research & Technologies Ltd 0.23% of their portfolio LONDON, X0 403,565403.6k $41.0m $41.0m 0.23% Added +5.1k +5,089
42 Swiss National Bank 0.03% of their portfolio ZURICH, V8 401,445401.4k $40.8m $40.8m 0.03% Reduced -18.0k -18,000
43 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio JUPITER, FL 395,949395.9k $40.2m $40.2m 0.20% Added +70.8k +70,758
44 Amundi 0.02% of their portfolio Paris, I0 388,387388.4k $36.9m $36.9m 0.02% Added +98.3k +98,343
45 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 374,546374.5k $38.0m $38.0m 0.01% Reduced -70.1k -70,073
46 Artemis Investment Management LLP 0.43% of their portfolio EDINBURGH, X0 346,735346.7k $35.2m $35.2m 0.43% Added +248.0k +248,033
47 THORNBURG INVESTMENT MANAGEMENT INC 0.54% of their portfolio SANTA FE, NM 319,249319.2k $32.4m $32.4m 0.54% Added +163.4k +163,433
48 CITIGROUP INC 0.04% of their portfolio NEW YORK, NY 318,671318.7k $32.4m $32.4m 0.04% Added +46.6k +46,553
49 Assenagon Asset Management S.A. 0.12% of their portfolio SENNINGERBERG, N4 310,460310.5k $31.5m $31.5m 0.12% Added +139.8k +139,771
50 Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio CHIYODA-KU, TOKYO, M0 310,029310.0k $31.5m $31.5m 0.02% Added +1.5k +1,474
51 BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio PARIS, I0 298,856298.9k $30.4m $30.4m 0.07% Added +149.2k +149,247
52 PANAGORA ASSET MANAGEMENT INC 0.18% of their portfolio BOSTON, MA 275,910275.9k $28.0m $28.0m 0.18% Added +262.0k +261,973
53 Russell Investments Group, Ltd. 0.05% of their portfolio Seattle, WA 273,288273.3k $27.8m $27.8m 0.05% Added +10.8k +10,769
54 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 265,504265.5k $27.0m $27.0m 0.01% Reduced -30.7k -30,699
55 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 260,715260.7k $26.5m $26.5m 0.01% Added +7.0k +6,964
56 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 255,953256.0k $26.0m $26.0m 0.01% Reduced -3.0k -2,981
57 Allianz Asset Management GmbH 0.05% of their portfolio MUNICH, 2M 255,784255.8k $26.0m $26.0m 0.05% Added +91.1k +91,053
58 HSBC HOLDINGS PLC 0.03% of their portfolio LONDON, X0 254,477254.5k $25.8m $25.8m 0.03% Reduced -70.0k -69,974
59 Korea Investment CORP 0.07% of their portfolio SEOUL, M5 231,998232.0k $23.6m $23.6m 0.07% Added +196.6k +196,648
60 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 204,668204.7k $20.8m $20.8m 0.02% Reduced -36.9k -36,930
61 RHUMBLINE ADVISERS 0.03% of their portfolio BOSTON, MA 200,490200.5k $20.4m $20.4m 0.03% Reduced -8.8k -8,840
62 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 195,606195.6k $19.9m $19.9m 0.03% Reduced -3.1k -3,100
63 J. Goldman & Co LP 1.11% of their portfolio NEW YORK, NY 188,279188.3k $19.1m $19.1m 1.11% New
64 BARCLAYS PLC 0.02% of their portfolio LONDON, X0 186,060186.1k $18.9m $18.9m 0.02% Reduced -15.2k -15,212
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 183,670183.7k $18.7m $18.7m 0.03% Added +130.6k +130,645
66 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 177,720177.7k $18.1m $18.1m 0.02% Reduced -84.4k -84,442
67 HEARTLAND ADVISORS INC 1.09% of their portfolio MILWAUKEE, WI 174,206174.2k $17.7m $17.7m 1.09% Added +55.2k +55,151
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio WEST SACRAMENTO, CA 167,357167.4k $17.0m $17.0m 0.03% Reduced -4.4k -4,394
69 CANADA LIFE ASSURANCE Co 0.04% of their portfolio WINNIPEG, A2 163,953164.0k $16.7m $16.7m 0.04% Reduced -10.2k -10,240
70 CREDIT SUISSE AG/ 0.02% of their portfolio ZURICH, V8 158,240158.2k $16.1m $16.1m 0.02% Added +7.8k +7,783
71 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio Paris, I0 155,684155.7k $15.8m $15.8m 0.05% Added +48.1k +48,130
72 Penserra Capital Management LLC 0.32% of their portfolio ORINDA, CA 154,014154.0k $15.6m $15.6m 0.32% Added +21.2k +21,219
73 BRANDES INVESTMENT PARTNERS, LP 0.33% of their portfolio LA JOLLA, CA 151,611151.6k $15.4m $15.4m 0.33% Added +22.4k +22,392
74 Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio TOKYO, M0 149,218149.2k $15.2m $15.2m 0.04% Reduced -1.4k -1,403
75 FRONTIER CAPITAL MANAGEMENT CO LLC 0.15% of their portfolio Boston, MA 143,967144.0k $14.6m $14.6m 0.15% Added +10.1k +10,136
76 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.47% of their portfolio TEANECK, NJ 140,671140.7k $14.3m $14.3m 0.47% Reduced -1.0k -1,009
77 Man Group plc 0.05% of their portfolio LONDON, X0 136,392136.4k $13.9m $13.9m 0.05% New
78 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio TALLAHASSEE, FL 133,522133.5k $13.6m $13.6m 0.03% Reduced -3.6k -3,640
79 Select Equity Group, L.P. 0.05% of their portfolio NEW YORK, NY 133,357133.4k $13.5m $13.5m 0.05% Added +13.5k +13,460
80 Retirement Systems of Alabama 0.06% of their portfolio MONTGOMERY, AL 133,324133.3k $13.5m $13.5m 0.06% Reduced -3.0k -2,957
81 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 122,396122.4k $12.4m $12.4m 0.01% Added +569 +569
82 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio ALBANY, NY 121,404121.4k $12.3m $12.3m 0.03% Reduced -1.7k -1,717
83 AVIVA PLC 0.05% of their portfolio LONDON, X0 114,739114.7k $11.7m $11.7m 0.05% Added +90.3k +90,276
84 Leeward Investments, LLC - MA 0.53% of their portfolio BOSTON, MA 113,977114.0k $11.6m $11.6m 0.53% Reduced -2.0k -1,983
85 MACQUARIE GROUP LTD 0.01% of their portfolio Sydney, NSW 2000, C3 110,001110.0k $11.2m $11.2m 0.01% Reduced -6.6k -6,607
86 Andra AP-fonden 0.29% of their portfolio GOTEBORG, V7 108,600108.6k $11.0m $11.0m 0.29% Added +24.4k +24,400
87 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 106,733106.7k $10.8m $10.8m 0.03% Added +60.6k +60,583
88 HARVARD MANAGEMENT CO INC 1.12% of their portfolio BOSTON, MA 104,669104.7k $10.6m $10.6m 1.12% Unchanged
89 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 102,680102.7k $10.4m $10.4m 0.01% Reduced -6.0k -5,987
90 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 102,564102.6k $10.4m $10.4m 0.02% Reduced -10.8k -10,812
91 OAK ASSOCIATES LTD /OH/ 0.84% of their portfolio AKRON, OH 100,122100.1k $10.2m $10.2m 0.84% Unchanged
92 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 94,41794.4k $9.0m $9.0m 0.01% Added +225 +225
93 Calamos Advisors LLC 0.05% of their portfolio NAPERVILLE, IL 93,55993.6k $9.5m $9.5m 0.05% Reduced -11.7k -11,697
94 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 92,55192.6k $9.4m $9.4m 0.00% Reduced -15.9k -15,889
95 APG Asset Management N.V. 0.02% of their portfolio Amsterdam, P7 92,06792.1k $8.6m $8.6m 0.02% Reduced -16.7k -16,708
96 F&V Capital Management, LLC 2.99% of their portfolio BOCA RATON, FL 88,84888.8k $9.0m $9.0m 2.99% Added +4.6k +4,630
97 Vident Investment Advisory, LLC 0.29% of their portfolio Alpharetta, GA 88,56988.6k $9.0m $9.0m 0.29% Added +1.7k +1,671
98 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 87,86187.9k $8.9m $8.9m 0.02% Reduced -19.6k -19,577
99 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 86,16086.2k $8.8m $8.8m 0.04% Added +9.0k +8,963
100 Robeco Institutional Asset Management B.V. 0.02% of their portfolio ROTTERDAM, P7 85,65885.7k $8.7m $8.7m 0.02% Added +32.7k +32,663