Vault-13

QORVO INC QRVO

COM · Common Stock · CUSIP 74736K101 · ISIN US74736K1016

472 institutional holders -27 vs Q4 2024
93,430,90893.4m shares reported held*
$6.7bnreported value*
78 new 125 added 191 reduced 110 sold out net bought ≈ $92.7m (+1.3m 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 ($22.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $72.14. Options: 24 managers hold calls ($79.3m notional), 23 hold puts ($96.4m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 541Q4 22: 572Q1 23: 543Q2 23: 544Q3 23: 543Q4 23: 595Q1 24: 588Q2 24: 567Q3 24: 573Q4 24: 499Q1 25: 472472Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022541
Q4 2022572
Q1 2023543
Q2 2023544
Q3 2023543
Q4 2023595
Q1 2024588
Q2 2024567
Q3 2024573
Q4 2024499
Q1 2025472

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 208 bought or addedQ2 23: 290 cut or sold outQ3 23: 225 bought or addedQ3 23: 262 cut or sold outQ3 23Q4 23: 240 bought or addedQ4 23: 294 cut or sold outQ1 24: 274 bought or addedQ1 24: 272 cut or sold outQ1 24Q2 24: 238 bought or addedQ2 24: 304 cut or sold outQ3 24: 276 bought or addedQ3 24: 272 cut or sold outQ3 24Q4 24: 196 bought or addedQ4 24: 358 cut or sold outQ1 25: 203 bought or addedQ1 25: 301 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023208290
Q3 2023225262
Q4 2023240294
Q1 2024274272
Q2 2024238304
Q3 2024276272
Q4 2024196358
Q1 2025203301

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ2 24 calls: $165.2mQ2 24 puts: $84.5mQ2 24P/C 0.51Q3 24 calls: $93.7mQ3 24 puts: $59.7mQ3 24P/C 0.64Q4 24 calls: $92.7mQ4 24 puts: $77.8mQ4 24P/C 0.84Q1 25 calls: $79.3mQ1 25 puts: $96.4mQ1 25P/C 1.21
Numbers
QuarterCallsPutsP/C
Q2 2024$165.2m$84.5m0.51
Q3 2024$93.7m$59.7m0.64
Q4 2024$92.7m$77.8m0.84
Q1 2025$79.3m$96.4m1.21

Biggest buyers

Starboard Value LP New +8,270,000+8.3m
Jericho Capital Asset Management L.P. New +2,333,650+2.3m
Capital Research Global Investors New +2,254,705+2.3m
Contour Asset Management LLC New +2,094,993+2.1m
Freestone Grove Partners LP Added +725,667+725.7k
BANK OF AMERICA CORP /DE/ Added +597,052+597.1k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +591,998+592.0k
HRT FINANCIAL LP New +547,494+547.5k
CITADEL ADVISORS LLC Added +496,636+496.6k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +475,444+475.4k

Biggest sellers

Pacer Advisors, Inc. Reduced -5,100,440-5.1m
BlackRock, Inc. Reduced -2,740,322-2.7m
MORGAN STANLEY Reduced -2,617,227-2.6m
AMERIPRISE FINANCIAL INC Reduced -2,067,089-2.1m
Woodline Partners LP Reduced -965,193-965.2k
STATE STREET CORP Reduced -932,981-933.0k
D. E. Shaw & Co., Inc. Reduced -804,442-804.4k
KBC Group NV Reduced -502,459-502.5k
Fisher Asset Management, LLC Reduced -473,794-473.8k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Sold out -424,001-424.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $14.5m200.1k shares
MAPLELANE CAPITAL, LLC New $14.5m200.0k shares
CITADEL ADVISORS LLC Reduced $6.0m82.4k shares
GROUP ONE TRADING LLC Reduced $4.9m67.8k shares
CAPITAL FUND MANAGEMENT S.A. Added $4.6m63.5k shares
Twin Tree Management, LP New $4.6m63.0k shares
IMC-Chicago, LLC Reduced $4.5m61.5k shares
JANE STREET GROUP, LLC Reduced $4.1m56.9k shares
Cubist Systematic Strategies, LLC Added $3.4m46.7k shares
SIMPLEX TRADING, LLC Reduced $3.2m43.7k shares

Biggest puts

Twin Tree Management, LP Added $23.7m327.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $23.5m324.8k shares
CAPITAL FUND MANAGEMENT S.A. Added $10.0m138.1k shares
CITADEL ADVISORS LLC Reduced $5.9m81.9k shares
PEAK6 LLC Reduced $4.8m66.7k shares
SIMPLEX TRADING, LLC Added $4.6m63.1k shares
Cubist Systematic Strategies, LLC Added $4.5m61.6k shares
IMC-Chicago, LLC Reduced $4.0m55.2k shares
WOLVERINE TRADING, LLC Added $2.6m36.3k shares
JANE STREET GROUP, LLC Reduced $2.3m31.3k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 13,197,38913.2m $955.6m $955.6m 0.02% Reduced -2.7m -2,740,322
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 11,010,63511.0m $797.3m $797.3m 0.01% Reduced -387.2k -387,233
3 Starboard Value LP 10.89% of their portfolio New York, NY 8,270,0008.3m $598.8m $598.8m 10.89% New
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,529,0823.5m $255.5m $255.5m 0.01% Reduced -933.0k -932,981
5 FIL Ltd 0.24% of their portfolio HAMILTON, D0 3,458,8493.5m $250.5m $250.5m 0.24% Added +134.6k +134,608
6 Vulcan Value Partners, LLC 3.23% of their portfolio BIRMINGHAM, AL 2,377,9592.4m $172.2m $172.2m 3.23% Reduced -203.3k -203,337
7 Jericho Capital Asset Management L.P. 3.07% of their portfolio LOS ANGELES, CA 2,333,6502.3m $169.0m $169.0m 3.07% New
8 Capital Research Global Investors 0.04% of their portfolio Los Angeles, CA 2,254,7052.3m $163.3m $163.3m 0.04% New
9 Contour Asset Management LLC 6.32% of their portfolio NEW YORK, NY 2,094,9932.1m $151.7m $151.7m 6.32% New
10 Amundi 0.04% of their portfolio Paris, I0 2,023,1722.0m $123.6m $123.6m 0.04% Reduced -120.7k -120,686
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,665,1221.7m $120.6m $120.6m 0.01% Added +29.2k +29,176
12 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,578,7071.6m $114.3m $114.3m 0.01% Reduced -2.6m -2,617,227
13 Thrivent Financial for Lutherans 0.24% of their portfolio Minneapolis, MN 1,535,2881.5m $111.2m $111.2m 0.24% Added +468.2k +468,223
14 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,530,4571.5m $110.8m $110.8m 0.03% Reduced -2.1m -2,067,089
15 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,426,8091.4m $103.3m $103.3m 0.01% Added +399.7k +399,716
16 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,346,5831.3m $97.5m $97.5m 0.02% Reduced -73.1k -73,115
17 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,263,8961.3m $91.5m $91.5m 0.01% Added +597.1k +597,052
18 Point72 Asset Management, L.P. 0.23% of their portfolio STAMFORD, CT 1,130,8071.1m $81.9m $81.9m 0.23% Added +265.6k +265,645
19 CITADEL ADVISORS LLC 0.08% of their portfolio MIAMI, FL 1,117,5821.1m $80.9m $80.9m 0.08% Added +496.6k +496,636
20 UBS Group AG 0.01% of their portfolio ZURICH, V8 928,934928.9k $67.3m $67.3m 0.01% Added +135.1k +135,130
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 888,814888.8k $64.4m $64.4m 0.01% Added +57.8k +57,838
22 Freestone Grove Partners LP 0.61% of their portfolio San Francisco, CA 819,263819.3k $59.3m $59.3m 0.61% Added +725.7k +725,667
23 BARCLAYS PLC 0.03% of their portfolio LONDON, X0 816,364816.4k $59.1m $59.1m 0.03% Added +258.7k +258,661
24 VAN ECK ASSOCIATES CORP 0.08% of their portfolio NEW YORK, NY 815,333815.3k $59.0m $59.0m 0.08% Reduced -3.0k -3,023
25 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 779,598779.6k $56.5m $56.5m 0.01% Reduced -63.9k -63,887
26 Rafferty Asset Management, LLC 0.23% of their portfolio New York, NY 742,271742.3k $53.7m $53.7m 0.23% Reduced -63.8k -63,812
27 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 680,840680.8k $49.3m $49.3m 0.01% Reduced -97.6k -97,568
28 LSV ASSET MANAGEMENT 0.11% of their portfolio CHICAGO, IL 634,381634.4k $45.9m $45.9m 0.11% Added +338.5k +338,521
29 RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio NEW YORK, NY 628,806628.8k $45.5m $45.5m 0.07% Added +351.0k +351,000
30 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio BOSTON, MA 591,998592.0k $42.9m $42.9m 0.03% New
31 KBC Group NV 0.13% of their portfolio Brussels, C9 574,737574.7k $41.6m $41.6m 0.13% Reduced -502.5k -502,459
32 HRT FINANCIAL LP 0.29% of their portfolio NEW YORK, NY 547,494547.5k $39.6m $39.6m 0.29% New
33 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 526,233526.2k $38.1m $38.1m 0.03% Reduced -197.7k -197,675
34 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 522,275522.3k $37.8m $37.8m 0.01% Added +204.7k +204,719
35 JANE STREET GROUP, LLC 0.07% of their portfolio NEW YORK, NY 514,258514.3k $37.2m $37.2m 0.07% Added +432.8k +432,751
36 Ninety One UK Ltd 0.10% of their portfolio London, X0 513,439513.4k $37.2m $37.2m 0.10% Reduced -158.0k -157,988
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 500,302500.3k $36.2m $36.2m 0.00% Reduced -149.3k -149,329
38 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio Toronto, A6 498,122498.1k $36.1m $36.1m 0.03% Added +475.4k +475,444
39 FMR LLC 0.00% of their portfolio BOSTON, MA 480,652480.7k $34.8m $34.8m 0.00% Reduced -81.3k -81,301
40 Connor, Clark & Lunn Investment Management Ltd. 0.15% of their portfolio VANCOUVER, A1 478,742478.7k $34.7m $34.7m 0.15% Added +266.3k +266,332
41 Robeco Institutional Asset Management B.V. 0.07% of their portfolio ROTTERDAM, P7 474,790474.8k $34.4m $34.4m 0.07% Reduced -240.3k -240,255
42 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 463,483463.5k $33.6m $33.6m 0.02% Added +5.3k +5,305
43 Shannon River Fund Management LLC 8.37% of their portfolio NEW YORK, NY 443,100443.1k $32.1m $32.1m 8.37% New
44 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 435,564435.6k $31.5m $31.5m 0.01% Reduced -63.3k -63,252
45 Legal & General Group Plc 0.01% of their portfolio London, X0 421,856421.9k $30.5m $30.5m 0.01% Reduced -336.5k -336,462
46 Assenagon Asset Management S.A. 0.05% of their portfolio SENNINGERBERG, N4 417,725417.7k $30.2m $30.2m 0.05% Reduced -399.2k -399,157
47 Allianz Asset Management GmbH 0.04% of their portfolio MUNICH, 2M 393,956394.0k $28.5m $28.5m 0.04% Reduced -25.4k -25,398
48 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 385,182385.2k $27.9m $27.9m 0.02% First filing
49 PINNACLE ASSOCIATES LTD 0.40% of their portfolio NEW YORK, NY 380,926380.9k $27.6m $27.6m 0.40% Added +42.2k +42,248
50 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 358,722358.7k $26.0m $26.0m 0.01% Reduced -323.4k -323,354
51 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 336,846336.8k $24.4m $24.4m 0.02% Added +279.2k +279,211
52 LMR Partners LLP 0.48% of their portfolio LONDON, X0 331,194331.2k $24.0m $24.0m 0.48% Added +256.2k +256,194
53 BRANDES INVESTMENT PARTNERS, LP 0.24% of their portfolio LA JOLLA, CA 323,720323.7k $23.4m $23.4m 0.24% Added +17.1k +17,102
54 Public Sector Pension Investment Board 0.09% of their portfolio MONTREAL, A8 296,210296.2k $21.4m $21.4m 0.09% Added +71.6k +71,554
55 Walleye Capital LLC 0.22% of their portfolio NEW YORK, NY 279,188279.2k $20.2m $20.2m 0.22% Reduced -158.8k -158,799
56 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 270,564270.6k $19.6m $19.6m 0.01% Added +156.0k +155,987
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 268,722268.7k $19.5m $19.5m 0.03% Added +211.6k +211,564
58 Verition Fund Management LLC 0.10% of their portfolio GREENWICH, CT 249,438249.4k $18.1m $18.1m 0.10% Added +132.8k +132,827
59 CAPITAL FUND MANAGEMENT S.A. 0.22% of their portfolio PARIS, I0 242,022242.0k $17.5m $17.5m 0.22% Added +49.3k +49,319
60 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 240,074240.1k $17.4m $17.4m 0.02% Reduced -83.3k -83,252
61 MAPLELANE CAPITAL, LLC 1.62% of their portfolio New York, NY 240,000240.0k $17.4m $17.4m 1.62% New
62 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 231,579231.6k $16.8m $16.8m 0.02% Reduced -20.7k -20,707
63 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 224,204224.2k $16.2m $16.2m 0.04% Added +52.0k +52,047
64 Quantinno Capital Management LP 0.10% of their portfolio NEW YORK, NY 221,384221.4k $16.0m $16.0m 0.10% Added +181.6k +181,607
65 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 220,510220.5k $16.0m $16.0m 0.02% Added +48.8k +48,785
66 ExodusPoint Capital Management, LP 0.20% of their portfolio NEW YORK, NY 214,418214.4k $15.5m $15.5m 0.20% New
67 TWO SIGMA ADVISERS, LP 0.03% of their portfolio NEW YORK, NY 208,000208.0k $15.1m $15.1m 0.03% Reduced -44.8k -44,800
68 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 202,278202.3k $14.6m $14.6m 0.01% New
69 PANAGORA ASSET MANAGEMENT INC 0.07% of their portfolio BOSTON, MA 195,827195.8k $14.2m $14.2m 0.07% Reduced -219.6k -219,645
70 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 192,701192.7k $14.0m $14.0m 0.00% First filing
71 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 187,427187.4k $13.3m $13.3m 0.01% Reduced -55.5k -55,481
72 Swiss National Bank 0.01% of their portfolio ZURICH, V8 174,045174.0k $12.6m $12.6m 0.01% Reduced -93.9k -93,900
73 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 157,993158.0k $11.4m $11.4m 0.00% Reduced -104.7k -104,709
74 FRONTIER CAPITAL MANAGEMENT CO LLC 0.12% of their portfolio Boston, MA 157,204157.2k $11.4m $11.4m 0.12% Reduced -61.7k -61,738
75 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 156,920156.9k $11.2m $11.2m 0.01% Added +147.8k +147,825
76 Meridiem Capital Partners LP 1.23% of their portfolio DALLAS, TX 155,523155.5k $11.3m $11.3m 1.23% New
77 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 151,877151.9k $11.0m $11.0m 0.01% Reduced -11.9k -11,933
78 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 150,633150.6k $10.7m $10.7m 0.01% Reduced -254.3k -254,340
79 OSSIAM 0.15% of their portfolio PARIS, I0 149,000149.0k $10.8m $10.8m 0.15% Reduced -19.5k -19,547
80 Bragg Financial Advisors, Inc 0.43% of their portfolio CHARLOTTE, NC 143,528143.5k $10.4m $10.4m 0.43% Added +5.7k +5,695
81 Talos Eurisko Asset Management LP 4.30% of their portfolio NEW YORK, NY 139,900139.9k $10.1m $10.1m 4.30% Added +6.8k +6,800
82 Illinois Municipal Retirement Fund 0.15% of their portfolio OAK BROOK, IL 139,638139.6k $10.1m $10.1m 0.15% Added +114.9k +114,857
83 Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio FRANKFURT AM MAIN, 2M 139,418139.4k $10.1m $10.1m 0.02% Added +22.8k +22,842
84 Mirae Asset Global Investments Co., Ltd. 0.04% of their portfolio SEOUL, M5 134,169134.2k $9.6m $9.6m 0.04% Added +9.4k +9,375
85 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 122,607122.6k $8.9m $8.9m 0.01% Added +118.9k +118,855
86 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 118,143118.1k $8.6m $8.6m 0.01% Reduced -804.4k -804,442
87 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.14% of their portfolio BALA CYNWYD, PA 115,257115.3k $8.3m $8.3m 0.14% New
88 Boston Partners 0.01% of their portfolio BOSTON, MA 114,375114.4k $8.3m $8.3m 0.01% Added +3.7k +3,666
89 Twin Tree Management, LP 0.18% of their portfolio DALLAS, TX 111,766111.8k $8.1m $8.1m 0.18% New
90 Leeward Investments, LLC - MA 0.42% of their portfolio BOSTON, MA 109,632109.6k $7.9m $7.9m 0.42% Reduced -3.8k -3,789
91 Gotham Asset Management, LLC 0.07% of their portfolio NEW YORK, NY 107,980108.0k $7.8m $7.8m 0.07% Reduced -2.1k -2,104
92 WORLDQUANT MILLENNIUM ADVISORS LLC 0.05% of their portfolio NEW YORK, NY 106,131106.1k $7.7m $7.7m 0.05% New
93 TWINBEECH CAPITAL LP 0.13% of their portfolio PURCHASE, NY 102,323102.3k $7.4m $7.4m 0.13% New
94 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 95,28495.3k $6.9m $6.9m 0.02% Reduced -4.5k -4,500
95 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 93,56093.6k $6.8m $6.8m 0.01% Reduced -10.3k -10,293
96 F&V Capital Management, LLC 1.75% of their portfolio BOCA RATON, FL 92,94892.9k $6.7m $6.7m 1.75% Reduced -590 -590
97 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 91,48991.5k $6.6m $6.6m 0.01% Reduced -43.3k -43,320
98 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 91,02891.0k $6.6m $6.6m 0.01% Reduced -78.7k -78,671
99 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 90,40890.4k $5.9m $5.9m 0.01% Reduced -319.0k -319,035
100 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 88,51588.5k $6.4m $6.4m 0.02% Reduced -1.0k -1,012