Vault-13

QORVO INC QRVO

COM · Common Stock · CUSIP 74736K101 · ISIN US74736K1016

481 institutional holders +9 vs Q1 2025
93,716,36893.7m shares reported held*
$8.0bnreported value*
83 new 147 added 176 reduced 71 sold out net bought ≈ $47.3m (+215.4k 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 ($17.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $85.02. Options: 21 managers hold calls ($106.5m notional), 19 hold puts ($78.3m).

Trends to Q2 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: 472Q2 25: 481481Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025481

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 225 bought or addedQ3 23: 262 cut or sold outQ4 23: 240 bought or addedQ4 23: 294 cut or sold outQ4 23Q1 24: 274 bought or addedQ1 24: 272 cut or sold outQ2 24: 238 bought or addedQ2 24: 304 cut or sold outQ2 24Q3 24: 276 bought or addedQ3 24: 272 cut or sold outQ4 24: 196 bought or addedQ4 24: 358 cut or sold outQ4 24Q1 25: 203 bought or addedQ1 25: 301 cut or sold outQ2 25: 230 bought or addedQ2 25: 247 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023225262
Q4 2023240294
Q1 2024274272
Q2 2024238304
Q3 2024276272
Q4 2024196358
Q1 2025203301
Q2 2025230247

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ3 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 1.21Q2 25 calls: $106.5mQ2 25 puts: $78.3mQ2 25P/C 0.73
Numbers
QuarterCallsPutsP/C
Q3 2024$93.7m$59.7m0.64
Q4 2024$92.7m$77.8m0.84
Q1 2025$79.3m$96.4m1.21
Q2 2025$106.5m$78.3m0.73

Biggest buyers

Woodline Partners LP Added +890,031+890.0k
FULLER & THALER ASSET MANAGEMENT, INC. New +827,666+827.7k
LSV ASSET MANAGEMENT Added +748,589+748.6k
D. E. Shaw & Co., Inc. Added +555,601+555.6k
BARCLAYS PLC Added +479,837+479.8k
Rafferty Asset Management, LLC Added +472,211+472.2k
TUDOR INVESTMENT CORP ET AL Added +435,780+435.8k
ROYAL BANK OF CANADA Added +428,449+428.4k
Dorsal Capital Management, LP New +405,000+405.0k
NORGES BANK Added +386,804+386.8k

Biggest sellers

Capital Research Global Investors Reduced -1,527,077-1.5m
Amundi Reduced -1,394,914-1.4m
Vulcan Value Partners, LLC Reduced -1,057,351-1.1m
AMERIPRISE FINANCIAL INC Reduced -590,383-590.4k
HRT FINANCIAL LP Sold out -547,494-547.5k
Shannon River Fund Management LLC Sold out -443,100-443.1k
RENAISSANCE TECHNOLOGIES LLC Reduced -426,400-426.4k
Connor, Clark & Lunn Investment Management Ltd. Reduced -420,075-420.1k
JANE STREET GROUP, LLC Reduced -405,456-405.5k
Starboard Value LP Reduced -397,133-397.1k

Biggest calls

MAPLELANE CAPITAL, LLC Added $34.0m400.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $15.1m177.8k shares
Twin Tree Management, LP Added $7.1m84.0k shares
JANE STREET GROUP, LLC Added $6.9m81.2k shares
CITADEL ADVISORS LLC Reduced $6.5m77.1k shares
Caption Management, LLC New $6.4m75.0k shares
IMC-Chicago, LLC Added $6.0m71.2k shares
GROUP ONE TRADING LLC Reduced $5.7m67.2k shares
Cubist Systematic Strategies, LLC Reduced $2.9m33.6k shares
SIMPLEX TRADING, LLC Reduced $2.5m29.8k shares

Biggest puts

Twin Tree Management, LP Unchanged $27.8m327.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $20.1m236.6k shares
IMC-Chicago, LLC Added $6.0m70.5k shares
CITADEL ADVISORS LLC Reduced $5.3m62.2k shares
Cubist Systematic Strategies, LLC Reduced $3.9m45.5k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $3.7m43.1k shares
JANE STREET GROUP, LLC Added $2.8m33.0k shares
GOLDMAN SACHS GROUP INC Unchanged $2.3m26.7k shares
Verition Fund Management LLC Added $1.5m17.6k shares
SIMPLEX TRADING, LLC Reduced $1.2m14.2k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 13,459,99413.5m $1.1bn $1.1bn 0.02% Added +262.6k +262,605
2 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 11,005,04611.0m $934.4m $934.4m 0.02% Reduced -5.6k -5,589
3 Starboard Value LP 11.59% of their portfolio New York, NY 7,872,8677.9m $668.5m $668.5m 11.59% Reduced -397.1k -397,133
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,704,1133.7m $314.5m $314.5m 0.01% Added +175.0k +175,031
5 FIL Ltd 0.25% of their portfolio HAMILTON, D0 3,511,4183.5m $298.2m $298.2m 0.25% Added +52.6k +52,569
6 Contour Asset Management LLC 6.58% of their portfolio NEW YORK, NY 2,368,6502.4m $201.1m $201.1m 6.58% Added +273.7k +273,657
7 Jericho Capital Asset Management L.P. 2.64% of their portfolio LOS ANGELES, CA 2,333,6502.3m $198.2m $198.2m 2.64% Unchanged
8 NORGES BANK 0.02% of their portfolio OSLO, Q8 1,813,6131.8m $154.0m $154.0m 0.02% Added +386.8k +386,804
9 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,776,2121.8m $150.8m $150.8m 0.01% Added +197.5k +197,505
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,659,4291.7m $140.9m $140.9m 0.01% Reduced -5.7k -5,693
11 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,518,9641.5m $129.0m $129.0m 0.01% Added +255.1k +255,068
12 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,483,9561.5m $126.0m $126.0m 0.03% Added +137.4k +137,373
13 CITADEL ADVISORS LLC 0.11% of their portfolio MIAMI, FL 1,437,4141.4m $122.1m $122.1m 0.11% Added +319.8k +319,832
14 Thrivent Financial for Lutherans 0.26% of their portfolio Minneapolis, MN 1,400,4661.4m $118.9m $118.9m 0.26% Reduced -134.8k -134,822
15 LSV ASSET MANAGEMENT 0.27% of their portfolio CHICAGO, IL 1,382,9701.4m $117.4m $117.4m 0.27% Added +748.6k +748,589
16 Vulcan Value Partners, LLC 2.12% of their portfolio BIRMINGHAM, AL 1,320,6081.3m $120.3m $120.3m 2.12% Reduced -1.1m -1,057,351
17 BARCLAYS PLC 0.04% of their portfolio LONDON, X0 1,296,2011.3m $110.1m $110.1m 0.04% Added +479.8k +479,837
18 Rafferty Asset Management, LLC 0.34% of their portfolio New York, NY 1,214,4821.2m $103.1m $103.1m 0.34% Added +472.2k +472,211
19 Point72 Asset Management, L.P. 0.19% of their portfolio STAMFORD, CT 964,044964.0k $81.9m $81.9m 0.19% Reduced -166.8k -166,763
20 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 940,074940.1k $79.8m $79.8m 0.02% Reduced -590.4k -590,383
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 897,678897.7k $76.2m $76.2m 0.01% Added +8.9k +8,864
22 Woodline Partners LP 0.40% of their portfolio San Francisco, CA 892,941892.9k $75.8m $75.8m 0.40% Added +890.0k +890,031
23 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 883,310883.3k $75.0m $75.0m 0.01% Added +361.0k +361,035
24 Freestone Grove Partners LP 0.56% of their portfolio San Francisco, CA 874,504874.5k $74.3m $74.3m 0.56% Added +55.2k +55,241
25 UBS Group AG 0.02% of their portfolio ZURICH, V8 847,214847.2k $71.9m $71.9m 0.02% Reduced -81.7k -81,720
26 FULLER & THALER ASSET MANAGEMENT, INC. 0.26% of their portfolio SAN MATEO, CA 827,666827.7k $70.3m $70.3m 0.26% New
27 Assenagon Asset Management S.A. 0.10% of their portfolio SENNINGERBERG, N4 763,654763.7k $64.8m $64.8m 0.10% Added +345.9k +345,929
28 Capital Research Global Investors 0.01% of their portfolio Los Angeles, CA 727,628727.6k $61.8m $61.8m 0.01% Reduced -1.5m -1,527,077
29 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 700,214700.2k $59.5m $59.5m 0.01% Reduced -79.4k -79,384
30 D. E. Shaw & Co., Inc. 0.06% of their portfolio New York, NY 673,744673.7k $57.2m $57.2m 0.06% Added +555.6k +555,601
31 VAN ECK ASSOCIATES CORP 0.06% of their portfolio NEW YORK, NY 654,782654.8k $55.6m $55.6m 0.06% Reduced -160.6k -160,551
32 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 649,455649.5k $55.1m $55.1m 0.01% Reduced -31.4k -31,385
33 Amundi 0.02% of their portfolio Paris, I0 628,258628.3k $55.5m $55.5m 0.02% Reduced -1.4m -1,394,914
34 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio Toronto, A6 620,108620.1k $52.7m $52.7m 0.05% Added +122.0k +121,986
35 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 587,324587.3k $49.9m $49.9m 0.03% Added +61.1k +61,091
36 MAPLELANE CAPITAL, LLC 3.00% of their portfolio New York, NY 574,000574.0k $48.7m $48.7m 3.00% Added +334.0k +334,000
37 FMR LLC 0.00% of their portfolio BOSTON, MA 561,160561.2k $47.6m $47.6m 0.00% Added +80.5k +80,508
38 Clearbridge Investments, LLC 0.04% of their portfolio NEW YORK, NY 560,622560.6k $47.6m $47.6m 0.04% Added +358.3k +358,344
39 Allianz Asset Management GmbH 0.06% of their portfolio MUNICH, 2M 522,118522.1k $44.3m $44.3m 0.06% Added +128.2k +128,162
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 474,760474.8k $40.3m $40.3m 0.00% Added +428.4k +428,449
41 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio BOSTON, MA 467,421467.4k $39.7m $39.7m 0.03% Reduced -124.6k -124,577
42 Ninety One UK Ltd 0.09% of their portfolio London, X0 462,280462.3k $39.3m $39.3m 0.09% Reduced -51.2k -51,159
43 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 460,597460.6k $39.1m $39.1m 0.02% Reduced -2.9k -2,886
44 TUDOR INVESTMENT CORP ET AL 0.29% of their portfolio STAMFORD, CT 445,700445.7k $37.8m $37.8m 0.29% Added +435.8k +435,780
45 KBC Group NV 0.10% of their portfolio Brussels, C9 428,023428.0k $36.3m $36.3m 0.10% Reduced -146.7k -146,714
46 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 411,519411.5k $34.9m $34.9m 0.02% Added +74.7k +74,673
47 Robeco Institutional Asset Management B.V. 0.06% of their portfolio ROTTERDAM, P7 410,531410.5k $34.9m $34.9m 0.06% Reduced -64.3k -64,259
48 Dorsal Capital Management, LP 0.98% of their portfolio Redwood City, CA 405,000405.0k $34.4m $34.4m 0.98% New
49 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 396,604396.6k $33.7m $33.7m 0.01% Added +238.6k +238,611
50 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 391,028391.0k $33.2m $33.2m 0.01% Reduced -44.5k -44,536
51 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 365,588365.6k $31.0m $31.0m 0.02% Reduced -19.6k -19,594
52 Walleye Capital LLC 0.28% of their portfolio NEW YORK, NY 354,861354.9k $30.1m $30.1m 0.28% Added +75.7k +75,673
53 Russell Investments Group, Ltd. 0.04% of their portfolio Seattle, WA 342,392342.4k $29.1m $29.1m 0.04% Added +121.9k +121,882
54 BRANDES INVESTMENT PARTNERS, LP 0.26% of their portfolio LA JOLLA, CA 334,947334.9k $28.4m $28.4m 0.26% Added +11.2k +11,227
55 Boston Partners 0.03% of their portfolio BOSTON, MA 332,626332.6k $28.2m $28.2m 0.03% Added +218.3k +218,251
56 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 331,874331.9k $28.2m $28.2m 0.01% Reduced -26.8k -26,848
57 Public Sector Pension Investment Board 0.12% of their portfolio MONTREAL, A8 318,372318.4k $27.0m $27.0m 0.12% Added +22.2k +22,162
58 Legal & General Group Plc 0.01% of their portfolio London, X0 303,693303.7k $25.8m $25.8m 0.01% Reduced -118.2k -118,163
59 PINNACLE ASSOCIATES LTD 0.37% of their portfolio NEW YORK, NY 301,571301.6k $25.6m $25.6m 0.37% Reduced -79.4k -79,355
60 Meridiem Capital Partners LP 1.76% of their portfolio DALLAS, TX 286,925286.9k $24.4m $24.4m 1.76% Added +131.4k +131,402
61 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 238,954239.0k $20.3m $20.3m 0.02% Added +51.5k +51,527
62 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 234,092234.1k $19.9m $19.9m 0.02% Added +2.5k +2,513
63 Quantinno Capital Management LP 0.08% of their portfolio NEW YORK, NY 224,329224.3k $19.0m $19.0m 0.08% Added +2.9k +2,945
64 LMR Partners LLP 0.27% of their portfolio LONDON, X0 205,191205.2k $17.4m $17.4m 0.27% Reduced -126.0k -126,003
65 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 202,406202.4k $17.2m $17.2m 0.02% Reduced -426.4k -426,400
66 OBERWEIS ASSET MANAGEMENT INC/ 0.74% of their portfolio LISLE, IL 200,300200.3k $17.0m $17.0m 0.74% New
67 Talos Eurisko Asset Management LP 4.03% of their portfolio NEW YORK, NY 197,900197.9k $16.8m $16.8m 4.03% Added +58.0k +58,000
68 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 197,266197.3k $16.7m $16.7m 0.00% Reduced -303.0k -303,036
69 Gotham Asset Management, LLC 0.10% of their portfolio NEW YORK, NY 190,430190.4k $16.2m $16.2m 0.10% Added +82.5k +82,450
70 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 186,070186.1k $15.8m $15.8m 0.01% Added +29.1k +29,150
71 OSSIAM 0.17% of their portfolio PARIS, I0 183,000183.0k $15.5m $15.5m 0.17% Added +34.0k +34,000
72 PANAGORA ASSET MANAGEMENT INC 0.07% of their portfolio BOSTON, MA 178,961179.0k $15.2m $15.2m 0.07% Reduced -16.9k -16,866
73 Swiss National Bank 0.01% of their portfolio ZURICH, V8 169,445169.4k $14.4m $14.4m 0.01% Reduced -4.6k -4,600
74 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 165,763165.8k $14.1m $14.1m 0.01% Reduced -74.3k -74,311
75 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 164,320164.3k $14.0m $14.0m 0.01% Added +12.4k +12,443
76 Senvest Management, LLC 0.46% of their portfolio New York, NY 162,083162.1k $13.8m $13.8m 0.46% New
77 Jain Global LLC 0.21% of their portfolio NEW YORK, NY 161,579161.6k $13.7m $13.7m 0.21% Added +117.2k +117,239
78 Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio FRANKFURT AM MAIN, 2M 159,884159.9k $13.6m $13.6m 0.02% Added +20.5k +20,466
79 F&V Capital Management, LLC 3.41% of their portfolio BOCA RATON, FL 157,062157.1k $13.3m $13.3m 3.41% Added +64.1k +64,114
80 FRONTIER CAPITAL MANAGEMENT CO LLC 0.12% of their portfolio Boston, MA 156,745156.7k $13.3m $13.3m 0.12% Reduced -459 -459
81 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 155,343155.3k $13.2m $13.2m 0.00% Reduced -37.4k -37,358
82 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 146,730146.7k $12.3m $12.3m 0.01% Reduced -3.9k -3,903
83 Bragg Financial Advisors, Inc 0.44% of their portfolio CHARLOTTE, NC 145,007145.0k $12.3m $12.3m 0.44% Added +1.5k +1,479
84 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 142,503142.5k $12.1m $12.1m 0.01% Added +51.5k +51,475
85 Mirae Asset Global Investments Co., Ltd. 0.04% of their portfolio SEOUL, M5 140,158140.2k $11.9m $11.9m 0.04% Added +6.0k +5,989
86 FEDERATED HERMES, INC. 0.02% of their portfolio PITTSBURGH, PA 130,720130.7k $11.1m $11.1m 0.02% Added +128.6k +128,611
87 Penserra Capital Management LLC 0.15% of their portfolio ORINDA, CA 123,586123.6k $10.5m $10.5m 0.15% New
88 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 119,035119.0k $10.1m $10.1m 0.02% Added +33.6k +33,590
89 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.26% of their portfolio BALA CYNWYD, PA 112,450112.5k $9.5m $9.5m 0.26% Reduced -2.8k -2,807
90 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 108,802108.8k $9.2m $9.2m 0.01% Reduced -405.5k -405,456
91 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 108,400108.4k $9.2m $9.2m 0.01% Added +107.8k +107,800
92 Leeward Investments, LLC - MA 0.48% of their portfolio BOSTON, MA 107,044107.0k $9.1m $9.1m 0.48% Reduced -2.6k -2,588
93 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 106,809106.8k $9.1m $9.1m 0.01% Added +16.4k +16,401
94 Verition Fund Management LLC 0.05% of their portfolio GREENWICH, CT 103,355103.4k $8.8m $8.8m 0.05% Reduced -146.1k -146,083
95 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 95,10595.1k $8.1m $8.1m 0.02% Reduced -179 -179
96 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 94,35094.3k $8.0m $8.0m 0.01% Added +790 +790
97 Cubist Systematic Strategies, LLC 0.09% of their portfolio STAMFORD, CT 92,79692.8k $7.9m $7.9m 0.09% New
98 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 92,46592.5k $7.9m $7.9m 0.00% Reduced -178.1k -178,099
99 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 89,94189.9k $7.6m $7.6m 0.01% Reduced -1.5k -1,548
100 13D Management LLC 6.87% of their portfolio New York, NY 88,74088.7k $7.5m $7.5m 6.87% Added +14.3k +14,266