Vault-13

QORVO INC QRVO

COM · Common Stock · CUSIP 74736K101 · ISIN US74736K1016

526 institutional holders +45 vs Q2 2025
86,701,87986.7m shares reported held*
$7.9bnreported value*
99 new 171 added 155 reduced 52 sold out net sold ≈ $464.1m (-5.1m 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 ($41.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $91.09. Options: 18 managers hold calls ($79.3m notional), 17 hold puts ($43.5m).

Trends to Q3 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: 481Q3 25: 526526Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025526

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 25Q2 25: 230 bought or addedQ2 25: 247 cut or sold outQ3 25: 270 bought or addedQ3 25: 207 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023240294
Q1 2024274272
Q2 2024238304
Q3 2024276272
Q4 2024196358
Q1 2025203301
Q2 2025230247
Q3 2025270207

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ4 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 0.73Q3 25 calls: $79.3mQ3 25 puts: $43.5mQ3 25P/C 0.55
Numbers
QuarterCallsPutsP/C
Q4 2024$92.7m$77.8m0.84
Q1 2025$79.3m$96.4m1.21
Q2 2025$106.5m$78.3m0.73
Q3 2025$79.3m$43.5m0.55

Biggest buyers

MILLENNIUM MANAGEMENT LLC Added +1,166,075+1.2m
MARSHALL WACE, LLP Added +809,591+809.6k
Balyasny Asset Management L.P. New +731,157+731.2k
Dorsal Capital Management, LP Added +595,000+595.0k
Squarepoint Ops LLC New +572,597+572.6k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Added +532,322+532.3k
HRT FINANCIAL LP New +504,194+504.2k
ACADIAN ASSET MANAGEMENT LLC Added +453,835+453.8k
JPMORGAN CHASE & CO Added +429,046+429.0k
AQR CAPITAL MANAGEMENT LLC Added +399,163+399.2k

Biggest sellers

Jericho Capital Asset Management L.P. Sold out -2,333,650-2.3m
BlackRock, Inc. Reduced -2,305,800-2.3m
CITADEL ADVISORS LLC Reduced -1,378,579-1.4m
BANK OF AMERICA CORP /DE/ Reduced -1,220,086-1.2m
BARCLAYS PLC Reduced -1,215,691-1.2m
Rafferty Asset Management, LLC Sold out -1,214,482-1.2m
Freestone Grove Partners LP Sold out -874,504-874.5k
Capital Research Global Investors Sold out -727,628-727.6k
MAPLELANE CAPITAL, LLC Sold out -574,000-574.0k
CITIGROUP INC Reduced -480,507-480.5k

Biggest calls

JANE STREET GROUP, LLC Added $12.2m133.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $12.0m132.2k shares
CITADEL ADVISORS LLC Added $9.5m104.5k shares
Cinctive Capital Management LP New $7.3m80.0k shares
GROUP ONE TRADING LLC Added $7.0m76.6k shares
IMC-Chicago, LLC Added $6.9m75.3k shares
MILLENNIUM MANAGEMENT LLC Added $4.2m46.5k shares
WOLVERINE TRADING, LLC Added $3.9m43.3k shares
Walleye Trading LLC Added $3.6m39.5k shares
GOLDMAN SACHS GROUP INC Unchanged $2.4m26.7k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $12.2m134.1k shares
CITADEL ADVISORS LLC Reduced $4.0m44.3k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $3.8m41.9k shares
Walleye Trading LLC Added $3.4m37.7k shares
Cubist Systematic Strategies, LLC Reduced $3.3m36.6k shares
MILLENNIUM MANAGEMENT LLC New $3.3m36.1k shares
IMC-Chicago, LLC Reduced $3.1m34.3k shares
GOLDMAN SACHS GROUP INC Unchanged $2.4m26.7k shares
JANE STREET GROUP, LLC Reduced $2.3m25.6k shares
Verition Fund Management LLC Added $2.0m22.3k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 11,154,19411.2m $1.0bn $1.0bn 0.02% Reduced -2.3m -2,305,800
2 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 11,105,10411.1m $1.0bn $1.0bn 0.02% Added +100.1k +100,058
3 Starboard Value LP 12.87% of their portfolio New York, NY 7,510,8717.5m $684.1m $684.1m 12.87% Reduced -362.0k -361,996
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,502,4793.5m $319.0m $319.0m 0.01% Reduced -201.6k -201,634
5 FIL Ltd 0.23% of their portfolio HAMILTON, D0 3,188,8213.2m $290.4m $290.4m 0.23% Reduced -322.6k -322,597
6 Contour Asset Management LLC 5.37% of their portfolio NEW YORK, NY 2,353,0032.4m $214.3m $214.3m 5.37% Reduced -15.6k -15,647
7 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,727,1031.7m $157.3m $157.3m 0.03% Added +243.1k +243,147
8 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,533,5271.5m $139.7m $139.7m 0.01% Reduced -125.9k -125,902
9 LSV ASSET MANAGEMENT 0.31% of their portfolio CHICAGO, IL 1,520,8561.5m $138.5m $138.5m 0.31% Added +137.9k +137,886
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,465,9411.5m $133.5m $133.5m 0.01% Reduced -310.3k -310,271
11 Thrivent Financial for Lutherans 0.24% of their portfolio Minneapolis, MN 1,343,4431.3m $122.4m $122.4m 0.24% Reduced -57.0k -57,023
12 MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio NEW YORK, NY 1,331,8381.3m $121.3m $121.3m 0.10% Added +1.2m +1,166,075
13 Woodline Partners LP 0.52% of their portfolio San Francisco, CA 1,217,4071.2m $110.9m $110.9m 0.52% Added +324.5k +324,466
14 Vulcan Value Partners, LLC 1.98% of their portfolio BIRMINGHAM, AL 1,197,3651.2m $109.0m $109.0m 1.98% Reduced -123.2k -123,243
15 D. E. Shaw & Co., Inc. 0.08% of their portfolio New York, NY 1,026,8481.0m $93.5m $93.5m 0.08% Added +353.1k +353,104
16 Point72 Asset Management, L.P. 0.20% of their portfolio STAMFORD, CT 1,023,7001.0m $93.2m $93.2m 0.20% Added +59.7k +59,656
17 Dorsal Capital Management, LP 2.46% of their portfolio Redwood City, CA 1,000,0001.0m $91.1m $91.1m 2.46% Added +595.0k +595,000
18 Ninety One UK Ltd 0.08% of their portfolio London, X0 826,570826.6k $75.3m $75.3m 0.08% Added +364.3k +364,290
19 FULLER & THALER ASSET MANAGEMENT, INC. 0.26% of their portfolio SAN MATEO, CA 826,328826.3k $75.3m $75.3m 0.26% Reduced -1.3k -1,338
20 MARSHALL WACE, LLP 0.08% of their portfolio LONDON, X0 814,630814.6k $74.2m $74.2m 0.08% Added +809.6k +809,591
21 VAN ECK ASSOCIATES CORP 0.07% of their portfolio NEW YORK, NY 792,385792.4k $72.2m $72.2m 0.07% Added +137.6k +137,603
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 766,013766.0k $69.8m $69.8m 0.01% Reduced -131.7k -131,665
23 Balyasny Asset Management L.P. 0.13% of their portfolio Chicago, IL 731,157731.2k $66.6m $66.6m 0.13% New
24 Assenagon Asset Management S.A. 0.09% of their portfolio SENNINGERBERG, N4 676,970677.0k $61.7m $61.7m 0.09% Reduced -86.7k -86,684
25 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 651,258651.3k $59.3m $59.3m 0.01% Reduced -49.0k -48,956
26 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio Toronto, A6 642,010642.0k $58.5m $58.5m 0.05% Added +21.9k +21,902
27 AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio Greenwich, CT 638,117638.1k $58.1m $58.1m 0.04% Added +399.2k +399,163
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 626,312626.3k $57.0m $57.0m 0.00% Added +429.0k +429,046
29 FMR LLC 0.00% of their portfolio BOSTON, MA 608,476608.5k $55.4m $55.4m 0.00% Added +47.3k +47,316
30 Robeco Institutional Asset Management B.V. 0.08% of their portfolio ROTTERDAM, P7 599,196599.2k $54.6m $54.6m 0.08% Added +188.7k +188,665
31 Squarepoint Ops LLC 0.11% of their portfolio NEW YORK, NY 572,597572.6k $52.2m $52.2m 0.11% New
32 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 565,967566.0k $51.5m $51.5m 0.01% Reduced -374.1k -374,107
33 Clearbridge Investments, LLC 0.04% of their portfolio NEW YORK, NY 562,290562.3k $51.2m $51.2m 0.04% Added +1.7k +1,668
34 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio JUPITER, FL 553,596553.6k $50.4m $50.4m 0.17% Added +532.3k +532,322
35 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 526,023526.0k $47.9m $47.9m 0.01% Reduced -123.4k -123,432
36 ACADIAN ASSET MANAGEMENT LLC 0.08% of their portfolio Boston, MA 525,181525.2k $47.8m $47.8m 0.08% Added +453.8k +453,835
37 HRT FINANCIAL LP 0.21% of their portfolio NEW YORK, NY 504,194504.2k $45.9m $45.9m 0.21% New
38 RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio NEW YORK, NY 480,506480.5k $43.8m $43.8m 0.06% Added +278.1k +278,100
39 Allianz Asset Management GmbH 0.05% of their portfolio MUNICH, 2M 465,065465.1k $42.4m $42.4m 0.05% Reduced -57.1k -57,053
40 UBS Group AG 0.01% of their portfolio ZURICH, V8 463,256463.3k $42.2m $42.2m 0.01% Reduced -384.0k -383,958
41 OSSIAM 0.53% of their portfolio PARIS, I0 456,067456.1k $41.5m $41.5m 0.53% Added +273.1k +273,067
42 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 436,065436.1k $39.7m $39.7m 0.01% Reduced -447.2k -447,245
43 Amundi 0.01% of their portfolio Paris, I0 431,556431.6k $39.9m $39.9m 0.01% Reduced -196.7k -196,702
44 Public Sector Pension Investment Board 0.14% of their portfolio MONTREAL, A8 431,369431.4k $39.3m $39.3m 0.14% Added +113.0k +112,997
45 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 424,058424.1k $38.6m $38.6m 0.05% Added +315.3k +315,256
46 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 404,389404.4k $36.8m $36.8m 0.02% Reduced -56.2k -56,208
47 Russell Investments Group, Ltd. 0.04% of their portfolio Seattle, WA 402,604402.6k $36.7m $36.7m 0.04% Added +60.2k +60,212
48 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 400,601400.6k $36.5m $36.5m 0.02% Reduced -10.9k -10,918
49 Alyeska Investment Group, L.P. 0.11% of their portfolio CHICAGO, IL 400,522400.5k $36.5m $36.5m 0.11% Added +389.2k +389,156
50 Quantinno Capital Management LP 0.09% of their portfolio NEW YORK, NY 359,110359.1k $32.7m $32.7m 0.09% Added +134.8k +134,781
51 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 352,454352.5k $32.1m $32.1m 0.01% Reduced -38.6k -38,574
52 BRANDES INVESTMENT PARTNERS, LP 0.25% of their portfolio LA JOLLA, CA 344,713344.7k $31.4m $31.4m 0.25% Added +9.8k +9,766
53 TUDOR INVESTMENT CORP ET AL 0.20% of their portfolio STAMFORD, CT 340,309340.3k $31.0m $31.0m 0.20% Reduced -105.4k -105,391
54 Boston Partners 0.03% of their portfolio BOSTON, MA 330,163330.2k $30.1m $30.1m 0.03% Reduced -2.5k -2,463
55 Pacer Advisors, Inc. 0.07% of their portfolio Malvern, PA 314,154314.2k $28.6m $28.6m 0.07% Added +309.1k +309,138
56 JACOBS LEVY EQUITY MANAGEMENT, INC 0.11% of their portfolio FLORHAM PARK, NJ 301,040301.0k $27.4m $27.4m 0.11% Added +271.3k +271,282
57 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 298,878298.9k $27.2m $27.2m 0.00% Reduced -1.2m -1,220,086
58 PINNACLE ASSOCIATES LTD 0.35% of their portfolio NEW YORK, NY 286,070286.1k $26.1m $26.1m 0.35% Reduced -15.5k -15,501
59 Jain Global LLC 0.33% of their portfolio NEW YORK, NY 277,219277.2k $25.2m $25.2m 0.33% Added +115.6k +115,640
60 Delta Global Management LP 1.85% of their portfolio New York, NY 276,488276.5k $25.2m $25.2m 1.85% New
61 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 274,896274.9k $25.0m $25.0m 0.01% Reduced -121.7k -121,708
62 Legal & General Group Plc 0.01% of their portfolio London, X0 271,279271.3k $24.7m $24.7m 0.01% Reduced -32.4k -32,414
63 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 266,058266.1k $24.2m $24.2m 0.01% Added +80.0k +79,988
64 OBERWEIS ASSET MANAGEMENT INC/ 0.91% of their portfolio LISLE, IL 260,900260.9k $23.8m $23.8m 0.91% Added +60.6k +60,600
65 Meridiem Capital Partners LP 1.60% of their portfolio DALLAS, TX 254,208254.2k $23.2m $23.2m 1.60% Reduced -32.7k -32,717
66 Walleye Capital LLC 0.18% of their portfolio NEW YORK, NY 238,725238.7k $21.7m $21.7m 0.18% Reduced -116.1k -116,136
67 Gotham Asset Management, LLC 0.09% of their portfolio NEW YORK, NY 232,048232.0k $21.1m $21.1m 0.09% Added +41.6k +41,618
68 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 222,100222.1k $20.2m $20.2m 0.01% Added +113.7k +113,700
69 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 218,994219.0k $19.9m $19.9m 0.02% Reduced -146.6k -146,594
70 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 217,750217.8k $19.8m $19.8m 0.00% Reduced -114.1k -114,124
71 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 213,291213.3k $19.4m $19.4m 0.02% Reduced -20.8k -20,801
72 Swiss National Bank 0.01% of their portfolio ZURICH, V8 170,945170.9k $15.6m $15.6m 0.01% Added +1.5k +1,500
73 Handelsbanken Fonder AB 0.05% of their portfolio STOCKHOLM, V7 167,583167.6k $15.3m $15.3m 0.05% New
74 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 164,918164.9k $15.0m $15.0m 0.01% Added +598 +598
75 Schonfeld Strategic Advisors LLC 0.10% of their portfolio NEW YORK, NY 164,074164.1k $14.9m $14.9m 0.10% Added +92.6k +92,614
76 Talos Eurisko Asset Management LP 2.83% of their portfolio NEW YORK, NY 161,700161.7k $14.7m $14.7m 2.83% Reduced -36.2k -36,200
77 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 161,504161.5k $14.7m $14.7m 0.01% Added +19.0k +19,001
78 Cubist Systematic Strategies, LLC 0.21% of their portfolio STAMFORD, CT 161,039161.0k $14.7m $14.7m 0.21% Added +68.2k +68,243
79 ExodusPoint Capital Management, LP 0.20% of their portfolio NEW YORK, NY 158,598158.6k $14.4m $14.4m 0.20% Added +140.6k +140,585
80 F&V Capital Management, LLC 3.17% of their portfolio BOCA RATON, FL 155,155155.2k $14.1m $14.1m 3.17% Reduced -1.9k -1,907
81 FRONTIER CAPITAL MANAGEMENT CO LLC 0.12% of their portfolio Boston, MA 152,186152.2k $13.9m $13.9m 0.12% Reduced -4.6k -4,559
82 Man Group plc 0.03% of their portfolio LONDON, X0 145,656145.7k $13.3m $13.3m 0.03% Added +139.9k +139,856
83 Bragg Financial Advisors, Inc 0.44% of their portfolio CHARLOTTE, NC 145,643145.6k $13.3m $13.3m 0.44% Added +636 +636
84 Bridgewater Associates, LP 0.05% of their portfolio Westport, CT 144,520144.5k $13.2m $13.2m 0.05% Added +114.3k +114,292
85 KBC Group NV 0.03% of their portfolio Brussels, C9 144,144144.1k $13.1m $13.1m 0.03% Reduced -283.9k -283,879
86 Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio FRANKFURT AM MAIN, 2M 142,902142.9k $13.0m $13.0m 0.02% Reduced -17.0k -16,982
87 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 140,769140.8k $12.8m $12.8m 0.01% Reduced -6.0k -5,961
88 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 138,207138.2k $12.6m $12.6m 0.00% Reduced -17.1k -17,136
89 Quantbot Technologies LP 0.34% of their portfolio NEW YORK, NY 136,181136.2k $12.4m $12.4m 0.34% New
90 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 125,264125.3k $11.4m $11.4m 0.01% Added +41.0k +40,962
91 Penserra Capital Management LLC 0.13% of their portfolio ORINDA, CA 115,077115.1k $10.5m $10.5m 0.13% Reduced -8.5k -8,509
92 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.40% of their portfolio BALA CYNWYD, PA 112,450112.5k $10.2m $10.2m 0.40% Unchanged
93 Verition Fund Management LLC 0.06% of their portfolio GREENWICH, CT 111,778111.8k $10.2m $10.2m 0.06% Added +8.4k +8,423
94 Brevan Howard Capital Management LP 0.14% of their portfolio ST. HELIER, Y9 108,001108.0k $9.8m $9.8m 0.14% Added +86.1k +86,064
95 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 106,817106.8k $9.7m $9.7m 0.01% Reduced -480.5k -480,507
96 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 105,427105.4k $9.6m $9.6m 0.00% Reduced -369.3k -369,333
97 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 104,999105.0k $9.6m $9.6m 0.03% Reduced -35.2k -35,159
98 FEDERATED HERMES, INC. 0.02% of their portfolio PITTSBURGH, PA 104,196104.2k $9.5m $9.5m 0.02% Reduced -26.5k -26,524
99 Weiss Asset Management LP 0.13% of their portfolio BOSTON, MA 102,752102.8k $9.4m $9.4m 0.13% Not comparable
100 Concentric Capital Strategies, LP 0.44% of their portfolio Stamford, CT 101,334101.3k $9.2m $9.2m 0.44% New