Vault-13

QORVO INC QRVO

COM · Common Stock · CUSIP 74736K101 · ISIN US74736K1016

541 institutional holders +5 vs Q1 2026
86,799,74286.8m shares reported held*
$8.1bnreported value*
68 new 180 added 183 reduced 66 sold out net bought ≈ $114.1m (+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 ($10.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $92.96. Options: 12 managers hold calls ($213.2m notional), 9 hold puts ($15.4m).

Trends to Q2 2026

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: 526Q4 25: 536Q1 26: 536Q2 26: 541541Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 2025536
Q1 2026536
Q2 2026541

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 270 bought or addedQ3 25: 207 cut or sold outQ4 25: 227 bought or addedQ4 25: 264 cut or sold outQ4 25Q1 26: 247 bought or addedQ1 26: 249 cut or sold outQ2 26: 248 bought or addedQ2 26: 249 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024276272
Q4 2024196358
Q1 2025203301
Q2 2025230247
Q3 2025270207
Q4 2025227264
Q1 2026247249
Q2 2026248249

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ3 25 calls: $79.3mQ3 25 puts: $43.5mQ3 25P/C 0.55Q4 25 calls: $50.8mQ4 25 puts: $31.6mQ4 25P/C 0.62Q1 26 calls: $40.3mQ1 26 puts: $17.5mQ1 26P/C 0.43Q2 26 calls: $213.2mQ2 26 puts: $15.4mQ2 26P/C 0.07
Numbers
QuarterCallsPutsP/C
Q3 2025$79.3m$43.5m0.55
Q4 2025$50.8m$31.6m0.62
Q1 2026$40.3m$17.5m0.43
Q2 2026$213.2m$15.4m0.07

Biggest buyers

Assenagon Asset Management S.A. Added +2,146,489+2.1m
Qube Research & Technologies Ltd Added +867,174+867.2k
GOLDMAN SACHS GROUP INC Added +839,924+839.9k
ANTIPODES PARTNERS Ltd New +815,441+815.4k
CANADA PENSION PLAN INVESTMENT BOARD Added +486,872+486.9k
JANE STREET GROUP, LLC Added +448,372+448.4k
MORGAN STANLEY Added +379,263+379.3k
FMR LLC Added +371,934+371.9k
Grantham, Mayo, Van Otterloo & Co. LLC New +311,237+311.2k
LSV ASSET MANAGEMENT Added +275,744+275.7k

Biggest sellers

Starboard Value LP Reduced -1,899,345-1.9m
Contour Asset Management LLC Sold out -1,210,071-1.2m
D. E. Shaw & Co., Inc. Reduced -609,060-609.1k
Capital Research Global Investors Sold out -560,434-560.4k
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced -469,128-469.1k
ADAGE CAPITAL PARTNERS GP, L.L.C. Sold out -434,311-434.3k
BlackRock, Inc. Reduced -292,536-292.5k
MILLENNIUM MANAGEMENT LLC Reduced -273,507-273.5k
E20 Capital Ltd Sold out -272,959-273.0k
Balyasny Asset Management L.P. Sold out -241,503-241.5k

Biggest calls

NOMURA HOLDINGS INC New $116.6m1.2m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $55.4m593.7k shares
Balyasny Asset Management L.P. New $14.0m150.0k shares
TUDOR INVESTMENT CORP ET AL Reduced $7.2m77.3k shares
CITADEL ADVISORS LLC Added $5.8m61.9k shares
Walleye Trading LLC Added $4.2m45.1k shares
IMC-Chicago, LLC Added $3.8m41.0k shares
GROUP ONE TRADING LLC New $3.7m39.2k shares
JANE STREET GROUP, LLC Added $2.3m25.1k shares
SUMMIT SECURITIES GROUP LLC New $186.5k2.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $8.3m88.6k shares
CITADEL ADVISORS LLC Added $2.9m31.2k shares
Walleye Trading LLC Reduced $1.7m17.7k shares
HSBC HOLDINGS PLC Added $897.9k9.5k shares
IMC-Chicago, LLC Reduced $848.8k9.1k shares
HRT FINANCIAL LP New $354.0k3.8k shares
Lido Advisors, LLC New $233.2k2.5k shares
SIMPLEX TRADING, LLC Added $111.9k1.2k shares
GROUP ONE TRADING LLC Reduced $83.9k900 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.01% of their portfolio New York, NY 10,106,25010.1m $942.6m $942.6m 0.01% Reduced -292.5k -292,536
2 Starboard Value LP 11.57% of their portfolio New York, NY 5,611,5265.6m $523.4m $523.4m 11.57% Reduced -1.9m -1,899,345
3 VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio MALVERN, PA 5,326,8885.3m $496.8m $496.8m 0.02% Reduced -469.1k -469,128
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,823,7353.8m $356.6m $356.6m 0.01% Added +180.5k +180,500
5 VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio MALVERN, PA 3,599,5603.6m $335.7m $335.7m 0.01% Reduced -158.5k -158,494
6 FIL Ltd 0.24% of their portfolio HAMILTON, D0 3,514,6373.5m $327.8m $327.8m 0.24% Reduced -63.8k -63,811
7 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 2,439,5382.4m $227.5m $227.5m 0.04% Added +258.1k +258,059
8 Assenagon Asset Management S.A. 0.14% of their portfolio SENNINGERBERG, N4 2,367,7922.4m $220.8m $220.8m 0.14% Added +2.1m +2,146,489
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,952,7292.0m $182.1m $182.1m 0.01% Added +185.4k +185,356
10 MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio NEW YORK, NY 1,950,7812.0m $181.9m $181.9m 0.12% Reduced -273.5k -273,507
11 LSV ASSET MANAGEMENT 0.33% of their portfolio CHICAGO, IL 1,925,9721.9m $179.6m $179.6m 0.33% Added +275.7k +275,744
12 AQR Arbitrage LLC 2.37% of their portfolio Greenwich, CT 1,782,0611.8m $166.2m $166.2m 2.37% Added +53.0k +52,972
13 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,589,3811.6m $150.3m $150.3m 0.01% Reduced -30.1k -30,086
14 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,471,1871.5m $137.2m $137.2m 0.01% Added +839.9k +839,924
15 Qube Research & Technologies Ltd 0.14% of their portfolio LONDON, X0 1,356,9771.4m $126.6m $126.6m 0.14% Added +867.2k +867,174
16 FMR LLC 0.01% of their portfolio BOSTON, MA 1,294,2311.3m $120.7m $120.7m 0.01% Added +371.9k +371,934
17 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,173,5661.2m $109.5m $109.5m 0.02% Reduced -112.7k -112,682
18 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,131,0151.1m $105.5m $105.5m 0.01% Added +379.3k +379,263
19 D. E. Shaw & Co., Inc. 0.06% of their portfolio New York, NY 992,208992.2k $92.5m $92.5m 0.06% Reduced -609.1k -609,060
20 Quantinno Capital Management LP 0.11% of their portfolio NEW YORK, NY 951,589951.6k $88.8m $88.8m 0.11% Added +188.7k +188,687
21 NORGES BANK 0.01% of their portfolio OSLO, Q8 927,169927.2k $86.5m $86.5m 0.01% Not comparable
22 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 890,299890.3k $83.0m $83.0m 0.05% Added +448.4k +448,372
23 Allianz Asset Management GmbH 0.08% of their portfolio MUNICH, 2M 825,960826.0k $77.0m $77.0m 0.08% Added +89.4k +89,378
24 ANTIPODES PARTNERS Ltd 1.39% of their portfolio ROYAL EXCHANGE, C3 815,441815.4k $76.1m $76.1m 1.39% New
25 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 801,539801.5k $62.0m $62.0m 0.02% Reduced -214.1k -214,124
26 ALPINE ASSOCIATES MANAGEMENT INC. 4.66% of their portfolio PALM BEACH, FL 798,159798.2k $74.4m $74.4m 4.66% Reduced -3.4k -3,400
27 RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio NEW YORK, NY 758,106758.1k $70.7m $70.7m 0.10% Added +213.9k +213,900
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 755,813755.8k $70.5m $70.5m 0.01% Reduced -16.7k -16,720
29 LMR Partners LLP 0.45% of their portfolio LONDON, X0 659,190659.2k $61.5m $61.5m 0.45% Added +265.5k +265,530
30 SG Americas Securities, LLC 0.04% of their portfolio NEW YORK, NY 657,455657.5k $61.3m $61.3m 0.04% Reduced -41.5k -41,503
31 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 627,445627.4k $58.5m $58.5m 0.01% Added +7.5k +7,523
32 Amundi 0.01% of their portfolio Paris, I0 617,413617.4k $57.6m $57.6m 0.01% Reduced -154.9k -154,939
33 Jupiter Topco LLC 0.02% of their portfolio NEW YORK, NY 568,187568.2k $53.0m $53.0m 0.02% First filing
34 CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio TORONTO ONTARIO, A6 556,672556.7k $51.9m $51.9m 0.03% Added +486.9k +486,872
35 Magnetar Financial LLC 0.47% of their portfolio EVANSTON, IL 548,149548.1k $51.1m $51.1m 0.47% Added +7.0k +6,955
36 Westchester Capital Management, LLC 2.50% of their portfolio VALHALLA, NY 532,551532.6k $49.7m $49.7m 2.50% Added +268.7k +268,656
37 OSSIAM 0.65% of their portfolio PARIS, I0 521,739521.7k $48.7m $48.7m 0.65% Added +114.3k +114,280
38 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 514,943514.9k $48.0m $48.0m 0.00% Added +32.8k +32,784
39 VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio MALVERN, PA 506,535506.5k $47.2m $47.2m 0.01% Reduced -16.1k -16,102
40 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 491,038491.0k $45.8m $45.8m 0.01% Reduced -31.4k -31,377
41 BRANDES INVESTMENT PARTNERS, LP 0.31% of their portfolio LA JOLLA, CA 473,474473.5k $44.2m $44.2m 0.31% Added +8.6k +8,594
42 Verition Fund Management LLC 0.30% of their portfolio GREENWICH, CT 457,158457.2k $42.6m $42.6m 0.30% Added +210.9k +210,937
43 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 453,938453.9k $42.3m $42.3m 0.03% Reduced -53.5k -53,471
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 448,376448.4k $42.3m $42.3m 0.00% Reduced -3.3k -3,275
45 Man Group plc 0.08% of their portfolio LONDON, X0 447,279447.3k $41.7m $41.7m 0.08% Added +32.0k +32,048
46 TIG Advisors, LLC 1.91% of their portfolio New York, NY 445,314445.3k $41.5m $41.5m 1.91% Reduced -22.9k -22,911
47 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 430,379430.4k $40.1m $40.1m 0.02% Added +172.0k +172,021
48 CANYON CAPITAL ADVISORS LLC 4.10% of their portfolio DALLAS, TX 387,903387.9k $36.2m $36.2m 4.10% Reduced -234.1k -234,072
49 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 386,311386.3k $36.0m $36.0m 0.02% Reduced -22.5k -22,537
50 PINNACLE ASSOCIATES LTD 0.35% of their portfolio NEW YORK, NY 341,600341.6k $31.9m $31.9m 0.35% Reduced -14.0k -13,966
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 334,561334.6k $31.2m $31.2m 0.03% Added +203.7k +203,725
52 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 334,426334.4k $31.2m $31.2m 0.01% Added +31.2k +31,245
53 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 329,755329.8k $30.8m $30.8m 0.03% Added +42.0k +41,990
54 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 323,689323.7k $30.2m $30.2m 0.02% Added +5.1k +5,059
55 Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio Boston, MA 311,237311.2k $29.0m $29.0m 0.07% New
56 Empyrean Capital Partners, LP 1.01% of their portfolio LOS ANGELES, CA 309,000309.0k $28.8m $28.8m 1.01% Unchanged
57 Public Sector Pension Investment Board 0.07% of their portfolio MONTREAL, A8 300,158300.2k $28.0m $28.0m 0.07% Reduced -1.7k -1,693
58 Squarepoint Ops LLC 0.05% of their portfolio NEW YORK, NY 299,956300.0k $28.0m $28.0m 0.05% Added +3.7k +3,728
59 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio JUPITER, FL 269,637269.6k $25.1m $25.1m 0.11% Reduced -188.7k -188,706
60 Governors Lane LP 2.38% of their portfolio NEW YORK, NY 254,976255.0k $23.8m $23.8m 2.38% Unchanged
61 Birnam Oak Advisors, LP 3.81% of their portfolio New York, NY 249,884249.9k $23.3m $23.3m 3.81% Added +17.9k +17,874
62 Pacer Advisors, Inc. 0.06% of their portfolio Malvern, PA 248,080248.1k $23.1m $23.1m 0.06% Reduced -66.0k -65,973
63 Gotham Asset Management, LLC 0.05% of their portfolio NEW YORK, NY 243,112243.1k $22.7m $22.7m 0.05% Reduced -57.5k -57,474
64 HRT FINANCIAL LP 0.05% of their portfolio NEW YORK, NY 242,322242.3k $22.6m $22.6m 0.05% Reduced -214.7k -214,672
65 BANK OF NOVA SCOTIA 0.03% of their portfolio TORONTO, A6 236,558236.6k $22.1m $22.1m 0.03% Added +223.7k +223,658
66 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 235,295235.3k $21.9m $21.9m 0.00% Added +18.7k +18,652
67 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 218,933218.9k $20.4m $20.4m 0.02% Reduced -129.9k -129,861
68 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 213,605213.6k $19.9m $19.9m 0.02% Reduced -71.4k -71,372
69 Wick Capital Partners, LLC 1.11% of their portfolio WAYNE, PA 200,953201.0k $7.3m $7.3m 1.11% Added +64.0k +63,998
70 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 199,589199.6k $18.6m $18.6m 0.01% Added +182.8k +182,785
71 Legal & General Group Plc 0.00% of their portfolio London, X0 198,395198.4k $18.5m $18.5m 0.00% Reduced -10.8k -10,835
72 FRONTIER CAPITAL MANAGEMENT CO LLC 0.16% of their portfolio Boston, MA 183,718183.7k $17.1m $17.1m 0.16% Added +13.7k +13,727
73 Vulcan Value Partners, LLC 0.51% of their portfolio BIRMINGHAM, AL 181,315181.3k $16.9m $16.9m 0.51% Reduced -87.5k -87,498
74 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 176,442176.4k $16.5m $16.5m 0.01% Reduced -38.0k -38,016
75 NATIXIS 0.08% of their portfolio PARIS, I0 170,689170.7k $15.9m $15.9m 0.08% Added +81.1k +81,090
76 Caisse de depot et placement du Quebec 0.02% of their portfolio Montreal, A8 170,313170.3k $15.9m $15.9m 0.02% Added +42.3k +42,298
77 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 170,201170.2k $15.9m $15.9m 0.01% Added +4.5k +4,534
78 Swiss National Bank 0.01% of their portfolio ZURICH, V8 167,445167.4k $15.6m $15.6m 0.01% Reduced -6.2k -6,200
79 MUFG Securities EMEA plc 0.16% of their portfolio LONDON, X0 165,588165.6k $15.4m $15.4m 0.16% New
80 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 161,583161.6k $15.1m $15.1m 0.02% Reduced -22.8k -22,753
81 F&V Capital Management, LLC 2.76% of their portfolio BOCA RATON, FL 160,315160.3k $15.0m $15.0m 2.76% Added +6.0k +5,975
82 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 156,577156.6k $14.6m $14.6m 0.00% Reduced -4.8k -4,787
83 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 153,951154.0k $14.4m $14.4m 0.01% Added +13.0k +12,983
84 KLP KAPITALFORVALTNING AS 0.05% of their portfolio OSLO, Q8 151,200151.2k $14.1m $14.1m 0.05% Added +1.3k +1,300
85 Nearwater Capital Markets, Ltd 0.23% of their portfolio NEW YORK, NY 145,000145.0k $13.5m $13.5m 0.23% New
86 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 138,302138.3k $12.9m $12.9m 0.00% Added +34.2k +34,226
87 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 137,067137.1k $12.8m $12.8m 0.00% Added +14.5k +14,508
88 ALGERT GLOBAL LLC 0.15% of their portfolio SAN FRANCISCO, CA 136,140136.1k $12.7m $12.7m 0.15% Added +40.8k +40,810
89 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 133,312133.3k $12.5m $12.5m 0.01% Reduced -4.0k -3,964
90 NINE MASTS CAPITAL Ltd 1.35% of their portfolio CENTRAL, K3 130,035130.0k $12.1m $12.1m 1.35% Added +5.3k +5,291
91 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 129,803129.8k $12.1m $12.1m 0.01% Added +25.1k +25,101
92 Illinois Municipal Retirement Fund 0.13% of their portfolio OAK BROOK, IL 128,307128.3k $12.0m $12.0m 0.13% Added +18.9k +18,863
93 Alberta Investment Management Corp 0.07% of their portfolio EDMONTON, A0 125,000125.0k $11.7m $11.7m 0.07% Reduced -100.0k -100,000
94 Athos Capital Ltd 4.02% of their portfolio HONG KONG, K3 120,000120.0k $11.2m $11.2m 4.02% New
95 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 119,356119.4k $11.1m $11.1m 0.00% Added +78.8k +78,847
96 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 119,134119.1k $11.1m $11.1m 0.01% Added +42.8k +42,823
97 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 117,607117.6k $11.0m $11.0m 0.00% Added +41.6k +41,611
98 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 117,401117.4k $10.9m $10.9m 0.02% Added +11.7k +11,745
99 Penserra Capital Management LLC 0.08% of their portfolio ORINDA, CA 112,836112.8k $10.5m $10.5m 0.08% Reduced -3.0k -2,996
100 Defiance ETFs, LLC 0.14% of their portfolio NEW YORK, NY 112,836112.8k $10.3m $10.3m 0.14% Reduced -3.0k -2,996