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Vmware LLC

VMWDelisted Nov 22, 2023
Industry
Services-Prepackaged Software
SEC CIK
0001124610

Vmware LLC was delisted on Nov 22, 2023; its insiders filed their last Form 4 on Nov 28, 2023; 779 institutions reported holding it in 13F filings for Q3 2023, worth $37.0B in total; Maverick Capital was the only superinvestor holding it.

13F holders, Q1 2023

Institutional positions in Vmware LLC as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
858
−5 vs. Q4 2022
Shares held
215.7M
+5.03M (+2.4%) vs. Q4 2022
Total value
$26.7B
+$828.5M (+3.2%) vs. Q4 2022
New holders
74
261 more added
Sold out
79
303 more reduced

16 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VMW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 858 institutions
Q1 2021: 598 institutionsQ2 2021: 625 institutionsQ3 2021: 590 institutionsQ4 2021: 898 institutionsQ1 2022: 867 institutionsQ2 2022: 851 institutionsQ3 2022: 832 institutionsQ4 2022: 879 institutionsQ1 2023: 858 institutionsQ2 2023: 867 institutionsQ3 2023: 779 institutionsQ4 2023: 8 institutionsQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 0 institutionsQ4 2024: 1 institutionQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $26.7B
Q1 2021: $11.6BQ2 2021: $12.4BQ3 2021: $11.8BQ4 2021: $24.0BQ1 2022: $23.4BQ2 2022: $23.5BQ3 2022: $22.1BQ4 2022: $25.9BQ1 2023: $26.7BQ2 2023: $31.9BQ3 2023: $37.0BQ4 2023: $2.28MQ1 2024: $394.4KQ2 2024: $394.4KQ3 2024: $0Q4 2024: $353.7KQ1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding VMW and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20241$353.7K
Q3 20240$0
Q2 20241$394.4K
Q1 20241$394.4K
Q4 20238$2.28M
Q3 2023779$37.0B
Q2 2023867$31.9B
Q1 2023858$26.7B
Q4 2022879$25.9B
Q3 2022832$22.1B
Q2 2022851$23.5B
Q1 2022867$23.4B
Q4 2021898$24.0B
Q3 2021590$11.8B
Q2 2021625$12.4B
Q1 2021598$11.6B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Vmware LLC; share changes are against Q4 2022.

Institutions holding VMW in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Lake Group, L.L.C.42,050,818$5.25B38.06%00.0%Unchanged
Dodge & Cox26,621,128$3.32B2.26%−682,023−2.5%Reduced
Vanguard Group Inc14,945,910$1.87B0.05%+285,913+2.0%Added
BlackRock Inc.14,309,491$1.79B0.05%+718,084+5.3%Added
Swedbank AB10,868,987$1.36B2.68%+1,404,587+14.8%Added
State Street Corp5,146,470$642.5M0.04%+122,032+2.4%Added
Deutsche Bank AG4,729,505$590.5M0.33%+1,085,259+29.8%Added
Temasek Holdings (Private) Ltd4,573,346$571.0M3.39%00.0%Unchanged
UBS Asset Management Americas Inc4,415,867$551.3M0.27%−1,640,315−27.1%Reduced
Morgan Stanley3,017,338$376.7M0.04%+361,387+13.6%Added
Barclays PLC2,702,653$337.4M0.35%+2,186,999+424.1%Added
Pentwater Capital Management LP2,470,000$308.4M5.12%+1,319,000+114.6%Added
Geode Capital Management, LLC2,144,477$267.2M0.03%+73,231+3.5%Added
Arrowstreet Capital, Limited Partnership2,050,209$256.0M0.33%+92,302+4.7%Added
Norges Bank1,955,297$244.1M0.05%+436,419+28.7%Added
Susquehanna International Group, LLP1,900,332$237.3M0.37%+355,567+23.0%Added
Northern Trust Corp1,629,816$203.5M0.04%+18,008+1.1%Added
Farallon Capital Management, L.L.C.1,510,623$188.6M1.14%+120,000+8.6%Added
Legal & General Group Plc1,491,843$186.3M0.07%+107,563+7.8%Added
Nordea Investment Management AB1,471,493$183.1M0.27%−4,687−0.3%Reduced
Millennium Management LLC1,448,797$180.9M0.21%−261,641−15.3%Reduced
JPMorgan Chase & Co1,425,999$178.0M0.02%+431,092+43.3%Added
HBK Investments L P1,375,228$171.7M6.23%+312,976+29.5%Added
HRT Financial LP1,300,456$162.4M1.98%+16,475+1.3%Added
Empyrean Capital Partners, LP1,300,000$162.3M6.59%+1,300,000New
Alpine Associates Management Inc.1,262,900$157.7M8.42%+60,900+5.1%Added
Balyasny Asset Management LLC1,236,501$154.4M0.51%+80,062+6.9%Added
Two Sigma Advisers, LP1,212,042$151.3M0.39%+28,500+2.4%Added
Marshall Wace, LLP1,187,791$148.3M0.37%−175,376−12.9%Reduced
Nuveen Asset Management, LLC1,182,980$147.7M0.05%−86,487−6.8%Reduced
Ameriprise Financial Inc1,180,476$147.4M0.05%+44,589+3.9%Added
Sculptor Capital LP1,169,206$146.0M3.65%+970,141+487.3%Added
Bank of America Corp1,165,520$145.5M0.02%+335,429+40.4%Added
Alliancebernstein L.P.1,159,739$144.8M0.06%−305,154−20.8%Reduced
Adage Capital Partners GP, L.L.C.1,145,676$143.0M0.32%+653,921+133.0%Added
Taconic Capital Advisors LP1,130,000$141.1M8.72%+65,000+6.1%Added
Westchester Capital Management, LLC1,107,370$138.3M4.41%00.0%Unchanged
UBS Oconnor LLC1,092,087$136.3M3.25%+103,188+10.4%Added
Melqart Asset Management (UK) Ltd1,022,790$127.7M11.44%+899,063+726.7%Added
Renaissance Technologies LLC985,208$123.0M0.16%+341,900+53.1%Added
Bank of New York Mellon Corp955,351$119.3M0.03%−32,933−3.3%Reduced
LSV Asset Management934,451$116.7M0.26%−6,375−0.7%Reduced
Swiss National Bank842,348$105.2M0.07%−16,400−1.9%Reduced
California Public Employees Retirement System808,223$100.9M0.09%+58,666+7.8%Added
FIL Ltd769,440$96.1M0.11%−156,344−16.9%Reduced
Charles Schwab Investment Management Inc766,634$95.7M0.03%+20,968+2.8%Added
FMR LLC724,953$90.5M0.01%−21,651−2.9%Reduced
Credit Suisse AG688,190$85.9M0.09%+28,420+4.3%Added
UBS Group AG616,172$76.9M0.04%+149,819+32.1%Added
Korea Investment CORP606,425$75.7M0.22%+42,960+7.6%Added
Sumitomo Mitsui Trust Holdings, Inc.602,873$75.3M0.06%−4,731−0.8%Reduced
Magnetar Financial LLC586,617$73.2M1.43%−216,261−26.9%Reduced
Qube Research & Technologies Ltd575,089$71.8M0.41%+554,447+2,686.0%Added
Citadel Advisors LLC574,434$71.7M0.08%+107,537+23.0%Added
Amundi546,796$67.2M0.04%−37,096−6.4%Reduced
Water Island Capital LLC515,303$64.3M5.22%+47,210+10.1%Added
HSBC Holdings PLC515,241$64.2M0.08%−161,608−23.9%Reduced
DnB Asset Management AS490,265$61.2M0.39%−31,209−6.0%Reduced
Goldman Sachs Group Inc482,552$60.2M0.02%−466,851−49.2%Reduced
Primecap Management Co476,995$59.6M0.05%−8,632−1.8%Reduced
Bank of Nova Scotia472,163$58.9M0.17%−128,728−21.4%Reduced
KBC Group NV434,771$54.3M0.23%−115,693−21.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund415,311$51.9M0.29%+203,210+95.8%Added
Royal Bank of Canada412,679$51.5M0.02%−194,197−32.0%Reduced
D. E. Shaw & Co., Inc.410,382$51.2M0.08%+355,932+653.7%Added
LMR Partners LLP390,452$48.7M1.06%+24,451+6.7%Added
Dimensional Fund Advisors LP378,530$47.3M0.02%+390+0.1%Added
TD Asset Management Inc376,025$46.9M0.06%+2,952+0.8%Added
Bank Julius Baer & Co. Ltd, Zurich374,046$46.7M0.30%+6,789+1.8%Added
CNH Partners LLC374,240$46.6M1.43%−108,211−22.4%Reduced
Epoch Investment Partners, Inc.370,289$46.2M0.28%+7,285+2.0%Added
State of Wisconsin Investment Board367,795$45.9M0.14%+41,285+12.6%Added
California State Teachers Retirement System361,702$45.2M0.07%−1,409−0.4%Reduced
New York State Common Retirement Fund355,870$44.4M0.06%−12,918−3.5%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC341,493$42.6M0.22%+136,804+66.8%Added
National Pension Service330,568$41.0M0.07%−9,258−2.7%Reduced
Caisse de Depot Et Placement du Quebec327,579$40.9M0.12%−322,096−49.6%Reduced
Invesco Ltd.326,937$40.8M0.01%−1,839,768−84.9%Reduced
Jet Capital Investors L P325,000$40.6M24.59%−175,000−35.0%Reduced
Mangrove Partners319,818$39.9M4.05%+46,559+17.0%Added
Letko, Brosseau & Associates Inc310,109$38.7M0.72%+29,079+10.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main309,770$38.7M0.07%+169,815+121.3%Added
Calamos Advisors LLC298,500$37.3M0.19%+108,000+56.7%Added
Standard Life Aberdeen plc297,697$37.2M0.09%+49,516+20.0%Added
Berry Street Capital Management LLP293,750$36.7M12.87%−6,250−2.1%Reduced
Seizert Capital Partners, LLC292,712$36.5M2.01%−34,951−10.7%Reduced
Storebrand Asset Management AS285,912$35.7M0.18%+40,556+16.5%Added
Retirement Systems of Alabama270,000$33.7M0.15%−50,000−15.6%Reduced
Two Sigma Investments, LP266,200$33.2M0.10%−58,795−18.1%Reduced
Woodline Partners LP262,932$32.8M0.46%−156,863−37.4%Reduced
Canada Pension Plan Investment Board252,375$31.5M0.05%+1110.0%Added
Redwood Capital Management, LLC246,631$30.8M4.55%+246,631New
Wells Fargo & Company240,921$30.1M0.01%+3,359+1.4%Added
Rhumbline Advisers234,426$29.3M0.04%+2,981+1.3%Added
Martingale Asset Management L P228,441$28.5M0.55%−12,708−5.3%Reduced
State Board of Administration of Florida Retirement System228,182$28.5M0.07%−300.0%Reduced
Pictet Asset Management SA226,709$28.3M0.04%−19,117−7.8%Reduced
Versor Investments LP225,839$28.2M3.70%−82,196−26.7%Reduced
Franklin Resources Inc210,237$26.2M0.01%+87,195+70.9%Added
Fir Tree Capital Management LP200,561$25.0M2.00%+1,585+0.8%Added