Corporate Ownership Data

← Data Explorer · All industries

Semiconductors & related devices (SIC 3674)

Major group 36: Electronic and other electrical equipment and components, except computer equipment

Part of 367 Electronic components and accessories

Companies with SIC industry code 3674. Companies with no code (SIC 0) and shell companies (SIC 9995) are left out.

As of2020 Q4
Data cover 2000 Q4 – 2020 Q4, quarterly.
S&P 500 companies All companies

The tiles, heatmap and tables below use the industry’s S&P 500 companies.

Companies in 2020 Q4 13
Average profit weight between them 0.68

Average profit weight in the industry over time

The mean profit weight over every ordered pair of the industry’s companies, each quarter: S&P 500 companies (solid) and all companies (faded). Click a quarter to show it.

    Computed from the current data release, using every firm in the sample. Published papers used earlier releases and samples, so their figures differ slightly.

    Show the numbers

    Profit weights between the 13 largest companies, 2020 Q4

    Each cell is the profit weight of the row company’s shareholders on the column company (darker: higher). Companies are ordered so that tightly linked groups form blocks. Largest means most reported owners. Click a cell to compare the two companies.

    Vishay Precision Grou…Broadcom IncAdvanced Micro Device…Analog Devices IncMicron Technology IncIntel CorpQorvo IncMicrochip Technology …NVIDIA CorpQualcomm IncSkyworks Solutions IncXilinx IncI P G Photonics Corp
    Vishay Precision Group Inc 0.420.410.540.450.460.510.510.420.450.540.520.34
    Broadcom Inc 0.130.320.240.260.280.290.220.180.230.230.230.14
    Advanced Micro Devices Inc 0.471.130.860.820.730.860.900.780.860.890.870.52
    Analog Devices Inc 0.490.680.690.650.610.720.790.630.690.740.740.47
    Micron Technology Inc 0.540.960.860.860.780.920.910.830.890.930.920.56
    Intel Corp 0.671.310.951.000.971.131.060.900.981.141.130.71
    Qorvo Inc 0.470.840.690.730.710.700.780.680.730.870.830.52
    Microchip Technology Inc 0.390.550.620.680.590.560.660.590.660.730.730.44
    NVIDIA Corp 0.520.700.850.860.860.750.920.930.940.940.950.58
    Qualcomm Inc 0.550.860.910.920.910.800.961.030.921.011.020.65
    Skyworks Solutions Inc 0.520.690.750.790.750.740.910.900.740.810.930.58
    Xilinx Inc 0.480.670.720.770.720.710.840.870.720.790.900.62
    I P G Photonics Corp 0.260.340.350.390.360.360.430.430.360.410.460.51

    Investors who drive it, 2020 Q4

    The investors that contribute most to the industry’s average profit weight: roughly, those holding sizeable stakes in many of its companies at once. Investor types are inferred from the forms each investor files with the SEC and are under review. Anyone filing Forms 3/4/5 counts as an insider unless they also file 13F, in which case they count as an asset manager (such as Carl Icahn).

    • Big Three
    • Asset manager
    • Non-financial blockholder
    • Activist
    • Insider
    #InvestorTypeCompanies held hereShare of the averageSEC CIK
    1 Vanguard Group Inc Big Three 1342% 102909
    2 BlackRock Inc. Big Three 1331% 1364742
    3 State Street Corp Big Three 138% 93751
    4 FMR Llc*Fil LTD Asset manager 133% 315066
    5 Capital International Inc /Ca/*Capital International Sarl*Capital International LTD /Ca/*Capital Research Global Investors*Capital World Investors*Capital International Investors*Capital Bank & Trust Co Asset manager 103% 732812
    6 Price T Rowe Associates Inc /MD/ Asset manager 132% 80255
    7 Geode Capital Management, LLC Asset manager 131% 1214717
    8 JPMorgan Chase & Co Asset manager 131% 19617
    9 Northern Trust Corp Asset manager 130.8% 73124
    10 Bank of New York Mellon Corp Asset manager 130.6% 1629943
    11 Dimensional Fund Advisors LP Asset manager 130.5% 354204
    12 Royce & Associates LP Asset manager 130.5% 38777
    13 Norges Bank Asset manager 120.5% 1374170
    14 UBS Asset Management Americas Inc*Ubs Group AG Asset manager 130.4% 1610520
    15 Bank of America Corp /DE/ Asset manager 130.4% 70858
    16 Alliancebernstein L.P. Asset manager 130.4% 1109448
    17 Nuveen Asset Management, LLC Asset manager 130.3% 1521019
    18 Invesco LTD. Asset manager 130.3% 914208
    19 Legal & General Group PLC Asset manager 130.2% 764068
    20 Janus Henderson Group PLC Asset manager 120.2% 1274173
    21 Wellington Management Group LLP Asset manager 110.2% 902219
    22 Ameriprise Financial Inc Asset manager 130.2% 820027
    23 Morgan Stanley Asset manager 130.2% 895421
    24 Wells Fargo & Company/Mn Asset manager 130.2% 72971
    25 Primecap Management Co/Ca/ Asset manager 50.2% 763212

    The companies, 2020 Q4

    CompanyReported ownersReported ownershipSEC CIK
    Intel Corp SIC 3674 · S&P 500 252063.92%50863
    Qualcomm Inc SIC 3674 · S&P 500 201175.75%804328
    NVIDIA Corp SIC 3674 · S&P 500 · outlier 200070.67%1045810
    Broadcom Inc SIC 3674 · S&P 500 · outlier 149081.91%1730168
    Advanced Micro Devices Inc SIC 3674 · S&P 500 119076.22%2488
    Micron Technology Inc SIC 3674 · S&P 500 111683.85%723125
    Analog Devices Inc SIC 3674 · S&P 500 105495.74%6281
    Skyworks Solutions Inc SIC 3674 · S&P 500 92777.03%4127
    Microchip Technology Inc SIC 3674 · S&P 500 88693.54%827054
    Xilinx Inc SIC 3674 · S&P 500 83485.37%743988
    Qorvo Inc SIC 3674 · S&P 500 67784.87%1604778
    I P G Photonics Corp SIC 3674 · S&P 500 40777.08%1111928
    Vishay Precision Group Inc SIC 3674 · S&P 500 · dual class 12583.24%1487952

    Something look wrong? Report a problem with this page.

    These pages are for looking up individual companies and investors. Please don’t copy them with automated tools. If you need the full data, request a download: it is free of charge for academic research.