13FPulse
MR

MRVL MARVELL TECHNOLOGY INC

2026Q2 · CUSIP 573874104 · Networking · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
2,164
Institutions that reported holding it to the SEC
Net increase in holders
+627
Last quarter 1,537 → now 2,164
How unusual is that
Top 1% in the market
Stronger buying than 99.9% of US stocks
What the filings say, in one paragraph

2,164 funds held MRVL at the end of 2026Q2, up 627 from the quarter before. That is stronger buying than 99.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $9.5B(YoY +30.6%), the P/E is 68.4x, return on equity is 14.2%. MRVL has had 15 buying rushes in its history, and the price moved +15.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Networking.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2018Q2: holders=1 2018Q3: holders=1 2018Q4: holders=1 2019Q1: holders=1 2019Q3: holders=1 2019Q4: holders=2 2020Q1: holders=3 2020Q2: holders=4 2020Q3: holders=3 2020Q4: holders=5 2021Q1: holders=44 2021Q2: holders=700 2021Q3: holders=748 2021Q4: holders=946 2022Q1: holders=882 2022Q2: holders=872 2022Q3: holders=839 2022Q4: holders=842 2023Q1: holders=852 2023Q2: holders=936 2023Q3: holders=939 2023Q4: holders=979 2024Q1: holders=1088 2024Q2: holders=1114 2024Q3: holders=1103 2024Q4: holders=1374 2025Q1: holders=1226 2025Q2: holders=1322 2025Q3: holders=1365 2025Q4: holders=1441 2026Q1: holders=1537 2026Q2: holders=2164 -656 -328 +0 +328 +656 011372273 18Q219Q320Q321Q322Q323Q324Q325Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2026Q1 Top 5% +45.2%
2025Q4 Top 10% +37.6% +134.8%
2025Q3 Top 10% +7.1% -4.5%
2025Q2 Top 5% +9.3% +12.7%
2024Q4 Top 1% in the market -41.2% -40.1%
2024Q2 Top 10% +1.4% +31.0%
2024Q1 Top 1% in the market +0.4% -1.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
365
Change in large funds
+63
Total value they hold
$205.1B
Funds buying for the first time
788
Funds that sold out entirely
161
Price change that quarter
+22.3%
Funds holding puts (bearish)
66
Funds holding calls (bullish)
78

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
68.4
EPS (TTM)
$3.02
EPS YoY
Revenue (TTM)
$9.5B
Revenue YoY
+30.6%
Net margin
27.9%
ROE
14.2%
Debt ratio
32.8%
FCF (TTM)
$1.7B
Dividend (TTM)
$0.24
Quarterly Revenue & EPS
2021-10-30: EPS -0.08 2022-01-29: EPS 0.02 2022-04-30: EPS -0.20 2022-07-30: EPS 0.01 2022-10-29: EPS 0.02 2023-01-28: EPS -0.02 2023-04-29: EPS -0.20 2023-07-29: EPS -0.24 2023-10-28: EPS -0.19 2024-02-03: EPS -0.45 2024-05-04: EPS -0.25 2024-08-03: EPS -0.22 2024-11-02: EPS -0.78 2025-02-01: EPS 0.23 2025-05-03: EPS 0.20 2025-08-02: EPS 0.22 2025-11-01: EPS 2.20 2026-01-31: EPS 0.45 2026-05-02: EPS 0.04 2026-08-01: EPS 0.33 0B 1.4B 2.7B $B -0.86 0.78 2.42 202020212022202320242025202608/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
26 69 112 20252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-35M237M509M 2020202120222023202420252026
Latest quarter $483M (2026-05-02)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-08-01 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.