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So the largest individual shareholders of Intel are: 1. US Government 2. Nvidia 3. Softbank Interesting turn of events for the company...

by paxys 10mo ago

andsoitis 10mo ago
> So the largest individual shareholders of Intel are: > 1. US Government > 2. Nvidia > 3. Softbank Not quite. (1) US Govt at 9.9% (2) BlackRock at 8.4% (3) Vanguard at 8.3% (4) State Street Corp probably (5) Nvidia (6) Softbank at 2%
- deleted 10mo ago
  [deleted]
- brokensegue 10mo ago
  ownership through funds shouldn't count
  - mattmaroon 10mo ago
    For sure, it’s just a common conspiracy theory boogeyman from people who don’t know how ETFs work.
    - alecco 10mo ago
      BlackRock Investment Stewardship (BIS) team votes even in the name of ETF holders who don't specify their preferences. There are plenty of controversies after reviews of their voting like "voted against a record 91% of all shareholder proposals — and against 93% of those focused on environmental and social issues" (2023). That's from the 2nd result in a simple web search.
      - ChadNauseam 10mo ago
        Why is that controversial? Is it expected that the majority of shareholder proposals would be things that you would be criticized for not voting for? It's a bit like saying that someone voted against 91% of bills in congress. That could be good if they were bad bills!
        hellojimbo 10mo ago
        They shouldnt be voting at all
- paxys 10mo ago
  Hence the mention of "individual". Blackrock, Vanguard etc. don't own the shares themselves, but rather manage mutual funds/index funds/ETFs that millions of people participate in. Otherwise these few companies are the largest holders of basically every security in existence.
  - andsoitis 10mo ago
    Interestingly, the US Govt. is also not "an individual human" and Softbank and Nvidia are both publicly traded companies. > Otherwise these few companies are the largest holders of basically every security in existence. Indeed. Due to inclusion of Intel in S&P500 index funds and ETFs. Together, institutional investors own over 50% of Intel Corporation, giving them a significant collective influence on major board decisions. https://finance.yahoo.com/news/67-institutional-ownership-intel-corporation-110201162.html https://finance.yahoo.com/news/67-institutional-ownership-in...
    - paxys 10mo ago
      Big difference between the two. A company can own lots of things (assets, IP, real estate, share of other companies), but shareholders of the company don't own or have direct access to that thing. If Intel pays dividends, it will go to Nvidia, not you. If Intel holds a shareholder vote, Nvidia leadership will be the one voting, and they don't have to listen to your opinion. They can also change or sell the holding without your permission. If you own shares of Intel through a Vanguard fund, you do have actual ownership of Intel. You can cast a vote same as every other shareholder. The dividend they issue will be passed on to you. Vanguard is simply acting as a proxy.
      - andsoitis 10mo ago
        Don’t disagree. I think the point I’m trying to make is that the idea of “individual investor” captures a range of attributes, but some of which are also shared by non-individuals or are not shared with “individual humans”. So I generally think wha is more useful is saying in what particular ways “individual investor” is meant when it is used in debate, decision-making, etc.
moogly 10mo ago
[flagged]
- jiggawatts 10mo ago
  How long until NVIDIA realises that they have a larger budget for military protection of Taiwan than the US Government and takes matters into their own hands? “The chips must flow…”
  - paxys 10mo ago
    USA spends $1T+ per year on "defense". Nvidia's entire annual operating expense is about $21B. So I'd say they have a little way to go.
    - jiggawatts 10mo ago
      Their revenues last quarter were $57B and by all accounts that’s still increasing! If they hire asian locals to cut costs, then they’re within spitting distance of US Military spending, adjusted for purchasing power. Keep in mind they won’t need to pay for nuclear weapons maintenance, veterans, etc… so there’s hundreds of billions in savings right there. They could also just issue more shares and raise a trillion or two through the capital markets.
  - themafia 10mo ago
    They could call it West India trading company.

So the largest individual shareholders of Intel are: 1. US Government 2. Nvidia 3. Softbank Interesting turn of events for the company...

by paxys 10mo ago

So the largest individual shareholders of Intel are: 1. US Government 2. Nvidia 3. Softbank Interesting turn of events for the company...

andsoitis 10mo ago

> So the largest individual shareholders of Intel are: > 1. US Government > 2. Nvidia > 3. Softbank Not quite. (1) US Govt at 9.9% (2) BlackRock at 8.4% (3) Vanguard at 8.3% (4) State Street Corp probably (5) Nvidia (6) Softbank at 2%

deleted 10mo ago
[deleted]
brokensegue 10mo ago
ownership through funds shouldn't count
- mattmaroon 10mo ago
  For sure, it’s just a common conspiracy theory boogeyman from people who don’t know how ETFs work.
  - alecco 10mo ago
    BlackRock Investment Stewardship (BIS) team votes even in the name of ETF holders who don't specify their preferences. There are plenty of controversies after reviews of their voting like "voted against a record 91% of all shareholder proposals — and against 93% of those focused on environmental and social issues" (2023). That's from the 2nd result in a simple web search.
    - ChadNauseam 10mo ago
      Why is that controversial? Is it expected that the majority of shareholder proposals would be things that you would be criticized for not voting for? It's a bit like saying that someone voted against 91% of bills in congress. That could be good if they were bad bills!
      - hellojimbo 10mo ago
        They shouldnt be voting at all
paxys 10mo ago
Hence the mention of "individual". Blackrock, Vanguard etc. don't own the shares themselves, but rather manage mutual funds/index funds/ETFs that millions of people participate in. Otherwise these few companies are the largest holders of basically every security in existence.
- andsoitis 10mo ago
  Interestingly, the US Govt. is also not "an individual human" and Softbank and Nvidia are both publicly traded companies. > Otherwise these few companies are the largest holders of basically every security in existence. Indeed. Due to inclusion of Intel in S&P500 index funds and ETFs. Together, institutional investors own over 50% of Intel Corporation, giving them a significant collective influence on major board decisions. https://finance.yahoo.com/news/67-institutional-ownership-intel-corporation-110201162.html https://finance.yahoo.com/news/67-institutional-ownership-in...
  - paxys 10mo ago
    Big difference between the two. A company can own lots of things (assets, IP, real estate, share of other companies), but shareholders of the company don't own or have direct access to that thing. If Intel pays dividends, it will go to Nvidia, not you. If Intel holds a shareholder vote, Nvidia leadership will be the one voting, and they don't have to listen to your opinion. They can also change or sell the holding without your permission. If you own shares of Intel through a Vanguard fund, you do have actual ownership of Intel. You can cast a vote same as every other shareholder. The dividend they issue will be passed on to you. Vanguard is simply acting as a proxy.
    - andsoitis 10mo ago
      Don’t disagree. I think the point I’m trying to make is that the idea of “individual investor” captures a range of attributes, but some of which are also shared by non-individuals or are not shared with “individual humans”. So I generally think wha is more useful is saying in what particular ways “individual investor” is meant when it is used in debate, decision-making, etc.

moogly 10mo ago

[flagged]

jiggawatts 10mo ago
How long until NVIDIA realises that they have a larger budget for military protection of Taiwan than the US Government and takes matters into their own hands? “The chips must flow…”
- paxys 10mo ago
  USA spends $1T+ per year on "defense". Nvidia's entire annual operating expense is about $21B. So I'd say they have a little way to go.
  - jiggawatts 10mo ago
    Their revenues last quarter were $57B and by all accounts that’s still increasing! If they hire asian locals to cut costs, then they’re within spitting distance of US Military spending, adjusted for purchasing power. Keep in mind they won’t need to pay for nuclear weapons maintenance, veterans, etc… so there’s hundreds of billions in savings right there. They could also just issue more shares and raise a trillion or two through the capital markets.
- themafia 10mo ago
  They could call it West India trading company.