Broadcom Inc. (AVGO) — Institutional Holders, Q2 2026 (page 27)
4,877 institutional investment managers reported a AVGO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1399.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 2,601 to 2,700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AVGO 13F holders ranked 2,601–2,700 of 4,877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | Kozak & Associates#2601 · 7,102 sh | 7,102 | $2.6M | 0.46% | +3.3% |
| 2602 | ELEMENT POINTE ADVISORS#2602 · 6,930 sh | 6,930 | $2.6M | — | +6.0% |
| 2603 | Zullo Investment Group#2603 · 6,919 sh | 6,919 | $2.6M | — | -0.1% |
| 2604 | Peachtree Investment Partners#2604 · 6,912 sh | 6,912 | $2.6M | 0.84% | +13.3% |
| 2605 | DAVIDSON#2605 · 6,907 sh | 6,907 | $2.6M | — | +70.8% |
| 2606 | MATRIX PRIVATE CAPITAL GROUP#2606 · 6,906 sh | 6,906 | $2.6M | 1.13% | -1.1% |
| 2607 | SPIRIT OF AMERICA MANAGEMENT#2607 · 6,900 sh | 6,900 | $2.6M | — | +14.5% |
| 2608 | SWISS RE LTD#2608 · 6,896 sh | 6,896 | $2.6M | 0.24% | +635.2% |
| 2609 | Keating Financial Advisory Services#2609 · 6,882 sh | 6,882 | $2.6M | 0.34% | +19.2% |
| 2610 | AXS Investments#2610 · 6,871 sh | 6,871 | $2.6M | 0.74% | +0.5% |
| 2611 | RIVERSEDGE ADVISORS#2611 · 6,847 sh | 6,847 | $2.6M | — | +9.3% |
| 2612 | BOOTHBAY FUND MANAGEMENT#2612 · 6,839 sh | 6,839 | $2.6M | 0.03% | +66.0% |
| 2613 | Heritage Investment Group#2613 · 6,834 sh | 6,834 | $2.6M | 0.35% | +13.4% |
| 2614 | Park Edge Advisors#2614 · 6,831 sh | 6,831 | $2.6M | 0.54% | -13.4% |
| 2615 | Sterling Investment Counsel#2615 · 6,815 sh | 6,815 | $2.6M | — | +4.5% |
| 2616 | Beacon Financial Advisory#2616 · 6,812 sh | 6,812 | $2.6M | — | -1.7% |
| 2617 | EdgeRock Capital#2617 · 6,797 sh | 6,797 | $2.6M | 0.58% | +8.8% |
| 2618 | CENTRAL VALLEY ADVISORS#2618 · 6,796 sh | 6,796 | $2.6M | 0.66% | -1.6% |
| 2619 | Corundum Group#2619 · 6,786 sh | 6,786 | $2.6M | 0.76% | -0.5% |
| 2620 | BAM Wealth Management#2620 · 6,783 sh | 6,783 | $2.6M | — | +1.9% |
| 2621 | Legacy Financial Strategies#2621 · 6,764 sh | 6,764 | $2.6M | — | +3.4% |
| 2622 | Goldenstone Wealth Management#2622 · 6,759 sh | 6,759 | $2.6M | 1.67% | +1.9% |
| 2623 | TCFG Investment Advisors#2623 · 6,752 sh | 6,752 | $2.6M | — | +6.5% |
| 2624 | Thomasville National Bank#2624 · 6,748 sh | 6,748 | $2.5M | 0.14% | — |
| 2625 | Goldstein Advisors#2625 · 6,735 sh | 6,735 | $2.5M | — | +9.7% |
| 2626 | Athena Investment Management#2626 · 6,731 sh | 6,731 | $2.5M | 1.51% | -0.8% |
| 2627 | Gilbert & Cook#2627 · 6,716 sh | 6,716 | $2.5M | 0.29% | +55.8% |
| 2628 | Adams Asset Advisors#2628 · 6,703 sh | 6,703 | $2.5M | — | 0.0% |
| 2629 | Crown Wealth Group#2629 · 6,691 sh | 6,691 | $2.5M | — | +2.4% |
| 2630 | Verum Partners#2630 · 6,685 sh | 6,685 | $2.5M | — | +0.8% |
| 2631 | Phillips Wealth Planners#2631 · 6,806 sh | 6,806 | $2.5M | 1.86% | +0.4% |
| 2632 | Greenspring Advisors#2632 · 6,678 sh | 6,678 | $2.5M | 0.14% | +11.2% |
| 2633 | Wealthquest#2633 · 6,672 sh | 6,672 | $2.5M | 0.16% | +35.1% |
| 2634 | Accel Wealth Management#2634 · 6,670 sh | 6,670 | $2.5M | — | +0.6% |
| 2635 | Quad-Cities Investment Group#2635 · 6,667 sh | 6,667 | $2.5M | — | -2.6% |
| 2636 | Element Squared#2636 · 6,663 sh | 6,663 | $2.5M | 1.25% | New |
| 2637 | Bullock Wealth Management Group#2637 · 6,814 sh | 6,814 | $2.5M | — | -4.9% |
| 2638 | SkyOak Wealth#2638 · 6,636 sh | 6,636 | $2.5M | 0.41% | -20.4% |
| 2639 | J.P. Marvel Investment Advisors#2639 · 6,634 sh | 6,634 | $2.5M | 0.29% | +1.7% |
| 2640 | General Partner#2640 · 6,630 sh | 6,630 | $2.5M | — | 0.0% |
| 2641 | American State Bank (Iowa)#2641 · 6,626 sh | 6,626 | $2.5M | 1.02% | -1.5% |
| 2642 | LBMC INVESTMENT ADVISORS#2642 · 6,617 sh | 6,617 | $2.5M | 0.14% | +21.0% |
| 2643 | Capital Advisors, Ltd.#2643 · 6,616 sh | 6,616 | $2.5M | 0.25% | -7.9% |
| 2644 | Bancreek Capital Management#2644 · 6,584 sh | 6,584 | $2.5M | 9.41% | -17.0% |
| 2645 | LETSON INVESTMENT MANAGEMENT#2645 · 6,580 sh | 6,580 | $2.5M | 0.91% | 0.0% |
| 2646 | ARBOR CAPITAL MANAGEMENT#2646 · 6,649 sh | 6,649 | $2.5M | — | -11.2% |
| 2647 | Private Wealth Partners#2647 · 6,570 sh | 6,570 | $2.5M | — | -12.3% |
| 2648 | Thrive Wealth Management#2648 · 6,564 sh | 6,564 | $2.5M | — | +3.1% |
| 2649 | David J Yvars Group#2649 · 6,560 sh | 6,560 | $2.5M | — | +64.3% |
| 2650 | HEADINVEST#2650 · 6,549 sh | 6,549 | $2.5M | 0.46% | +7.7% |
| 2651 | Trueblood Wealth Management#2651 · 6,539 sh | 6,539 | $2.5M | — | +14.7% |
| 2652 | MONTCHANIN ASSET MANAGEMENT#2652 · 6,540 sh | 6,540 | $2.5M | 2.52% | +1.9% |
| 2653 | Financial Advisors Network#2653 · 6,534 sh | 6,534 | $2.5M | 0.30% | +4.6% |
| 2654 | ORLEANS CAPITAL MANAGEMENT#2654 · 6,534 sh | 6,534 | $2.5M | 1.27% | +1.7% |
| 2655 | Focused Wealth Management#2655 · 6,523 sh | 6,523 | $2.5M | 0.21% | +6.5% |
| 2656 | Valtrion Capital Management#2656 · 6,523 sh | 6,523 | $2.5M | 1.83% | +540.8% |
| 2657 | Wilian Securities#2657 · 6,517 sh | 6,517 | $2.5M | 1.45% | +185.2% |
| 2658 | EXCALIBUR MANAGEMENT#2658 · 6,513 sh | 6,513 | $2.5M | 0.81% | -2.1% |
| 2659 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT#2659 · 6,500 sh | 6,500 | $2.5M | 0.04% | -75.0% |
| 2660 | BANK OF NOVA SCOTIA#2660 · 6,470 sh | 6,470 | $2.4M | 0.20% | +55.9% |
| 2661 | Outlook Wealth Advisors#2661 · 6,465 sh | 6,465 | $2.4M | 0.53% | -5.6% |
| 2662 | StoryOne#2662 · 6,466 sh | 6,466 | $2.4M | — | New |
| 2663 | Semus Wealth Partners#2663 · 6,461 sh | 6,461 | $2.4M | — | +1.4% |
| 2664 | LIBERTY WEALTH MANAGEMENT#2664 · 7,874 sh | 7,874 | $2.4M | 0.30% | 0.0% |
| 2665 | Northside Capital Management#2665 · 6,456 sh | 6,456 | $2.4M | — | +93.2% |
| 2666 | STABLEFORD CAPITAL II#2666 · 6,453 sh | 6,453 | $2.4M | — | -3.0% |
| 2667 | Chancellor Financial Group WB#2667 · 6,447 sh | 6,447 | $2.4M | 1.51% | -6.2% |
| 2668 | Collaborative Fund Advisors#2668 · 6,444 sh | 6,444 | $2.4M | 1.42% | +130.4% |
| 2669 | SAGE RHINO CAPITAL#2669 · 6,444 sh | 6,444 | $2.4M | 0.39% | +0.5% |
| 2670 | FISHMAN JAY A LTD#2670 · 6,442 sh | 6,442 | $2.4M | — | New |
| 2671 | Eagle Strategies#2671 · 6,436 sh | 6,436 | $2.4M | — | +2.9% |
| 2672 | Traveka Wealth#2672 · 6,420 sh | 6,420 | $2.4M | — | +3.4% |
| 2673 | NAVELLIER & ASSOCIATES#2673 · 6,418 sh | 6,418 | $2.4M | 0.19% | -48.1% |
| 2674 | Keystone Financial Services#2674 · 6,413 sh | 6,413 | $2.4M | 0.62% | +28.4% |
| 2675 | Wealth Dimensions Group, Ltd.#2675 · 6,394 sh | 6,394 | $2.4M | 0.43% | -1.7% |
| 2676 | CRUX WEALTH ADVISORS#2676 · 6,385 sh | 6,385 | $2.4M | 0.84% | +0.1% |
| 2677 | Womack Financial#2677 · 6,380 sh | 6,380 | $2.4M | — | -1.4% |
| 2678 | Worth Asset Management#2678 · 6,358 sh | 6,358 | $2.4M | — | +149.1% |
| 2679 | Henderson Brothers Financial Partners#2679 · 6,343 sh | 6,343 | $2.4M | 1.13% | -52.4% |
| 2680 | RETIREMENT GUYS FORMULA#2680 · 6,334 sh | 6,334 | $2.4M | — | +4.7% |
| 2681 | Baron Wealth Management#2681 · 6,333 sh | 6,333 | $2.4M | 0.62% | +9.7% |
| 2682 | KLCM Advisors#2682 · 6,331 sh | 6,331 | $2.4M | 0.19% | -84.9% |
| 2683 | Kensington Investment Counsel#2683 · 6,327 sh | 6,327 | $2.4M | 1.04% | 0.0% |
| 2684 | Retirement Planning Group#2684 · 6,311 sh | 6,311 | $2.4M | — | +7.5% |
| 2685 | Qsemble Capital Management#2685 · 6,307 sh | 6,307 | $2.4M | 0.31% | -53.7% |
| 2686 | Haven Private#2686 · 6,300 sh | 6,300 | $2.4M | 0.90% | -1.6% |
| 2687 | ARVEST INVESTMENTS#2687 · 6,297 sh | 6,297 | $2.4M | — | +22.3% |
| 2688 | Massar Capital Management#2688 · 6,291 sh | 6,291 | $2.4M | 0.23% | New |
| 2689 | Emissary Wealth#2689 · 6,268 sh | 6,268 | $2.4M | 1.80% | -4.8% |
| 2690 | Legacy Capital Wealth Partners#2690 · 6,267 sh | 6,267 | $2.4M | — | +2.4% |
| 2691 | SUMMIT WEALTH & RETIREMENT PLANNING#2691 · 6,263 sh | 6,263 | $2.4M | 0.50% | -0.6% |
| 2692 | Benchmark Financial Wealth Advisors#2692 · 6,252 sh | 6,252 | $2.4M | — | -2.9% |
| 2693 | Empirical Asset Management#2693 · 6,248 sh | 6,248 | $2.4M | 0.53% | +142.5% |
| 2694 | Lifeworks Advisors#2694 · 6,239 sh | 6,239 | $2.4M | 0.25% | +56.9% |
| 2695 | PAX Financial Group#2695 · 6,230 sh | 6,230 | $2.4M | 0.35% | +42.4% |
| 2696 | DUTCH ASSET#2696 · 6,229 sh | 6,229 | $2.4M | — | +10.6% |
| 2697 | Brucke Financial#2697 · 6,227 sh | 6,227 | $2.4M | — | +7.6% |
| 2698 | Odyssey Capital Advisors#2698 · 6,220 sh | 6,220 | $2.3M | — | +2.7% |
| 2699 | WESTCO ADVISORY SERVICES#2699 · 6,203 sh | 6,203 | $2.3M | — | +1.4% |
| 2700 | TWIN PEAKS WEALTH ADVISORS#2700 · 6,200 sh | 6,200 | $2.3M | 0.53% | +8.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.