Broadcom Inc. (AVGO) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 4,877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | Altrafin AG#3401 · 2,800 sh | 2,800 | $1.1M | 0.41% | -37.8% |
| 3402 | Metatron Capital SICAV plc - Metatron Long Term Equity Fund#3402 · 2,800 sh | 2,800 | $1.1M | 0.48% | — |
| 3403 | Horizon Family Wealth#3403 · 2,789 sh | 2,789 | $1.1M | 0.48% | +2.2% |
| 3404 | King Wealth Management Group#3404 · 2,786 sh | 2,786 | $1.1M | 0.12% | +2.7% |
| 3405 | Grey Fox Wealth Advisors#3405 · 2,784 sh | 2,784 | $1.1M | 0.17% | +86.2% |
| 3406 | RiverGlades Family Offices#3406 · 2,781 sh | 2,781 | $1.1M | 0.48% | +98.6% |
| 3407 | City Center Advisors#3407 · 2,777 sh | 2,777 | $1.0M | — | -0.6% |
| 3408 | INSTRUMENTAL WEALTH#3408 · 2,763 sh | 2,763 | $1.0M | — | +24.7% |
| 3409 | Lifestyle Asset Management#3409 · 2,762 sh | 2,762 | $1.0M | — | +2.5% |
| 3410 | Narus Financial Partners#3410 · 2,762 sh | 2,762 | $1.0M | — | -21.7% |
| 3411 | LightSquare Wealth Management#3411 · 2,761 sh | 2,761 | $1.0M | 0.72% | -10.1% |
| 3412 | Signature Wealth Management Partners#3412 · 2,757 sh | 2,757 | $1.0M | — | +2.1% |
| 3413 | TOTAL INVESTMENT MANAGEMENT#3413 · 2,673 sh | 2,673 | $1.0M | — | +10.7% |
| 3414 | Cohen Capital Management#3414 · 2,754 sh | 2,754 | $1.0M | — | 0.0% |
| 3415 | Elite Life Management#3415 · 2,486 sh | 2,486 | $1.0M | 1.22% | +2.9% |
| 3416 | Values Added Financial#3416 · 2,746 sh | 2,746 | $1.0M | 0.37% | +28.3% |
| 3417 | Eldridge Investment Advisors#3417 · 2,745 sh | 2,745 | $1.0M | 0.21% | -2.1% |
| 3418 | Westshore Wealth#3418 · 2,743 sh | 2,743 | $1.0M | 0.32% | +6.9% |
| 3419 | Allied Private Wealth#3419 · 2,663 sh | 2,663 | $1.0M | 0.66% | — |
| 3420 | Virtu Financial#3420 · 2,741 sh | 2,741 | $1.0M | 0.03% | New |
| 3421 | Aspire Growth Partners#3421 · 2,734 sh | 2,734 | $1.0M | 0.60% | +1.3% |
| 3422 | Persium Advisors#3422 · 2,733 sh | 2,733 | $1.0M | — | +5.6% |
| 3423 | Intelligence Driven Advisers#3423 · 2,730 sh | 2,730 | $1.0M | — | +195.5% |
| 3424 | Burkett Asset Management Ltd#3424 · 2,729 sh | 2,729 | $1.0M | — | -21.1% |
| 3425 | Lakewood Asset Management#3425 · 2,729 sh | 2,729 | $1.0M | — | +18.0% |
| 3426 | Insight Inv#3426 · 2,726 sh | 2,726 | $1.0M | — | -2.5% |
| 3427 | WINNOW WEALTH#3427 · 2,725 sh | 2,725 | $1.0M | — | -1.8% |
| 3428 | WAYSTONE ADVISORS#3428 · 2,725 sh | 2,725 | $1.0M | — | -1.4% |
| 3429 | SMART Wealth#3429 · 2,725 sh | 2,725 | $1.0M | 0.22% | +7.9% |
| 3430 | Global Endowment Management#3430 · 2,722 sh | 2,722 | $1.0M | 0.10% | 0.0% |
| 3431 | Schneider Downs Wealth Management Advisors#3431 · 2,721 sh | 2,721 | $1.0M | — | +29.3% |
| 3432 | Ellis Investment Partners#3432 · 2,720 sh | 2,720 | $1.0M | — | -5.2% |
| 3433 | Live Oak Investment Partners#3433 · 2,718 sh | 2,718 | $1.0M | — | 0.0% |
| 3434 | Financial Synergies Wealth Advisors#3434 · 2,717 sh | 2,717 | $1.0M | — | +23.7% |
| 3435 | CALTON & ASSOCIATES#3435 · 2,716 sh | 2,716 | $1.0M | 0.15% | -38.1% |
| 3436 | Prospect Financial Services#3436 · 2,710 sh | 2,710 | $1.0M | 0.52% | +8.8% |
| 3437 | BENNETT SELBY INVESTMENTS#3437 · 2,706 sh | 2,706 | $1.0M | — | +2.5% |
| 3438 | Legacy Wealth Partners#3438 · 2,693 sh | 2,693 | $1.0M | — | -13.4% |
| 3439 | SOA Wealth Advisors#3439 · 18,407 sh | 18,407 | $1.0M | 0.16% | +6.6% |
| 3440 | INVENIO WEALTH PARTNERS#3440 · 2,685 sh | 2,685 | $1.0M | — | +1.4% |
| 3441 | Hudock#3441 · 2,683 sh | 2,683 | $1.0M | — | -11.6% |
| 3442 | ATX Financial Planning#3442 · 2,680 sh | 2,680 | $1.0M | — | +0.2% |
| 3443 | Sovereign Investment Advisors#3443 · 2,676 sh | 2,676 | $1.0M | 0.19% | +1.9% |
| 3444 | Vilga Financial Planning#3444 · 2,676 sh | 2,676 | $1.0M | — | +0.1% |
| 3445 | Bluebird Wealth Management#3445 · 2,674 sh | 2,674 | $1.0M | 0.88% | New |
| 3446 | Catalyst Capital Advisors#3446 · 2,671 sh | 2,671 | $1.0M | 0.02% | -4.9% |
| 3447 | BankPlus Department#3447 · 2,665 sh | 2,665 | $1.0M | 0.24% | -3.5% |
| 3448 | MEMBERS WEALTH#3448 · 2,665 sh | 2,665 | $1.0M | — | -0.3% |
| 3449 | Sequent Planning#3449 · 2,662 sh | 2,662 | $1.0M | 0.21% | +0.8% |
| 3450 | Pine Haven Investment Counsel#3450 · 2,660 sh | 2,660 | $1.0M | 0.68% | -1.8% |
| 3451 | Financial Life Planners#3451 · 2,657 sh | 2,657 | $1.0M | 0.65% | +53.0% |
| 3452 | Pettinga Financial Advisors#3452 · 2,653 sh | 2,653 | $1.0M | — | 0.0% |
| 3453 | Tenzing Financial#3453 · 2,666 sh | 2,666 | $996.9K | 0.68% | +1.1% |
| 3454 | Stone Wealth Partners#3454 · 2,638 sh | 2,638 | $996.5K | 0.73% | +3.0% |
| 3455 | AVITY INVESTMENT MANAGEMENT#3455 · 2,637 sh | 2,637 | $996.1K | — | -2.0% |
| 3456 | Old North State#3456 · 2,635 sh | 2,635 | $995.0K | 0.51% | -14.1% |
| 3457 | Arcadia Wealth Management#3457 · 2,633 sh | 2,633 | $994.7K | — | -5.3% |
| 3458 | BALDWIN WEALTH PARTNERS#3458 · 2,630 sh | 2,630 | $993.5K | — | -0.8% |
| 3459 | Royal Capital Wealth Management#3459 · 2,630 sh | 2,630 | $993.5K | 0.56% | 0.0% |
| 3460 | Mayfair Advisory Group#3460 · 2,601 sh | 2,601 | $993.4K | — | +22.6% |
| 3461 | BostonPremier Wealth#3461 · 2,627 sh | 2,627 | $992.4K | — | +10.8% |
| 3462 | Harbour & Investment Management#3462 · 2,627 sh | 2,627 | $992.4K | 0.10% | -3.6% |
| 3463 | Swan Global Investments#3463 · 2,626 sh | 2,626 | $992.0K | 0.03% | -0.2% |
| 3464 | Essential Partners#3464 · 2,622 sh | 2,622 | $990.5K | — | -65.0% |
| 3465 | WMG Financial Advisors#3465 · 2,618 sh | 2,618 | $989.0K | 0.37% | -16.2% |
| 3466 | Aurora Private Wealth#3466 · 2,619 sh | 2,619 | $989.0K | — | -20.4% |
| 3467 | Leonard Rickey Investment Advisors P.L.L.C.#3467 · 2,617 sh | 2,617 | $988.6K | 0.16% | +1.2% |
| 3468 | One Day In July#3468 · 2,614 sh | 2,614 | $987.4K | 0.07% | +13.1% |
| 3469 | Park Capital Management, / WI#3469 · 2,613 sh | 2,613 | $987.1K | — | +1.1% |
| 3470 | Wiser Wealth Management#3470 · 2,613 sh | 2,613 | $987.1K | — | +10.5% |
| 3471 | Opus Capital Group#3471 · 2,607 sh | 2,607 | $985.0K | 0.10% | -7.9% |
| 3472 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT#3472 · 2,601 sh | 2,601 | $983.0K | 0.12% | 0.0% |
| 3473 | Ardmore Road Asset Management#3473 · 2,600 sh | 2,600 | $982.1K | 0.06% | -94.9% |
| 3474 | NORTHWEST WEALTH MANAGEMENT#3474 · 2,598 sh | 2,598 | $981.4K | 0.13% | +0.7% |
| 3475 | EAGLE WEALTH STRATEGIES#3475 · 2,596 sh | 2,596 | $980.7K | — | 0.0% |
| 3476 | jvl associates#3476 · 2,594 sh | 2,594 | $979.9K | — | +24.8% |
| 3477 | MA Private Wealth#3477 · 2,594 sh | 2,594 | $979.9K | 0.15% | 0.0% |
| 3478 | ALLIUM FINANCIAL ADVISORS#3478 · 2,591 sh | 2,591 | $978.8K | 0.64% | -19.2% |
| 3479 | ERn Financial#3479 · 2,590 sh | 2,590 | $978.5K | 0.16% | +28.1% |
| 3480 | Ironsides Asset Advisors#3480 · 2,588 sh | 2,588 | $977.6K | — | 0.0% |
| 3481 | MFA WEALTH ADVISORS#3481 · 2,587 sh | 2,587 | $977.2K | — | +0.2% |
| 3482 | BCS Wealth Management#3482 · 2,585 sh | 2,585 | $976.5K | 0.18% | +52.4% |
| 3483 | MLG Wealth Management DBA Pine Grove Financial Group#3483 · 2,602 sh | 2,602 | $974.9K | — | +18.4% |
| 3484 | SC&H Financial Advisors#3484 · 2,580 sh | 2,580 | $974.6K | — | -7.9% |
| 3485 | Leslie Global Wealth#3485 · 2,573 sh | 2,573 | $972.0K | — | +3.6% |
| 3486 | Core Wealth Advisors#3486 · 2,570 sh | 2,570 | $970.9K | 0.20% | +5.9% |
| 3487 | TCTC#3487 · 2,566 sh | 2,566 | $969.3K | 0.03% | +21.8% |
| 3488 | Oxler Private Wealth#3488 · 2,562 sh | 2,562 | $967.7K | — | +0.2% |
| 3489 | Smith Thornton Advisors#3489 · 2,519 sh | 2,519 | $967.3K | — | +9.0% |
| 3490 | ABS Investment Management#3490 · 756 sh | 756 | $967.0K | 0.61% | — |
| 3491 | ABS Direct Equity Fund#3491 · 756 sh | 756 | $967.0K | 0.61% | +170.0% |
| 3492 | KEYVANTAGE WEALTH#3492 · 2,558 sh | 2,558 | $966.3K | 0.37% | +11.3% |
| 3493 | Chemistry Wealth Management#3493 · 2,554 sh | 2,554 | $964.8K | — | -0.3% |
| 3494 | GABLES CAPITAL MANAGEMENT#3494 · 2,550 sh | 2,550 | $963.3K | 0.35% | +30.4% |
| 3495 | Sather Financial Group#3495 · 2,548 sh | 2,548 | $962.6K | 0.06% | +9.0% |
| 3496 | Manske Wealth Management#3496 · 2,540 sh | 2,540 | $959.5K | — | -3.9% |
| 3497 | Allied Investment Advisors#3497 · 2,539 sh | 2,539 | $959.1K | — | -13.6% |
| 3498 | Avid Wealth Partners#3498 · 2,528 sh | 2,528 | $955.0K | 0.46% | -1.0% |
| 3499 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT#3499 · 2,528 sh | 2,528 | $955.0K | 0.27% | +2.8% |
| 3500 | Old North State Wealth Management#3500 · 2,513 sh | 2,513 | $953.1K | — | +3.2% |
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.