Broadcom Inc. (AVGO) — Institutional Holders, Q2 2026 (page 36)
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 3,501 to 3,600. 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 3,501–3,600 of 4,877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3501 | PHILLIPS FINANCIAL MANAGEMENT#3501 · 2,523 sh | 2,523 | $953.1K | — | +5.2% |
| 3502 | Dogwood Wealth Management#3502 · 2,522 sh | 2,522 | $952.8K | 0.38% | -21.9% |
| 3503 | EntryPoint Capital#3503 · 2,520 sh | 2,520 | $951.9K | 0.23% | New |
| 3504 | Hutchens & Kramer Investment Management Group#3504 · 2,518 sh | 2,518 | $951.2K | — | -3.0% |
| 3505 | Alta Wealth Advisors#3505 · 2,514 sh | 2,514 | $949.5K | 0.26% | -0.9% |
| 3506 | Jacobs Equity#3506 · 2,510 sh | 2,510 | $948.2K | 0.66% | +81.4% |
| 3507 | INVESTMENT ADVISORY SERVICES /TX#3507 · 2,505 sh | 2,505 | $946.2K | — | +1.3% |
| 3508 | Mach-1 Financial Group#3508 · 2,501 sh | 2,501 | $944.8K | 0.37% | -55.6% |
| 3509 | Lattice Capital Management#3509 · 2,500 sh | 2,500 | $944.4K | 1.91% | -37.5% |
| 3510 | Bawa N Mallick#3510 · 2,500 sh | 2,500 | $944.4K | 0.31% | 0.0% |
| 3511 | Inman Jager Wealth Management#3511 · 2,495 sh | 2,495 | $942.5K | 0.50% | +5.7% |
| 3512 | Compass Ion Advisors#3512 · 2,495 sh | 2,495 | $942.3K | — | -28.7% |
| 3513 | Lansing Street Advisors#3513 · 2,493 sh | 2,493 | $941.9K | 0.20% | +3.8% |
| 3514 | Montz Harcus Wealth Management#3514 · 2,490 sh | 2,490 | $940.7K | — | -0.3% |
| 3515 | TrustBank#3515 · 2,489 sh | 2,489 | $940.2K | — | -9.2% |
| 3516 | Exchange Bank#3516 · 2,482 sh | 2,482 | $937.6K | — | 0.0% |
| 3517 | Cross Staff Investments#3517 · 2,481 sh | 2,481 | $937.3K | — | -11.6% |
| 3518 | WNY Asset Management#3518 · 2,479 sh | 2,479 | $936.6K | 0.08% | +22.1% |
| 3519 | Greater Midwest Financial Group#3519 · 2,474 sh | 2,474 | $934.7K | — | +6.1% |
| 3520 | A. D. Beadell Investment Counsel#3520 · 2,474 sh | 2,474 | $934.0K | — | 0.0% |
| 3521 | American Institute for Advanced Investment Management, LLP#3521 · 2,467 sh | 2,467 | $931.9K | 0.54% | -5.7% |
| 3522 | Costello Asset Management#3522 · 2,464 sh | 2,464 | $930.8K | 0.28% | +2.2% |
| 3523 | Goodwin Investment Advisory#3523 · 2,460 sh | 2,460 | $929.3K | 1.87% | New |
| 3524 | Arch Global Advisors#3524 · 2,460 sh | 2,460 | $929.3K | — | +13.4% |
| 3525 | Foundry Financial#3525 · 2,459 sh | 2,459 | $929.0K | — | +11.8% |
| 3526 | Dakota Community Bank & NA#3526 · 2,459 sh | 2,459 | $928.9K | — | +0.3% |
| 3527 | ZRC WEALTH MANAGEMENT#3527 · 2,456 sh | 2,456 | $927.8K | — | +8.9% |
| 3528 | Schuylkill Financial#3528 · 2,453 sh | 2,453 | $926.7K | — | — |
| 3529 | Washington Advisors#3529 · 2,452 sh | 2,452 | $926.4K | — | -1.8% |
| 3530 | Seed Wealth Management#3530 · 2,451 sh | 2,451 | $925.9K | — | -18.6% |
| 3531 | VIAWEALTH#3531 · 2,438 sh | 2,438 | $921.0K | 0.46% | -2.9% |
| 3532 | FSA Advisors#3532 · 2,445 sh | 2,445 | $920.6K | 0.42% | +4.9% |
| 3533 | Resolute Wealth Strategies#3533 · 2,437 sh | 2,437 | $920.4K | 0.36% | +25.8% |
| 3534 | Ark Wealth Advisors#3534 · 2,435 sh | 2,435 | $919.9K | 0.82% | +169.1% |
| 3535 | Burns Matteson Capital Management#3535 · 2,426 sh | 2,426 | $916.6K | — | -6.1% |
| 3536 | Gilbert Capital Group#3536 · 2,420 sh | 2,420 | $914.2K | 0.64% | -1.4% |
| 3537 | Petros Family Wealth#3537 · 2,418 sh | 2,418 | $913.4K | 0.56% | -3.6% |
| 3538 | STRATEGIC ADVISORY PARTNERS#3538 · 2,414 sh | 2,414 | $911.9K | 0.65% | 0.0% |
| 3539 | BDF-GESTION#3539 · 86,562 sh | 86,562 | $910.5K | — | -11.4% |
| 3540 | Legacy Wealth Managment#3540 · 2,408 sh | 2,408 | $909.6K | 0.37% | +157.0% |
| 3541 | Western Pacific Wealth Management#3541 · 2,407 sh | 2,407 | $909.3K | — | +5.4% |
| 3542 | Alliance Wealth Advisors#3542 · 2,406 sh | 2,406 | $908.8K | — | +4.2% |
| 3543 | Owen LaRue#3543 · 2,402 sh | 2,402 | $907.3K | 0.32% | -62.7% |
| 3544 | Signature Equity Partners#3544 · 2,401 sh | 2,401 | $906.8K | 0.42% | +6.1% |
| 3545 | S Harris Financial Group#3545 · 2,400 sh | 2,400 | $906.6K | 0.70% | -1.6% |
| 3546 | HERBST GROUP#3546 · 2,400 sh | 2,400 | $906.6K | — | New |
| 3547 | CORA CAPITAL ADVISORS#3547 · 2,398 sh | 2,398 | $905.7K | 0.25% | 0.0% |
| 3548 | Stegent Equity Advisors#3548 · 2,397 sh | 2,397 | $905.5K | — | -27.6% |
| 3549 | BDFS Capital#3549 · 2,395 sh | 2,395 | $904.9K | — | New |
| 3550 | SJS Investment Consulting#3550 · 2,395 sh | 2,395 | $904.7K | — | -1.9% |
| 3551 | CogentBlue Wealth Advisors#3551 · 2,395 sh | 2,395 | $904.6K | — | +13.6% |
| 3552 | Auto-Owners Insurance#3552 · 2,390 sh | 2,390 | $902.8K | — | 0.0% |
| 3553 | Atlas Brown#3553 · 2,387 sh | 2,387 | $901.6K | — | +23.9% |
| 3554 | PRIVATE MANAGEMENT GROUP#3554 · 2,385 sh | 2,385 | $900.9K | 0.02% | -1.3% |
| 3555 | Campbell & Investment Adviser#3555 · 2,382 sh | 2,382 | $899.8K | 0.05% | -62.3% |
| 3556 | WPG Advisers#3556 · 2,378 sh | 2,378 | $898.3K | 0.53% | +17.9% |
| 3557 | Wilkerson Advisory Group#3557 · 2,375 sh | 2,375 | $897.5K | — | +4.0% |
| 3558 | Triumph Capital Management#3558 · 2,373 sh | 2,373 | $896.4K | — | -24.3% |
| 3559 | Sentry#3559 · 2,372 sh | 2,372 | $896.0K | 0.25% | +2.8% |
| 3560 | DIVERSIFIED MANAGEMENT#3560 · 2,370 sh | 2,370 | $895.3K | — | -58.0% |
| 3561 | Gladstone Capital Management LLP#3561 · 2,370 sh | 2,370 | $895.3K | 0.09% | -96.4% |
| 3562 | Maytree Asset Management Ltd#3562 · 2,368 sh | 2,368 | $894.5K | 0.58% | New |
| 3563 | Wealth Group Ltd#3563 · 2,366 sh | 2,366 | $893.8K | — | 0.0% |
| 3564 | Tortoise Investment Management#3564 · 2,363 sh | 2,363 | $892.7K | 0.07% | +21.4% |
| 3565 | Diligent Investors#3565 · 2,357 sh | 2,357 | $890.5K | — | +0.8% |
| 3566 | Echo45 Advisors#3566 · 2,353 sh | 2,353 | $888.9K | — | -16.2% |
| 3567 | Selective Wealth Management#3567 · 2,394 sh | 2,394 | $887.9K | — | +33.3% |
| 3568 | Warner Group#3568 · 2,350 sh | 2,350 | $887.7K | 0.22% | +133.8% |
| 3569 | Financial Planning Navigators#3569 · 2,348 sh | 2,348 | $886.8K | — | +7.8% |
| 3570 | HOME FEDERAL BANK OF TENNESSEE#3570 · 2,345 sh | 2,345 | $885.8K | — | +62.3% |
| 3571 | Fortune 45#3571 · 2,343 sh | 2,343 | $885.5K | — | +2.6% |
| 3572 | GenTrust#3572 · 2,344 sh | 2,344 | $885.4K | 0.03% | -6.1% |
| 3573 | OceanIQ Capital#3573 · 2,124 sh | 2,124 | $883.8K | — | — |
| 3574 | Bluesphere Advisors#3574 · 2,339 sh | 2,339 | $883.6K | — | +2.6% |
| 3575 | North Star Investment Management#3575 · 2,338 sh | 2,338 | $883.4K | 0.05% | -10.1% |
| 3576 | Bannerstone Capital Management#3576 · 2,336 sh | 2,336 | $882.6K | 0.74% | -0.9% |
| 3577 | Integris Wealth Management#3577 · 2,336 sh | 2,336 | $882.3K | — | +224.0% |
| 3578 | Tuttle Capital Management#3578 · 2,335 sh | 2,335 | $882.0K | — | -5.4% |
| 3579 | ST GERMAIN D J#3579 · 2,328 sh | 2,328 | $879.4K | 0.03% | -0.3% |
| 3580 | Jeter Robert S II#3580 · 2,195 sh | 2,195 | $877.9K | — | -8.5% |
| 3581 | Northern Lights Advisors#3581 · 2,320 sh | 2,320 | $876.2K | — | +12.8% |
| 3582 | Buck Wealth Strategies#3582 · 2,318 sh | 2,318 | $875.7K | 0.09% | -4.0% |
| 3583 | Sterling Investment Advisors, Ltd.#3583 · 2,313 sh | 2,313 | $873.6K | 0.15% | -16.0% |
| 3584 | Provenance Wealth Advisors#3584 · 2,310 sh | 2,310 | $872.6K | 0.08% | +25.8% |
| 3585 | EVOLUTION WEALTH MANAGEMENT#3585 · 2,304 sh | 2,304 | $870.5K | 0.51% | +57.1% |
| 3586 | EARNEST PARTNERS#3586 · 2,298 sh | 2,298 | $868.1K | <0.01% | 0.0% |
| 3587 | Frederick Financial Consultants#3587 · 2,289 sh | 2,289 | $864.8K | 0.37% | +4.1% |
| 3588 | CATHY PARETO & ASSOCIATES#3588 · 2,288 sh | 2,288 | $864.4K | — | +3.0% |
| 3589 | Asset Allocation & Management Company#3589 · 2,284 sh | 2,284 | $863.0K | — | -35.3% |
| 3590 | Alchemi Wealth#3590 · 2,283 sh | 2,283 | $862.7K | 0.40% | +1.5% |
| 3591 | Alaska Wealth Advisors#3591 · 2,280 sh | 2,280 | $861.3K | 0.09% | +3.0% |
| 3592 | Ahara Advisors#3592 · 2,280 sh | 2,280 | $861.1K | 0.57% | -0.7% |
| 3593 | JBR Financial Management#3593 · 2,278 sh | 2,278 | $860.5K | — | -6.6% |
| 3594 | Jackson, Grant Investment Advisers#3594 · 2,278 sh | 2,278 | $860.5K | 0.27% | 0.0% |
| 3595 | WealthTrak Capital Management#3595 · 2,276 sh | 2,276 | $859.8K | 0.57% | 0.0% |
| 3596 | Martel Wealth Advisors#3596 · 2,270 sh | 2,270 | $857.5K | — | +15.8% |
| 3597 | Eagle Bay Advisors#3597 · 2,258 sh | 2,258 | $853.1K | — | +20.2% |
| 3598 | Solstein Capital#3598 · 2,258 sh | 2,258 | $853.0K | 0.29% | 0.0% |
| 3599 | Clearwater Capital Advisors#3599 · 2,257 sh | 2,257 | $852.6K | 0.06% | -29.1% |
| 3600 | Armbruster Capital Management#3600 · 2,251 sh | 2,251 | $850.3K | — | -25.2% |
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.