Broadcom Inc. (AVGO) — Institutional Holders, Q2 2026 (page 39)
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 3,801 to 3,900. 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 3,801–3,900 of 4,877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3801 | Carter Financial Group#3801 · 1,836 sh | 1,836 | $693.5K | — | -14.7% |
| 3802 | Legacy Advisory Services#3802 · 1,835 sh | 1,835 | $693.3K | — | +0.4% |
| 3803 | Dunhill Financial#3803 · 1,834 sh | 1,834 | $693.0K | 0.14% | +15.0% |
| 3804 | Wrenne Financial Planning#3804 · 1,833 sh | 1,833 | $692.4K | 0.23% | -0.5% |
| 3805 | Global Financial Private Client#3805 · 1,829 sh | 1,829 | $690.9K | — | +5.6% |
| 3806 | VIRTUS ADVISERS#3806 · 1,826 sh | 1,826 | $689.8K | 0.26% | -3.3% |
| 3807 | AUGUSTINE ASSET MANAGEMENT#3807 · 1,826 sh | 1,826 | $689.8K | — | -0.6% |
| 3808 | BURLING WEALTH PARTNERS#3808 · 1,822 sh | 1,822 | $688.4K | 0.10% | +12.5% |
| 3809 | WBH ADVISORY#3809 · 1,819 sh | 1,819 | $687.2K | 0.05% | -2.7% |
| 3810 | Apeiron RIA#3810 · 1,819 sh | 1,819 | $687.0K | — | -72.8% |
| 3811 | ADAMSBROWN WEALTH CONSULTANTS#3811 · 1,817 sh | 1,817 | $686.4K | — | +86.0% |
| 3812 | BLVD Private Wealth#3812 · 1,815 sh | 1,815 | $685.6K | — | -23.0% |
| 3813 | Cambridge Financial Group#3813 · 1,813 sh | 1,813 | $685.0K | — | +1.5% |
| 3814 | Counterpoint Mutual Funds#3814 · 1,812 sh | 1,812 | $684.5K | — | 0.0% |
| 3815 | SHRIER WEALTH MANAGEMENT#3815 · 1,811 sh | 1,811 | $683.9K | — | +0.1% |
| 3816 | VANCE WEALTH#3816 · 1,805 sh | 1,805 | $681.9K | 0.15% | +31.3% |
| 3817 | QUANTUM FINANCIAL PARTNERS#3817 · 1,801 sh | 1,801 | $680.5K | — | — |
| 3818 | Atlantic Edge Private Wealth Management#3818 · 1,798 sh | 1,798 | $679.3K | — | +10.1% |
| 3819 | MAINSTAY CAPITAL MANAGEMENT#3819 · 1,795 sh | 1,795 | $678.2K | 0.05% | +20.8% |
| 3820 | PATRIOT INVESTMENT MANAGEMENT GROUP#3820 · 1,794 sh | 1,794 | $677.7K | — | 0.0% |
| 3821 | FWL INVESTMENT MANAGEMENT#3821 · 1,790 sh | 1,790 | $676.2K | 0.12% | +11.6% |
| 3822 | O'Connor Financial Group#3822 · 1,788 sh | 1,788 | $675.4K | — | +9.9% |
| 3823 | Nautilus Advisors#3823 · 1,686 sh | 1,686 | $674.5K | — | +2.0% |
| 3824 | Winch Advisory Services#3824 · 1,779 sh | 1,779 | $672.1K | 0.14% | +5.6% |
| 3825 | HARRIS ASSOCIATES L P#3825 · 1,779 sh | 1,779 | $672.0K | <0.01% | -1.9% |
| 3826 | Unified Investment Management#3826 · 1,778 sh | 1,778 | $671.6K | — | +14.3% |
| 3827 | Kondo Wealth Advisors#3827 · 1,773 sh | 1,773 | $669.8K | — | +3.6% |
| 3828 | Burford Brothers#3828 · 1,770 sh | 1,770 | $668.6K | — | +21.1% |
| 3829 | Legend Capital Advisors#3829 · 1,769 sh | 1,769 | $668.2K | 0.36% | +4.7% |
| 3830 | Westerkirk Capital#3830 · 1,767 sh | 1,767 | $667.5K | 0.06% | 0.0% |
| 3831 | PlanVest Financial#3831 · 1,766 sh | 1,766 | $667.1K | 0.45% | +26.5% |
| 3832 | GRANDFIELD & DODD#3832 · 1,760 sh | 1,760 | $664.8K | 0.03% | -8.0% |
| 3833 | PIONEER BANK N A#3833 · 1,757 sh | 1,757 | $663.7K | 0.15% | -8.9% |
| 3834 | Argos Wealth Advisors#3834 · 1,757 sh | 1,757 | $663.7K | 0.18% | +27.7% |
| 3835 | PANORAMIC INVESTMENT ADVISORS#3835 · 1,756 sh | 1,756 | $663.3K | 0.32% | New |
| 3836 | Tower Wealth Partners#3836 · 1,751 sh | 1,751 | $661.4K | 0.33% | +5.9% |
| 3837 | Cushing Capital Partners#3837 · 1,749 sh | 1,749 | $660.9K | — | +4.5% |
| 3838 | Martin Capital Advisors, LLP#3838 · 1,745 sh | 1,745 | $659.2K | — | +20.8% |
| 3839 | Storen Legacy Partners#3839 · 1,744 sh | 1,744 | $658.7K | 0.18% | +6.7% |
| 3840 | Austin Wealth Management#3840 · 1,776 sh | 1,776 | $658.6K | 0.14% | -1.5% |
| 3841 | POWER WEALTH MANAGEMENT#3841 · 1,737 sh | 1,737 | $656.2K | 0.23% | +2.4% |
| 3842 | Ritter Daniher Financial Advisory / DE#3842 · 1,734 sh | 1,734 | $655.0K | 0.10% | 0.0% |
| 3843 | Capstone Financial Advisors#3843 · 1,733 sh | 1,733 | $654.6K | 0.03% | +21.3% |
| 3844 | REAP Financial Group#3844 · 1,733 sh | 1,733 | $654.5K | 0.11% | +0.2% |
| 3845 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#3845 · 1,731 sh | 1,731 | $654.2K | 0.03% | +54.8% |
| 3846 | Triton Wealth Management, PLLC#3846 · 1,681 sh | 1,681 | $653.4K | 0.20% | +1.8% |
| 3847 | Disciplined Investors, L.L.C.#3847 · 1,729 sh | 1,729 | $653.3K | 0.33% | -15.9% |
| 3848 | ProVise Management Group#3848 · 1,729 sh | 1,729 | $653.1K | 0.04% | +9.9% |
| 3849 | CUTLER INVESTMENT COUNSEL#3849 · 1,723 sh | 1,723 | $650.9K | 0.06% | -4.2% |
| 3850 | Nicollet Investment Management#3850 · 1,720 sh | 1,720 | $650.0K | — | 0.0% |
| 3851 | Tanglewood Legacy Advisors#3851 · 1,719 sh | 1,719 | $649.4K | 0.21% | +7.6% |
| 3852 | Walser Wealth Management Company, A Ltd Liability#3852 · 1,718 sh | 1,718 | $649.1K | — | -15.2% |
| 3853 | Henrickson Nauta Wealth Advisors#3853 · 1,717 sh | 1,717 | $648.6K | 0.16% | +35.4% |
| 3854 | WALLER FINANCIAL PLANNING GROUP#3854 · 1,715 sh | 1,715 | $647.9K | — | +80.0% |
| 3855 | Cornerstone Capital#3855 · 1,715 sh | 1,715 | $647.8K | 0.06% | -1.2% |
| 3856 | Guardian Asset Advisors#3856 · 1,713 sh | 1,713 | $647.3K | — | +77.7% |
| 3857 | New Capital Management#3857 · 1,712 sh | 1,712 | $646.7K | 0.15% | -1.7% |
| 3858 | Conservest Capital Advisors#3858 · 1,710 sh | 1,710 | $646.0K | 0.05% | +53.5% |
| 3859 | Flavin Financial Services#3859 · 1,707 sh | 1,707 | $644.7K | — | -31.1% |
| 3860 | POTOMAC FUND MANAGEMENT#3860 · 1,706 sh | 1,706 | $644.3K | 0.02% | -12.2% |
| 3861 | Second Half Financial Partners#3861 · 1,702 sh | 1,702 | $642.9K | 0.26% | -4.1% |
| 3862 | Alpha Financial Partners#3862 · 1,701 sh | 1,701 | $642.7K | 0.34% | -14.2% |
| 3863 | C M BIDWELL & ASSOCIATES LTD#3863 · 1,699 sh | 1,699 | $641.8K | 0.26% | +29.8% |
| 3864 | BAXTER BROS#3864 · 1,695 sh | 1,695 | $640.3K | 0.07% | -2.5% |
| 3865 | Roberts Wealth Advisors#3865 · 1,693 sh | 1,693 | $639.5K | — | +1.2% |
| 3866 | Topsail Wealth Management#3866 · 1,692 sh | 1,692 | $639.2K | 0.08% | +4.1% |
| 3867 | STAR Financial Bank#3867 · 1,692 sh | 1,692 | $639.2K | 0.26% | +6.8% |
| 3868 | Hibernia Wealth Partners#3868 · 1,689 sh | 1,689 | $637.9K | 0.35% | -50.4% |
| 3869 | Family Wealth Group#3869 · 1,688 sh | 1,688 | $637.8K | 0.34% | -3.9% |
| 3870 | Fi3 FINANCIAL ADVISORS#3870 · 11,063 sh | 11,063 | $637.4K | 0.15% | +12.6% |
| 3871 | HORIZON FINANCIAL SERVICES#3871 · 1,687 sh | 1,687 | $637.3K | 0.24% | +51.3% |
| 3872 | Synergy Investment Management#3872 · 1,703 sh | 1,703 | $635.0K | 0.15% | +133.9% |
| 3873 | Alamar Capital Management#3873 · 1,680 sh | 1,680 | $634.6K | 0.32% | 0.0% |
| 3874 | Axiom Investment Management#3874 · 1,679 sh | 1,679 | $634.2K | 0.42% | -19.0% |
| 3875 | Estate Planners Group#3875 · 1,677 sh | 1,677 | $633.6K | 0.29% | -43.1% |
| 3876 | Vista Private Wealth Partners.#3876 · 1,611 sh | 1,611 | $633.1K | — | +17.5% |
| 3877 | Pachira Investments#3877 · 1,675 sh | 1,675 | $632.9K | — | +0.5% |
| 3878 | EMERALD MUTUAL FUND ADVISERS#3878 · 1,675 sh | 1,675 | $632.7K | 0.02% | +8.8% |
| 3879 | Tactive Advisors#3879 · 1,672 sh | 1,672 | $631.5K | — | -8.3% |
| 3880 | Rare Wolf Capital#3880 · 1,670 sh | 1,670 | $630.8K | — | +1.3% |
| 3881 | Dynamic Wealth Strategies#3881 · 1,669 sh | 1,669 | $630.5K | — | +3.7% |
| 3882 | COOPER/HAIMS ADVISORS#3882 · 1,667 sh | 1,667 | $629.7K | 0.27% | +9.2% |
| 3883 | Ballast#3883 · 1,667 sh | 1,667 | $629.7K | — | +39.5% |
| 3884 | Summit Wealth Group#3884 · 1,666 sh | 1,666 | $629.3K | 0.13% | +8.6% |
| 3885 | Ifrah Financial Services#3885 · 1,665 sh | 1,665 | $629.1K | — | -0.7% |
| 3886 | Midwest Financial Partners Investments#3886 · 1,665 sh | 1,665 | $629.0K | — | +1.0% |
| 3887 | FF Advisors#3887 · 1,664 sh | 1,664 | $628.6K | — | +2.7% |
| 3888 | Causey Wealth#3888 · 1,662 sh | 1,662 | $627.8K | 0.25% | 0.0% |
| 3889 | FIRST NATIONAL BANK SIOUX FALLS#3889 · 1,574 sh | 1,574 | $627.2K | — | 0.0% |
| 3890 | Wakefield Asset Management LLLP#3890 · 1,660 sh | 1,660 | $627.1K | 0.14% | +15.0% |
| 3891 | WATERSHED PRIVATE WEALTH#3891 · 1,660 sh | 1,660 | $627.1K | 0.18% | -48.4% |
| 3892 | CLUNE & ASSOCIATES, LTD.#3892 · 1,660 sh | 1,660 | $627.1K | — | +5.1% |
| 3893 | Lexington Hill Partners#3893 · 1,658 sh | 1,658 | $626.4K | — | +18.9% |
| 3894 | Smallwood Wealth Investment Management#3894 · 1,655 sh | 1,655 | $625.3K | 0.27% | -14.7% |
| 3895 | SEARLE#3895 · 1,655 sh | 1,655 | $625.2K | 0.14% | 0.0% |
| 3896 | POINCIANA ADVISORS GROUP#3896 · 1,645 sh | 1,645 | $621.4K | 0.46% | 0.0% |
| 3897 | Gambit Capital Management#3897 · 1,645 sh | 1,645 | $621.4K | 0.36% | +2.2% |
| 3898 | SFG Wealth Management#3898 · 1,642 sh | 1,642 | $620.2K | — | +3.4% |
| 3899 | Randall & Associates Wealth Management#3899 · 1,639 sh | 1,639 | $619.1K | — | +42.8% |
| 3900 | Weinberger Asset Management#3900 · 1,587 sh | 1,587 | $617.8K | 0.20% | +2.0% |
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.