Broadcom Inc. (AVGO) — Institutional Holders, Q2 2026 (page 40)
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 3,901 to 4,000. 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 3,901–4,000 of 4,877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3901 | Wealth Analytics Partners#3901 · 1,584 sh | 1,584 | $616.4K | — | +33.1% |
| 3902 | Financial Guidance Group#3902 · 1,630 sh | 1,630 | $615.7K | — | 0.0% |
| 3903 | LiftPoint Family Wealth Advisors#3903 · 1,629 sh | 1,629 | $615.4K | 0.42% | +77.3% |
| 3904 | Hamilton Point Investment Advisors#3904 · 1,629 sh | 1,629 | $615.2K | 0.09% | +4.2% |
| 3905 | Palisades Hudson Asset Management, L.P.#3905 · 1,629 sh | 1,629 | $615.0K | 0.22% | 0.0% |
| 3906 | LODESTAR PRIVATE ASSET MANAGEMENT#3906 · 1,626 sh | 1,626 | $614.2K | — | +4.3% |
| 3907 | LMG Wealth Partners#3907 · 1,618 sh | 1,618 | $611.2K | 0.10% | -0.1% |
| 3908 | Sachetta#3908 · 1,615 sh | 1,615 | $609.9K | 0.30% | +20.9% |
| 3909 | BBR PARTNERS#3909 · 1,613 sh | 1,613 | $609.3K | 0.03% | -27.8% |
| 3910 | Wallington Asset Management#3910 · 1,612 sh | 1,612 | $608.9K | 0.07% | 0.0% |
| 3911 | PMG Family Office#3911 · 1,612 sh | 1,612 | $608.9K | — | +29.8% |
| 3912 | Marshall & Sterling Wealth Advisors#3912 · 1,612 sh | 1,612 | $608.8K | 0.36% | +0.2% |
| 3913 | PALLADIEM#3913 · 1,609 sh | 1,609 | $607.9K | 0.59% | +10.4% |
| 3914 | Future Financial Wealth Managment#3914 · 1,549 sh | 1,549 | $607.9K | — | +8.4% |
| 3915 | TrueWealth Advisors#3915 · 1,607 sh | 1,607 | $606.9K | — | -4.2% |
| 3916 | Paragon Capital Management#3916 · 1,599 sh | 1,599 | $604.0K | 0.28% | 0.0% |
| 3917 | SHIKIAR ASSET MANAGEMENT#3917 · 1,600 sh | 1,600 | $604.0K | — | +77.8% |
| 3918 | Helen Stephens Group#3918 · 1,599 sh | 1,599 | $603.9K | — | +6.7% |
| 3919 | United Financial Planning Group#3919 · 1,598 sh | 1,598 | $603.5K | 0.31% | +183.3% |
| 3920 | Fulcrum Capital#3920 · 1,594 sh | 1,594 | $602.1K | — | -18.5% |
| 3921 | Entelevest#3921 · 1,591 sh | 1,591 | $601.0K | 0.51% | +1.1% |
| 3922 | Kingsbury Capital Investment Advisors#3922 · 1,590 sh | 1,590 | $600.8K | — | +4.1% |
| 3923 | KMT WEALTH MANAGEMENT#3923 · 1,590 sh | 1,590 | $600.8K | 0.51% | +101.3% |
| 3924 | Harvest Investment Advisors#3924 · 1,590 sh | 1,590 | $600.6K | 0.30% | -4.5% |
| 3925 | Bath Savings#3925 · 1,580 sh | 1,580 | $596.8K | — | +2.2% |
| 3926 | Financial Partners Group#3926 · 1,580 sh | 1,580 | $596.8K | — | +36.9% |
| 3927 | Kemnay Advisory Services#3927 · 1,578 sh | 1,578 | $596.1K | 0.08% | +12.4% |
| 3928 | Financial Plan#3928 · 1,577 sh | 1,577 | $595.7K | 0.06% | +13.4% |
| 3929 | UHLMANN PRICE SECURITIES#3929 · 1,576 sh | 1,576 | $595.4K | 0.02% | -9.7% |
| 3930 | Stony Point Wealth Management#3930 · 1,571 sh | 1,571 | $593.4K | 0.21% | +17.9% |
| 3931 | Harrington Investments#3931 · 1,570 sh | 1,570 | $593.1K | — | -2.5% |
| 3932 | Family Investment Center#3932 · 1,568 sh | 1,568 | $592.3K | — | New |
| 3933 | White Lighthouse Investment Management#3933 · 1,567 sh | 1,567 | $591.9K | — | -3.0% |
| 3934 | Opulen Financial Group#3934 · 1,563 sh | 1,563 | $590.4K | — | +13.6% |
| 3935 | BLUE SQUARE ASSET MANAGEMENT#3935 · 1,562 sh | 1,562 | $590.0K | 0.24% | 0.0% |
| 3936 | New England Professional Planning Group#3936 · 1,556 sh | 1,556 | $587.8K | 0.22% | 0.0% |
| 3937 | IMZ Advisory#3937 · 1,555 sh | 1,555 | $587.3K | 0.19% | +0.2% |
| 3938 | Private Wealth Management Group#3938 · 1,554 sh | 1,554 | $587.0K | — | -0.1% |
| 3939 | HBE Wealth Management#3939 · 1,554 sh | 1,554 | $587.0K | 0.42% | -6.3% |
| 3940 | Wealth Quarterback#3940 · 1,551 sh | 1,551 | $586.1K | — | +3.6% |
| 3941 | Rubicon Advisors, GP#3941 · 1,551 sh | 1,551 | $586.0K | — | -27.7% |
| 3942 | EQ#3942 · 1,550 sh | 1,550 | $585.5K | 0.14% | -0.7% |
| 3943 | Lakeridge Wealth Management#3943 · 1,549 sh | 1,549 | $585.2K | 0.21% | +17.3% |
| 3944 | Nadler Financial Group#3944 · 1,548 sh | 1,548 | $584.8K | — | +1.4% |
| 3945 | Schubert#3945 · 1,545 sh | 1,545 | $583.4K | 0.40% | +8.4% |
| 3946 | tru Independence#3946 · 1,538 sh | 1,538 | $580.8K | — | +0.8% |
| 3947 | Northstar Financial Companies#3947 · 1,537 sh | 1,537 | $580.6K | 0.39% | -23.9% |
| 3948 | DeLarme Wealth Management#3948 · 1,536 sh | 1,536 | $580.2K | 0.34% | -3.3% |
| 3949 | Koss-Olinger Consulting#3949 · 1,535 sh | 1,535 | $579.7K | 0.04% | -70.1% |
| 3950 | Prasad Wealth Partners#3950 · 1,534 sh | 1,534 | $579.6K | 0.14% | -1.9% |
| 3951 | TSA Wealth Managment#3951 · 1,534 sh | 1,534 | $579.5K | — | +13.8% |
| 3952 | Financial Gravity Companies, (FGCO)#3952 · 1,533 sh | 1,533 | $579.1K | 0.09% | — |
| 3953 | HARVEY CAPITAL MANAGEMENT#3953 · 1,530 sh | 1,530 | $578.0K | 0.12% | New |
| 3954 | ASHFORD CAPITAL MANAGEMENT#3954 · 1,530 sh | 1,530 | $578.0K | 0.06% | -7.8% |
| 3955 | FIDUCIENT ADVISORS#3955 · 1,527 sh | 1,527 | $576.8K | 0.08% | +42.7% |
| 3956 | Magnolia Private Wealth#3956 · 1,526 sh | 1,526 | $576.4K | 0.32% | +27.2% |
| 3957 | HERITAGE OAK WEALTH ADVISORS#3957 · 1,525 sh | 1,525 | $576.2K | — | +1.5% |
| 3958 | Aspen Investment Management#3958 · 1,526 sh | 1,526 | $576.0K | 0.15% | -27.7% |
| 3959 | Eaton-Cambridge#3959 · 1,524 sh | 1,524 | $575.7K | 0.16% | +6.4% |
| 3960 | Bridgewealth Advisory Group#3960 · 1,522 sh | 1,522 | $574.9K | 0.11% | +0.3% |
| 3961 | Addison Advisors#3961 · 1,516 sh | 1,516 | $572.8K | 0.27% | -72.6% |
| 3962 | KOM Wealth Management Group#3962 · 1,515 sh | 1,515 | $572.3K | — | -0.5% |
| 3963 | High Point Wealth Management#3963 · 1,510 sh | 1,510 | $570.2K | 0.47% | 0.0% |
| 3964 | Intentional Wealth Strategies#3964 · 1,508 sh | 1,508 | $569.6K | 0.53% | -4.2% |
| 3965 | Nelson Capital Management#3965 · 1,507 sh | 1,507 | $569.1K | 0.06% | +1.4% |
| 3966 | GFS Advisors#3966 · 650 sh | 650 | $568.1K | 0.03% | New |
| 3967 | Parker Financial#3967 · 1,502 sh | 1,502 | $567.4K | 0.21% | -3.3% |
| 3968 | Note Advisors#3968 · 1,497 sh | 1,497 | $565.5K | 0.25% | 0.0% |
| 3969 | Towercrest Capital Management#3969 · 1,496 sh | 1,496 | $565.1K | — | -0.5% |
| 3970 | Gallacher Capital Management#3970 · 1,494 sh | 1,494 | $564.4K | 0.32% | -56.6% |
| 3971 | Braeburn Wealth Management#3971 · 1,494 sh | 1,494 | $564.4K | — | +22.2% |
| 3972 | OFS Enterprise#3972 · 1,484 sh | 1,484 | $560.6K | — | +3.8% |
| 3973 | Catalyst Investment Management#3973 · 1,484 sh | 1,484 | $560.5K | — | +14.0% |
| 3974 | Shira Ridge Wealth Management#3974 · 1,481 sh | 1,481 | $559.4K | — | +3.6% |
| 3975 | BARLOW WEALTH PARTNERS#3975 · 1,438 sh | 1,438 | $559.0K | — | 0.0% |
| 3976 | Ascension Capital Advisors#3976 · 1,478 sh | 1,478 | $558.3K | 0.16% | 0.0% |
| 3977 | Advance Capital Management#3977 · 1,478 sh | 1,478 | $558.2K | 0.02% | +0.2% |
| 3978 | Integrated Wealth Management#3978 · 1,476 sh | 1,476 | $557.7K | — | +0.4% |
| 3979 | REXFORD CAPITAL#3979 · 1,470 sh | 1,470 | $555.3K | 0.34% | +8.2% |
| 3980 | FIDELITY D & D BANCORP#3980 · 1,469 sh | 1,469 | $554.9K | 0.19% | +65.2% |
| 3981 | James T. Borello RIA#3981 · 1,468 sh | 1,468 | $554.5K | — | +5.9% |
| 3982 | Clarus Wealth Advisors#3982 · 1,422 sh | 1,422 | $552.7K | — | +4.2% |
| 3983 | ONE PLUS ONE WEALTH MANAGEMENT#3983 · 1,462 sh | 1,462 | $552.3K | — | 0.0% |
| 3984 | American Financial Advisors#3984 · 1,454 sh | 1,454 | $549.2K | 0.07% | 0.0% |
| 3985 | Advocacy Wealth Management#3985 · 1,453 sh | 1,453 | $548.9K | 0.02% | New |
| 3986 | Baring Financial#3986 · 1,453 sh | 1,453 | $548.8K | — | -1.1% |
| 3987 | 1620 INVESTMENT ADVISORS#3987 · 1,452 sh | 1,452 | $548.7K | 0.34% | -35.4% |
| 3988 | Heritage Wealth Management, /Texas#3988 · 1,452 sh | 1,452 | $548.7K | 0.21% | 0.0% |
| 3989 | Roof Eidam Maycock Peralta#3989 · 1,450 sh | 1,450 | $547.7K | — | 0.0% |
| 3990 | Alan B. Lancz & Associates#3990 · 1,450 sh | 1,450 | $547.7K | 0.48% | 0.0% |
| 3991 | LIBERTY SQUARE WEALTH PARTNERS#3991 · 1,450 sh | 1,450 | $547.7K | 0.13% | -37.9% |
| 3992 | Carrera Capital Advisors#3992 · 1,449 sh | 1,449 | $547.3K | 0.08% | -3.0% |
| 3993 | ACORN FINANCIAL ADVISORY SERVICES#3993 · 1,448 sh | 1,448 | $547.0K | 0.07% | -7.2% |
| 3994 | WealthTrust Axiom#3994 · 1,445 sh | 1,445 | $545.8K | 0.12% | -3.5% |
| 3995 | Spectrum Wealth Advisory Group#3995 · 1,438 sh | 1,438 | $543.3K | 0.15% | +1.6% |
| 3996 | Redwood Family Wealth#3996 · 1,437 sh | 1,437 | $542.8K | — | -41.4% |
| 3997 | Verus Financial Partners#3997 · 1,437 sh | 1,437 | $542.8K | 0.05% | +0.9% |
| 3998 | DIMENSION CAPITAL MANAGEMENT#3998 · 1,436 sh | 1,436 | $542.4K | 0.06% | +8.5% |
| 3999 | AAF Wealth Management#3999 · 1,436 sh | 1,436 | $542.3K | 0.20% | -1.8% |
| 4000 | Cornerstone Financial Management#4000 · 1,435 sh | 1,435 | $542.1K | 0.43% | +10.7% |
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.