Broadcom Inc. (AVGO) — Institutional Holders, Q2 2026 (page 41)
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 4,001 to 4,100. 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 4,001–4,100 of 4,877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4001 | Golden State Equity Partners#4001 · 1,429 sh | 1,429 | $539.8K | 1.45% | -97.5% |
| 4002 | PRAIRIE ADVISORY#4002 · 1,428 sh | 1,428 | $539.4K | — | — |
| 4003 | Cynosure Management#4003 · 1,425 sh | 1,425 | $538.3K | 0.08% | -2.9% |
| 4004 | AVAII WEALTH MANAGEMENT#4004 · 1,424 sh | 1,424 | $538.0K | — | +77.1% |
| 4005 | Johnson Wealth Management#4005 · 1,423 sh | 1,423 | $537.6K | 0.23% | +1.5% |
| 4006 | Gray Private Wealth#4006 · 1,423 sh | 1,423 | $537.5K | 0.23% | +32.7% |
| 4007 | CSS#4007 · 1,421 sh | 1,421 | $536.8K | 0.02% | +43.5% |
| 4008 | Elmwood Wealth Management#4008 · 1,419 sh | 1,419 | $536.2K | — | +29.2% |
| 4009 | Brightwater Advisory#4009 · 1,414 sh | 1,414 | $534.1K | 0.34% | -38.9% |
| 4010 | MORRIS FINANCIAL CONCEPTS#4010 · 1,413 sh | 1,413 | $533.8K | 0.16% | +3.7% |
| 4011 | AIMZ Investment Advisors#4011 · 1,413 sh | 1,413 | $533.8K | 0.15% | +1.9% |
| 4012 | Beta Wealth Group#4012 · 1,410 sh | 1,410 | $532.6K | 0.20% | 0.0% |
| 4013 | Brookmont Capital Management#4013 · 1,407 sh | 1,407 | $531.6K | — | +7.6% |
| 4014 | Laidlaw Wealth Management#4014 · 1,407 sh | 1,407 | $531.6K | 1.52% | -1.8% |
| 4015 | Lutz Financial Services#4015 · 1,407 sh | 1,407 | $531.5K | 0.03% | +2.6% |
| 4016 | Adams Wealth Management#4016 · 1,407 sh | 1,407 | $531.5K | 0.10% | +5.6% |
| 4017 | Successful Portfolios#4017 · 1,324 sh | 1,324 | $530.3K | — | -0.7% |
| 4018 | RETIREMENT INCOME SOLUTIONS#4018 · 1,713 sh | 1,713 | $530.2K | 0.09% | 0.0% |
| 4019 | RPS ADVISORY SOLUTIONS#4019 · 1,403 sh | 1,403 | $530.0K | 0.35% | +3.8% |
| 4020 | Sagace Wealth Management#4020 · 1,402 sh | 1,402 | $529.6K | 0.33% | -7.8% |
| 4021 | Wealth Advisors of Iowa#4021 · 1,401 sh | 1,401 | $529.2K | 0.14% | 0.0% |
| 4022 | Praxis Capital Management#4022 · 1,400 sh | 1,400 | $528.9K | — | -41.8% |
| 4023 | MONTGOMERY INVESTMENT MANAGEMENT#4023 · 1,393 sh | 1,393 | $526.3K | — | +0.1% |
| 4024 | Napier Financial#4024 · 1,392 sh | 1,392 | $525.8K | 0.11% | -2.0% |
| 4025 | Vantage Point Financial#4025 · 1,392 sh | 1,392 | $525.7K | 0.16% | +9.6% |
| 4026 | Equity Wealth Partners#4026 · 1,392 sh | 1,392 | $525.6K | — | +0.1% |
| 4027 | O'Brien Greene#4027 · 1,389 sh | 1,389 | $524.7K | 0.14% | -51.9% |
| 4028 | EHRLICH FINANCIAL GROUP#4028 · 1,389 sh | 1,389 | $524.6K | — | -8.9% |
| 4029 | Copley Financial Group#4029 · 1,385 sh | 1,385 | $523.2K | 0.32% | -22.2% |
| 4030 | Fusion Capital#4030 · 1,385 sh | 1,385 | $523.2K | 0.12% | -34.1% |
| 4031 | Cannon Wealth Management Services#4031 · 1,379 sh | 1,379 | $520.9K | 0.28% | -0.3% |
| 4032 | Capital Square#4032 · 1,300 sh | 1,300 | $520.2K | — | -13.8% |
| 4033 | CADINHA#4033 · 1,373 sh | 1,373 | $518.7K | — | 0.0% |
| 4034 | TABR Capital Management#4034 · 1,371 sh | 1,371 | $518.0K | — | +0.6% |
| 4035 | First Growth Capital#4035 · 1,366 sh | 1,366 | $515.9K | — | -10.1% |
| 4036 | Aegis Wealth Management#4036 · 1,364 sh | 1,364 | $515.3K | — | +15.5% |
| 4037 | WENDELL DAVID ASSOCIATES#4037 · 1,363 sh | 1,363 | $515.0K | 0.05% | 0.0% |
| 4038 | Rachor Investment Advisory Services#4038 · 1,363 sh | 1,363 | $515.0K | 0.25% | +0.1% |
| 4039 | Warburton Capital Management#4039 · 1,362 sh | 1,362 | $514.0K | 0.21% | +4.9% |
| 4040 | Custos Family Office#4040 · 1,361 sh | 1,361 | $514.0K | 0.31% | -27.9% |
| 4041 | Advocate Investing Services#4041 · 1,360 sh | 1,360 | $513.7K | — | 0.0% |
| 4042 | von Borstel & Associates#4042 · 1,360 sh | 1,360 | $513.0K | 0.11% | 0.0% |
| 4043 | Pacific Sage Partners#4043 · 1,357 sh | 1,357 | $512.6K | — | -1.8% |
| 4044 | Towerpoint Wealth#4044 · 1,357 sh | 1,357 | $512.6K | — | +4.3% |
| 4045 | COLLECTIVE FAMILY OFFICE#4045 · 1,356 sh | 1,356 | $512.2K | — | -4.2% |
| 4046 | KG&L Capital Management#4046 · 1,354 sh | 1,354 | $511.5K | — | +6.7% |
| 4047 | Sageworth of South Dakota#4047 · 1,353 sh | 1,353 | $511.1K | 0.32% | -49.4% |
| 4048 | Tempus Wealth Planning#4048 · 1,353 sh | 1,353 | $511.1K | — | +5.0% |
| 4049 | Cloud Capital Management#4049 · 1,355 sh | 1,355 | $511.0K | 0.19% | -10.8% |
| 4050 | First City Capital Management#4050 · 1,351 sh | 1,351 | $510.4K | 0.25% | 0.0% |
| 4051 | Parkwoods Wealth Partners#4051 · 1,351 sh | 1,351 | $510.3K | 0.08% | +29.2% |
| 4052 | CURA WEALTH ADVISORS#4052 · 1,349 sh | 1,349 | $509.6K | 0.22% | +18.0% |
| 4053 | VERUS WEALTH MANAGEMENT#4053 · 1,349 sh | 1,349 | $509.6K | — | -0.1% |
| 4054 | Bryant Woods Investment Advisors#4054 · 1,348 sh | 1,348 | $509.1K | — | +0.1% |
| 4055 | CHRISTINE MESSMER PC#4055 · 1,345 sh | 1,345 | $508.2K | 0.29% | +33.4% |
| 4056 | Kelman-Lazarov#4056 · 1,345 sh | 1,345 | $508.1K | 0.07% | +9.3% |
| 4057 | Carolina Wealth Management#4057 · 1,343 sh | 1,343 | $507.3K | 0.23% | — |
| 4058 | TD Capital Management#4058 · 1,341 sh | 1,341 | $506.6K | 0.04% | -1.9% |
| 4059 | GenWealth Group#4059 · 1,334 sh | 1,334 | $503.9K | — | -1.2% |
| 4060 | Brendel Financial Advisors#4060 · 1,331 sh | 1,331 | $502.8K | 0.23% | -9.5% |
| 4061 | KLEIN PAVLIS & PEASLEY FINANCIAL#4061 · 1,331 sh | 1,331 | $502.8K | — | New |
| 4062 | Chris Bulman#4062 · 1,329 sh | 1,329 | $502.1K | — | +28.4% |
| 4063 | CHIRON CAPITAL MANAGEMENT#4063 · 1,329 sh | 1,329 | $502.0K | — | -7.1% |
| 4064 | Momentous Wealth Management#4064 · 1,329 sh | 1,329 | $502.0K | — | +5.2% |
| 4065 | Northwest Quadrant Wealth Management#4065 · 1,328 sh | 1,328 | $501.7K | 0.09% | +0.2% |
| 4066 | Brickley Wealth Management#4066 · 1,325 sh | 1,325 | $500.5K | 0.07% | +0.5% |
| 4067 | Urban Wealth Management#4067 · 1,325 sh | 1,325 | $500.5K | — | -3.6% |
| 4068 | True Wealth Design#4068 · 1,323 sh | 1,323 | $499.8K | — | -2.0% |
| 4069 | Prospera Capital Management#4069 · 1,335 sh | 1,335 | $499.2K | — | +23.0% |
| 4070 | Tillman Hartley#4070 · 1,320 sh | 1,320 | $498.6K | 0.11% | -39.1% |
| 4071 | Arlington Financial Advisors#4071 · 1,317 sh | 1,317 | $497.5K | — | +4.1% |
| 4072 | Hayek Kallen Investment Management#4072 · 1,314 sh | 1,314 | $497.0K | 0.15% | +60.4% |
| 4073 | Wingate Wealth Advisors#4073 · 1,315 sh | 1,315 | $496.7K | — | -0.8% |
| 4074 | HRC WEALTH MANAGEMENT#4074 · 1,315 sh | 1,315 | $496.7K | — | +1.7% |
| 4075 | Foundry Financial Group#4075 · 1,312 sh | 1,312 | $495.6K | 0.21% | +1.2% |
| 4076 | WESTPORT ASSET MANAGEMENT#4076 · 1,312 sh | 1,312 | $495.6K | 0.20% | 0.0% |
| 4077 | Veridan Wealth#4077 · 1,311 sh | 1,311 | $495.3K | 0.17% | -6.4% |
| 4078 | Round Rock Advisors#4078 · 1,310 sh | 1,310 | $494.9K | 0.06% | +50.1% |
| 4079 | Markin Volterra Fund#4079 · 1,310 sh | 1,310 | $494.9K | 0.34% | +47.9% |
| 4080 | McMillan Office#4080 · 1,310 sh | 1,310 | $494.9K | 0.06% | +13.4% |
| 4081 | Whitegate Investment Counselors#4081 · 1,309 sh | 1,309 | $494.5K | 0.14% | +0.2% |
| 4082 | FINANCIAL CONSULATE#4082 · 1,308 sh | 1,308 | $494.3K | — | +5.5% |
| 4083 | Spectrum Asset Management, (NB/CA)#4083 · 1,306 sh | 1,306 | $493.3K | — | New |
| 4084 | Requisite Capital Management#4084 · 1,305 sh | 1,305 | $493.0K | 0.08% | -18.5% |
| 4085 | Millington Financial Advisors#4085 · 1,328 sh | 1,328 | $492.6K | 0.19% | +4.2% |
| 4086 | Macro Advisors#4086 · 1,303 sh | 1,303 | $492.2K | 0.16% | +1.1% |
| 4087 | Ridgeline Wealth Planning#4087 · 1,302 sh | 1,302 | $491.9K | 0.31% | +2.1% |
| 4088 | Helium Advisors#4088 · 1,297 sh | 1,297 | $489.9K | — | -52.9% |
| 4089 | T3 Companies#4089 · 1,295 sh | 1,295 | $489.2K | — | New |
| 4090 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#4090 · 1,294 sh | 1,294 | $489.0K | — | -23.6% |
| 4091 | MBE Wealth Management#4091 · 1,294 sh | 1,294 | $488.9K | — | +28.4% |
| 4092 | Evansbrook#4092 · 1,293 sh | 1,293 | $488.6K | — | +16.1% |
| 4093 | Bank#4093 · 1,293 sh | 1,293 | $488.4K | — | +1.9% |
| 4094 | Alliance Wealth Management Group#4094 · 1,292 sh | 1,292 | $488.1K | 0.10% | -0.6% |
| 4095 | Halter Ferguson Financial#4095 · 1,292 sh | 1,292 | $488.1K | — | -8.3% |
| 4096 | MATAURO#4096 · 1,288 sh | 1,288 | $486.5K | 0.06% | +46.0% |
| 4097 | Willis Johnson & Associates#4097 · 1,286 sh | 1,286 | $485.8K | 0.03% | -32.0% |
| 4098 | Hughes Financial Services#4098 · 1,286 sh | 1,286 | $485.8K | 0.06% | +34.1% |
| 4099 | FIRST UNITED BANK#4099 · 1,285 sh | 1,285 | $485.4K | — | +11.2% |
| 4100 | 25#4100 · 1,284 sh | 1,284 | $485.0K | — | +9.6% |
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.