Jefferies Group's AVGO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 342,431 shares of Broadcom Inc. (AVGO) worth $105.99 M, representing 0.73% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in AVGO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 311,651 shares. Largest reduction occurred in Q4 2025, reducing 149,615 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Broadcom (AVGO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Broadcom (AVGO) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +311,651 | Add 1012.51% | 342,431 | $309.51 |
| Q4 2025 | -149,615 | Reduce 82.94% | 30,780 | $346.10 |
| Q3 2025 | -1,983 | Reduce 1.09% | 180,395 | $329.91 |
| Q2 2025 | +167,407 | Add 1118.21% | 182,378 | $275.65 |
| Q1 2025 | -117,044 | Reduce 88.66% | 14,971 | $167.43 |
| Q4 2024 | +122,379 | Add 1270.02% | 132,015 | $231.84 |
| Q3 2024 | -24,414 | Reduce 71.70% | 9,636 | $172.51 |
| Q2 2024 | +29,410 | Add 633.84% | 34,050 | $160.57 |
| Q1 2024 | -3,920 | Reduce 45.79% | 4,640 | $132.54 |
| Q4 2023 | -11,440 | Reduce 57.20% | 8,560 | $111.62 |
| Q3 2023 | -96,810 | Reduce 82.88% | 20,000 | $83.06 |
| Q2 2023 | +87,350 | Add 296.50% | 116,810 | $86.74 |
| Q1 2023 | +25,720 | Add 687.70% | 29,460 | $64.15 |
| Q4 2022 | +3,740 | New Buy | 3,740 | $55.91 |
Jefferies Group's Broadcom Investment FAQs
Jefferies Group first purchased Broadcom Inc. (AVGO) in Q4 2022, acquiring 3,740 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Broadcom Inc. (AVGO) for 14 quarters since Q4 2022.
Jefferies Group's largest addition to Broadcom Inc. (AVGO) was in Q1 2026, adding 342,431 shares worth $105.99 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 342,431 shares of Broadcom Inc. (AVGO), valued at approximately $105.99 M.
As of the Q1 2026 filing, Broadcom Inc. (AVGO) represents approximately 0.73% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Broadcom Inc. (AVGO) was 342,431 shares, as reported at the end of Q1 2026.