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Broadcom Inc.

AVGO Technology
$324.92 +$2.76 (0.86%)
Market Cap: $1.54 T
Gurus Holding
20
Popularity Rank
#33
% of Shares Held
0.70%
Net Activity (Q4 2025)
+$1.11 B

Guru Ownership Trend

Guru Analysis for Broadcom Inc. (AVGO)

Broadcom Inc. (AVGO), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $10.72 B.

Top institutional holders include Ken Fisher and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.11 B net inflow during the quarter.

Recent activity highlights Louis Moore Bacon who increased their stake by 269.1%. Conversely, Jefferies Group reduced exposure by 82.9%.

Key Holders

Top 5 by Value

$4.79 B
$1.55 B
$1.09 B
$995.25 M
$988.63 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$1.32 B
Total Buy Value
New Buys 2
Additions 11
-$202.06 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
13

FAQs for Broadcom Inc. (AVGO)

Major holders include Ken Fisher ($4.79 B), Cliff Asness ($1.55 B), Jeremy Grantham ($1.09 B). According to the latest reported data, 20 tracked investment managers collectively hold approximately 32.99 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.11 B, with 13 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited AVGO. The total reported sell value was $202.06 M.

Yes, 2 managers opened new positions in AVGO, and 11 increased their existing holdings. The total reported buy value was $1.32 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.64% Add 9.8% 13,844,206 $4.79 B Q4 2025
0.81% Add 4.6% 4,488,450 $1.55 B Q4 2025
2.77% Add 11.6% 3,136,731 $1.09 B Q4 2025
3.35% Reduce -0.5% 2,875,614 $995.25 M Q4 2025
1.11% Add 80.0% 2,856,476 $988.63 M Q4 2025
2.23% Add 2.6% 2,114,521 $731.84 M Q4 2025
4.40% Add 11.7% 1,730,216 $598.83 M Q4 2025
1.47% Add 37.9% 1,165,740 $403.46 M Q4 2025
0.42% Add 3.9% 333,654 $115.48 M Q4 2025
0.76% Add 269.1% 151,819 $52.54 M Q4 2025
0.41% New Buy 102,379 $35.43 M Q4 2025
0.39% Reduce -24.9% 86,111 $29.8 M Q4 2025
0.21% Reduce -2.4% 62,559 $21.65 M Q4 2025
0.05% Reduce -82.9% 30,780 $10.65 M Q4 2025
0.01% Reduce -15.2% 3,323 $1.15 M Q4 2025
0.01% 1,207 $417,742 Q4 2025
0.00% Add 7.5% 889 $308,095 Q4 2025
0.03% 878 $303,848 Q4 2025
0.00% New Buy 827 $286,225 Q4 2025
0.00% Add 203.9% 310 $108,454 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form