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Broadcom Inc.

AVGO Technology
$382.07 $-3.5 (-0.91%)
Market Cap: $1.82 T
Gurus Holding
23
Popularity Rank
#18
% of Shares Held
0.76%
Net Activity (Q1 2026)
+$884.53 M

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 Q1 2026, a total of 23 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $13.79 B.

Top institutional holders include Ken Fisher and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $884.53 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 89.6%.

Key Holders

Top 5 by Value

$4.55 B
$1.87 B
$1.11 B
$1.04 B
$701.42 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$1.94 B
Total Buy Value
New Buys 4
Additions 14
-$1.05 B
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
18

FAQs for Broadcom Inc. (AVGO)

Major holders include Ken Fisher ($4.55 B), Cliff Asness ($1.87 B), Chase Coleman ($1.11 B). According to the latest reported data, 23 tracked investment managers collectively hold approximately 36.09 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $884.53 M, with 18 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 $1.05 B.

Yes, 4 managers opened new positions in AVGO, and 14 increased their existing holdings. The total reported buy value was $1.94 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.54% Add 6.1% 14,691,363 $4.55 B Q1 2026
0.85% Add 37.8% 6,185,820 $1.87 B Q1 2026
4.86% Add 24.7% 3,584,814 $1.11 B Q1 2026
2.65% Add 6.8% 3,348,517 $1.04 B Q1 2026
0.90% Reduce -20.7% 2,266,228 $701.42 M Q1 2026
2.54% Add 57.4% 1,835,380 $568.07 M Q1 2026
1.70% Reduce -33.7% 1,402,835 $434.19 M Q1 2026
0.38% Add 89191.0% 793,797 $245.69 M Q1 2026
0.98% New Buy 407,803 $126.22 M Q1 2026
0.33% Add 3.5% 345,271 $106.86 M Q1 2026
0.73% Add 1012.5% 342,431 $105.99 M Q1 2026
0.18% New Buy 311,764 $96.49 M Q1 2026
1.80% New Buy 195,955 $60.65 M Q1 2026
0.53% Add 51.5% 155,107 $48.01 M Q1 2026
0.20% Add 7.3% 67,132 $20.78 M Q1 2026
0.27% Reduce -27.5% 62,465 $19.33 M Q1 2026
0.74% New Buy 50,000 $15.48 M Q1 2026
0.10% Add 7101.0% 22,323 $6.91 M Q1 2026
0.10% Reduce -89.6% 15,852 $4.91 M Q1 2026
0.01% Add 6.3% 3,533 $1.09 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form