🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Broadcom Inc.

AVGO Technology
$361.99 +$1.16 (0.32%)
Market Cap: $1.73 T
Gurus Holding
23
Popularity Rank
#19
% of Shares Held
0.68%
Net Activity (Q2 2026)
-$1.31 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 Q2 2026, a total of 23 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.79 B.

Top institutional holders include Ken Fisher and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $1.31 B net outflow during the quarter.

Recent activity highlights David Tepper who opened a new position. Conversely, Jefferies Group reduced exposure by 95.4%.

Key Holders

Top 5 by Value

$5.72 B
$2.52 B
$1.23 B
$662.6 M
$497.85 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$444.03 M
Total Buy Value
New Buys 2
Additions 9
-$1.76 B
Total Sell Value
Reductions 11
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
13
Net Buyers
11

FAQs for Broadcom Inc. (AVGO)

Major holders include Ken Fisher ($5.72 B), Cliff Asness ($2.52 B), Jeremy Grantham ($1.23 B). According to the latest reported data, 23 tracked investment managers collectively hold approximately 32.58 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.31 B, with 11 managers increasing positions and 13 managers reducing holdings.

During the most recent reporting period, 11 managers trimmed their positions, while 2 fully exited AVGO. The total reported sell value was $1.76 B.

Yes, 2 managers opened new positions in AVGO, and 9 increased their existing holdings. The total reported buy value was $444.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.70% Add 3.0% 15,131,673 $5.72 B Q2 2026
0.88% Add 8.1% 6,683,693 $2.52 B Q2 2026
2.78% Reduce -2.4% 3,267,040 $1.23 B Q2 2026
2.76% Reduce -51.1% 1,754,062 $662.6 M Q2 2026
2.04% Reduce -28.2% 1,317,923 $497.85 M Q2 2026
1.58% Reduce -19.7% 1,126,912 $425.69 M Q2 2026
0.43% Reduce -54.8% 1,023,500 $386.63 M Q2 2026
0.44% Add 7.1% 849,835 $321.02 M Q2 2026
1.00% Reduce -0.2% 407,202 $153.82 M Q2 2026
0.30% Reduce -2.2% 337,845 $127.62 M Q2 2026
0.77% Add 6.5% 165,246 $62.42 M Q2 2026
0.73% New Buy 150,000 $56.66 M Q2 2026
0.08% Reduce -52.4% 148,450 $56.08 M Q2 2026
0.25% Add 9.3% 73,355 $27.71 M Q2 2026
0.29% Add 1.1% 63,167 $23.86 M Q2 2026
0.15% Add 43.0% 31,927 $12.06 M Q2 2026
0.09% Add 1.8% 16,140 $6.1 M Q2 2026
0.04% Reduce -95.4% 15,722 $5.94 M Q2 2026
0.02% New Buy 5,734 $2.17 M Q2 2026
0.01% Add 3.7% 3,663 $1.38 M Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form