BROADCOM INC

$AVGO
13F holders
4,573
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
3trades
Convergence

Institutional holders

Top 10 of 4,573 · Source: 13F-HR
01
Axa S.a.
02
State Street
03
Litman Gregory Wealth Management LLC
04
State Farm Mutual Automobile Insurance Co.
05
Envestnet Asset Management Inc.
06
Brightline Capital Management, LLC
07
ProShare Advisors LLC
08
Gates Foundation Trust
09
L. Roy Papp & Associates, LLP
10
Solus Alternative Asset Management LP

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 4,573 13F holders · Pro →

Smart Money · top-200 alpha cohort

91 holders · Q1 2026
Top-200 Cohort Floods Into $AVGO: 49 Initiate as 8 Trim

Forty-nine of the top-200 alpha cohort initiated positions in $AVGO during Q1 2026, while 3 added, 8 trimmed, and 3 exited — a lopsided quarter by any measure. The headline adder was Coatue Management (Philippe Laffont), which lifted its weight to 5.86% (+1.09pp). Seaview Investment Managers made the sharpest percentage move among adders, going from 0.21% to 3.13% (+2.92pp).

Among the initiations, Duquesne Family Office opened at 1.80%, Eastover Investment Advisors at 5.22%, and BNP Paribas at 3.48% — three meaningfully sized entries that skew the initiation cohort well above token positions. On the trim side, Vista Investment Partners remains the largest single holder at 11.04% despite cutting -2.35pp; Certior Financial Group executed the steepest proportional reduction, falling from 5.82% to 0.13% (-5.68pp), and Rokos Capital Management trimmed from 2.68% to 0.67% (-2.02pp).

Across all 93 cohort holders, the average position weight sits at 1.17%, with a range of 0.00% to 11.04%. The distribution is heavily right-skewed: Vista's 11.04% and Coatue's 5.86% account for an outsized share of aggregate cohort weight, while the median new initiation lands well below 1.00%.

Forty-nine initiations in a single quarter is a structurally unusual number; the majority are sub-1% positions, which reads more like index-adjacent accumulation than conviction entry. Three exits (Basepoint Wealth, Paragon Capital Management, BIT Capital GmbH) are negligible in context.

01
Vista Investment Partners LLC
11.04% ↓ 2.3pp
α +10.8pts
02
Coatue Management LLC Philippe Laffont
5.86% ↑ +1.1pp
α +34.1pts
03
Level Financial Advisors
3.93% NEW
α +30.9pts
04
Bolthouse Investments, LLC
3.21% NEW
α +13.6pts
05
Sharpepoint LLC
3.21% held
α +11.4pts
06
Wellington Management Group LLP
2.87% held
α +10.5pts
07
Svb Wealth LLC
2.84% ↓ 0.7pp
α +29.6pts
08
Freemont Management S.A.
2.74% NEW
α +20.1pts
09
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
2.51% ↑ +2.4pp
α +27.5pts
10
Knightsbridge Asset Management, LLC
2.46% NEW
α +24.2pts
11
Independent Solutions Wealth Management, LLC
2.11% NEW
α +19.1pts
12
Platinum Investment Management Ltd.
2.04% NEW
α +25.6pts
13
New Age Alpha Advisors, LLC
2.03% held
α +10.8pts
14
Cypress Capital Group
1.93% ↑ +1.6pp
α +12.6pts
15
Citigroup Inc.
1.91% ↓ 0.7pp
α +26.3pts
16
Sulzberger Capital Advisors, Inc.
1.81% NEW
α +15.0pts
17
Duquesne Family Office LLC Stanley Druckenmiller
1.80% NEW
α +25.4pts
18
Erste Asset Management GmbH
1.79% NEW
α +33.4pts
19
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
1.75% NEW
α +13.4pts
20
Linscomb Wealth, Inc.
1.71% NEW
α +32.6pts
21
Laidlaw Wealth Management LLC
1.54% held
α +11.1pts
22
Nisa Investment Advisors, LLC
1.47% held
α +16.6pts
23
Ted Buchan & Co
1.44% NEW
α +13.2pts
24
Delta Financial Advisors LLC
1.27% NEW
α +18.1pts
25
D L Carlson Investment Group Inc.
1.24% held
α +17.7pts
26
Stelac Advisory Services LLC
1.21% ↓ 1.1pp
α +13.4pts
27
IAM Advisory, LLC
1.20% NEW
α +49.7pts
28
Banco Santander, S.A.
1.20% ↓ 0.9pp
α +12.6pts
29
Beverly Hills Private Wealth, LLC
1.10% NEW
α +10.4pts
30
Triasima Portfolio Management inc.
1.05% ↓ 1.0pp
α +15.7pts
31
Venture Visionary Partners LLC
1.02% NEW
α +10.3pts
32
Wincap Financial LLC
1.00% held
α +14.0pts
33
Fulton Bank, N.a.
0.97% NEW
α +23.8pts
34
Pittenger & Anderson Inc.
0.89% NEW
α +21.3pts
35
Banque Pictet & Cie SA
0.88% NEW
α +10.3pts
36
MFA Wealth Services
0.86% NEW
α +16.2pts
37
Fiduciary Alliance LLC
0.80% held
α +16.8pts
38
Stamos Capital Partners, L.P.
0.75% NEW
α +10.2pts
39
Legacy Wealth Management, LLC / MS
0.72% NEW
α +14.9pts
40
Endeavor Private Wealth, Inc.
0.69% held
α +13.5pts
41
Rokos Capital Management LLP
0.67% ↓ 2.0pp
α +12.2pts
42
Sara-Bay Financial
0.65% held
α +22.0pts
43
Nikko Asset Management Americas, Inc.
0.59% NEW
α +22.1pts
44
Connor, Clark & Lunn Investment Management Ltd.
0.58% held
α +12.3pts
45
Principal Securities, Inc.
0.57% held
α +21.3pts
46
Bradley Foster & Sargent INC
0.57% NEW
α +11.1pts
47
Elefante Mark B
0.52% held
α +10.8pts
48
Echo45 Advisors LLC
0.49% held
α +17.2pts
49
CV Advisors LLC
0.47% held
α +29.1pts
50
Choate Investment Advisors
0.45% NEW
α +13.8pts
51
Tandem Wealth Advisors LLC
0.42% held
α +14.1pts
52
GM Advisory Group, LLC
0.42% held
α +16.5pts
53
TABR Capital Management, LLC
0.39% NEW
α +13.6pts
54
Johnson Financial Group, Inc.
0.38% held
α +14.7pts
55
Impact Partnership Wealth, LLC
0.36% NEW
α +10.3pts
56
Resolute Advisors LLC
0.34% NEW
α +53.0pts
57
Eventide Asset Management, LLC
0.30% NEW
α +22.5pts
58
Narus Financial Partners, LLC
0.29% held
α +11.1pts
59
LM Advisors LLC
0.26% held
α +15.5pts
60
Costello Asset Management, INC
0.26% held
α +14.3pts
61
Walkner Condon Financial Advisors LLC
0.23% NEW
α +23.7pts
62
Seldon Capital LP
0.22% held
α +20.5pts
63
RFG Advisory, LLC
0.22% NEW
α +16.2pts
64
Terra Nova Asset Management LLC
0.21% NEW
α +11.1pts
65
New England Professional Planning Group Inc.
0.20% NEW
α +25.4pts
66
Courier Capital LLC
0.20% held
α +14.9pts
67
Focused Wealth Management, Inc
0.20% NEW
α +19.2pts
68
Greenwich Wealth Management LLC
0.20% held
α +12.7pts
69
One Plus One Wealth Management, LLC
0.19% held
α +21.1pts
70
Tributary Capital Management, LLC
0.15% NEW
α +40.6pts
71
Voloridge Investment Management, LLC
0.15% NEW
α +15.5pts
72
Avant Financial Advisors LLC
0.15% NEW
α +10.5pts
73
Caption Management, LLC
0.14% held
α +15.5pts
74
NerdWallet Wealth Partners, LLC
0.14% ↓ 2.7pp
α +11.3pts
75
Certior Financial Group, LLC
0.13% ↓ 5.7pp
α +11.1pts
76
Oxford Asset Management LLP
0.12% held
α +10.3pts
77
Shufro Rose & Co. LLC
0.10% ↓ 3.3pp
α +32.3pts
78
TRUE Private Wealth Advisors
0.09% held
α +23.4pts
79
Quarry Hill Advisors, LLC
0.09% held
α +11.4pts
80
Collier Financial
0.07% held
α +14.2pts
81
Quarry LP
0.06% held
α +10.6pts
82
Ionic Capital Management LLC
0.06% held
α +17.9pts
83
RiverPark Advisors, LLC
0.06% held
α +21.5pts
84
Aigen Investment Management, LP
0.06% held
α +50.5pts
85
BIT Capital GmbH
0.05% held
α +18.3pts
86
ProVise Management Group, LLC
0.03% held
α +11.2pts
87
Truepoint, Inc.
0.02% held
α +21.4pts
88
Scopia Capital Management LP
0.02% held
α +10.2pts
89
Corsicana & Co.
0.02% held
α +20.0pts
90
JTC Employer Solutions Trustee Ltd
0.02% held
α +22.6pts
91
WINTON GROUP Ltd
0.01% held
α +27.0pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

34 transactions · 4 filers
06 Jan 2026
Brazeal Mark David
▼ SOLD
5,887
$347.66
S
06 Jan 2026
Brazeal Mark David
▼ SOLD
24,113
$346.99
S
06 Jan 2026
Tan Hock E
▼ SOLD
9,723
$348.28
S
06 Jan 2026
Tan Hock E
▼ SOLD
33,078
$347.45
S
06 Jan 2026
Tan Hock E
▼ SOLD
27,199
$346.75
S
31 Dec 2025
Spears Kirsten M.
▼ SOLD
29,977
$347.82
S
31 Dec 2025
Spears Kirsten M.
▼ SOLD
23
$346.64
S
26 Dec 2025
Brazeal Mark David
▼ SOLD
25,921
$352.07
S
23 Dec 2025
Tan Hock E
▼ SOLD
856
$349.85
S
23 Dec 2025
Tan Hock E
▼ SOLD
24,521
$349.18
S
23 Dec 2025
Tan Hock E
▼ SOLD
20,288
$348.38
S
23 Dec 2025
Tan Hock E
▼ SOLD
5,329
$347.39
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

16 disclosures · STOCK Act
House · Ohio · Traded Apr 27
SOLD
$1K–$15K
May 8STOCK
House · Ohio · Traded Apr 27
SOLD
$1K–$15K
May 8STOCK
Senate · West Virginia · Traded Apr 13
SOLD
$1K–$15K
May 7STOCK
House · Louisiana · Traded Feb 12
SOLD
$1K–$15K
Mar 12STOCK
House · Wisconsin · Traded Feb 19
SOLD
$15K–$50K
Mar 9STOCK
House · Ohio · Traded Feb 26
BOUGHT
$1K–$15K
Mar 6STOCK
Senate · West Virginia · Traded Feb 9
BOUGHT
$1K–$15K
Mar 4STOCK
House · Ohio · Traded Jan 16
SOLD
$1K–$15K
Feb 2STOCK
House · Ohio · Traded Jan 29
BOUGHT
$1K–$15K
Feb 2STOCK
House · Ohio · Traded Jan 8
SOLD
$1K–$15K
Jan 21STOCK
See full $AVGO Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $AVGO lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $AVGO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:19 UTC.