Institutional Ownership

BROADCOM (AVGO) Institutional Ownership & Top Holders

The most recent SEC Form 13F filings (Q2 2026) show 41 hedge funds and institutional investors holding a combined 14.2M shares of BROADCOM (AVGO), valued at $5.4B. The median portfolio weight is 2.7%.

Institutional ownership changes in AVGO reflect net selling, as the combined position decreased by 8.5M shares (37.3%) from the previous quarter.

Among 13F filers, the funds with the highest portfolio allocation to AVGO are M & L Capital Management (18.0% of its 13F portfolio), Cantillon Capital Management (10.6%), and Broad Peak Investment Advisers (10.5%). In Q2 2026, BlueSpruce made the largest position increase (+7.7%), while Estuary Capital Management made the largest reduction (-5.5%).

Top 10 Institutional Holders in BROADCOM (AVGO), Ranked by Portfolio Weight

Based on the latest SEC Form 13F filings (Q2 2026).

# Fund Shares Market Value Portfolio Weight
1 M & L Capital Management 175,800 $66.4M 18.0%
2 Cantillon Capital Management 186,760 $70.5M 10.6%
3 Broad Peak Investment Advisers 151,500 $57.2M 10.5%
4 BlueSpruce 132,451 $50.0M 7.7%
5 LIGHT STREET CAPITAL MANAGEMENT 153,250 $57.9M 6.8%
6 Polen Capital Management 1,960,209 $740.5M 6.4%
7 Tensor Edge Capital 200,000 $75.6M 5.3%
8 Torray Investment Partners 101,468 $38.3M 5.2%
9 Michael & Susan Dell Foundation 510,836 $193.0M 5.1%
10 RK Capital Management 244,000 $92.2M 5.0%
Latest
  • 41
    Institutional investors
  • 14,226,943
    Shares held (disclosed)
  • $5.4B
    13F market value
  • 2.7%
    Median portfolio weight

Ownership History

Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of AVGO. Sourced from 13F filings; reflects long equity positions only.

Quarter-over-Quarter ActivityQ2 2026

The biggest weight-increase and weight-decrease changes among funds that hold AVGO. Deltas compare the selected filing to the previous reporting quarter.

Top buyers

Top sellers

Options Activity

  • Total calls25,000 (-55,000)
  • Total puts244,000 (-3,007,100)

Ownership Statistics

Funds holding
41
Median weight
2.7%
Largest holder
M & L Capital Management · 18.0%
Smallest holder
Harris Associates · 0.0%
Shares held
14,226,943 (-8,452,336)

All Institutional HoldersSortable · searchable

All institutional investors (Max 50) holding AVGO in the selected quarter. Click a fund name to drill into its full 13F portfolio.

41 of 41 institutional investors
1M & L Capital Management175,800$66.4M18.0%
2Cantillon Capital Management186,760$70.5M10.6%
3Broad Peak Investment Advisers151,500$57.2M10.5%
4BlueSpruce132,451$50.0M7.7%
5LIGHT STREET CAPITAL MANAGEMENT153,250$57.9M6.8%
6Polen Capital Management1,960,209$740.5M6.4%
7Tensor Edge Capital200,000$75.6M5.3%
8Torray Investment Partners101,468$38.3M5.2%
9Michael & Susan Dell Foundation510,836$193.0M5.1%
10RK Capital Management244,000$92.2M5.0%
11Coatue Management5,846,831$2.2B4.5%
12Soma Equity Partners170,762$64.5M4.5%
13Hiddenite Capital Partners47,500$17.9M4.4%
14FERNBRIDGE144,403$54.5M4.0%
15Crake Asset Management421,977$159.4M3.8%
16Analog Century Management260,516$98.4M3.6%
17RDST Capital110,720$41.8M3.5%
18SCGE MANAGEMENT486,400$183.7M3.1%
19Harvard Management Company338,346$127.8M3.0%
20Tiger Global1,754,062$662.6M2.8%
21Night Owl Capital Management68,438$25.9M2.7%
22Senator162,136$61.2M2.2%
23UTIMCO - The University of Texas47,469$17.9M2.1%
24Horiko Capital Management25,309$9.5M1.7%
25Oriental Harbor Investment Master Fund65,947$24.9M1.5%
26CastleKnight82,000$31.0M1.1%
27University of Illinois Foundation14,231$5.4M1.0%
28Appaloosa150,000$56.7M0.8%
29Agave Capital Management16,342$6.2M0.7%
30Vanderbilt University9,329$3.5M0.5%
31First Pacific Advisors63,167$23.9M0.3%
32Soros Capital Management3,763$1.4M0.3%
33MKP Capital24,000$9.1M0.2%
34Whale Rock59,780$22.6M0.2%
35George Kaiser Family Foundation4,855$1.8M0.2%
36Matrix Asset Advisors1,118$422.3K0.0%
37Maverick Capital5,734$2.2M0.0%
38Mairs & Power3,663$1.4M0.0%
39Dodge & Cox19,290$7.3M0.0%
40Causeway Capital Management802$303.0K0.0%
41Harris Associates1,779$672.0K0.0%

Institutional Investor Count Over Time

Number of institutional investors disclosing a long position in BROADCOM INC (AVGO) each reporting quarter. Sourced from SEC Form 13F-HR filings.

Methodology & FAQ

Methodology: How We Track AVGO Institutional Holdings

Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).

  • Who must file: This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
  • What is included: We capture long positions in Section 13(f) securities for BROADCOM INC (AVGO). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
  • Metric definition: “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to AVGO on the specific reporting date.
  • How to use this data: Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in AVGO?

We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders , such as M & L Capital Management , Cantillon Capital Management , and Broad Peak Investment Advisers as of Q2 2026, change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.

Does the AVGO ownership data include short interest or options?

SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.

Are family offices and university endowments included in this AVGO data?

Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds AVGO stock, their allocation is systematically aggregated alongside traditional fund data.

When is the institutional ownership data updated, and is there a reporting lag?

Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for AVGO as of each filing date.