BROADCOM INC

$AVGO
Smart money positioned

91 of the Top-200 alpha managers hold $AVGO as of the latest 13F snapshot.

13F holders
4,573
Insider buys · 90d
0
Congress · 90d
5trades

Smart Money · top-200 alpha cohort

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

91 of the Top-200 alpha managers hold $AVGO as of Q1 2026 — 37 new, 3 added, 10 trimmed, 41 held flat.

37 initiations · 3 adds · 10 trims · 41 held flat  ·  Q1 2026

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.

Institutional holders

Top 10 of 4,573 · Source: 13F-HR
01
Axa S.a.
2.05% of portfolio
191,380,232 sh
02
State Street
2.21% of portfolio
190,084,351 sh
03
Litman Gregory Wealth Management LLC
6.37% of portfolio
168,093,578 sh
04
State Farm Mutual Automobile Insurance Co.
1.53% of portfolio
165,004,224 sh
05
Envestnet Asset Management Inc.
5.57% of portfolio
116,025,298 sh
06
Brightline Capital Management, LLC
1.04% of portfolio
80,080,800 sh
07
ProShare Advisors LLC
2.59% of portfolio
70,072,800 sh
08
Gates Foundation Trust
0.86% of portfolio
69,972,384 sh
09
L. Roy Papp & Associates, LLP
2.61% of portfolio
65,841,600 sh
10
Solus Alternative Asset Management LP
1.05% of portfolio
49,801,200 sh
See all 4,573 13F holders · Pro →

Insider activity · last 90 days

27 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

23 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 · Ohio · Traded Apr 27
SOLD
$1K–$15K
May 1STOCK
House · New Jersey · Traded Mar 31
BOUGHT
$1K–$15K
Mar 31STOCK
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
House · Ohio · Traded Feb 26
BOUGHT
$1K–$15K
Mar 5STOCK
Senate · West Virginia · Traded Feb 9
BOUGHT
$1K–$15K
Mar 4STOCK
See full $AVGO Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:27 UTC.