Published: 2026-09-23 · Data: 2026-Q2 13F Filings
4,819 institutional investors reported holding Broadcom Inc stock in Q2 2026, up 4.1% from 4,629 in Q1 2026. New position openings outpaced closures by nearly two to one — 280 funds started a position versus 146 that closed one out.
Holder count trend
Broadcom's institutional holder base has grown every quarter for the past five, with the fastest pace — 9.8% — in Q4 2025, before cooling to 0.5% in Q1 2026 and then reaccelerating to 4.1% in Q2 2026.
| Quarter | Holders | QoQ change |
|---|---|---|
| 2025 Q2 | 3,981 | — |
| 2025 Q3 | 4,198 | +5.5% |
| 2025 Q4 | 4,608 | +9.8% |
| 2026 Q1 | 4,629 | +0.5% |
| 2026 Q2 | 4,819 | +4.1% |
New vs. closed positions
Among managers that filed both Q1 and Q2 2026, 280 opened a brand-new AVGO position while only 146 closed one out — a net gain of 134 in new-versus-closed activity. That imbalance lines up with the broader holder-count growth this quarter and marks AVGO's new-position activity as notably more one-sided than the churn seen in some other large-cap names.
Largest new positions
Ranked by how large a share of each fund's own portfolio the new AVGO stake represents, not dollar size:
| Fund | % of fund's portfolio |
|---|---|
| First Trust Bank, Ltd. | 10.60% |
| BlueSpruce Investments, LP | 7.69% |
| Point Break Capital Management, LLC | 6.84% |
| BSN Capital Partners Ltd | 6.25% |
| Spear Holdings RSC Ltd | 5.07% |
| Tensor Edge Capital, LLC | 5.01% |
BlueSpruce Investments also shows up as a top new buyer of META this quarter (per 13Foresight's who-owns data on that stock), suggesting at least one fund is building fresh conviction across more than one large-cap tech name — worth checking on fund overlap.
Full exits
The largest full exits, ranked by how big the position had been in each fund's Q1 2026 portfolio:
| Fund | % of fund's portfolio in Q1 2026 |
|---|---|
| CSU Producer Resources, Inc. | 16.85% |
| Hillman Co | 10.54% |
| Fourier Capital Management Ltd | 9.52% |
| Grand Alliance Asset Management Ltd | 8.99% |
| SeaTown Holdings Pte. Ltd. | 8.28% |
| Kinetic Partners Management, LP | 6.25% |
Highest-conviction holders
These funds carry the largest share of their own reported portfolio in AVGO. Several are small vehicles where a single stock filing can dominate the book — this reflects concentration, not an endorsement:
| Fund | % of fund's portfolio |
|---|---|
| Ask Capital Management, LLC | 88.81% |
| Milestone Resources Group Ltd | 27.87% |
| Haven Capital Group, Inc. | 21.62% |
| M & L Capital Management Ltd | 17.96% |
| Crescent Park Management, L.P. | 17.15% |
| Integrated Financial Solutions, Inc. | 15.74% |
| Cincinnati Specialty Underwriters Insurance CO | 14.65% |
| Investment Insight Wealth Management, LLC | 14.58% |
Ask Capital Management's reported 88.81% weighting is the single highest conviction figure in either the AVGO or META datasets this quarter — a reminder that for a fund this concentrated, one 13F line item can be nearly the entire portfolio.
What to watch at the Q3 2026 deadline
Q3 2026 13F filings are due by 2026-11-16. Worth tracking: whether the 280-vs-146 new-versus-closed gap holds up, whether holder-count growth stays above 4% for a second straight quarter, and whether any of the six full exits above reappear as new positions elsewhere. Track AVGO alongside the rest of the semiconductor group on the sector heatmap, check how crowded the position is, or see which funds overlap on it. The fund rankings page and early filer tracker are useful once Q3 filings begin arriving.
How to Use This Data
- See the full holder list: every 13F filer in AVGO, with position changes by quarter. All institutional holders of AVGO →
- Check who is worth following: a buyer only matters if its record is good. Funds ranked by alpha, Sharpe and drawdown →
- Catch the next move early: Q3 2026 13F filings are due on 2026-11-16. See the first funds to file each season →
Frequently Asked Questions
How many institutions own AVGO stock?
4,819 institutional investors reported a Broadcom (AVGO) position in Q2 2026, per 13F filings.
Is institutional ownership of Broadcom growing?
Yes. Holders rose 4.1% quarter-over-quarter in Q2 2026, following steady growth in every prior quarter of the trailing five.
Who opened the largest new AVGO positions in Q2 2026?
By share of their own portfolio, the largest new stakes were from First Trust Bank (10.60%) and BlueSpruce Investments (7.69%).
Who sold their entire AVGO stake in Q2 2026?
146 funds fully closed their AVGO positions, with CSU Producer Resources' exit the largest by prior conviction (16.85% of its Q1 2026 portfolio).
When is the next 13F deadline for AVGO holders?
Q3 2026 13F filings are due by 2026-11-16.
Methodology: Counts include every 13F filer (hedge funds, asset managers, banks, advisers). New/closed positions compare only managers that filed both Q1 and Q2 2026. Options (puts/calls) excluded. Conviction is position size as a percentage of the manager's own reported portfolio. Stocks whose CUSIP changed this quarter (spin-offs, re-domiciles) are excluded from buy/sell rankings. 13F filings are due up to 45 days after quarter end, cover US long equity positions only (no shorts, no cash, no bonds), and options are excluded from these counts. Source data: SEC EDGAR 13F filings, processed by 13Foresight.
Explore full institutional ownership data for AVGO →Source: 13Foresight analysis of SEC Form 13F filings. 13F data reflects long US equity positions held at quarter-end and is filed up to 45 days after quarter close. This article is for information only and is not investment advice.