AVGO Broadcom Inc.
Broadcom Inc. (AVGO) Institutional Ownership
What the institutions did with AVGO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 705.0K | 29.5% |
| EASTERN BANK | 500.1K | 20.9% |
| ARGENT CAPITAL MANAGEMENT LLC | 255.8K | 10.7% |
| MassMutual Private Wealth & Trust, FSB | 203.1K | 8.5% |
| GoalVest Advisory LLC | 92.2K | 3.9% |
| CX Institutional | 92.0K | 3.9% |
| PARK NATIONAL CORP /OH/ | 84.7K | 3.5% |
| JIA INVESTMENT ALLIANCE PTE. LTD. | 83.0K | 3.5% |
| Versant Capital Management, Inc | 53.9K | 2.3% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 47.8K | 2.0% |
| NEVILLE RODIE & SHAW INC | 45.8K | 1.9% |
| Eastover Investment Advisors LLC | 36.8K | 1.5% |
| Central Pacific Bank - Trust Division | 18.9K | 0.8% |
| Violich Capital Management, Inc. | 17.4K | 0.7% |
| Montecito Bank & Trust | 16.4K | 0.7% |
| ROCKLAND TRUST CO | 10.7K | 0.4% |
| TOMPKINS FINANCIAL CORP | 10.7K | 0.4% |
| Olistico Wealth, LLC | 10.7K | 0.4% |
| DOLIVER ADVISORS, LP | 10.6K | 0.4% |
| Coastline Trust Co | 9.9K | 0.4% |
| Marathon Mission, Inc. | 8.9K | 0.4% |
| Adelphi Trust Co | 8.4K | 0.4% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 8.0K | 0.3% |
| General Partner, Inc. | 6.6K | 0.3% |
| Rosenberg Matthew Hamilton | 6.0K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GoalVest Advisory LLC | Increased | 4.7K | 92.2K | +87.4K |
| PARK NATIONAL CORP /OH/ | Increased | 69.8K | 84.7K | +14.8K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 213.4K | 203.1K | -10.3K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 39.0K | 47.8K | +8.8K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 264.1K | 255.8K | -8.3K |
| EASTERN BANK | Reduced | 505.8K | 500.1K | -5.7K |
| Central Pacific Bank - Trust Division | Reduced | 24.2K | 18.9K | -5.2K |
| NEVILLE RODIE & SHAW INC | Reduced | 51.0K | 45.8K | -5.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 707.5K | 705.0K | -2.4K |
| Global Wealth Strategies & Associates | Increased | 1.1K | 2.9K | +1.8K |
| Coastline Trust Co | Reduced | 11.5K | 9.9K | -1.6K |
| CX Institutional | Increased | 90.5K | 92.0K | +1.5K |
| Silverleafe Capital Partners, LLC | Increased | 4.3K | 5.7K | +1.4K |
| Eastover Investment Advisors LLC | Reduced | 38.0K | 36.8K | -1.2K |
| ROCKLAND TRUST CO | Increased | 9.5K | 10.7K | +1.2K |
| Adelphi Trust Co | Reduced | 9.2K | 8.4K | -816 |
| Versant Capital Management, Inc | Increased | 53.2K | 53.9K | +694 |
| DOLIVER ADVISORS, LP | Increased | 10.1K | 10.6K | +531 |
| Olistico Wealth, LLC | Reduced | 11.2K | 10.7K | -518 |
| Boltwood Capital Management | Increased | 5.4K | 5.9K | +513 |
| Miller Global Investments, LLC | Increased | 953 | 1.3K | +354 |
| Stonebridge Financial Group, LLC | Increased | 2.2K | 2.5K | +337 |
| BURKETT FINANCIAL SERVICES, LLC | New | 0 | 310 | +310 |
| TOMPKINS FINANCIAL CORP | Increased | 10.4K | 10.7K | +289 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 7.7K | 8.0K | +238 |
| Rosenberg Matthew Hamilton | Increased | 5.7K | 6.0K | +238 |
| Heartwood Wealth Advisors LLC | Increased | 3.2K | 3.4K | +179 |
| PRIVATE CLIENT SERVICES, LLC | Increased | 5.8K | 5.9K | +153 |
| Violich Capital Management, Inc. | Increased | 17.3K | 17.4K | +110 |
| CapWealth Advisors, LLC | Increased | 2.2K | 2.3K | +109 |
| Box Hill Private Wealth LLC | Reduced | 5.0K | 4.9K | -88 |
| Montecito Bank & Trust | Reduced | 16.5K | 16.4K | -84 |
| First Citizens Financial Corp | Reduced | 1.2K | 1.2K | -41 |
| Planning Strategies Inc. | Increased | 838 | 862 | +24 |
| COLLECTIVE FAMILY OFFICE LLC | Increased | 1.4K | 1.4K | +4 |
| Noble Wealth Management PBC | Increased | 680 | 683 | +3 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.