Public record / Tickers / AVGO

AVGO — Broadcom Inc.

Both disclosure regimes on one name: who in Congress filed about AVGO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
149
all PTR rows naming AVGO
Members · 12m
12
17 buys · 14 sells · by trade date
Latest PTR
09-05
filed 2026-09-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Nancy Pelosi · $1.0M–$5.0M

Purchase · traded 2025-06-20 → filed 2025-07-09. Ranked over every AVGO row by the provable lower bound, never a point estimate.

12 members · 17 buys / 14 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

23 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

91 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 91 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AVGO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AVGO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-05David J. Taylor R–OH-2PurchaseTraded 08-26 +10d$1K–$15K
2026-09-05David J. Taylor R–OH-2PurchaseTraded 08-26 +10d$1K–$15K
2026-08-20John Boozman R–ARPurchase · JT (jointly owned)Traded 2025-04-08 LATE·499d$1K–$15Kamendment pending
2026-08-18Rick W. Allen R–GA-12Purchase · SP (spouse-owned)Traded 07-14 +35d$1K–$15K
2026-08-06David J. Taylor R–OH-2PurchaseTraded 07-24 +13d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 149 ↗

Members active in AVGO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AVGO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
David J. Taylor R–OH-210−$70.0K to $70.0K2
Gilbert Ray Cisneros, Jr. D–CA-314−$12.0K to $44.0K2
Jared Moskowitz D–FL-234$18.0K to $95.0K3
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Julia Letlow R–LA-52−$30.0K to −$2.0K2
Shelley Moore Capito R–WV2−$14.0K to $14.0K4
Alan Armstrong R–OK1−$50.0K to −$15.0K2
Cleo Fields D–LA-61$15.0K to $50.0K1

12 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · AVGO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
4 David J. Taylor R–OH-2, John Boozman R–AR, Rick W. Allen R–GA-12, Ro Khanna D–CA-17 $20K–$125K
Sellers
1 Alan Armstrong R–OK $15K–$50K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · BROADCOM INC

Merged timeline of congressional filings and notable-manager moves on AVGO
DateWhoChangeSize
2026-09-05David J. Taylor CongressPurchase$1K–$15K
2026-09-05David J. Taylor CongressPurchase$1K–$15K
2026-08-20John Boozman CongressPurchase$1K–$15K
2026-08-18Rick W. Allen CongressPurchase$1K–$15K
2026-08-06David J. Taylor CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressSale$15K–$50K
2026-07-06Ro Khanna CongressPurchase$15K–$50K
2026-05-15Tiger Global Management 13Fadd+709,200 sh
2026-05-15Bridgewater Associates 13Fadd+669,640 sh
2026-05-15D1 Capital Partners 13Fadd+622,947 sh
2026-05-15Gotham Asset Management 13Fadd+11,617 sh
2026-05-15Tudor Investment Corp 13Fnew+311,764 sh
2026-05-15Soros Fund Management 13Fadd+52,728 sh
2026-05-15Altimeter Capital 13Fadd+34,965 sh
2026-05-15Third Point 13Fnew+50,000 sh
2026-05-15Duquesne Family Office 13Fnew+195,955 sh
2026-05-15Coatue Management 13Ftrim−6,375 sh
2026-05-15Moore Capital Management 13Ftrim−135,967 sh
2026-05-15Lone Pine Capital 13Fexit−1,730,216 sh
2026-05-14Caxton Associates 13Ftrim−477,635 sh

20 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of AVGO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$119B1
2VANGUARD CAPITAL MANAGEMENT LLC$95.3B1
3STATE STREET CORP$59.2B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$39.7B1
5FMR LLC$38.4B1
6Capital World Investors$36.0B1
7Capital Research Global Investors$35.9B1
8GEODE CAPITAL MANAGEMENT, LLC$35.3B1
9JPMORGAN CHASE & CO$26.9B1
10Capital International Investors$26.0B1
11MORGAN STANLEY$23.5B1
12BANK OF AMERICA CORP /DE/$18.2B1
13WELLINGTON MANAGEMENT GROUP LLP$15.4B1
14NORTHERN TRUST CORP$14.7B1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12.1B1
16Nuveen, LLC$11.2B1
17GOLDMAN SACHS GROUP INC$11.2B1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$10.4B1
19Invesco Ltd.$10.3B1
20Legal & General Group Plc$10.0B1
21Bank of New York Mellon Corp$8.9B1
22FRANKLIN RESOURCES INC$8.9B1
23ALLIANCEBERNSTEIN L.P.$8.6B1
24VANGUARD FIDUCIARY TRUST CO$8.4B1
25AMERIPRISE FINANCIAL INC$8.2B1
26Amundi$8.1B1
27WELLS FARGO & COMPANY/MN$7.9B1
28UBS Group AG$7.6B1
29ROYAL BANK OF CANADA$7.4B1
30JENNISON ASSOCIATES LLC$7.1B1
31Janus Henderson Group Ltd.$6.0B1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.8B1
33BARCLAYS PLC$5.0B1
34RAYMOND JAMES FINANCIAL INC$5.0B1
35DEUTSCHE BANK AG\$4.6B1
36Fisher Asset Management, LLC$4.5B1
37CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$4.1B1
38Swiss National Bank$4.1B1
39HSBC HOLDINGS PLC$4.1B1
40DIMENSIONAL FUND ADVISORS LP$3.9B1
41Swedbank AB$3.8B1
42Sumitomo Mitsui Trust Group, Inc.$3.4B1
43MASSACHUSETTS FINANCIAL SERVICES CO /MA/$3.4B1
44Mitsubishi UFJ Asset Management Co., Ltd.$3.4B1
45SCHRODER INVESTMENT MANAGEMENT GROUP$3.4B1
46Vanguard Global Advisers, LLC$3.2B1
47CANADA PENSION PLAN INVESTMENT BOARD$3.2B1
48BANK OF MONTREAL /CAN/$3.1B1
49NORDEA INVESTMENT MANAGEMENT AB$3.0B1
50AMERICAN CENTURY COMPANIES INC$3.0B1
51CITIGROUP INC$2.9B1
52National Pension Service$2.9B1
53VOYA INVESTMENT MANAGEMENT LLC$2.7B1
54PRINCIPAL FINANCIAL GROUP INC$2.7B1
55Clearbridge Investments, LLC$2.6B1
56RHUMBLINE ADVISERS$2.5B1
57DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.5B1
58VANGUARD ASSET MANAGEMENT, Ltd$2.5B1
59BNP PARIBAS FINANCIAL MARKETS$2.4B1
60Pictet Asset Management Holding SA$2.3B1
61ENVESTNET ASSET MANAGEMENT INC$2.3B1
62CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$2.1B1
63LPL Financial LLC$2.1B1
64TD ASSET MANAGEMENT INC$2.0B1
65D. E. Shaw & Co., Inc.$2.0B1
66AQR CAPITAL MANAGEMENT LLC$1.9B1
67NATIONAL BANK OF CANADA /FI/$1.9B1
68NOMURA ASSET MANAGEMENT CO LTD$1.8B1
69COATUE MANAGEMENT LLC$1.7B1
70BNP Paribas Asset Management Holding S.A.$1.7B1
71MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.6B1
72FIRST TRUST ADVISORS LP$1.6B1
73NEW YORK STATE COMMON RETIREMENT FUND$1.6B1
74VICTORY CAPITAL MANAGEMENT INC$1.6B1
75Winslow Capital Management, LLC$1.6B1
76SEI INVESTMENTS CO$1.6B1
77APG Asset Management N.V.$1.5B1
78AVIVA PLC$1.5B1
79JANE STREET GROUP, LLC$1.4B1
80Daiwa Securities Group Inc.$1.4B1
81Russell Investments Group, Ltd.$1.4B1
82STIFEL FINANCIAL CORP$1.4B1
83BANK OF NOVA SCOTIA$1.4B1
84Aberdeen Group plc$1.3B1
85Ensign Peak Advisors, Inc$1.3B1
86PRUDENTIAL FINANCIAL INC$1.3B1
87Neuberger Berman Group LLC$1.3B1
88ADAGE CAPITAL PARTNERS GP, L.L.C.$1.3B1
89ROYAL LONDON ASSET MANAGEMENT LTD$1.3B1
90CANTILLON CAPITAL MANAGEMENT LLC$1.3B1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.3B1
92CREDIT AGRICOLE S A$1.2B1
93CIBC Bancorp USA Inc.$1.2B1
94Robeco Institutional Asset Management B.V.$1.2B1
95Universal- Beteiligungs- und Servicegesellschaft mbH$1.2B1
96FIFTH THIRD BANCORP$1.2B1
97Corient Private Wealth LLC$1.1B1
98JONES FINANCIAL COMPANIES LLLP$1.1B1
99TIGER GLOBAL MANAGEMENT LLC$1.1B1
100Mariner, LLC$1.1B1
101Temasek Holdings (Private) Ltd$1.1B1
102EDGEWOOD MANAGEMENT LLC$1.1B1
103ProShare Advisors LLC$1.0B1
104Mirae Asset Global Investments Co., Ltd.$1.0B1
105Grantham, Mayo, Van Otterloo & Co. LLC$1.0B1
106Korea Investment CORP$1.0B1
107Allianz Asset Management GmbH$1.0B1
108CITADEL ADVISORS LLC$1.0B1
109Focus Partners Wealth$998M1
110DANSKE BANK A/S$997M1
111Zurcher Kantonalbank (Zurich Cantonalbank)$971M1
112HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$935M1
113Cerity Partners LLC$934M1
114Rockefeller Capital Management L.P.$927M1
115LOS ANGELES CAPITAL MANAGEMENT LLC$922M1
116FRED ALGER MANAGEMENT, LLC$913M1
117MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$902M1
118Rafferty Asset Management, LLC$890M1
119Polar Capital Holdings Plc$889M1
120Ninety One UK Ltd$888M1
121TRUIST FINANCIAL CORP$881M1
122BAHL & GAYNOR INC$877M1
123Allspring Global Investments Holdings, LLC$860M1
124LAZARD ASSET MANAGEMENT LLC$842M1
125Chevy Chase Trust Holdings, LLC$837M1
126POLEN CAPITAL MANAGEMENT LLC$835M1
127PFA Pension, Forsikringsaktieselskab$829M1
128Eurizon Capital SGR S.p.A.$827M1
129NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$817M1
130MACKENZIE FINANCIAL CORP$793M1
131STOREBRAND ASSET MANAGEMENT AS$780M1
132CAPITOLIS LIQUID GLOBAL MARKETS LLC$780M1
133Alecta Tjanstepension Omsesidigt$767M1
134MARSHALL WACE, LLP$762M1
135STATE OF WISCONSIN INVESTMENT BOARD$760M1
136DnB Asset Management AS$760M1
137BROWN ADVISORY INC$751M1
138AustralianSuper Pty Ltd$742M1
139FEDERATED HERMES, INC.$740M1
140SUSQUEHANNA INTERNATIONAL GROUP, LLP$736M1
141Quantinno Capital Management LP$723M1
142PARNASSUS INVESTMENTS, LLC$706M1
143Point72 Asset Management, L.P.$701M1
144HighTower Advisors, LLC$697M1
145Vanguard Investments Australia, Ltd.$697M1
146TWO SIGMA INVESTMENTS, LP$689M1
147PUBLIC SECTOR PENSION INVESTMENT BOARD$683M1
148Mitsubishi UFJ Trust & Banking Corp$683M1
149WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$681M1
150CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$679M1
151Capital International, Inc./CA/$677M1
152FIRST MANHATTAN CO. LLC.$676M1
153Asset Management One Co., Ltd.$671M1
154TORONTO DOMINION BANK$669M1
155MILLENNIUM MANAGEMENT LLC$666M1
156Man Group plc$654M1
157Retirement Systems of Alabama$653M1
158THORNBURG INVESTMENT MANAGEMENT INC$645M1
159MENORA MIVTACHIM HOLDINGS LTD.$640M1
160Artisan Partners Limited Partnership$636M1
161PANAGORA ASSET MANAGEMENT INC$607M1
162Baird Financial Group, Inc.$596M1
163PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$592M1
164SEB Asset Management AB$592M1
165Qube Research & Technologies Ltd$580M1
166CIBC Asset Management Inc$568M1
167Bridgewater Associates, LP$568M1
168CIBC WORLD MARKET INC.$564M1
169Creative Planning$558M1
170FARALLON CAPITAL MANAGEMENT, L.L.C.$551M1
171CI INVESTMENTS INC.$545M1
172Lansforsakringar Fondforvaltning AB (publ)$539M1
173KLP KAPITALFORVALTNING AS$526M1
174ASK CAPITAL MANAGEMENT, LLC$525M1
175STATE OF MICHIGAN RETIREMENT SYSTEM$523M1
176KEYBANK NATIONAL ASSOCIATION/OH$518M1
177Calamos Advisors LLC$511M1
178NATIXIS$507M1
179NEOS Investment Management LLC$503M1
180Vontobel Holding Ltd.$502M1
181DSM CAPITAL PARTNERS LLC$500M1
182ASSETMARK, INC$498M1
183Cetera Investment Advisers$487M1
184National Philanthropic Trust$483M1
185State of New Jersey Common Pension Fund D$477M1
186ING GROEP NV$475M1
187Employees Provident Fund Board$464M1
188M&T BANK CORP$464M1
189SATURNA CAPITAL CORP$463M1
190KING LUTHER CAPITAL MANAGEMENT CORP$461M1
191UniSuper Management Pty Ltd$460M1
192COMMERCE BANK$459M1
193NISSAY ASSET MANAGEMENT CORP /JAPAN$457M1
194Sustainable Growth Advisers, LP$453M1
195TEACHER RETIREMENT SYSTEM OF TEXAS$443M1
196Tidal Investments LLC$440M1
197WORLDQUANT MILLENNIUM ADVISORS LLC$440M1
198Candriam S.C.A.$439M1
199Assenagon Asset Management S.A.$435M1
200OSAIC HOLDINGS, INC.$434M1
201SANDS CAPITAL MANAGEMENT, LLC$434M1
202Resona Asset Management Co.,Ltd.$429M1
203HUNTINGTON NATIONAL BANK$416M1
204AGF MANAGEMENT LTD$412M1
205Tredje AP-fonden$410M1
206Defiance ETFs, LLC$406M1
207XPONANCE LLC$405M1
208Swiss Life Asset Management Ltd$404M1
209Marex Group Ltd$404M1
210MetLife Investment Management, LLC$401M1
211Czech National Bank$400M1
212NISA INVESTMENT ADVISORS, LLC$399M1
213JUPITER ASSET MANAGEMENT LTD$397M1
214Bank Julius Baer & Co. Ltd, Zurich$392M1
215US BANCORP \DE\$389M1
216MACQUARIE GROUP LTD$385M1
217WESTFIELD CAPITAL MANAGEMENT CO LP$383M1
218Arizona State Retirement System$382M1
219FIL Ltd$376M1
220M&G Plc$368M1
221MERCER GLOBAL ADVISORS INC /ADV$364M1
2221832 Asset Management L.P.$363M1
223TD Waterhouse Canada Inc.$355M1
224FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$353M1
225HM PAYSON & CO$347M1
226Life Cycle Investment Partners Ltd$347M1
227Mirova US LLC$345M1
228NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$342M1
229COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$342M1
230Sarasin & Partners LLP$331M1
231PINEBRIDGE INVESTMENTS LLC$328M1
232Squarepoint Ops LLC$323M1
233Epoch Investment Partners, Inc.$316M1
234BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$315M1
235MUFG Securities EMEA plc$308M1
236Compagnie Lombard Odier SCmA$307M1
237COMMONWEALTH EQUITY SERVICES, LLC$305M1
238D1 Capital Partners L.P.$304M1
239O'SHAUGHNESSY ASSET MANAGEMENT, LLC$303M1
240Capital International Sarl$296M1
241ABN AMRO Bank N.V.$294M1
242NewEdge Advisors, LLC$293M1
243IFM Investors Pty Ltd$287M1
244OP Asset Management Ltd$284M1
245BLAIR WILLIAM & CO/IL$284M1
246Woodline Partners LP$280M1
247Zurich Insurance Group Ltd/FI$274M1
248&PARTNERS$274M1
249GROUPAMA ASSET MANAGMENT$264M1
250SILVERCREST ASSET MANAGEMENT GROUP LLC$264M1
251WHITTIER TRUST CO$264M1
252IEQ CAPITAL, LLC$257M1
253AMF Tjanstepension AB$256M1
254Guinness Asset Management LTD$255M1
255INTECH INVESTMENT MANAGEMENT LLC$253M1
256Connor, Clark & Lunn Investment Management Ltd.$251M1
257EP Wealth Advisors, LLC$251M1
258PARADIGM CAPITAL MANAGEMENT INC/NY$250M1
259Vanguard Personalized Indexing Management, LLC$250M1
260OSSIAM$250M1
261Mediolanum International Funds Ltd$248M1
262Rakuten Investment Management, Inc.$248M1
263RENAISSANCE TECHNOLOGIES LLC$246M1
264SCGE MANAGEMENT, L.P.$245M1
265OFI INVEST ASSET MANAGEMENT$245M1
266QRG CAPITAL MANAGEMENT, INC.$243M1
267ZACKS INVESTMENT MANAGEMENT$242M1
268GUGGENHEIM CAPITAL LLC$241M1
269USS Investment Management Ltd$237M1
270Advisors Capital Management, LLC$235M1
271Summit Trail Advisors, LLC$235M1
272CONGRESS ASSET MANAGEMENT CO$235M1
273Railway Pension Investments Ltd$234M1
274Crake Asset Management LLP$233M1
275Utah Retirement Systems$232M1
276FACTORY MUTUAL INSURANCE CO$232M1
277Federation des caisses Desjardins du Quebec$231M1
278PRIMECAP MANAGEMENT CO/CA/$230M1
279BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$229M1
280Sumitomo Mitsui DS Asset Management Company, Ltd$228M1
281Whale Rock Capital Management LLC$228M1
282OMERS ADMINISTRATION Corp$227M1
283Steward Partners Investment Advisory, LLC$226M1
284Lido Advisors, LLC$225M1
285AE Wealth Management LLC$224M1
286Skandinaviska Enskilda Banken AB (publ)$223M1
287Raiffeisen Bank International AG$222M1
288Sanctuary Advisors, LLC$221M1
289ASR Vermogensbeheer N.V.$221M1
290D.A. DAVIDSON & CO.$221M1
291Police & Firemen's Retirement System of New Jersey$220M1
292FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$217M1
293FIRST FINANCIAL BANKSHARES INC$217M1
294Empowered Funds, LLC$217M1
295GATEWAY INVESTMENT ADVISERS LLC$215M1
296NEW YORK LIFE INVESTMENT MANAGEMENT LLC$214M1
297B. Metzler seel. Sohn & Co. AG$212M1
298CWM, LLC$207M1
299MML INVESTORS SERVICES, LLC$204M1
300Groupe la Francaise$204M1
301ABN AMRO INVESTMENT SOLUTIONS$202M1
302Clark Capital Management Group, Inc.$202M1
303Unisphere Establishment$199M1
304Union Bancaire Privee, UBP SA$198M1
305Sequoia Financial Advisors, LLC$198M1
306Michael & Susan Dell Foundation$198M1
307Wealthfront Advisers LLC$197M1
308FUKOKU MUTUAL LIFE INSURANCE CO$195M1
309Erste Asset Management GmbH$193M1
310Varma Mutual Pension Insurance Co$192M1
311Liontrust Investment Partners LLP$192M1
312LBP AM SA$189M1
313Hamlin Capital Management, LLC$189M1
314MONTRUSCO BOLTON INVESTMENTS INC.$188M1
315Vinva Investment Management Ltd$188M1
316MAI Capital Management$188M1
317FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$180M1
318GF FUND MANAGEMENT CO. LTD.$179M1
319ATALANTA SOSNOFF CAPITAL, LLC$177M1
320AXIOM INVESTORS LLC /DE$174M1
321Pathstone Holdings, LLC$174M1
322LGT Group Foundation$172M1
323Vident Advisory, LLC$171M1
324OREGON PUBLIC EMPLOYEES RETIREMENT FUND$168M1
325Carmignac Gestion$167M1
326PRUDENTIAL PLC$166M1
327Midwest Trust Co$166M1
328Cullen Capital Management, LLC$165M1
329Stonehage Fleming Financial Services Holdings Ltd$165M1
330MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$163M1
331Alphinity Investment Management Pty Ltd$163M1
332BAMCO INC /NY/$162M1
333SCOTIA CAPITAL INC.$161M1
334E. Ohman J:or Asset Management AB$159M1
335KLINGENSTEIN FIELDS & CO LP$159M1
336NewEdge Wealth, LLC$159M1
337Aware Super Pty Ltd as trustee of Aware Super$158M1
338REGIONS FINANCIAL CORP$157M1
339Hudson Bay Capital Management LP$155M1
340DONALDSON CAPITAL MANAGEMENT, LLC$154M1
341BALYASNY ASSET MANAGEMENT L.P.$154M1
342Contour Asset Management LLC$153M1
343Trexquant Investment LP$153M1
344YOUSIF CAPITAL MANAGEMENT, LLC$152M1
345JACOBS LEVY EQUITY MANAGEMENT, INC$152M1
346NorthCrest Asset Manangement, LLC$152M1
347EASTERN BANK$152M1
348Harvest Portfolios Group Inc.$151M1
349DAVENPORT & Co LLC$149M1
350Danica Pension, Livsforsikringsaktieselskab$149M1
351Kestra Advisory Services, LLC$149M1
352Elo Mutual Pension Insurance Co$149M1
353SAPIENT CAPITAL LLC$149M1
354Banco Santander, S.A.$149M1
355Glenview Trust Co$148M1
356HARVARD MANAGEMENT CO INC$147M1
357UMB Bank, n.a.$147M1
358Investment Management Corp of Ontario$143M1
359GREAT LAKES ADVISORS, LLC$141M1
360BROWN BROTHERS HARRIMAN & CO$140M1
361PINNACLE ASSOCIATES LTD$139M1
362JENSEN INVESTMENT MANAGEMENT INC$138M1
363Empower Advisory Group, LLC$137M1
364ADELL HARRIMAN & CARPENTER INC$136M1
365Blue Whale Capital LLP$136M1
366Allworth Financial LP$136M1
367Altshuler Shaham Ltd$134M1
368CENTRAL TRUST Co$132M1
369ICONIQ Capital, LLC$132M1
370LMR Partners LLP$130M1
371STEPHENS INC /AR/$128M1
372Crossmark Global Holdings, Inc.$127M1
373Munro Partners$126M1
374GLENMEDE TRUST CO NA$126M1
375ARK Investment Management LLC$126M1
376FLPUTNAM INVESTMENT MANAGEMENT CO$125M1
377ODDO BHF ASSET MANAGEMENT SAS$124M1
378CAPITAL INTERNATIONAL LTD /CA/$124M1
379BANQUE PICTET & CIE SA$123M1
380Phoenix Financial Ltd.$118M1
381HARDING LOEVNER LP$118M1
382CAPSTONE INVESTMENT ADVISORS, LLC$117M1
383Silvant Capital Management LLC$116M1
384MEITAV INVESTMENT HOUSE LTD$113M1
385OAKTOP CAPITAL MANAGEMENT II, L.P.$112M1
386Kinetic Partners Management, LP$112M1
387Ethic Inc.$111M1
388Beacon Pointe Advisors, LLC$111M1
389Carnegie Investment Counsel$111M1
390PROFUND ADVISORS LLC$110M1
391Analog Century Management LP$110M1
392JOHNSON INVESTMENT COUNSEL INC$109M1
393J. Safra Sarasin Holding AG$107M1
394Norinchukin Bank, The$107M1
395Gotham Asset Management, LLC$107M1
396EFG International AG$106M1
397Jefferies Financial Group Inc.$106M1
398Holocene Advisors, LP$106M1
399WHITTIER TRUST CO OF NEVADA INC$106M1
400BRIDGES INVESTMENT MANAGEMENT INC$104M1
401WESBANCO BANK INC$102M1
402IMC-Chicago, LLC$101M1
403Cornerstone Investment Partners, LLC$100M1
404MOODY LYNN LIEBERSON & WALKER, LLC$100M1
405MARCO INVESTMENT MANAGEMENT LLC$100M1
406First American Bank$99.1M1
407Bank Pictet & Cie (Europe) AG$98.6M1
408Modera Wealth Management, LLC$98.1M1
409Optiver Holding B.V.$97.4M1
410ARGENT CAPITAL MANAGEMENT LLC$97.1M1
411OPPENHEIMER ASSET MANAGEMENT INC.$97.0M1
412SHELTON CAPITAL MANAGEMENT$96.9M1
413ZEVENBERGEN CAPITAL INVESTMENTS LLC$96.7M1
414Capital Group Private Client Services, Inc.$96.7M1
415TUDOR INVESTMENT CORP ET AL$96.5M1
416INDEPENDENT FINANCIAL GROUP, LLC$96.0M1
417Private Advisor Group, LLC$95.9M1
418Kingsview Wealth Management, LLC$94.7M1
419FIDUCIARY TRUST CO$94.6M1
420OPPENHEIMER & CO INC$94.6M1
421HANCOCK WHITNEY CORP$94.2M1
422Illinois Municipal Retirement Fund$93.5M1
423CITIZENS FINANCIAL GROUP INC/RI$93.4M1
424UNICOM Systems, Inc.$92.9M1
425United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$92.8M1
426Nippon Life Global Investors Americas, Inc.$92.4M1
427Avalon Trust Co$92.1M1
428Randolph Co Inc$91.9M1
429Horizon Investments, LLC$90.5M1
430Busey Bank$90.4M1
431ZWJ INVESTMENT COUNSEL INC$89.7M1
432Livforsakringsbolaget Skandia, Omsesidigt$89.6M1
433Aptus Capital Advisors, LLC$89.3M1
434Apollon Wealth Management, LLC$89.0M1
435Yarbrough Capital, LLC$88.8M1
436MIZUHO SECURITIES USA LLC$88.7M1
437Migdal Insurance & Financial Holdings Ltd.$88.4M1
438Aviso Financial Inc.$88.3M1
439Equitable Holdings, Inc.$88.2M1
440OVERSEA-CHINESE BANKING Corp Ltd$88.0M1
441Pinnacle Financial Partners, Inc.$87.9M1
442Merit Financial Group, LLC$87.8M1
443STOCK YARDS BANK & TRUST CO$87.4M1
444DIVERSIFY WEALTH MANAGEMENT, LLC$87.4M1
445Orion Porfolio Solutions, LLC$86.2M1
446CANTOR FITZGERALD, L. P.$86.2M1
447GABELLI FUNDS LLC$85.3M1
448Dai-ichi Life Insurance Company, Ltd$84.6M1
449Concurrent Investment Advisors, LLC$84.5M1
450FLOSSBACH VON STORCH SE$84.0M1
451HARTFORD INVESTMENT MANAGEMENT CO$83.6M1
452Waverly Advisors, LLC$83.6M1
453HB Wealth Management, LLC$82.3M1
454Haverford Trust Co$82.3M1
455CHILTON CAPITAL MANAGEMENT LLC$82.1M1
456NICHOLAS COMPANY, INC.$81.5M1
457WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$81.4M1
458AIA Group Ltd$81.3M1
459ADAMS DIVERSIFIED EQUITY FUND, INC.$81.2M1
460BENJAMIN EDWARDS INC$81.0M1
461Global X Japan Co., Ltd.$80.8M1
462PACIFIC HEIGHTS ASSET MANAGEMENT LLC$80.5M1
463TOKIO MARINE ASSET MANAGEMENT CO LTD$80.0M1
464LGT Fund Management Co Ltd.$79.2M1
465MIRAE ASSET SECURITIES (USA) INC.$79.1M1
466Aristotle Atlantic Partners, LLC$78.6M1
467MILFORD FUNDS LTD$78.4M1
468Smith Group Asset Management, LLC$78.3M1
469Azimuth Capital Investment Management LLC$77.9M1
470Generali Asset Management SPA SGR$77.7M1
471AMI ASSET MANAGEMENT CORP$77.6M1
472VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$77.1M1
473Generate Investment Management Ltd$77.1M1
474Quilter Plc$77.0M1
475Clear Street Group Inc.$76.8M1
476Osmosis Investment Management UK Ltd$76.2M1
477Artemis Investment Management LLP$76.1M1
478Atria Investments, Inc$76.1M1
479Inspire Investing, LLC$75.8M1
480WELCH & FORBES LLC$74.7M1
481Banque Transatlantique SA$74.2M1
482Avala Global LP$73.4M1
483SUMITOMO MITSUI FINANCIAL GROUP, INC.$73.3M1
484Rokos Capital Management LLP$73.3M1
485OAK ASSOCIATES LTD /OH/$72.9M1
486FRANKLIN STREET ADVISORS INC /NC$72.6M1
487Metis Global Partners, LLC$72.5M1
488UNITED CAPITAL FINANCIAL ADVISORS, LLC$72.2M1
489RWA WEALTH PARTNERS, LLC$71.8M1
490Maryland State Retirement & Pension System$71.8M1
491KESTRA PRIVATE WEALTH SERVICES, LLC$71.6M1
492Cornerstone Advisors, LLC$71.5M1
493Americana Partners, LLC$71.4M1
494EXCHANGE TRADED CONCEPTS, LLC$71.1M1
495E Fund Management Co., Ltd.$71.1M1
496BRAUN STACEY ASSOCIATES INC$70.8M1
497OAK RIDGE INVESTMENTS LLC$70.6M1
498NLB Skladi, upravljanje premozenja, d.o.o.$70.6M1
499BOKF, NA$70.3M1
500Bristol Gate Capital Partners Inc.$70.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)17 buy / 14 sell
Congress net ($ bound)−$221K to $318K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AVGO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AVGO
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against4 hits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2 hits

Every rule, with its definition →

Planned modules for AVGO · financials and macro

Financials — as filed PLANNED

AVGO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AVGO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing