13FPulse
⚡ This company reported new earnings on 2026-09-02 (8-K release). The official 10-Q is pending — financials below may still reflect the prior quarter.
AV

AVGO BROADCOM INC

2026Q2 · CUSIP 11135F101 · Networking AI Accelerators · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
4,681
Institutions that reported holding it to the SEC
Net increase in holders
+51
Last quarter 4,630 → now 4,681
How unusual is that
Top 10%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

4,681 funds held AVGO at the end of 2026Q2, up 51 from the quarter before. That is stronger buying than 94.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $75.5B(YoY +32.3%), the P/E is 61.4x, return on equity is 33.4%. AVGO has had 27 buying rushes in its history, and the price moved +22.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Networking / AI Accelerators.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q2: holders=2 2016Q3: holders=1 2016Q4: holders=2 2017Q1: holders=2 2017Q2: holders=3 2017Q3: holders=3 2017Q4: holders=4 2018Q1: holders=125 2018Q2: holders=950 2018Q3: holders=960 2018Q4: holders=1066 2019Q1: holders=1163 2019Q2: holders=1179 2019Q3: holders=1178 2019Q4: holders=1292 2020Q1: holders=1244 2020Q2: holders=1326 2020Q3: holders=1396 2020Q4: holders=1580 2021Q1: holders=1632 2021Q2: holders=1660 2021Q3: holders=1700 2021Q4: holders=1972 2022Q1: holders=2002 2022Q2: holders=1953 2022Q3: holders=1958 2022Q4: holders=2093 2023Q1: holders=2162 2023Q2: holders=2340 2023Q3: holders=2414 2023Q4: holders=2821 2024Q1: holders=3009 2024Q2: holders=3215 2024Q3: holders=3361 2024Q4: holders=3863 2025Q1: holders=3766 2025Q2: holders=4033 2025Q3: holders=4240 2025Q4: holders=4662 2026Q1: holders=4630 2026Q2: holders=4681 -825 -412.5 +0 +412.5 +825 024584916 16Q217Q318Q420Q121Q222Q323Q425Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 27 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q4 Top 1% in the market +25.3%
2025Q3 Top 1% in the market -2.3% +22.4%
2025Q2 Top 1% in the market +12.2% +9.5%
2024Q4 Top 1% in the market -1.6% +31.9%
2024Q3 Top 1% in the market +32.3% +39.9%
2024Q2 Top 1% in the market +3.2% +38.8%
2024Q1 Top 1% in the market +20.6% +18.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
425
Change in large funds
+33
Total value they hold
$1467.9B
Funds buying for the first time
343
Funds that sold out entirely
292
Price change that quarter
-12.2%
Funds holding puts (bearish)
107
Funds holding calls (bullish)
122

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
61.4
EPS (TTM)
$6.01
EPS YoY
+124.3%
Revenue (TTM)
$75.5B
Revenue YoY
+32.3%
Net margin
38.9%
ROE
33.4%
Debt ratio
51.0%
FCF (TTM)
$32.8B
Dividend (TTM)
$2.48
Quarterly Revenue & EPS
2022-07-31: EPS 0.72 2022-10-30: EPS 0.78 2023-01-29: EPS 0.88 2023-04-30: EPS 0.82 2023-07-30: EPS 0.77 2023-10-29: EPS 0.83 2024-02-04: EPS 0.28 2024-05-05: EPS 0.44 2024-08-04: EPS -0.40 2024-11-03: EPS 0.91 2025-02-02: EPS 1.14 2025-05-04: EPS 1.03 2025-08-03: EPS 0.85 2025-11-02: EPS 1.75 2026-02-01: EPS 1.50 2026-05-03: EPS 1.91 0B 11.1B 22.2B $B -0.44 0.83 2.10 201720182019202020212022202320242025202605/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 70 23 104 186 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K5.1B10B 2017201820192020202120222023202420252026
Latest quarter $10B (2026-05-03)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-05-03 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.