AVGO
AVGO's ownership structure tells an interesting story about how the Street is currently positioned.
The near-complete absence of growth and momentum money (0.2%) is notable given AVGO's AI infrastructure narrative, which has dominated headlines. You might expect more fast-money participation chasing that story. Instead, the institutional pressure score sits at exactly neutral (0.00), suggesting no meaningful net buying or selling pressure from the institutional side at this snapshot in time. The market regime score of 0.01 echoes that same fence-sitting posture — neither risk-on nor risk-off forces are dominating the tape right now. The P/E of 59.6 is elevated, and quality compounder funds are historically tolerant of premium valuations when they believe in durable earnings power. The near-zero growth/momentum allocation, however, could mean that the hype-driven buyers have either already rotated out or never showed up in size — neither of which is obviously bullish or bearish on its own. One hard limitation to keep in mind: institutional ownership data from 13F filings runs 45 to 90 days behind reality, meaning what you're seeing reflects decisions made last quarter, not today. Short interest data updates only biweekly. This is a historical photograph, not a live feed — and markets have a habit of moving while the camera is still processing.
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 59.6 | P/S | — |
| EV/EBITDA | — | P/B | 21.06 |
| Revenue (TTM) | — | Rev YoY | — |
| Gross margin | — | Op margin | — |
| Net income | — | FCF | — |
| Cash | — | Debt | — |
| Dividend | 0.86% | Buybacks 1Y | — |
AVGO's ownership structure tells an interesting story about how the Street is currently positioned. Passive index funds lead the pack at 23.1%, which is fairly standard for a large-cap name, but what stands out is the 20.3% sitting in quality compounder hands — funds that tend to buy slowly and sell even slower. That's a meaningful signal about how long-duration, fundamentals-driven money views the name. The 22.6% "other unclassified" bucket is worth flagging: that's a substantial chunk of ownership that behavioral classification models simply can't sort cleanly, which adds noise to any read on institutional conviction.
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Vanguard Group | 435.9M | 2.2% | +0% |
| State Street | 190.1M | 2.2% | — |
| BlackRock, Inc. | 142.8M | 0.8% | — |
| Capital International Investors | 141.9M | 7.7% | −3% |
| Capital World Investors | 123.3M | 5.8% | −9% |
| Geode Capital Management | 97.8M | 2.1% | +1% |
Top institutional owners for AVGO as of the most recent 13F window (Dec 2025). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Role | Action | Shares | $ value |
|---|---|---|---|---|---|
| JUN 26 | SAMUELI HENRY | — | SELL | 30.2M | −$0 |
| JUN 18 | Brazeal Mark David | — | SELL | 270K | −$0 |
| JUN 15 | You Harry L. | — | BUY | 38K | +$0 |
| APR 14 | Velaga S. Ram | — | SELL | 58K | −$0 |
| APR 13 | DELLY GAYLA J | — | SELL | 32K | −$0 |
| APR 10 | Velaga S. Ram | — | SELL | 66K | −$0 |
1 insider buy, 12 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.