AVGO
Broadcom Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +3.6% ·
flujo de acciones -0.1% ·
nuevas posiciones netas +3.4%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 194 | 0 | 3.03B | $1.14T | +6 | −7 |
| Q1 2026 | 198 | +3 | 2.99B | $923.53B | +9 | −7 |
| Q4 2025 | 194 | +1 | 3.24B | $1.12T | +2 | — |
| Q3 2025 | 31 | 0 | 1.89B | $622.61B | +2 | −3 |
| Q2 2025 | 29 | +1 | 1.66B | $457.28B | +2 | −1 |
| Q1 2025 | 25 | +1 | 683.69M | $114.41B | +1 | — |
| Q4 2024 | 24 | -1 | 703.57M | $163.08B | +1 | −2 |
| Q3 2024 | 24 | -1 | 507.15M | $87.42B | +2 | −3 |
| Q2 2024 | 25 | — | 50.96M | $81.78B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 483.44M | — | $133.26B | 2.2% | n/c | 1 | SEC ↗ ×7 |
| 2 | BlackRock ✦ (pasivo) | 376.62M | — | $103.81B | 2.0% | n/c | 1 | SEC ↗ ×24 |
| 3 | State Street Global Advisors ✦ (pasivo) | 185.28M | +0.5% | $51.07B | 1.9% | ▲ Add | 3 | SEC ↗ |
| 4 | Capital World Investors ✦ | 148.30M | -4.4% | $40.88B | 5.9% | ▼ Trim | 5 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 117.11M | — | $32.28B | 1.8% | n/c | 1 | SEC ↗ ×6 |
| 6 | Geode Capital Management ✦ (pasivo) | 108.61M | +2.1% | $29.83B | 2.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | T. Rowe Price ✦ | 78.15M | +19.3% | $21.54B | 2.4% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Norges Bank ✦ (pasivo) | 67.40M | -3.3% | $18.58B | 2.3% | ▼ Trim | 5 | SEC ↗ |
| 9 | Wellington Management ✦ | 57.53M | -2.5% | $15.86B | 2.9% | ▼ Trim | 5 | SEC ↗ ×9 |
| 10 | Fisher Asset Management ✦ | 12.37M | -0.3% | $3.41B | 1.4% | ▼ Trim | 5 | SEC ↗ |
| 11 | Coatue Management ✦ | 5.65M | +58.1% | $1.56B | 4.3% | ▲ Add | 5 | SEC ↗ ×8 |
| 12 | Adage Capital Partners ✦ | 4.22M | +3.7% | $1.16B | 2.0% | ▲ Add | 5 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 3.88M | +13.3% | $1.06B | 0.9% | ▲ Add | 5 | SEC ↗ ×8 |
| 14 | Tiger Global Management ✦ | 2.70M | +19.0% | $745.14M | 2.2% | ▲ Add | 5 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 2.22M | -39.2% | $611.27M | 0.6% | ▼ Trim | 5 | SEC ↗ ×3 |
| 16 | Marshall Wace ✦ | 1.26M | -43.3% | $347.32M | 0.4% | ▼ Trim | 5 | SEC ↗ ×4 |
| 17 | Bridgewater Associates ✦ | 1.15M | +23.1% | $317.83M | 1.3% | ▲ Add | 5 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 939.92K | +127.3% | $259.09M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 19 | PRIMECAP Management ✦ | 824.00K | -12.7% | $227.14M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 551.50K | -51.3% | $152.02M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 21 | Millennium Management ✦ | 472.06K | -84.0% | $130.12M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 273.02K | +1.1% | $75.26M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 204.10K | -82.0% | $56.26M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 24 | Duquesne Family Office ✦ | 86.14K | Nuevo | $23.74M | 0.6% | New | 1 | SEC ↗ |
| 25 | GAMCO Investors ✦ | 65.55K | +20.5% | $18.07M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 26 | Dodge & Cox ✦ | 21.18K | +2.5% | $5.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 3.37K | -99.8% | $928,114 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Harris Associates (Oakmark) ✦ | 2.03K | Nuevo | $560,121 | 0.0% | New | 1 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 764 | -100.0% | $211,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Duquesne Family Office | $23.74M | 0.6% |
| Harris Associates (Oakmark) | $560,121 | 0.0% |
Posición cerrada
| Appaloosa | $21.77M | era 0.4% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 4,612 tenedores, 3.49B acciones, $1.03T declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 407 acc. · $147,000
Director · 11.31K acc. · $4.09M
Director · 44.62K acc. · $15.99M
Director · 22.62K acc. · $8.03M
Director · 22.95K acc. · $8.16M
Director · 10.06K acc. · $3.59M
Director · 6.96K acc. · $2.49M
Director · 4.56K acc. · $1.63M
Director · 2.16K acc. · $777,196
Director · 397 acc. · $143,222
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Nvidia stock has fallen back from record highs after news from Broadcom and Microsoft rocked the semiconductor sector.
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