Broadcom Inc.
AVGO- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001730168
In the last 90 days, Broadcom Inc. insiders filed 0 open-market purchases and 4 sales; 4,854 institutions reported holding it in 13F filings for Q2 2026, worth $1.40T in total; 7 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q4 2021
Institutional positions in Broadcom Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,026
- +304 vs. Q3 2021
- Shares held
- 333.9M
- +222.4K (+0.1%) vs. Q3 2021
- Total value
- $222.0B
- +$60.2B (+37.2%) vs. Q3 2021
- New holders
- 375
- 805 more added
- Sold out
- 71
- 629 more reduced
35 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVGO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,854 | $1.40T |
| Q1 2026 | 4,707 | $1.12T |
| Q4 2025 | 4,730 | $1.27T |
| Q3 2025 | 4,296 | $1.17T |
| Q2 2025 | 4,091 | $996.4B |
| Q1 2025 | 3,826 | $597.5B |
| Q4 2024 | 3,919 | $828.2B |
| Q3 2024 | 3,418 | $605.9B |
| Q2 2024 | 3,280 | $561.2B |
| Q1 2024 | 3,071 | $469.0B |
| Q4 2023 | 2,879 | $398.6B |
| Q3 2023 | 2,466 | $277.0B |
| Q2 2023 | 2,394 | $287.4B |
| Q1 2023 | 2,209 | $214.8B |
| Q4 2022 | 2,146 | $189.1B |
| Q3 2022 | 2,013 | $148.9B |
| Q2 2022 | 2,002 | $158.2B |
| Q1 2022 | 2,058 | $207.4B |
| Q4 2021 | 2,026 | $222.0B |
| Q3 2021 | 1,757 | $162.1B |
| Q2 2021 | 1,723 | $159.3B |
| Q1 2021 | 1,691 | $156.4B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 2,086 | $1.39M | 0.44% | +2,086 | New |
| Gyon Technologies Capital Management, LP | 2,089 | $1.39M | 0.26% | +2,089 | New |
| HMS Capital Management, LLC | 2,096 | $1.40M | 0.61% | −78−3.6% | Reduced |
| Buckley Wealth Management, LLC | 2,120 | $1.41M | 0.41% | −1,000−32.1% | Reduced |
| Orca Investment Management, LLC | 2,121 | $1.41M | 1.16% | −59−2.7% | Reduced |
| HighTower Trust Services, LTA | 2,120 | $1.41M | 0.14% | +2,120 | New |
| 44 Wealth Management LLC | 2,126 | $1.42M | 0.49% | −39−1.8% | Reduced |
| VisionPoint Advisory Group, LLC | 2,399 | $1.42M | 0.62% | +2,399 | New |
| Essex Savings Bank | 2,140 | $1.42M | 0.48% | −47−2.1% | Reduced |
| Charles Schwab Trust Co | 2,143 | $1.43M | 0.23% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,159 | $1.44M | 0.18% | −52−2.4% | Reduced |
| Probity Advisors, Inc. | 2,160 | $1.44M | 0.28% | −51−2.3% | Reduced |
| Richard Bernstein Advisors LLC | 2,168 | $1.44M | 0.03% | +2,168 | New |
| Oxbow Advisors, LLC | 2,175 | $1.45M | 0.14% | +134+6.6% | Added |
| Caldwell Trust Co | 2,176 | $1.45M | 0.17% | +7+0.3% | Added |
| Amica Retiree Medical Trust | 2,182 | $1.45M | 1.23% | −378−14.8% | Reduced |
| Mayflower Financial Advisors, LLC | 2,186 | $1.46M | 0.19% | +17+0.8% | Added |
| Resource Consulting Group Inc | 2,197 | $1.46M | 0.52% | +2,197 | New |
| Wellington Shields Capital Management, LLC | 2,219 | $1.48M | 0.19% | 00.0% | Unchanged |
| BCM Advisors, LLC | 2,525 | $1.48M | 0.38% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,703 | $1.48M | 0.62% | −31−1.1% | Reduced |
| Laidlaw Wealth Management LLC | 2,225 | $1.48M | 0.24% | +237+11.9% | Added |
| Rehmann Capital Advisory Group | 2,232 | $1.49M | 0.14% | +201+9.9% | Added |
| AlphaCrest Capital Management LLC | 2,240 | $1.49M | 0.06% | −138−5.8% | Reduced |
| Mission Wealth Management, LP | 2,245 | $1.49M | 0.07% | −2,151−48.9% | Reduced |
| Lake Street Financial LLC | 2,247 | $1.50M | 0.26% | +257+12.9% | Added |
| Community Capital Management, Inc. | 3,150 | $1.50M | 1.60% | +50+1.6% | Added |
| Cim Investment Mangement Inc | 2,258 | $1.50M | 0.45% | −39−1.7% | Reduced |
| SRN Advisors, LLC | 2,258 | $1.50M | 0.54% | +2,258 | New |
| Garner Asset Management Corp | 2,259 | $1.50M | 0.63% | +2+0.1% | Added |
| Orion Portfolio Solutions, LLC | 2,269 | $1.51M | 0.05% | +406+21.8% | Added |
| Archford Capital Strategies, LLC | 2,275 | $1.51M | 0.35% | +178+8.5% | Added |
| Evercore Wealth Management, LLC | 2,277 | $1.51M | 0.02% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 2,285 | $1.52M | 0.49% | −170−6.9% | Reduced |
| Walleye Capital LLC | 2,299 | $1.53M | 0.05% | +2,299 | New |
| Warther Private Wealth, LLC | 2,317 | $1.54M | 1.14% | +90+4.0% | Added |
| EFG Asset Management (Americas) Corp. | 2,312 | $1.54M | 0.26% | −361−13.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,319 | $1.54M | 0.01% | −200−7.9% | Reduced |
| Cullinan Associates Inc | 2,320 | $1.54M | 0.08% | +400+20.8% | Added |
| Optimum Investment Advisors | 2,323 | $1.55M | 0.60% | −250−9.7% | Reduced |
| Old Port Advisors | 2,437 | $1.55M | 0.53% | +36+1.5% | Added |
| Brandywine Oak Private Wealth LLC | 2,338 | $1.55M | 0.17% | −74−3.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,340 | $1.56M | 0.31% | +1,140+95.0% | Added |
| TrinityPoint Wealth, LLC | 2,360 | $1.57M | 0.28% | −34−1.4% | Reduced |
| Asset Allocation & Management Company, LLC | 2,376 | $1.58M | 0.54% | +1,919+419.9% | Added |
| Financial Perspectives, Inc | 2,380 | $1.58M | 0.75% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,382 | $1.59M | 0.49% | −48−2.0% | Reduced |
| Argus Investors' Counsel, Inc. | 2,385 | $1.59M | 0.95% | +2,385 | New |
| Knights of Columbus Asset Advisors LLC | 2,390 | $1.59M | 0.13% | +579+32.0% | Added |
| TBH Global Asset Management, LLC | 2,392 | $1.59M | 0.33% | +2,392 | New |
| Salem Capital Management Inc | 2,395 | $1.59M | 0.83% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,400 | $1.60M | 0.11% | −358−13.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 2,401 | $1.60M | 0.70% | −264−9.9% | Reduced |
| Forum Financial Management, LP | 2,409 | $1.60M | 0.08% | +2,409 | New |
| Beacon Pointe Advisors, LLC | 2,412 | $1.60M | 0.04% | −9,052−79.0% | Reduced |
| FIL Ltd | 2,413 | $1.61M | 0.00% | +277+13.0% | Added |
| Moneta Group Investment Advisors LLC | 2,436 | $1.62M | 0.07% | +203+9.1% | Added |
| Guerra Pan Advisors, LLC | 2,442 | $1.63M | 1.61% | +2,442 | New |
| Trustcore Financial Services, LLC | 2,448 | $1.63M | 0.18% | −160−6.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 2,466 | $1.64M | 0.39% | −514−17.2% | Reduced |
| Frontier Wealth Management LLC | 2,467 | $1.64M | 0.11% | +957+63.4% | Added |
| FinTrust Capital Advisors, LLC | 2,470 | $1.64M | 0.40% | +301+13.9% | Added |
| Boit C F David | 2,475 | $1.65M | 1.05% | 00.0% | Unchanged |
| King Wealth | 2,478 | $1.65M | 0.31% | +335+15.6% | Added |
| Forte Capital LLC | 2,483 | $1.65M | 0.21% | +2,483 | New |
| Institute for Wealth Management, LLC. | 2,489 | $1.66M | 0.27% | +30+1.2% | Added |
| J.W. Cole Advisors, Inc. | 2,492 | $1.66M | 0.11% | +471+23.3% | Added |
| Ativo Capital Management LLC | 2,514 | $1.67M | 0.74% | −1,073−29.9% | Reduced |
| HBK Sorce Advisory LLC | 2,520 | $1.68M | 0.08% | +13+0.5% | Added |
| Castellan Group, LLC | 2,525 | $1.68M | 1.16% | −305−10.8% | Reduced |
| Pacific Global Investment Management CO | 2,530 | $1.68M | 0.31% | −114−4.3% | Reduced |
| Knuff & Co LLC | 2,538 | $1.69M | 0.52% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,542 | $1.69M | 0.57% | −76−2.9% | Reduced |
| Clearstead Advisors, LLC | 2,542 | $1.69M | 0.12% | +314+14.1% | Added |
| Andesa Financial Management Inc. | 2,546 | $1.69M | 0.83% | +100+4.1% | Added |
| Longfellow Investment Management Co LLC | 2,560 | $1.70M | 0.28% | −391−13.2% | Reduced |
| Intrua Financial, LLC | 2,560 | $1.70M | 0.30% | −11−0.4% | Reduced |
| Marcum Wealth, LLC | 2,575 | $1.71M | 0.24% | −199−7.2% | Reduced |
| Spinnaker Investment Group, LLC | 3,048 | $1.72M | 0.60% | +3,048 | New |
| RB Capital Management, LLC | 2,585 | $1.72M | 0.54% | +25+1.0% | Added |
| Redmond Asset Management, LLC | 2,598 | $1.73M | 0.48% | +289+12.5% | Added |
| Patten & Patten Inc | 2,606 | $1.73M | 0.12% | +3+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 2,611 | $1.74M | 0.34% | +2+0.1% | Added |
| Hudson Capital Management LLC | 2,617 | $1.74M | 0.63% | +611+30.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,620 | $1.74M | 0.17% | −40−1.5% | Reduced |
| Assetmark, Inc | 2,634 | $1.75M | 0.01% | +2,029+335.4% | Added |
| Shepherd Financial Partners LLC | 2,641 | $1.76M | 0.30% | +177+7.2% | Added |
| FORA Capital, LLC | 2,643 | $1.76M | 0.68% | −72−2.7% | Reduced |
| Confluence Wealth Services, Inc. | 2,660 | $1.77M | 0.57% | +2,660 | New |
| Tru Independence Asset Management 2, LLC | 2,663 | $1.77M | 0.94% | +168+6.7% | Added |
| Vanguard Capital Wealth Advisors | 2,678 | $1.78M | 1.28% | +13+0.5% | Added |
| Moseley Investment Management Inc | 2,690 | $1.79M | 0.82% | +130+5.1% | Added |
| Winton Group Ltd | 2,695 | $1.79M | 0.11% | +2,695 | New |
| Calamos Wealth Management LLC | 2,696 | $1.79M | 0.13% | +1,589+143.5% | Added |
| Waycross Partners, LLC | 2,700 | $1.80M | 1.03% | 00.0% | Unchanged |
| Archer Investment Corp | 2,718 | $1.81M | 0.61% | +200+7.9% | Added |
| OmniStar Financial Group, Inc. | 2,731 | $1.82M | 1.86% | +109+4.2% | Added |
| Alpha DNA Investment Management LLC | 2,735 | $1.82M | 1.16% | +2,735 | New |
| Newman Dignan & Sheerar, Inc. | 2,743 | $1.82M | 0.55% | +164+6.4% | Added |
| Two Sigma Securities, LLC | 2,746 | $1.83M | 0.36% | −105−3.7% | Reduced |