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; 4,855 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
- +303 vs. Q3 2021
- Shares held
- 333.9M
- +221.6K (+0.1%) vs. Q3 2021
- Total value
- $222.0B
- +$60.2B (+37.2%) vs. Q3 2021
- New holders
- 375
- 805 more added
- Sold out
- 72
- 629 more reduced
34 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 7,109 | $4.73M | 0.39% | −172−2.4% | Reduced |
| Red Cedar Investment Management, LLC | 7,183 | $4.78M | 0.57% | −223−3.0% | Reduced |
| Bruderman Asset Management, LLC | 7,190 | $4.79M | 3.66% | −17,711−71.1% | Reduced |
| S. R. Schill & Associates | 7,198 | $4.79M | 1.91% | +137+1.9% | Added |
| Western Wealth Management, LLC | 7,197 | $4.79M | 0.47% | +7,197 | New |
| Transcend Wealth Collective, LLC | 7,292 | $4.85M | 0.43% | +486+7.1% | Added |
| Nomura Holdings Inc | 7,299 | $4.86M | 0.03% | −2,170−22.9% | Reduced |
| B. Riley Wealth Management, Inc. | 7,302 | $4.86M | 0.34% | +782+12.0% | Added |
| Van Leeuwen & Company, LLC | 7,337 | $4.88M | 2.74% | −3,881−34.6% | Reduced |
| Systematic Alpha Investments, LLC | 7,356 | $4.89M | 0.23% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 7,358 | $4.90M | 0.32% | +368+5.3% | Added |
| Kalos Management, Inc. | 8,786 | $4.91M | 1.33% | +725+9.0% | Added |
| Pathstone Family Office, LLC | 7,383 | $4.91M | 0.12% | +476+6.9% | Added |
| Teamwork Financial Advisors, LLC | 7,439 | $4.95M | 0.91% | +2,408+47.9% | Added |
| Pallas Capital Advisors LLC | 9,287 | $4.95M | 0.60% | +351+3.9% | Added |
| Robbins Farley LLC | 7,459 | $4.96M | 3.67% | +2,821+60.8% | Added |
| EFG Asset Management (North America) Corp. | 7,460 | $4.96M | 0.65% | +7,460 | New |
| MidWestOne Financial Group, Inc. | 7,487 | $4.98M | 1.05% | −398−5.0% | Reduced |
| Harbour Capital Advisors, LLC | 7,501 | $4.99M | 1.23% | −39−0.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 7,522 | $5.00M | 1.22% | −49−0.6% | Reduced |
| American Portfolios Advisors | 7,547 | $5.02M | 0.17% | +726+10.6% | Added |
| Arden Trust Co | 7,554 | $5.03M | 0.85% | −717−8.7% | Reduced |
| Fayez Sarofim & Co | 7,610 | $5.06M | 0.02% | +2,404+46.2% | Added |
| Horan Capital Advisors, LLC. | 7,649 | $5.09M | 2.02% | −33−0.4% | Reduced |
| Garrison Asset Management, LLC | 7,652 | $5.09M | 2.77% | −29−0.4% | Reduced |
| Morse Asset Management, Inc | 7,658 | $5.10M | 1.14% | +1,190+18.4% | Added |
| Oliver Luxxe Assets LLC | 7,668 | $5.10M | 1.29% | −156−2.0% | Reduced |
| Miracle Mile Advisors, LLC | 7,707 | $5.13M | 0.20% | +561+7.9% | Added |
| Massmutual Trust Co FSB | 7,735 | $5.15M | 0.19% | +116+1.5% | Added |
| Independent Advisor Alliance | 7,754 | $5.16M | 0.25% | +282+3.8% | Added |
| McKinley Carter Wealth Services, Inc. | 7,824 | $5.21M | 0.39% | +857+12.3% | Added |
| Citizens National Bank Trust Department | 7,836 | $5.21M | 1.98% | −3,145−28.6% | Reduced |
| E Fund Management Co., Ltd. | 7,868 | $5.24M | 0.18% | −402−4.9% | Reduced |
| Spears Abacus Advisors LLC | 7,872 | $5.24M | 0.35% | −171−2.1% | Reduced |
| First Foundation Advisors | 7,918 | $5.27M | 0.18% | +153+2.0% | Added |
| GM Advisory Group, Inc. | 7,942 | $5.29M | 0.47% | −59−0.7% | Reduced |
| Boyd Watterson Asset Management LLC | 7,969 | $5.30M | 1.76% | −6−0.1% | Reduced |
| Paradiem, LLC | 9,078 | $5.32M | 1.73% | −505−5.3% | Reduced |
| Trivest Advisors Ltd | 8,000 | $5.32M | 0.49% | +8,000 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $5.32M | 1.37% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 8,028 | $5.34M | 2.59% | +5+0.1% | Added |
| MUFG Securities EMEA plc | 8,029 | $5.34M | 0.11% | −40,952−83.6% | Reduced |
| Sumitomo Life Insurance Co | 8,054 | $5.36M | 0.13% | −238−2.9% | Reduced |
| Souders Financial Advisors | 8,144 | $5.42M | 1.56% | −171−2.1% | Reduced |
| Scott & Selber, Inc. | 8,147 | $5.42M | 1.92% | −8−0.1% | Reduced |
| Burney Co | 8,179 | $5.44M | 0.23% | +37+0.5% | Added |
| Belpointe Asset Management LLC | 8,223 | $5.47M | 0.34% | +118+1.5% | Added |
| Fulton Bank, N.A. | 8,369 | $5.57M | 0.24% | +228+2.8% | Added |
| Asio Capital, LLC | 8,378 | $5.58M | 1.74% | +153+1.9% | Added |
| Grimes & Company, Inc. | 8,403 | $5.59M | 0.26% | +26+0.3% | Added |
| Toroso Investments, LLC | 8,412 | $5.60M | 0.17% | +1,117+15.3% | Added |
| Shaker Investments LLC | 8,426 | $5.61M | 2.42% | −20.0% | Reduced |
| Greenleaf Trust | 8,471 | $5.64M | 0.07% | +546+6.9% | Added |
| MMBG Investment Advisors Co. | 8,475 | $5.64M | 0.54% | +8,475 | New |
| SG3 Management, LLC | 8,500 | $5.66M | 0.57% | +8,500 | New |
| Boston Partners | 8,544 | $5.68M | 0.01% | −860−9.1% | Reduced |
| Wright Investors Service Inc | 8,549 | $5.69M | 1.44% | −113−1.3% | Reduced |
| Pittenger & Anderson Inc | 8,550 | $5.69M | 0.26% | +300+3.6% | Added |
| Two Sigma Investments, LP | 8,637 | $5.75M | 0.01% | +8,637 | New |
| Capital City Trust Co | 8,644 | $5.75M | 1.63% | +1,645+23.5% | Added |
| Boenning & Scattergood, Inc. | 8,719 | $5.80M | 0.93% | −24−0.3% | Reduced |
| Edmp, Inc. | 8,789 | $5.85M | 5.81% | −564−6.0% | Reduced |
| Westover Capital Advisors, LLC | 8,796 | $5.85M | 1.70% | −934−9.6% | Reduced |
| Comerica Securities,inc. | 8,801 | $5.86M | 0.38% | +52+0.6% | Added |
| SeaCrest Wealth Management, LLC | 8,857 | $5.89M | 0.65% | +45+0.5% | Added |
| Columbia Asset Management | 8,856 | $5.89M | 1.20% | +49+0.6% | Added |
| Koshinski Asset Management, Inc. | 8,857 | $5.89M | 0.48% | −213−2.3% | Reduced |
| Moody National Bank Trust Division | 8,861 | $5.90M | 0.18% | −22,962−72.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,011 | $6.00M | 0.02% | −8,586−48.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 9,030 | $6.01M | 1.99% | −18−0.2% | Reduced |
| Prudential PLC | 9,043 | $6.02M | 0.08% | +4,261+89.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 9,044 | $6.02M | 0.14% | +3,044+50.7% | Added |
| Beech Hill Advisors, Inc. | 9,077 | $6.04M | 2.29% | −4,913−35.1% | Reduced |
| Mitchell Capital Management Co | 9,090 | $6.05M | 1.23% | −226−2.4% | Reduced |
| Dowling & Yahnke LLC | 9,158 | $6.09M | 0.29% | +193+2.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 9,172 | $6.10M | 1.35% | −250−2.7% | Reduced |
| Crestline Management, LP | 9,172 | $6.10M | 0.46% | +9,172 | New |
| Aptus Capital Advisors, LLC | 9,174 | $6.10M | 0.21% | +349+4.0% | Added |
| Resources Management Corp | 9,195 | $6.12M | 0.80% | −129−1.4% | Reduced |
| Regentatlantic Capital LLC | 9,214 | $6.13M | 0.17% | +534+6.2% | Added |
| Mutual Advisors, LLC | 9,251 | $6.16M | 0.33% | +369+4.2% | Added |
| Cigna Investments Inc | 9,277 | $6.17M | 0.48% | −3,268−26.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,277 | $6.17M | 0.38% | +734+8.6% | Added |
| Northeast Financial Consultants Inc | 9,301 | $6.19M | 0.37% | −429−4.4% | Reduced |
| Cetera Advisors LLC | 9,349 | $6.22M | 0.13% | −1,742−15.7% | Reduced |
| Cornerstone Wealth Group, LLC | 9,362 | $6.23M | 1.07% | +106+1.1% | Added |
| Fred Alger Management, LLC | 9,398 | $6.25M | 0.02% | +59+0.6% | Added |
| Visionary Wealth Advisors | 9,417 | $6.27M | 0.51% | +158+1.7% | Added |
| TruWealth Advisors, LLC | 9,488 | $6.31M | 0.64% | +6,174+186.3% | Added |
| Quadrature Capital Ltd | 9,498 | $6.32M | 0.33% | +9,498 | New |
| Zurich Insurance Group Ltd | 9,500 | $6.32M | 0.07% | +3,300+53.2% | Added |
| Aureus Asset Management, LLC | 9,523 | $6.34M | 0.39% | +1,066+12.6% | Added |
| Balyasny Asset Management LLC | 9,609 | $6.39M | 0.03% | −15,210−61.3% | Reduced |
| Avitas Wealth Management LLC | 9,662 | $6.43M | 1.08% | −1,839−16.0% | Reduced |
| Xcel Wealth Management, LLC | 9,704 | $6.46M | 1.66% | +30.0% | Added |
| Lincoln National Corp | 9,715 | $6.46M | 0.13% | +418+4.5% | Added |
| Altavista Wealth Management, Inc. | 9,733 | $6.48M | 1.31% | +511+5.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 10,753 | $6.50M | 3.14% | −34−0.3% | Reduced |
| Bowling Portfolio Management LLC | 9,790 | $6.51M | 1.35% | −144−1.4% | Reduced |
| Worldquant Millennium Advisors LLC | 9,790 | $6.51M | 0.13% | +9,790 | New |