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 |
|---|---|---|---|---|---|
| Marietta Wealth Management, LLC | 9,822 | $6.54M | 1.31% | −200−2.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,978 | $6.56M | 0.15% | −5,917−28.3% | Reduced |
| American National Bank | 9,880 | $6.57M | 1.28% | +35+0.4% | Added |
| Argent Trust Co | 9,893 | $6.58M | 0.39% | +38+0.4% | Added |
| Baldwin Investment Management, LLC | 9,909 | $6.59M | 1.73% | −21−0.2% | Reduced |
| Banque Cantonale Vaudoise | 9,999 | $6.65M | 0.26% | +376+3.9% | Added |
| FRG Family Wealth Advisors LLC | 10,013 | $6.66M | 1.24% | −309−3.0% | Reduced |
| Investment Management of Virginia LLC | 10,022 | $6.67M | 1.08% | −153−1.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,080 | $6.71M | 0.08% | −78,974−88.7% | Reduced |
| Siemens Fonds Invest GmbH | 10,109 | $6.72M | 0.44% | +1,225+13.8% | Added |
| Regent Investment Management LLC | 10,110 | $6.73M | 1.47% | −55−0.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 10,205 | $6.79M | 0.54% | −84−0.8% | Reduced |
| Everence Capital Management Inc | 10,219 | $6.80M | 0.51% | +600+6.2% | Added |
| Albion Financial Group | 10,424 | $6.94M | 0.55% | +365+3.6% | Added |
| Stokes Capital Advisors, LLC | 10,463 | $6.96M | 2.07% | +17+0.2% | Added |
| Apollon Wealth Management, LLC | 10,574 | $7.04M | 0.57% | +1,611+18.0% | Added |
| Shorepoint Capital Partners LLC | 10,598 | $7.05M | 2.86% | −1,147−9.8% | Reduced |
| Old Second National Bank of Aurora | 15,679 | $7.06M | 2.09% | +351+2.3% | Added |
| Horizon Investments, LLC | 10,633 | $7.08M | 0.21% | −2,190−17.1% | Reduced |
| Eagle Capital Management, LLC | 10,637 | $7.08M | 1.85% | +34+0.3% | Added |
| Motley Fool Asset Management LLC | 10,640 | $7.08M | 0.45% | +260+2.5% | Added |
| Credential Qtrade Securities Inc. | 10,660 | $7.09M | 0.48% | +19+0.2% | Added |
| Te Ahumairangi Investment Management Ltd | 10,676 | $7.10M | 0.92% | 00.0% | Unchanged |
| Credit Agricole S A | 10,746 | $7.15M | 0.24% | −7,681−41.7% | Reduced |
| Principal Street Partners, LLC | 10,772 | $7.17M | 1.73% | +247+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 10,817 | $7.20M | 0.13% | +2,289+26.8% | Added |
| First National Trust Co | 10,846 | $7.22M | 0.38% | +3,294+43.6% | Added |
| John G Ullman & Associates Inc | 10,938 | $7.28M | 1.00% | −75−0.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,967 | $7.30M | 0.68% | +461+4.4% | Added |
| McKinley Capital Management LLC /Delaware | 10,973 | $7.30M | 0.65% | −64−0.6% | Reduced |
| First Horizon Advisors, Inc. | 11,000 | $7.32M | 0.22% | −52−0.5% | Reduced |
| Dockyard Capital Management LP | 11,000 | $7.32M | 6.65% | +11,000 | New |
| Jackson Wealth Management, LLC | 11,088 | $7.38M | 0.93% | +30+0.3% | Added |
| Prospera Financial Services Inc | 11,078 | $7.38M | 0.32% | +483+4.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,092 | $7.38M | 3.25% | −121−1.1% | Reduced |
| Veritable, L.P. | 11,111 | $7.39M | 0.11% | +1,144+11.5% | Added |
| Mizuho Markets Cayman LP | 11,119 | $7.40M | 0.75% | −2,238−16.8% | Reduced |
| TD Private Client Wealth LLC | 11,135 | $7.41M | 0.31% | −3,968−26.3% | Reduced |
| Hourglass Capital, LLC | 11,170 | $7.43M | 2.49% | −2,205−16.5% | Reduced |
| Stonegate Investment Group, LLC | 11,188 | $7.45M | 0.31% | +11,188 | New |
| Ieq Capital, LLC | 11,263 | $7.49M | 0.17% | +1,795+19.0% | Added |
| Kingsview Wealth Management, LLC | 11,307 | $7.52M | 0.32% | +218+2.0% | Added |
| Wedbush Securities Inc | 11,313 | $7.53M | 0.32% | +76+0.7% | Added |
| Bragg Financial Advisors, Inc | 15,586 | $7.56M | 0.48% | 00.0% | Unchanged |
| Maryland Capital Management | 11,380 | $7.57M | 0.41% | +1,100+10.7% | Added |
| Andra AP-fonden | 11,400 | $7.59M | 0.15% | +4,600+67.6% | Added |
| Dakota Wealth Management | 11,442 | $7.61M | 0.80% | +4,003+53.8% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 11,623 | $7.73M | 1.36% | +11,623 | New |
| Jackson Square Capital, LLC | 11,676 | $7.77M | 2.23% | −1,048−8.2% | Reduced |
| Spire Wealth Management | 11,680 | $7.77M | 0.17% | +855+7.9% | Added |
| Squarepoint Ops LLC | 11,692 | $7.78M | 0.04% | +3,689+46.1% | Added |
| Illinois Municipal Retirement Fund | 11,890 | $7.91M | 0.22% | +2,214+22.9% | Added |
| Advisor Partners LLC | 11,892 | $7.91M | 0.48% | +707+6.3% | Added |
| PKO Investment Management Joint-Stock Co | 12,000 | $7.98M | 0.90% | −5,642−32.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 12,081 | $8.04M | 0.55% | +111+0.9% | Added |
| Geneos Wealth Management Inc. | 12,143 | $8.08M | 0.31% | −2,836−18.9% | Reduced |
| Icon Wealth Partners, LLC | 12,210 | $8.12M | 0.81% | −207−1.7% | Reduced |
| HAP Trading, LLC | 12,215 | $8.13M | 0.56% | +12,215 | New |
| Simplex Trading, LLC | 12,231 | $8.14M | 0.27% | +3,407+38.6% | Added |
| Impax Asset Management Group plc | 12,239 | $8.14M | 0.03% | +12,239 | New |
| Duncker Streett & Co Inc | 12,246 | $8.15M | 1.40% | +427+3.6% | Added |
| Axxcess Wealth Management, LLC | 12,270 | $8.16M | 0.62% | +12,270 | New |
| Kestra Private Wealth Services, LLC | 12,314 | $8.19M | 0.39% | +750+6.5% | Added |
| Citizens Business Bank | 12,409 | $8.26M | 1.01% | −60−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 12,565 | $8.36M | 0.19% | +515+4.3% | Added |
| Hancock Whitney Corp | 12,584 | $8.37M | 0.26% | +347+2.8% | Added |
| Sawtooth Solutions, LLC | 12,634 | $8.41M | 0.94% | +5,881+87.1% | Added |
| Colony Group LLC | 12,730 | $8.47M | 0.15% | +7,858+161.3% | Added |
| Renaissance Investment Group LLC | 12,754 | $8.49M | 2.01% | +744+6.2% | Added |
| Hudson Valley Investment Advisors Inc | 12,776 | $8.50M | 1.33% | −603−4.5% | Reduced |
| Elk River Wealth Management, LLC | 12,798 | $8.52M | 1.93% | +115+0.9% | Added |
| Tower Bridge Advisors | 12,850 | $8.55M | 0.53% | +20+0.2% | Added |
| Westwood Holdings Group Inc. | 12,859 | $8.56M | 0.08% | −1,253−8.9% | Reduced |
| Karp Capital Management Corp | 12,906 | $8.59M | 1.08% | +841+7.0% | Added |
| IndexIQ Advisors LLC | 12,946 | $8.61M | 0.29% | −50−0.4% | Reduced |
| Clear Street Markets LLC | 12,964 | $8.63M | 0.77% | +5,452+72.6% | Added |
| Brown Brothers Harriman & Co | 12,999 | $8.65M | 0.05% | +651+5.3% | Added |
| Capital Analysts, LLC | 13,056 | $8.69M | 0.53% | −137−1.0% | Reduced |
| Premier Fund Managers Ltd | 13,062 | $8.69M | 0.28% | +164+1.3% | Added |
| Cumberland Partners Ltd | 13,121 | $8.73M | 0.61% | +50+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,198 | $8.78M | 0.76% | +138+1.1% | Added |
| Greystone Financial Group, LLC | 13,346 | $8.88M | 2.13% | +2,364+21.5% | Added |
| Zweig-DiMenna Associates LLC | 13,350 | $8.88M | 0.72% | +13,350 | New |
| Financial Sense Advisors, Inc. | 13,441 | $8.94M | 3.09% | −313−2.3% | Reduced |
| EULAV Asset Management | 13,509 | $8.99M | 0.23% | −1,501−10.0% | Reduced |
| Lido Advisors, LLC | 13,602 | $9.05M | 0.17% | +1,877+16.0% | Added |
| Oak Ridge Investments LLC | 13,634 | $9.07M | 0.77% | −499−3.5% | Reduced |
| Reliant Investment Management, LLC | 13,681 | $9.10M | 3.74% | −92−0.7% | Reduced |
| Oak Grove Capital LLC | 13,712 | $9.12M | 1.79% | −5,138−27.3% | Reduced |
| Cresset Asset Management, LLC | 13,903 | $9.25M | 0.09% | +7,094+104.2% | Added |
| Middleton & Co Inc | 13,915 | $9.26M | 0.90% | +6,571+89.5% | Added |
| Bradley Foster & Sargent Inc | 13,952 | $9.28M | 0.19% | +1,218+9.6% | Added |
| Stonnington Group, LLC | 14,948 | $9.30M | 2.00% | −320−2.1% | Reduced |
| Ibex Wealth Advisors | 14,004 | $9.32M | 1.65% | +259+1.9% | Added |
| Minot Wealth Management LLC | 14,022 | $9.33M | 1.80% | +198+1.4% | Added |
| Stewart & Patten Co LLC | 14,143 | $9.41M | 1.41% | +1,304+10.2% | Added |
| Ethic Inc. | 14,208 | $9.45M | 0.73% | +1,209+9.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 14,313 | $9.52M | 0.45% | −38−0.3% | Reduced |
| Aviance Capital Partners, LLC | 14,394 | $9.58M | 1.60% | +176+1.2% | Added |
| Hohimer Wealth Management, LLC | 14,453 | $9.62M | 2.03% | −3,510−19.5% | Reduced |