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 |
|---|---|---|---|---|---|
| Gould Asset Management LLC | 536 | $357.0K | 0.10% | +536 | New |
| Evoke Wealth, LLC | 538 | $358.0K | 0.01% | +49+10.0% | Added |
| KRS Capital Management, LLC | 539 | $358.0K | 0.31% | +539 | New |
| Pathway Financial Advisors LLC | 613 | $359.0K | 0.13% | +613 | New |
| Wealth Architects, LLC | 541 | $360.0K | 0.06% | +14+2.7% | Added |
| Eqis Capital Management, Inc. | 545 | $362.0K | 0.03% | +132+32.0% | Added |
| Nixon Peabody Trust Co | 544 | $362.0K | 0.11% | +544 | New |
| Wealth Effects LLC | 543 | $362.0K | 0.15% | +543 | New |
| Chicago Partners Investment Group LLC | 630 | $365.0K | 0.03% | +6+1.0% | Added |
| Bank Ozk | 549 | $365.0K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Group | 548 | $365.0K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 548 | $365.0K | 0.10% | +38+7.5% | Added |
| Trust Co of Toledo NA | 550 | $366.0K | 0.05% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 552 | $367.0K | 0.25% | +552 | New |
| TCTC Holdings, LLC | 554 | $369.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 553 | $371.0K | 0.04% | +40+7.8% | Added |
| DSC Advisors, L.P. | 557 | $371.0K | 0.43% | +86+18.3% | Added |
| Keel Point, LLC | 558 | $372.0K | 0.05% | +8+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 561 | $373.0K | 0.09% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 561 | $373.0K | 0.16% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 563 | $374.0K | 0.03% | +10+1.8% | Added |
| Wakefield Asset Management LLLP | 564 | $375.0K | 0.13% | +27+5.0% | Added |
| Collective Family Office LLC | 564 | $375.0K | 0.15% | +70+14.2% | Added |
| Yorktown Management & Research Co Inc | 565 | $376.0K | 0.25% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 567 | $377.0K | 0.06% | 00.0% | Unchanged |
| Rock Creek Group, LP | 567 | $377.0K | 0.06% | +131+30.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 566 | $377.0K | 0.02% | +566 | New |
| BetterWealth, LLC | 567 | $377.0K | 0.26% | +567 | New |
| Hayden Royal, LLC | 570 | $379.0K | 0.89% | +9+1.6% | Added |
| Prestige Wealth Management Group LLC | 569 | $379.0K | 0.09% | +62+12.2% | Added |
| Everhart Financial Group, Inc. | 569 | $379.0K | 0.23% | +569 | New |
| AdvisorNet Financial, Inc | 572 | $381.0K | 0.02% | +54+10.4% | Added |
| Douglass Winthrop Advisors, LLC | 577 | $384.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 577 | $384.0K | 0.14% | +440+321.2% | Added |
| TNF LLC | 645 | $385.0K | 0.16% | +1+0.2% | Added |
| Source Financial Advisors LLC | 578 | $385.0K | 0.10% | 00.0% | Unchanged |
| United Community Bank | 580 | $385.9K | 0.39% | +580 | New |
| Centric Wealth Management | 582 | $387.0K | 0.13% | +9+1.6% | Added |
| Delta Financial Advisors LLC | 582 | $387.0K | 0.16% | +582 | New |
| Freedman Financial Associates, Inc. | 585 | $389.0K | 0.27% | 00.0% | Unchanged |
| CVA Family Office, LLC | 587 | $391.0K | 0.10% | +471+406.0% | Added |
| Tompkins Financial Corp | 589 | $392.0K | 0.07% | −140−19.2% | Reduced |
| Brown Miller Wealth Management, LLC | 594 | $395.0K | 0.23% | −42−6.6% | Reduced |
| One + One Wealth Management, LLC | 594 | $395.0K | 0.27% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 662 | $395.0K | 0.45% | +662 | New |
| Noesis Capital Mangement Corp | 596 | $397.0K | 0.08% | −9−1.5% | Reduced |
| Innovative Portfolios LLC | 598 | $398.0K | 2.26% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 600 | $399.0K | 0.03% | +600 | New |
| White Knight Strategic Wealth Advisors, LLC | 602 | $401.0K | 0.42% | +602 | New |
| TAP Consulting, LLC | 605 | $402.0K | 0.09% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 606 | $403.0K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 723 | $403.0K | 0.32% | +723 | New |
| Capital Planning Advisors, LLC | 608 | $405.0K | 0.08% | +57+10.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 610 | $406.0K | 0.29% | −27−4.2% | Reduced |
| Gilbert & Cook, Inc. | 610 | $406.0K | 0.07% | +24+4.1% | Added |
| Sandy Spring Bank | 613 | $407.0K | 0.02% | +100+19.5% | Added |
| Five Oceans Advisors | 613 | $408.0K | 0.36% | +61+11.1% | Added |
| Waddell & Associates, LLC | 619 | $412.0K | 0.07% | −75−10.8% | Reduced |
| PFG Advisors | 623 | $414.0K | 0.04% | +104+20.0% | Added |
| Guidance Point Advisors, LLC | 626 | $416.0K | 0.15% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 626 | $417.0K | 0.17% | +86+15.9% | Added |
| C2C Wealth Management, LLC | 628 | $418.0K | 0.06% | +628 | New |
| PDS Planning, Inc | 629 | $419.0K | 0.08% | +24+4.0% | Added |
| Echo45 Advisors LLC | 630 | $419.0K | 0.34% | +630 | New |
| Independence Bank of Kentucky | 640 | $426.0K | 0.17% | −15−2.3% | Reduced |
| Capital Bank & Trust Co | 641 | $427.0K | 13.57% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 641 | $427.0K | 0.08% | +23+3.7% | Added |
| Intercontinental Wealth Advisors, LLC | 643 | $428.0K | 0.09% | −9−1.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 644 | $429.0K | 0.01% | −48−6.9% | Reduced |
| Sandbox Financial Partners, LLC | 648 | $431.0K | 0.27% | −35−5.1% | Reduced |
| Buckingham Strategic Partners | 649 | $431.0K | 0.09% | +649 | New |
| H. L. Ormond & Company, LLC | 723 | $434.0K | 0.51% | +723 | New |
| Fiduciary Group LLC | 654 | $435.0K | 0.05% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 655 | $436.0K | 0.10% | −3−0.5% | Reduced |
| Charter Trust Co | 655 | $436.0K | 0.04% | +26+4.1% | Added |
| Courier Capital LLC | 657 | $437.0K | 0.04% | −17−2.5% | Reduced |
| Investment Management Associates Inc | 656 | $437.0K | 0.22% | 00.0% | Unchanged |
| Summit Financial, LLC | 660 | $439.2K | 0.03% | +92+16.2% | Added |
| Zhang Financial LLC | 661 | $440.0K | 0.08% | +50+8.2% | Added |
| Joel Isaacson & Co., LLC | 663 | $441.0K | 0.03% | −14−2.1% | Reduced |
| Tranquility Partners, LLC | 663 | $441.0K | 0.20% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 663 | $441.0K | 0.32% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 665 | $442.0K | 0.26% | 00.0% | Unchanged |
| Cadence Bank NA | 663 | $442.0K | 0.12% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 665 | $442.0K | 0.26% | +59+9.7% | Added |
| Horan Securities, Inc. | 665 | $442.0K | 0.27% | +665 | New |
| Syquant Capital SAS | 670 | $446.0K | 0.17% | −50−6.9% | Reduced |
| CX Institutional | 671 | $446.0K | 0.04% | +67+11.1% | Added |
| Webster Bank, N. A. | 671 | $446.0K | 0.05% | +106+18.8% | Added |
| Kercheville Advisors, LLC | 674 | $448.0K | 0.20% | −11−1.6% | Reduced |
| Main Street Research LLC | 674 | $448.0K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 669 | $448.0K | 0.09% | −2−0.3% | Reduced |
| Washington Trust Bank | 680 | $452.0K | 0.04% | +125+22.5% | Added |
| Pacifica Partners Inc. | 730 | $453.0K | 0.30% | −3,281−81.8% | Reduced |
| Accurate Wealth Management, LLC | 746 | $454.0K | 0.37% | +28+3.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 683 | $454.0K | 0.03% | −10−1.4% | Reduced |
| Leavell Investment Management, Inc. | 684 | $455.0K | 0.03% | +230+50.7% | Added |
| Twin Focus Capital Partners, LLC | 688 | $458.0K | 0.09% | −45−6.1% | Reduced |
| Benjamin Edwards Inc | 688 | $458.0K | 0.15% | +477+226.1% | Added |
| Crestwood Advisors Group LLC | 690 | $459.0K | 0.01% | +209+43.5% | Added |