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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 691 | $460.0K | 0.01% | +15+2.2% | Added |
| Smith, Moore & Co. | 692 | $460.0K | 0.06% | +53+8.3% | Added |
| Strategic Blueprint, LLC | 691 | $460.0K | 0.06% | +125+22.1% | Added |
| Wealthsource Partners, LLC | 693 | $461.0K | 0.04% | +17+2.5% | Added |
| AllSquare Wealth Management LLC | 693 | $461.0K | 0.27% | +200+40.6% | Added |
| LexAurum Advisors, LLC | 698 | $464.0K | 0.15% | −19−2.6% | Reduced |
| Campion Asset Management LLC | 700 | $466.0K | 0.39% | +195+38.6% | Added |
| Mount Yale Investment Advisors, LLC | 705 | $469.0K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 706 | $470.0K | 0.05% | −7−1.0% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 710 | $472.0K | 0.38% | +710 | New |
| Strengthening Families & Communities, LLC | 710 | $473.0K | 0.36% | +710 | New |
| Sigma Investment Counselors Inc | 713 | $474.0K | 0.03% | −70−8.9% | Reduced |
| Aspiriant, LLC | 712 | $474.0K | 0.03% | +56+8.5% | Added |
| Chase Investment Counsel Corp | 715 | $475.0K | 0.19% | +5+0.7% | Added |
| Monument Capital Management | 717 | $477.0K | 0.15% | +48+7.2% | Added |
| Menard Financial Group LLC | 720 | $479.0K | 0.39% | −107−12.9% | Reduced |
| Keudell/Morrison Wealth Management | 722 | $480.0K | 0.19% | −226−23.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 726 | $483.0K | 0.17% | +726 | New |
| NJ State Employees Deferred Compensation Plan | 727 | $484.0K | 0.06% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 727 | $484.0K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 727 | $484.0K | 0.11% | +45+6.6% | Added |
| Community Bank, N.A. | 730 | $485.0K | 0.06% | +445+156.1% | Added |
| Foster & Motley Inc | 730 | $486.0K | 0.04% | +34+4.9% | Added |
| Rollins Financial | 730 | $486.0K | 0.14% | +730 | New |
| Center for Financial Planning, Inc. | 732 | $487.0K | 0.10% | +32+4.6% | Added |
| JSF Financial, LLC | 734 | $488.0K | 0.24% | +734 | New |
| LCM Capital Management Inc | 737 | $490.0K | 0.38% | +65+9.7% | Added |
| Synergy Financial Group, LTD | 737 | $490.0K | 0.44% | +737 | New |
| Jaffetilchin Investment Partners, LLC | 740 | $492.0K | 0.05% | +75+11.3% | Added |
| Baker Avenue Asset Management, LP | 742 | $494.0K | 0.03% | +742 | New |
| Capital Financial Services, LLC | 744 | $495.0K | 0.54% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 746 | $497.0K | 0.15% | +50+7.2% | Added |
| Zullo Investment Group, Inc. | 748 | $498.0K | 0.26% | +748 | New |
| Baldwin Brothers Inc | 752 | $500.0K | 0.05% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 757 | $504.0K | 0.01% | +272+56.1% | Added |
| Enterprise Financial Services Corp | 763 | $508.0K | 0.08% | +20+2.7% | Added |
| Krilogy Financial LLC | 765 | $509.0K | 0.05% | −1−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 765 | $509.0K | 0.12% | 00.0% | Unchanged |
| American State Bank (Iowa) | 772 | $513.7K | 0.36% | +7+0.9% | Added |
| Chilton Investment Co LLC | 772 | $514.0K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 776 | $516.0K | 0.18% | −150−16.2% | Reduced |
| Fairhaven Wealth Management, LLC | 780 | $519.0K | 0.20% | −4−0.5% | Reduced |
| Sather Financial Group Inc | 782 | $520.0K | 0.05% | −200−20.4% | Reduced |
| Fermata Advisors, LLC | 778 | $521.0K | 0.19% | +19+2.5% | Added |
| Sage Mountain Advisors LLC | 787 | $524.0K | 0.06% | +3+0.4% | Added |
| Austin Private Wealth, LLC | 787 | $524.0K | 0.11% | +313+66.0% | Added |
| Redhawk Wealth Advisors, Inc. | 788 | $524.0K | 0.13% | +788 | New |
| Hotaling Investment Management, LLC | 795 | $529.0K | 0.18% | +101+14.6% | Added |
| Maven Securities LTD | 795 | $529.0K | 0.07% | +795 | New |
| Wealth Management Solutions, LLC | 797 | $531.0K | 0.27% | +797 | New |
| Osher Van de Voorde Investment Management | 800 | $532.0K | 0.12% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 800 | $532.0K | 0.42% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 801 | $533.0K | 0.29% | −11,425−93.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 808 | $538.0K | 0.18% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 813 | $541.0K | 0.16% | −3,077−79.1% | Reduced |
| Choate Investment Advisors | 815 | $542.0K | 0.03% | +27+3.4% | Added |
| SRS Capital Advisors, Inc. | 816 | $543.0K | 0.07% | +142+21.1% | Added |
| MONECO Advisors, LLC | 938 | $545.0K | 0.20% | −37−3.8% | Reduced |
| XTX Topco Ltd | 822 | $547.0K | 0.31% | +822 | New |
| Ground Swell Capital, LLC | 824 | $548.0K | 3.18% | +824 | New |
| Brown Advisory Securities, LLC | 824 | $550.0K | 0.23% | −462−35.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 827 | $550.0K | 0.12% | −157−16.0% | Reduced |
| Harvest Investment Services, LLC | 832 | $553.0K | 0.23% | −16−1.9% | Reduced |
| Central Bank & Trust Co | 833 | $554.0K | 0.09% | −19−2.2% | Reduced |
| Peoples Bank | 834 | $555.0K | 0.27% | −25−2.9% | Reduced |
| Girard Partners Ltd. | 839 | $558.0K | 0.06% | +1+0.1% | Added |
| Trustmark National Bank Trust Department | 839 | $558.0K | 0.04% | +839 | New |
| Apriem Advisors | 840 | $559.0K | 0.08% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 842 | $560.0K | 0.15% | −37−4.2% | Reduced |
| Abundance Wealth Counselors | 845 | $562.0K | 0.14% | −142−14.4% | Reduced |
| Balentine LLC | 844 | $562.0K | 0.02% | +110+15.0% | Added |
| Insight Folios Inc | 846 | $563.0K | 0.26% | +55+7.0% | Added |
| Guardian Wealth Advisors, LLC | 846 | $563.0K | 0.24% | +846 | New |
| Strategic Advisors LLC | 849 | $564.0K | 0.08% | +231+37.4% | Added |
| Catalyst Private Wealth, LLC | 850 | $566.0K | 0.24% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 854 | $568.0K | 0.11% | −210−19.7% | Reduced |
| Legacy Wealth Management, LLC | 860 | $572.3K | 0.29% | +6+0.7% | Added |
| Octavia Wealth Advisors, LLC | 864 | $575.0K | 0.12% | +29+3.5% | Added |
| Apeiron RIA LLC | 863 | $575.0K | 0.24% | +863 | New |
| Magnus Financial Group LLC | 868 | $577.0K | 0.11% | +15+1.8% | Added |
| Annex Advisory Services, LLC | 867 | $577.0K | 0.04% | +442+104.0% | Added |
| Calton & Associates, Inc. | 869 | $578.0K | 0.15% | −367−29.7% | Reduced |
| Pinnacle Private Wealth, LLC | 870 | $579.0K | 0.18% | +870 | New |
| Warberg Asset Management LLC | 873 | $581.0K | 0.17% | +873 | New |
| Carlson Capital Management | 876 | $583.0K | 0.05% | +46+5.5% | Added |
| Bluestein R H & Co | 878 | $584.0K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 878 | $584.0K | 0.12% | +55+6.7% | Added |
| Cary Street Partner Investment Advisory LLC | 879 | $585.0K | 0.16% | +7+0.8% | Added |
| Fundamentun, LLC | 890 | $592.0K | 0.09% | −162−15.4% | Reduced |
| Consolidated Planning Corp | 889 | $592.0K | 0.38% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 896 | $597.0K | 0.25% | +896 | New |
| Gyroscope Capital Management Group, LLC | 900 | $599.0K | 0.21% | −2,100−70.0% | Reduced |
| Beck Capital Management, LLC | 900 | $599.0K | 0.19% | +29+3.3% | Added |
| Riverview Trust Co | 902 | $600.0K | 0.35% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $601.0K | 0.46% | – | New |
| Willner & Heller, LLC | 1,239 | $601.0K | 0.80% | +1,239 | New |
| Insight Advisors, LLC | 905 | $602.0K | 0.18% | −41−4.3% | Reduced |
| Lindbrook Capital, LLC | 908 | $604.0K | 0.09% | +333+57.9% | Added |
| Anchor Investment Management, LLC | 911 | $606.2K | 0.08% | +166+22.3% | Added |
| Gradient Capital Advisors, LLC | 922 | $614.0K | 0.26% | +5+0.5% | Added |