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 |
|---|---|---|---|---|---|
| Holistic Financial Partners | 925 | $616.0K | 0.36% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 929 | $618.0K | 0.27% | −2,224−70.5% | Reduced |
| Sofos Investments, Inc. | 2,671 | $619.0K | 0.05% | +2,659+22,158.3% | Added |
| Wedmont Private Capital | 1,040 | $621.0K | 0.19% | +1,040 | New |
| Highland Private Wealth Management | 936 | $623.0K | 0.08% | +78+9.1% | Added |
| Sage Rhino Capital LLC | 939 | $625.0K | 0.18% | −82−8.0% | Reduced |
| V Wealth Advisors LLC | 940 | $625.0K | 0.09% | +173+22.6% | Added |
| Baskin Financial Services Inc. | 940 | $625.0K | 0.05% | +940 | New |
| Ssi Investment Management LLC | 939 | $626.0K | 0.04% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 946 | $629.0K | 0.23% | +54+6.1% | Added |
| Emerald Advisors, LLC | 946 | $630.0K | 0.15% | +946 | New |
| Washington Trust Advisors, Inc. | 947 | $630.0K | 0.04% | +947 | New |
| Henshaw Capital LLC | 947 | $630.1K | 0.04% | −423−30.9% | Reduced |
| Stony Point Wealth Management Inc. | 952 | $633.0K | 0.34% | −6−0.6% | Reduced |
| Carroll Financial Associates, Inc. | 941 | $634.0K | 0.03% | +269+40.0% | Added |
| Parkside Financial Bank & Trust | 954 | $635.0K | 0.16% | −83−8.0% | Reduced |
| Oak Harvest Investment Services | 954 | $635.0K | 0.16% | −63−6.2% | Reduced |
| Marietta Investment Partners LLC | 956 | $636.0K | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 958 | $638.0K | 0.05% | −86−8.2% | Reduced |
| Proequities, Inc. | 959 | $638.0K | 0.04% | −17−1.7% | Reduced |
| Tennessee Valley Asset Management Partners | 970 | $645.0K | 0.22% | +34+3.6% | Added |
| Douglas Lane & Associates, LLC | 973 | $647.0K | 0.01% | −78−7.4% | Reduced |
| Shelton Wealth Management, LLC | 974 | $648.0K | 0.51% | +974 | New |
| NorthRock Partners, LLC | 979 | $651.0K | 0.05% | +410+72.1% | Added |
| EPG Wealth Management LLC | 983 | $654.0K | 0.23% | +33+3.5% | Added |
| Cooper Financial Group | 986 | $656.0K | 0.25% | −322−24.6% | Reduced |
| Financial Advocates Investment Management | 985 | $656.0K | 0.05% | −131−11.7% | Reduced |
| Regal Investment Advisors LLC | 988 | $657.0K | 0.06% | −11−1.1% | Reduced |
| Clear Harbor Asset Management, LLC | 997 | $663.0K | 0.07% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 1,000 | $665.0K | 0.46% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 1,000 | $665.0K | 0.14% | +1,000 | New |
| Peninsula Wealth, LLC | 1,001 | $666.0K | 0.18% | +1,001 | New |
| First National Bank of Hutchinson | 1,005 | $669.0K | 0.38% | +13+1.3% | Added |
| Blueprint Investment Partners LLC | 1,012 | $673.4K | 0.17% | +265+35.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,015 | $675.0K | 0.08% | +1,015 | New |
| GPS Wealth Strategies Group, LLC | 1,017 | $677.0K | 0.15% | +12+1.2% | Added |
| Ropes Wealth Advisors LLC | 1,017 | $677.0K | 0.12% | +73+7.7% | Added |
| Coastal Investment Advisors, Inc. | 1,019 | $678.0K | 0.15% | −81−7.4% | Reduced |
| Personal Cfo Solutions, LLC | 1,020 | $679.0K | 0.13% | −48−4.5% | Reduced |
| SevenBridge Financial Group, LLC | 1,021 | $679.0K | 0.21% | +8+0.8% | Added |
| Journey Strategic Wealth LLC | 1,020 | $679.0K | 0.07% | +1,020 | New |
| Manchester Capital Management LLC | 1,024 | $681.0K | 0.09% | −9−0.9% | Reduced |
| Investment House LLC | 1,025 | $682.0K | 0.04% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,027 | $683.0K | 0.25% | −26−2.5% | Reduced |
| Townsend Asset Management Corp | 1,026 | $683.0K | 0.33% | −10−1.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,029 | $684.0K | 0.06% | +9+0.9% | Added |
| Zimmermann Investment Management & Planning LLC | 1,028 | $684.0K | 0.38% | +1,028 | New |
| RSM US Wealth Management LLC | 1,036 | $689.0K | 0.03% | +46+4.6% | Added |
| Clifford Swan Investment Counsel LLC | 1,040 | $692.0K | 0.02% | +1+0.1% | Added |
| Mirabella Financial Services LLP | 1,041 | $693.0K | 0.07% | −1,430−57.9% | Reduced |
| Financial Engines Advisors L.L.C. | 1,041 | $693.0K | 0.00% | +1,041 | New |
| Avestar Capital, LLC | 1,045 | $695.0K | 0.13% | −238−18.6% | Reduced |
| Traynor Capital Management, Inc. | 1,050 | $698.0K | 0.08% | −286−21.4% | Reduced |
| Heck Capital Advisors, LLC | 1,050 | $698.7K | 0.13% | −79−7.0% | Reduced |
| XML Financial, LLC | 1,051 | $699.0K | 0.08% | +100+10.5% | Added |
| Cable Hill Partners, LLC | 1,056 | $703.0K | 0.15% | −2−0.2% | Reduced |
| Hancock Whitney Investment Services Inc. | 1,077 | $708.0K | 0.12% | +1,077 | New |
| Lifeworks Advisors, LLC | 1,064 | $708.0K | 0.56% | +1,064 | New |
| People's United Financial, Inc. | 1,078 | $717.0K | 0.02% | −1,103−50.6% | Reduced |
| Larson Financial Group LLC | 1,079 | $718.0K | 0.11% | +1,047+3,271.9% | Added |
| GQG Partners LLC | 1,080 | $719.0K | 0.00% | −481−30.8% | Reduced |
| Precision Wealth Strategies, LLC | 1,080 | $719.0K | 0.52% | +1,080 | New |
| Manhattan West Asset Management, LLC | 1,083 | $720.0K | 0.43% | +1,083 | New |
| EverSource Wealth Advisors, LLC | 1,084 | $722.0K | 0.20% | +1,084 | New |
| Stillwater Investment Management, LLC | 1,091 | $726.0K | 0.18% | +7+0.6% | Added |
| Asset Management Resources, LLC | 1,091 | $726.0K | 0.64% | +1,091 | New |
| Dana Investment Advisors, Inc. | 1,092 | $727.0K | 0.03% | +497+83.5% | Added |
| Alpha Cubed Investments, LLC | 1,096 | $729.0K | 0.05% | −20−1.8% | Reduced |
| Lumature Wealth Partners, LLC | 1,096 | $729.0K | 0.28% | +6+0.6% | Added |
| qPULA Trading Management LP | 1,099 | $731.0K | 1.30% | +1,099 | New |
| New Vernon Investment Management LLC | 1,100 | $732.0K | 1.17% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,100 | $732.0K | 1.04% | +1,100 | New |
| Peak Financial Advisors LLC | 1,104 | $735.0K | 0.57% | +138+14.3% | Added |
| Kings Point Capital Management | 1,104 | $735.0K | 0.06% | +141+14.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,113 | $741.0K | 0.00% | −2,097−65.3% | Reduced |
| Brookfield Asset Management Inc. | 1,114 | $741.0K | 0.00% | +1,114 | New |
| Mission Creek Capital Partners, Inc. | 1,121 | $746.0K | 0.15% | −9−0.8% | Reduced |
| Inlet Private Wealth, LLC | 1,125 | $748.0K | 0.18% | +1+0.1% | Added |
| Bessemer Securities LLC | 1,124 | $748.0K | 0.20% | +124+12.4% | Added |
| Smithfield Trust Co | 1,129 | $751.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,130 | $752.0K | 0.01% | +109+10.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,132 | $753.0K | 0.13% | −60−5.0% | Reduced |
| Great Diamond Partners, LLC | 1,132 | $753.0K | 0.19% | +70+6.6% | Added |
| Cahaba Wealth Management, Inc. | 1,135 | $755.0K | 0.10% | +14+1.2% | Added |
| Canandaigua National Corp | 1,138 | $757.0K | 0.11% | +41+3.7% | Added |
| Cookson Peirce & Co Inc | 1,137 | $757.0K | 0.04% | +120+11.8% | Added |
| Hillsdale Investment Management Inc. | 1,139 | $758.0K | 0.05% | −200−14.9% | Reduced |
| Waldron Private Wealth LLC | 1,153 | $767.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 1,153 | $767.0K | 0.00% | +20+1.8% | Added |
| Merit Financial Group, LLC | 1,155 | $768.0K | 0.08% | +1,155 | New |
| First National Bank of Omaha | 1,158 | $770.0K | 0.04% | −10,310−89.9% | Reduced |
| MUFG Americas Holdings Corp | 1,157 | $770.0K | 0.01% | +50+4.5% | Added |
| Brighton Jones LLC | 1,157 | $770.0K | 0.04% | +74+6.8% | Added |
| Rathbone Brothers plc | 1,158 | $771.0K | 0.01% | +8+0.7% | Added |
| Machina Capital S.A.S. | 1,164 | $775.0K | 1.87% | +268+29.9% | Added |
| Altus Wealth Group LLC | 1,171 | $779.0K | 0.64% | −13−1.1% | Reduced |
| Spinnaker Trust | 1,172 | $780.0K | 0.05% | +50+4.5% | Added |
| Ti-Trust, Inc | 1,175 | $782.0K | 0.70% | +1,175 | New |
| Polar Capital Holdings Plc | 1,177 | $783.0K | 0.00% | +1,177 | New |
| Jackson Hole Capital Partners, LLC | 1,178 | $784.0K | 0.25% | −20−1.7% | Reduced |