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 |
|---|---|---|---|---|---|
| Clear Perspective Advisors, LLC | 1,192 | $793.0K | 0.24% | +95+8.7% | Added |
| Capital Asset Advisory Services LLC | 1,193 | $794.0K | 0.08% | +31+2.7% | Added |
| Geneva Partners, LLC | 1,196 | $796.0K | 0.40% | −45−3.6% | Reduced |
| WBH Advisory Inc | 1,197 | $797.0K | 0.09% | +141+13.4% | Added |
| Camarda Financial Advisors, LLC | 1,202 | $800.0K | 0.45% | −158−11.6% | Reduced |
| Harbour Investments, Inc. | 1,204 | $801.0K | 0.05% | −7,617−86.4% | Reduced |
| Gilman Hill Asset Management, LLC | 1,210 | $805.0K | 0.18% | +16+1.3% | Added |
| Raab & Moskowitz Asset Management LLC | 1,212 | $806.0K | 0.26% | +30+2.5% | Added |
| Valley Brook Capital Group | 1,215 | $808.0K | 0.70% | +50+4.3% | Added |
| Clark Financial Services Group Inc | 1,217 | $809.0K | 0.54% | +72+6.3% | Added |
| JB Capital LLC | 1,224 | $814.6K | 0.08% | −5−0.4% | Reduced |
| New Jersey Better Educational Savings Trust | 1,225 | $815.0K | 1.81% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,226 | $816.0K | 0.22% | −21−1.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 1,235 | $822.0K | 0.77% | +1,235 | New |
| Windsor Creek Advisors, LLC | 1,500 | $825.0K | 0.37% | −1,800−54.5% | Reduced |
| Ferris Capital, LLC | 1,241 | $826.0K | 0.18% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,241 | $826.0K | 0.10% | −58−4.5% | Reduced |
| MTM Investment Management, LLC | 1,242 | $827.0K | 0.39% | +90+7.8% | Added |
| Capital Wealth Planning, LLC | 1,246 | $829.0K | 0.02% | +233+23.0% | Added |
| First Quadrant L P | 1,247 | $830.0K | 0.09% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,251 | $832.0K | 0.15% | +134+12.0% | Added |
| Almanack Investment Partners, LLC. | 1,252 | $833.0K | 0.07% | +1+0.1% | Added |
| Patron Partners Advisors, LLC | 1,254 | $834.0K | 0.55% | +30+2.5% | Added |
| Defined Wealth Management, LLC | 1,258 | $837.0K | 0.68% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,263 | $841.0K | 0.03% | −218−14.7% | Reduced |
| Lyell Wealth Management, LP | 1,265 | $842.0K | 0.10% | −47−3.6% | Reduced |
| Tradition Wealth Management, LLC | 1,265 | $842.0K | 0.11% | +148+13.2% | Added |
| Proficio Capital Partners LLC | 1,268 | $843.0K | 0.12% | +20+1.6% | Added |
| Evermay Wealth Management LLC | 1,272 | $846.0K | 0.15% | +100+8.5% | Added |
| Verition Fund Management LLC | 1,276 | $849.0K | 0.01% | +1,276 | New |
| Nations Financial Group Inc, | 1,277 | $850.0K | 0.11% | −311−19.6% | Reduced |
| Hollencrest Capital Management | 1,278 | $850.0K | 0.07% | −36−2.7% | Reduced |
| First Heartland Consultants, Inc. | 1,281 | $852.0K | 0.11% | −83−6.1% | Reduced |
| Marshall Financial Group LLC | 1,285 | $855.0K | 0.32% | −156−10.8% | Reduced |
| Smith Group Asset Management, LLC | 1,290 | $858.0K | 0.04% | +140+12.2% | Added |
| Biltmore Family Office, LLC | 1,292 | $860.0K | 0.16% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 1,292 | $860.0K | 0.50% | +1,292 | New |
| Sound Financial Strategies Group, LLC | 1,300 | $865.0K | 0.43% | −63−4.6% | Reduced |
| Wealthcare Advisory Partners LLC | 1,302 | $866.0K | 0.05% | −961−42.5% | Reduced |
| Ausdal Financial Partners, Inc. | 1,302 | $866.0K | 0.12% | +115+9.7% | Added |
| International Assets Investment Management, LLC | 1,302 | $867.0K | 0.15% | +129+11.0% | Added |
| Vise Technologies, Inc. | 1,317 | $876.0K | 0.24% | +1,317 | New |
| Prosperity Consulting Group, LLC | 1,453 | $877.0K | 0.66% | +1,453 | New |
| Cornerstone Advisory, LLC | 1,321 | $880.0K | 0.13% | −96−6.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,315 | $882.0K | 0.17% | +35+2.7% | Added |
| Magnolia Capital Advisors LLC | 1,327 | $883.0K | 0.26% | −1−0.1% | Reduced |
| 1620 Investment Advisors, Inc. | 1,332 | $886.0K | 0.99% | +1,332 | New |
| Bowman & Co S.C. | 1,339 | $888.0K | 0.68% | +1,339 | New |
| Nikulski Financial, Inc. | 1,342 | $893.0K | 0.37% | −1−0.1% | Reduced |
| Insight Wealth Partners, LLC | 1,342 | $893.0K | 0.49% | +1,342 | New |
| Golden State Equity Partners | 1,344 | $894.0K | 0.45% | −1,656−55.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,347 | $896.0K | 0.05% | +15+1.1% | Added |
| Harbour Investment Management LLC | 1,348 | $897.0K | 0.41% | +1+0.1% | Added |
| ASB Consultores, LLC | 1,350 | $898.0K | 0.44% | +1,350 | New |
| Millennium Capital Advisors, LLC | 1,351 | $898.8K | 0.70% | +1,351 | New |
| Crumly & Associates Inc. | 1,547 | $899.0K | 0.35% | +138+9.8% | Added |
| Value Partners Investments Inc. | 1,356 | $900.0K | 0.07% | −12,504−90.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,354 | $901.0K | 0.44% | +1,354 | New |
| Thomas White International Ltd | 1,360 | $905.0K | 0.14% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,365 | $908.0K | 0.37% | −122−8.2% | Reduced |
| Covenant Asset Management, LLC | 1,364 | $908.0K | 0.24% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,364 | $908.0K | 0.03% | +137+11.2% | Added |
| Kore Private Wealth LLC | 1,368 | $910.0K | 0.11% | −1,213−47.0% | Reduced |
| Opus Capital Group, LLC | 1,371 | $912.0K | 0.19% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,382 | $920.0K | 0.18% | +35+2.6% | Added |
| Core Alternative Capital | 1,385 | $922.0K | 0.19% | −178−11.4% | Reduced |
| Csenge Advisory Group | 1,969 | $925.0K | 0.08% | −264−11.8% | Reduced |
| Goodwin Daniel L | 1,400 | $932.0K | 0.41% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,402 | $933.0K | 0.52% | +2+0.1% | Added |
| Taylor & Morgan Wealth Management, LLC | 1,410 | $938.0K | 0.76% | +1,410 | New |
| Stratos Wealth Advisors, LLC | 1,412 | $940.0K | 0.07% | +424+42.9% | Added |
| Trust Co of Vermont | 1,414 | $941.0K | 0.06% | −92−6.1% | Reduced |
| Hartford Financial Management Inc. | 1,415 | $942.0K | 0.22% | +5+0.4% | Added |
| Matrix Private Capital Group LLC | 1,416 | $942.0K | 0.45% | +83+6.2% | Added |
| Telemus Capital, LLC | 1,417 | $943.0K | 0.08% | +76+5.7% | Added |
| Advisor Resource Council | 1,417 | $943.0K | 0.07% | +1,417 | New |
| Ami Asset Management Corp | 1,423 | $947.0K | 0.05% | +149+11.7% | Added |
| Meristem Family Wealth, LLC | 1,426 | $949.0K | 0.08% | 00.0% | Unchanged |
| Navalign, LLC | 1,427 | $950.0K | 0.38% | −18−1.2% | Reduced |
| Capital Markets Trading UK LLP | 1,440 | $958.0K | 1.21% | +1,440 | New |
| Mather Group, LLC. | 1,441 | $959.0K | 0.02% | +19+1.3% | Added |
| AlphaMark Advisors, LLC | 1,443 | $960.0K | 0.34% | +7+0.5% | Added |
| Lebenthal Global Advisors, LLC | 1,444 | $961.0K | 0.39% | −877−37.8% | Reduced |
| SkyOak Wealth, LLC | 1,445 | $962.0K | 0.24% | +1,445 | New |
| South Shore Capital Advisors | 1,447 | $963.0K | 1.57% | +76+5.5% | Added |
| Fort Point Capital Partners LLC | 1,449 | $964.0K | 0.13% | −95−6.2% | Reduced |
| Boston Financial Mangement LLC | 1,448 | $964.0K | 0.04% | +42+3.0% | Added |
| Empowered Funds, LLC | 1,452 | $966.0K | 0.11% | +231+18.9% | Added |
| J. W. Coons Advisors, LLC | 1,456 | $969.0K | 0.29% | −120−7.6% | Reduced |
| Carolinas Wealth Consulting LLC | 1,458 | $970.0K | 0.21% | +67+4.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,462 | $972.0K | 0.08% | +137+10.3% | Added |
| AMG National Trust Bank | 1,463 | $973.0K | 0.03% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,467 | $976.0K | 0.49% | +4+0.3% | Added |
| Tectonic Advisors LLC | 1,466 | $976.0K | 0.17% | +565+62.7% | Added |
| Physicians Financial Services, Inc. | 1,489 | $991.0K | 0.37% | −40−2.6% | Reduced |
| Navellier & Associates Inc | 1,491 | $992.0K | 0.14% | −11−0.7% | Reduced |
| Little House Capital LLC | 1,490 | $992.0K | 0.52% | +49+3.4% | Added |
| Montecito Bank & Trust | 1,490 | $992.0K | 0.18% | +110+8.0% | Added |
| BSW Wealth Partners | 1,494 | $994.0K | 0.25% | +275+22.6% | Added |
| West Family Investments, Inc. | 1,496 | $995.0K | 0.28% | −133−8.2% | Reduced |