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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 1,500 | $998.0K | 0.20% | +200+15.4% | Added |
| Roberts Capital Advisors, LLC | 1,500 | $998.0K | 0.93% | +1,500 | New |
| Engineers Gate Manager LP | 1,510 | $1.00M | 0.05% | +764+102.4% | Added |
| Lee Johnson Capital Management, LLC | 1,510 | $1.00M | 0.82% | +1,510 | New |
| Jmac Enterprises LLC | 1,682 | $1.01M | 0.24% | +1,682 | New |
| Financial Advisory Service, Inc. | 1,539 | $1.02M | 0.09% | +315+25.7% | Added |
| Bridgewater Associates, LP | 1,539 | $1.02M | 0.01% | +1,539 | New |
| Beaumont Financial Partners, LLC | 1,547 | $1.03M | 0.07% | −307−16.6% | Reduced |
| Fort Pitt Capital Group, LLC | 1,546 | $1.03M | 0.04% | +794+105.6% | Added |
| Wills Financial Group, Inc. | 1,549 | $1.03M | 0.41% | +865+126.5% | Added |
| Savant Capital, LLC | 1,555 | $1.03M | 0.03% | +235+17.8% | Added |
| Providence Wealth Advisors, LLC | 1,712 | $1.04M | 0.66% | +10+0.6% | Added |
| Crescent Capital Consulting, LLC | 1,570 | $1.04M | 0.17% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,575 | $1.05M | 0.09% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,575 | $1.05M | 0.11% | +180+12.9% | Added |
| Simmons Bank | 1,577 | $1.05M | 0.07% | −6−0.4% | Reduced |
| Merlin Capital LLC | 1,592 | $1.06M | 1.23% | +1,592 | New |
| Equitable Trust Co | 1,606 | $1.07M | 0.07% | −400−19.9% | Reduced |
| Unigestion Holding SA | 1,613 | $1.07M | 0.04% | −459−22.2% | Reduced |
| HBW Advisory Services LLC | 1,614 | $1.07M | 0.25% | −141−8.0% | Reduced |
| Schechter Investment Advisors, LLC | 1,618 | $1.08M | 0.10% | +1,618 | New |
| Doliver Advisors, LP | 1,828 | $1.08M | 0.34% | −347−16.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,623 | $1.08M | 0.06% | −53−3.2% | Reduced |
| Ontario Teachers Pension Plan Board | 1,624 | $1.08M | 0.01% | −270−14.3% | Reduced |
| IMS Capital Management | 1,630 | $1.08M | 0.56% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,634 | $1.09M | 0.01% | +83+5.4% | Added |
| Wade G W & Inc | 1,637 | $1.09M | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,649 | $1.10M | 0.00% | +291+21.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,648 | $1.10M | 0.07% | +1,648 | New |
| Notis-McConarty Edward | 1,650 | $1.10M | 0.37% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,652 | $1.10M | 0.06% | −75−4.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,654 | $1.10M | 0.28% | +69+4.4% | Added |
| NewEdge Wealth, LLC | 1,654 | $1.10M | 0.05% | +339+25.8% | Added |
| Essex Financial Services, Inc. | 1,659 | $1.10M | 0.11% | −4−0.2% | Reduced |
| Bailard, Inc. | 1,668 | $1.11M | 0.04% | +396+31.1% | Added |
| Institutional & Family Asset Management, LLC | 1,688 | $1.12M | 0.18% | −471−21.8% | Reduced |
| Claro Advisors LLC | 1,691 | $1.13M | 0.40% | −25−1.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,701 | $1.13M | 1.07% | +1,701 | New |
| Heritage Trust Co | 1,708 | $1.14M | 0.15% | +536+45.7% | Added |
| Community Bank & Trust, Waco, Texas | 1,712 | $1.14M | 0.34% | +214+14.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,713 | $1.14M | 0.01% | −7−0.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,715 | $1.14M | 0.14% | −165−8.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,719 | $1.14M | 0.23% | +53+3.2% | Added |
| Fortis Capital Management LLC | 1,724 | $1.15M | 0.60% | +86+5.3% | Added |
| Keebeck Alpha, LP | 1,723 | $1.15M | 0.42% | +608+54.5% | Added |
| Putnam Investments LLC | 1,741 | $1.16M | 0.00% | −1−0.1% | Reduced |
| Abbrea Capital, LLC | 1,741 | $1.16M | 0.16% | +271+18.4% | Added |
| Sequoia Financial Advisors, LLC | 1,745 | $1.16M | 0.03% | +1,745 | New |
| Balasa Dinverno & Foltz LLC | 1,759 | $1.17M | 0.08% | +79+4.7% | Added |
| Geller Advisors LLC | 1,772 | $1.18M | 0.23% | +8+0.5% | Added |
| Reuter James Wealth Management, LLC | 1,773 | $1.18M | 0.45% | +1,773 | New |
| Quest Capital Management Inc | 1,777 | $1.18M | 0.20% | −1−0.1% | Reduced |
| Symphony Financial, Ltd. Co. | 1,783 | $1.18M | 0.33% | +548+44.4% | Added |
| Toth Financial Advisory Corp | 1,781 | $1.19M | 0.16% | +950+114.3% | Added |
| Concord Wealth Partners | 1,797 | $1.20M | 0.29% | +1,338+291.5% | Added |
| Connective Portfolio Management, LLC | 1,800 | $1.20M | 2.10% | +1,800 | New |
| Key Financial Inc | 1,813 | $1.21M | 0.60% | 00.0% | Unchanged |
| Davis R M Inc | 1,818 | $1.21M | 0.03% | +64+3.6% | Added |
| E&G Advisors, LP | 1,820 | $1.21M | 0.30% | −50−2.7% | Reduced |
| Ballentine Partners, LLC | 1,844 | $1.23M | 0.04% | +563+44.0% | Added |
| Seascape Capital Management | 1,868 | $1.24M | 0.58% | +10+0.5% | Added |
| Windsor Capital Management, LLC | 1,870 | $1.24M | 0.38% | −5−0.3% | Reduced |
| Foresight Wealth Management, LLC | 1,875 | $1.25M | 0.48% | −21−1.1% | Reduced |
| Arkadios Wealth Advisors | 1,891 | $1.26M | 0.17% | +312+19.8% | Added |
| CSU Producer Resources, Inc. | 1,900 | $1.26M | 4.54% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 1,908 | $1.27M | 0.15% | −542−22.1% | Reduced |
| Wealth Management Associates, Inc. | 1,910 | $1.27M | 0.68% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,917 | $1.27M | 0.11% | +1,917 | New |
| Allred Capital Management, LLC | 1,922 | $1.28M | 0.62% | −181−8.6% | Reduced |
| Genesee Capital Advisors, LLC | 1,931 | $1.28M | 0.61% | +17+0.9% | Added |
| Darwin Advisors, LLC | 2,352 | $1.29M | 0.20% | −677−22.4% | Reduced |
| GraniteShares Advisors LLC | 1,951 | $1.30M | 0.60% | +1,951 | New |
| Sanders Morris Harris LLC | 1,964 | $1.30M | 0.23% | 00.0% | Unchanged |
| Seeyond | 1,961 | $1.30M | 0.12% | −527−21.2% | Reduced |
| CRA Financial Services, LLC | 1,959 | $1.30M | 0.39% | +67+3.5% | Added |
| Highview Capital Management LLC | 1,961 | $1.30M | 0.85% | +1,961 | New |
| Knowledge Leaders Capital, LLC | 1,974 | $1.31M | 0.96% | +1,974 | New |
| Cypress Asset Management Inc | 1,982 | $1.32M | 0.31% | −10−0.5% | Reduced |
| Leelyn Smith, LLC | 1,987 | $1.32M | 0.35% | +27+1.4% | Added |
| TriaGen Wealth Management LLC | 2,057 | $1.32M | 0.65% | −656−24.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,992 | $1.33M | 0.01% | +1,992 | New |
| Money Concepts Capital Corp | 1,997 | $1.33M | 0.11% | +1,997 | New |
| O'Shares Investment Advisers, LLC | 1,999 | $1.33M | 0.10% | +147+7.9% | Added |
| Ascendant Capital Management, LLC | 2,000 | $1.33M | 1.05% | −2,400−54.5% | Reduced |
| Cito Capital Group, LLC | 2,000 | $1.33M | 0.56% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 2,010 | $1.34M | 0.68% | +245+13.9% | Added |
| Neville Rodie & Shaw Inc | 2,015 | $1.34M | 0.09% | +1,000+98.5% | Added |
| Midwest Professional Planners, LTD. | 2,018 | $1.34M | 0.65% | +71+3.6% | Added |
| Cutter & CO Brokerage, Inc. | 2,021 | $1.34M | 0.37% | +154+8.2% | Added |
| Long Run Wealth Advisors, LLC | 2,019 | $1.34M | 0.47% | +2,019 | New |
| AXS Investments LLC | 2,023 | $1.35M | 0.32% | +2,023 | New |
| West Branch Capital LLC | 2,027 | $1.35M | 0.57% | +132+7.0% | Added |
| CPWM, LLC | 2,786 | $1.35M | 0.11% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,030 | $1.35M | 0.29% | +77+3.9% | Added |
| YorkBridge Wealth Partners, LLC | 2,035 | $1.35M | 0.30% | −72−3.4% | Reduced |
| Mission Financial Group, LLC | 3,947 | $1.37M | 1.29% | +3,947 | New |
| Commons Capital, LLC | 2,055 | $1.37M | 1.35% | +2,055 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,294 | $1.37M | 0.22% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,585 | $1.38M | 0.56% | −67−2.5% | Reduced |
| HB Wealth Management, LLC | 2,083 | $1.39M | 0.03% | +2,083 | New |