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 |
|---|---|---|---|---|---|
| 1st Source Bank | 3,834 | $2.55M | 0.15% | +8+0.2% | Added |
| Ategra Capital Management, LLC | 3,818 | $2.54M | 1.15% | −132−3.3% | Reduced |
| Schmidt P J Investment Management Inc | 4,334 | $2.54M | 0.51% | +139+3.3% | Added |
| Kovack Advisors, Inc. | 3,814 | $2.54M | 0.25% | −279−6.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,810 | $2.54M | 0.48% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 3,805 | $2.53M | 2.29% | +3,805 | New |
| Founders Financial Alliance, LLC | 3,801 | $2.53M | 1.02% | +976+34.5% | Added |
| Hilltop Holdings Inc. | 3,793 | $2.52M | 0.26% | +224+6.3% | Added |
| Davy Global Fund Management Ltd | 3,779 | $2.52M | 0.39% | +3,779 | New |
| Tokio Marine Asset Management Co Ltd | 3,776 | $2.51M | 0.20% | +139+3.8% | Added |
| Liberty One Investment Management, LLC | 3,754 | $2.50M | 0.38% | +249+7.1% | Added |
| Brookstone Capital Management | 4,016 | $2.49M | 0.04% | +1,384+52.6% | Added |
| Metis Global Partners, LLC | 3,738 | $2.49M | 0.69% | +3,738 | New |
| Evergreen Capital Management LLC | 3,726 | $2.48M | 0.10% | +204+5.8% | Added |
| SeaBridge Investment Advisors LLC | 3,723 | $2.48M | 0.79% | −43−1.1% | Reduced |
| Hunter Associates Investment Management LLC | 3,720 | $2.48M | 0.71% | +1,520+69.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,700 | $2.46M | 0.75% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,693 | $2.46M | 0.46% | +82+2.3% | Added |
| Perigon Wealth Management, LLC | 3,688 | $2.45M | 0.18% | +380+11.5% | Added |
| Pacitti Group Inc. | 3,663 | $2.44M | 1.58% | +30+0.8% | Added |
| Breiter Capital Management Inc | 3,656 | $2.43M | 1.19% | +3,656 | New |
| Premier Asset Management LLC | 3,654 | $2.43M | 0.42% | −2,064−36.1% | Reduced |
| Jupiter Wealth Management LLC | 3,650 | $2.43M | 1.26% | +173+5.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,641 | $2.42M | 1.55% | −52−1.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,116 | $2.42M | 1.55% | +4,116 | New |
| Park Avenue Securities LLC | 3,634 | $2.42M | 0.04% | +698+23.8% | Added |
| Legacy Bridge, LLC | 3,627 | $2.41M | 1.26% | −743−17.0% | Reduced |
| Cypress Capital, LLC | 3,625 | $2.41M | 0.27% | +257+7.6% | Added |
| Green Square Capital Advisors LLC | 3,623 | $2.41M | 0.48% | +14+0.4% | Added |
| Assenagon Asset Management S.A. | 3,624 | $2.41M | 0.01% | +20+0.6% | Added |
| MBB Public Markets I LLC | 3,621 | $2.41M | 0.05% | +3,621 | New |
| Triangle Securities Wealth Management | 3,605 | $2.40M | 0.75% | −255−6.6% | Reduced |
| Personal Capital Advisors Corp | 3,616 | $2.39M | 0.01% | +199+5.8% | Added |
| New Millennium Group LLC | 3,585 | $2.39M | 1.81% | +3,585 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,569 | $2.38M | 0.78% | +16+0.5% | Added |
| Oarsman Capital, Inc. | 3,558 | $2.37M | 0.93% | −202−5.4% | Reduced |
| Foresight Capital Management Advisors, Inc. | 3,559 | $2.37M | 2.31% | +3,559 | New |
| Wealthspire Advisors, LLC | 3,540 | $2.36M | 0.05% | −753−17.5% | Reduced |
| Park National Corp | 3,532 | $2.35M | 0.09% | −888−20.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,519 | $2.34M | 0.54% | −19−0.5% | Reduced |
| L2 Asset Management, LLC | 3,498 | $2.33M | 1.63% | +2,442+231.3% | Added |
| Legacy Private Trust Co. | 3,488 | $2.32M | 0.17% | +200+6.1% | Added |
| TD Ameritrade Investment Management, LLC | 3,486 | $2.32M | 0.02% | +185+5.6% | Added |
| Prelude Capital Management, LLC | 3,481 | $2.32M | 0.11% | +2,742+371.0% | Added |
| Cornercap Investment Counsel Inc | 3,477 | $2.31M | 0.33% | −114−3.2% | Reduced |
| TownSquare Capital, LLC | 3,473 | $2.31M | 0.06% | +113+3.4% | Added |
| Eagle Harbor Asset Management Inc | 3,451 | $2.30M | 3.03% | +3,451 | New |
| Johnson Financial Group, Inc. | 3,447 | $2.29M | 0.15% | −202−5.5% | Reduced |
| 9258 Wealth Management, LLC | 3,433 | $2.28M | 0.52% | +306+9.8% | Added |
| Equitable Holdings, Inc. | 3,401 | $2.26M | 0.04% | +511+17.7% | Added |
| Colony Capital, Inc. | 3,400 | $2.26M | 0.33% | −800−19.0% | Reduced |
| First Commonwealth Financial Corp | 3,398 | $2.26M | 0.73% | +18+0.5% | Added |
| Purus Wealth Management, LLC | 3,388 | $2.25M | 1.41% | −39−1.1% | Reduced |
| Exane Derivatives | 3,362 | $2.24M | 0.54% | +388+13.0% | Added |
| LCNB Corp | 3,362 | $2.24M | 1.02% | +296+9.7% | Added |
| Synergy Financial Management, LLC | 3,346 | $2.23M | 0.53% | −709−17.5% | Reduced |
| GAM Holding AG | 3,320 | $2.21M | 0.10% | +709+27.2% | Added |
| Peoples Financial Services Corp. | 3,314 | $2.21M | 0.86% | +212+6.8% | Added |
| Baker Tilly Wealth Management, LLC | 3,284 | $2.19M | 0.23% | +319+10.8% | Added |
| Concentric Wealth Management, LLC | 3,274 | $2.18M | 0.61% | +1,171+55.7% | Added |
| Sonora Investment Management Group, LLC | 3,247 | $2.16M | 0.25% | +3,247 | New |
| Citizens Financial Group Inc | 3,244 | $2.16M | 0.07% | −1,273−28.2% | Reduced |
| Westhampton Capital, LLC | 3,245 | $2.16M | 1.32% | +25+0.8% | Added |
| Deseret Mutual Benefit Administrators | 3,241 | $2.16M | 0.36% | +151+4.9% | Added |
| Wealth Alliance | 3,241 | $2.16M | 0.43% | −17−0.5% | Reduced |
| Founders Financial Securities LLC | 3,229 | $2.15M | 0.39% | +39+1.2% | Added |
| First Business Financial Services, Inc. | 3,216 | $2.14M | 0.23% | +17+0.5% | Added |
| NEXT Financial Group, Inc | 3,207 | $2.13M | 0.14% | +773+31.8% | Added |
| IHT Wealth Management, LLC | 3,198 | $2.13M | 0.16% | +55+1.7% | Added |
| StoneX Group Inc. | 3,194 | $2.13M | 0.24% | +1,059+49.6% | Added |
| Lavaca Capital LLC | 3,190 | $2.12M | 0.94% | −147−4.4% | Reduced |
| Welch & Forbes LLC | 3,189 | $2.12M | 0.03% | −6−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,189 | $2.12M | 0.20% | +482+17.8% | Added |
| IFP Advisors, Inc | 3,164 | $2.10M | 0.04% | −519−14.1% | Reduced |
| Optas, LLC | 3,157 | $2.10M | 0.59% | +5+0.2% | Added |
| Checchi Capital Advisers, LLC | 3,158 | $2.10M | 0.23% | +76+2.5% | Added |
| Prudent Man Advisors, LLC | 3,129 | $2.08M | 0.79% | −305−8.9% | Reduced |
| Ritholtz Wealth Management | 3,126 | $2.08M | 0.13% | +511+19.5% | Added |
| 55I, LLC | 3,105 | $2.07M | 0.05% | +3,105 | New |
| Birinyi Associates Inc | 3,100 | $2.06M | 0.65% | −900−22.5% | Reduced |
| Copperwynd Financial, LLC | 3,094 | $2.06M | 0.78% | +101+3.4% | Added |
| Hudson Canyon Capital Management | 3,087 | $2.05M | 1.49% | −151−4.7% | Reduced |
| Glen Eagle Advisors, LLC | 3,087 | $2.05M | 0.53% | +145+4.9% | Added |
| Leisure Capital Management | 3,077 | $2.05M | 0.94% | +45+1.5% | Added |
| Ashton Thomas Private Wealth, LLC | 3,075 | $2.05M | 0.20% | +1,477+92.4% | Added |
| SFE Investment Counsel | 3,057 | $2.03M | 0.52% | −45−1.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,054 | $2.03M | 1.33% | +10+0.3% | Added |
| Fort, L.P. | 3,036 | $2.02M | 0.65% | −352−10.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,011 | $2.00M | 0.08% | −1,225−28.9% | Reduced |
| Lumina Fund Management LLC | 3,000 | $2.00M | 0.80% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 2,995 | $1.99M | 0.74% | +158+5.6% | Added |
| KMG Fiduciary Partners, LLC | 2,982 | $1.98M | 0.31% | −84−2.7% | Reduced |
| Alpha Omega Wealth Management LLC | 3,321 | $1.98M | 0.30% | −7−0.2% | Reduced |
| Integrated Advisors Network LLC | 2,951 | $1.96M | 0.12% | +9+0.3% | Added |
| Masso Torrence Wealth Management Inc. | 2,950 | $1.96M | 1.37% | +2,950 | New |
| Golden State Wealth Management, LLC | 2,928 | $1.95M | 0.34% | −706−19.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,909 | $1.94M | 0.72% | −4−0.1% | Reduced |
| Journey Advisory Group, LLC | 2,907 | $1.93M | 0.53% | +574+24.6% | Added |
| Patten Group, Inc. | 2,898 | $1.93M | 0.51% | +318+12.3% | Added |
| TCWP LLC | 2,892 | $1.92M | 0.38% | +2,892 | New |