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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 2,884 | $1.92M | 0.21% | +20+0.7% | Added |
| RMB Capital Management, LLC | 2,882 | $1.92M | 0.06% | +425+17.3% | Added |
| Dorsey & Whitney Trust CO LLC | 2,876 | $1.91M | 0.16% | +259+9.9% | Added |
| Perennial Investment Advisors, LLC | 2,864 | $1.91M | 0.60% | +316+12.4% | Added |
| Greenwood Capital Associates LLC | 2,866 | $1.91M | 0.27% | +413+16.8% | Added |
| Zions Bancorporation, N.A. | 2,859 | $1.90M | 0.17% | +184+6.9% | Added |
| Alaethes Wealth LLC | 2,849 | $1.90M | 1.19% | +91+3.3% | Added |
| WealthShield Partners, LLC | 2,831 | $1.88M | 0.31% | +241+9.3% | Added |
| Silicon Valley Community Foundation | 2,828 | $1.88M | 0.12% | +2,828 | New |
| Strategic Wealth Partners Group LLC | 2,821 | $1.88M | 0.33% | +84+3.1% | Added |
| Engine No. 1 LLC | 2,821 | $1.88M | 0.39% | +610+27.6% | Added |
| Quantinno Capital Management LP | 2,820 | $1.88M | 0.34% | +2,820 | New |
| Davidson Capital Management Inc. | 2,819 | $1.88M | 1.03% | +49+1.8% | Added |
| Western Financial Corporation | 2,811 | $1.87M | 0.98% | +95+3.5% | Added |
| Caldwell Investment Management Ltd. | 2,807 | $1.87M | 1.46% | +2,807 | New |
| Quadrant Capital Group LLC | 2,799 | $1.86M | 0.22% | +134+5.0% | Added |
| Syntal Capital Partners, LLC | 2,796 | $1.86M | 0.80% | −25−0.9% | Reduced |
| Trust Investment Advisors | 2,792 | $1.86M | 1.46% | +359+14.8% | Added |
| Holderness Investments Co | 2,784 | $1.85M | 0.55% | +54+2.0% | Added |
| Regatta Capital Group, LLC | 2,783 | $1.85M | 0.65% | +2,783 | New |
| Signet Financial Management, LLC | 2,770 | $1.84M | 0.28% | +10+0.4% | Added |
| 1832 Asset Management L.P. | 3,166 | $1.84M | 0.00% | −58,368−94.9% | Reduced |
| Ascent Wealth Partners, LLC | 2,755 | $1.83M | 0.33% | +75+2.8% | Added |
| Pitcairn Co | 2,749 | $1.83M | 0.12% | −36−1.3% | Reduced |
| Two Sigma Securities, LLC | 2,746 | $1.83M | 0.36% | −105−3.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,743 | $1.82M | 0.55% | +164+6.4% | Added |
| Alpha DNA Investment Management LLC | 2,735 | $1.82M | 1.16% | +2,735 | New |
| OmniStar Financial Group, Inc. | 2,731 | $1.82M | 1.86% | +109+4.2% | Added |
| Archer Investment Corp | 2,718 | $1.81M | 0.61% | +200+7.9% | Added |
| Waycross Partners, LLC | 2,700 | $1.80M | 1.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,696 | $1.79M | 0.13% | +1,589+143.5% | Added |
| Winton Group Ltd | 2,695 | $1.79M | 0.11% | +2,695 | New |
| Moseley Investment Management Inc | 2,690 | $1.79M | 0.82% | +130+5.1% | Added |
| Vanguard Capital Wealth Advisors | 2,678 | $1.78M | 1.28% | +13+0.5% | Added |
| Tru Independence Asset Management 2, LLC | 2,663 | $1.77M | 0.94% | +168+6.7% | Added |
| Confluence Wealth Services, Inc. | 2,660 | $1.77M | 0.57% | +2,660 | New |
| FORA Capital, LLC | 2,643 | $1.76M | 0.68% | −72−2.7% | Reduced |
| Shepherd Financial Partners LLC | 2,641 | $1.76M | 0.30% | +177+7.2% | Added |
| Assetmark, Inc | 2,634 | $1.75M | 0.01% | +2,029+335.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,620 | $1.74M | 0.17% | −40−1.5% | Reduced |
| Hudson Capital Management LLC | 2,617 | $1.74M | 0.63% | +611+30.5% | Added |
| Kistler-Tiffany Companies, LLC | 2,611 | $1.74M | 0.34% | +2+0.1% | Added |
| Patten & Patten Inc | 2,606 | $1.73M | 0.12% | +3+0.1% | Added |
| Redmond Asset Management, LLC | 2,598 | $1.73M | 0.48% | +289+12.5% | Added |
| RB Capital Management, LLC | 2,585 | $1.72M | 0.54% | +25+1.0% | Added |
| Spinnaker Investment Group, LLC | 3,048 | $1.72M | 0.60% | +3,048 | New |
| Marcum Wealth, LLC | 2,575 | $1.71M | 0.24% | −199−7.2% | Reduced |
| Longfellow Investment Management Co LLC | 2,560 | $1.70M | 0.28% | −391−13.2% | Reduced |
| Intrua Financial, LLC | 2,560 | $1.70M | 0.30% | −11−0.4% | Reduced |
| Andesa Financial Management Inc. | 2,546 | $1.69M | 0.83% | +100+4.1% | Added |
| Legacy Wealth Asset Management, LLC | 2,542 | $1.69M | 0.57% | −76−2.9% | Reduced |
| Clearstead Advisors, LLC | 2,542 | $1.69M | 0.12% | +314+14.1% | Added |
| Knuff & Co LLC | 2,538 | $1.69M | 0.52% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 2,530 | $1.68M | 0.31% | −114−4.3% | Reduced |
| Castellan Group, LLC | 2,525 | $1.68M | 1.16% | −305−10.8% | Reduced |
| HBK Sorce Advisory LLC | 2,520 | $1.68M | 0.08% | +13+0.5% | Added |
| Ativo Capital Management LLC | 2,514 | $1.67M | 0.74% | −1,073−29.9% | Reduced |
| J.W. Cole Advisors, Inc. | 2,492 | $1.66M | 0.11% | +471+23.3% | Added |
| Institute for Wealth Management, LLC. | 2,489 | $1.66M | 0.27% | +30+1.2% | Added |
| Forte Capital LLC | 2,483 | $1.65M | 0.21% | +2,483 | New |
| King Wealth | 2,478 | $1.65M | 0.31% | +335+15.6% | Added |
| Boit C F David | 2,475 | $1.65M | 1.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,470 | $1.64M | 0.40% | +301+13.9% | Added |
| Frontier Wealth Management LLC | 2,467 | $1.64M | 0.11% | +957+63.4% | Added |
| Bank Pictet & Cie (Asia) Ltd | 2,466 | $1.64M | 0.39% | −514−17.2% | Reduced |
| Trustcore Financial Services, LLC | 2,448 | $1.63M | 0.18% | −160−6.1% | Reduced |
| Guerra Pan Advisors, LLC | 2,442 | $1.63M | 1.61% | +2,442 | New |
| Moneta Group Investment Advisors LLC | 2,436 | $1.62M | 0.07% | +203+9.1% | Added |
| FIL Ltd | 2,413 | $1.61M | 0.00% | +277+13.0% | Added |
| Beacon Pointe Advisors, LLC | 2,412 | $1.60M | 0.04% | −9,052−79.0% | Reduced |
| Forum Financial Management, LP | 2,409 | $1.60M | 0.08% | +2,409 | New |
| RFG Advisory, LLC | 2,400 | $1.60M | 0.11% | −358−13.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 2,401 | $1.60M | 0.70% | −264−9.9% | Reduced |
| Salem Capital Management Inc | 2,395 | $1.59M | 0.83% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 2,392 | $1.59M | 0.33% | +2,392 | New |
| Knights of Columbus Asset Advisors LLC | 2,390 | $1.59M | 0.13% | +579+32.0% | Added |
| Argus Investors' Counsel, Inc. | 2,385 | $1.59M | 0.95% | +2,385 | New |
| West Paces Advisors Inc. | 2,382 | $1.59M | 0.49% | −48−2.0% | Reduced |
| Financial Perspectives, Inc | 2,380 | $1.58M | 0.75% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 2,376 | $1.58M | 0.54% | +1,919+419.9% | Added |
| TrinityPoint Wealth, LLC | 2,360 | $1.57M | 0.28% | −34−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,340 | $1.56M | 0.31% | +1,140+95.0% | Added |
| Brandywine Oak Private Wealth LLC | 2,338 | $1.55M | 0.17% | −74−3.1% | Reduced |
| Old Port Advisors | 2,437 | $1.55M | 0.53% | +36+1.5% | Added |
| Optimum Investment Advisors | 2,323 | $1.55M | 0.60% | −250−9.7% | Reduced |
| Cullinan Associates Inc | 2,320 | $1.54M | 0.08% | +400+20.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,319 | $1.54M | 0.01% | −200−7.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 2,312 | $1.54M | 0.26% | −361−13.5% | Reduced |
| Warther Private Wealth, LLC | 2,317 | $1.54M | 1.14% | +90+4.0% | Added |
| Walleye Capital LLC | 2,299 | $1.53M | 0.05% | +2,299 | New |
| Legacy Capital Partners, Inc. | 2,285 | $1.52M | 0.49% | −170−6.9% | Reduced |
| Evercore Wealth Management, LLC | 2,277 | $1.51M | 0.02% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,275 | $1.51M | 0.35% | +178+8.5% | Added |
| Orion Portfolio Solutions, LLC | 2,269 | $1.51M | 0.05% | +406+21.8% | Added |
| Garner Asset Management Corp | 2,259 | $1.50M | 0.63% | +2+0.1% | Added |
| SRN Advisors, LLC | 2,258 | $1.50M | 0.54% | +2,258 | New |
| Cim Investment Mangement Inc | 2,258 | $1.50M | 0.45% | −39−1.7% | Reduced |
| Community Capital Management, Inc. | 3,150 | $1.50M | 1.60% | +50+1.6% | Added |
| Lake Street Financial LLC | 2,247 | $1.50M | 0.26% | +257+12.9% | Added |
| Mission Wealth Management, LP | 2,245 | $1.49M | 0.07% | −2,151−48.9% | Reduced |