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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 2,240 | $1.49M | 0.06% | −138−5.8% | Reduced |
| Rehmann Capital Advisory Group | 2,232 | $1.49M | 0.14% | +201+9.9% | Added |
| Laidlaw Wealth Management LLC | 2,225 | $1.48M | 0.24% | +237+11.9% | Added |
| DFPG Investments, LLC | 2,703 | $1.48M | 0.62% | −31−1.1% | Reduced |
| BCM Advisors, LLC | 2,525 | $1.48M | 0.38% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,219 | $1.48M | 0.19% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 2,197 | $1.46M | 0.52% | +2,197 | New |
| Mayflower Financial Advisors, LLC | 2,186 | $1.46M | 0.19% | +17+0.8% | Added |
| Amica Retiree Medical Trust | 2,182 | $1.45M | 1.23% | −378−14.8% | Reduced |
| Caldwell Trust Co | 2,176 | $1.45M | 0.17% | +7+0.3% | Added |
| Oxbow Advisors, LLC | 2,175 | $1.45M | 0.14% | +134+6.6% | Added |
| Richard Bernstein Advisors LLC | 2,168 | $1.44M | 0.03% | +2,168 | New |
| Probity Advisors, Inc. | 2,160 | $1.44M | 0.28% | −51−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,159 | $1.44M | 0.18% | −52−2.4% | Reduced |
| Charles Schwab Trust Co | 2,143 | $1.43M | 0.23% | 00.0% | Unchanged |
| Essex Savings Bank | 2,140 | $1.42M | 0.48% | −47−2.1% | Reduced |
| VisionPoint Advisory Group, LLC | 2,399 | $1.42M | 0.62% | +2,399 | New |
| 44 Wealth Management LLC | 2,126 | $1.42M | 0.49% | −39−1.8% | Reduced |
| Buckley Wealth Management, LLC | 2,120 | $1.41M | 0.41% | −1,000−32.1% | Reduced |
| Orca Investment Management, LLC | 2,121 | $1.41M | 1.16% | −59−2.7% | Reduced |
| HighTower Trust Services, LTA | 2,120 | $1.41M | 0.14% | +2,120 | New |
| HMS Capital Management, LLC | 2,096 | $1.40M | 0.61% | −78−3.6% | Reduced |
| Gyon Technologies Capital Management, LP | 2,089 | $1.39M | 0.26% | +2,089 | New |
| Bayesian Capital Management, LP | 2,086 | $1.39M | 0.44% | +2,086 | New |
| HB Wealth Management, LLC | 2,083 | $1.39M | 0.03% | +2,083 | New |
| Castle Rock Wealth Management, LLC | 2,585 | $1.38M | 0.56% | −67−2.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,294 | $1.37M | 0.22% | 00.0% | Unchanged |
| Commons Capital, LLC | 2,055 | $1.37M | 1.35% | +2,055 | New |
| Mission Financial Group, LLC | 3,947 | $1.37M | 1.29% | +3,947 | New |
| YorkBridge Wealth Partners, LLC | 2,035 | $1.35M | 0.30% | −72−3.4% | Reduced |
| CPWM, LLC | 2,786 | $1.35M | 0.11% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,030 | $1.35M | 0.29% | +77+3.9% | Added |
| West Branch Capital LLC | 2,027 | $1.35M | 0.57% | +132+7.0% | Added |
| AXS Investments LLC | 2,023 | $1.35M | 0.32% | +2,023 | New |
| 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 |
| Midwest Professional Planners, LTD. | 2,018 | $1.34M | 0.65% | +71+3.6% | Added |
| Neville Rodie & Shaw Inc | 2,015 | $1.34M | 0.09% | +1,000+98.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,010 | $1.34M | 0.68% | +245+13.9% | 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 |
| O'Shares Investment Advisers, LLC | 1,999 | $1.33M | 0.10% | +147+7.9% | Added |
| Money Concepts Capital Corp | 1,997 | $1.33M | 0.11% | +1,997 | New |
| Schonfeld Strategic Advisors LLC | 1,992 | $1.33M | 0.01% | +1,992 | New |
| TriaGen Wealth Management LLC | 2,057 | $1.32M | 0.65% | −656−24.2% | Reduced |
| Leelyn Smith, LLC | 1,987 | $1.32M | 0.35% | +27+1.4% | Added |
| Cypress Asset Management Inc | 1,982 | $1.32M | 0.31% | −10−0.5% | Reduced |
| Knowledge Leaders Capital, LLC | 1,974 | $1.31M | 0.96% | +1,974 | New |
| Highview Capital Management LLC | 1,961 | $1.30M | 0.85% | +1,961 | New |
| 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 |
| Sanders Morris Harris LLC | 1,964 | $1.30M | 0.23% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,951 | $1.30M | 0.60% | +1,951 | New |
| Darwin Advisors, LLC | 2,352 | $1.29M | 0.20% | −677−22.4% | Reduced |
| Genesee Capital Advisors, LLC | 1,931 | $1.28M | 0.61% | +17+0.9% | Added |
| Allred Capital Management, LLC | 1,922 | $1.28M | 0.62% | −181−8.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,917 | $1.27M | 0.11% | +1,917 | New |
| Wealth Management Associates, Inc. | 1,910 | $1.27M | 0.68% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 1,908 | $1.27M | 0.15% | −542−22.1% | Reduced |
| CSU Producer Resources, Inc. | 1,900 | $1.26M | 4.54% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,891 | $1.26M | 0.17% | +312+19.8% | Added |
| Foresight Wealth Management, LLC | 1,875 | $1.25M | 0.48% | −21−1.1% | Reduced |
| Windsor Capital Management, LLC | 1,870 | $1.24M | 0.38% | −5−0.3% | Reduced |
| Seascape Capital Management | 1,868 | $1.24M | 0.58% | +10+0.5% | Added |
| Ballentine Partners, LLC | 1,844 | $1.23M | 0.04% | +563+44.0% | Added |
| E&G Advisors, LP | 1,820 | $1.21M | 0.30% | −50−2.7% | Reduced |
| Davis R M Inc | 1,818 | $1.21M | 0.03% | +64+3.6% | Added |
| Key Financial Inc | 1,813 | $1.21M | 0.60% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 1,800 | $1.20M | 2.10% | +1,800 | New |
| Concord Wealth Partners | 1,797 | $1.20M | 0.29% | +1,338+291.5% | Added |
| Toth Financial Advisory Corp | 1,781 | $1.19M | 0.16% | +950+114.3% | Added |
| Symphony Financial, Ltd. Co. | 1,783 | $1.18M | 0.33% | +548+44.4% | Added |
| Quest Capital Management Inc | 1,777 | $1.18M | 0.20% | −1−0.1% | Reduced |
| Reuter James Wealth Management, LLC | 1,773 | $1.18M | 0.45% | +1,773 | New |
| Geller Advisors LLC | 1,772 | $1.18M | 0.23% | +8+0.5% | Added |
| Balasa Dinverno & Foltz LLC | 1,759 | $1.17M | 0.08% | +79+4.7% | Added |
| Sequoia Financial Advisors, LLC | 1,745 | $1.16M | 0.03% | +1,745 | New |
| 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 |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 1,719 | $1.14M | 0.23% | +53+3.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,715 | $1.14M | 0.14% | −165−8.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,713 | $1.14M | 0.01% | −7−0.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,712 | $1.14M | 0.34% | +214+14.3% | Added |
| Heritage Trust Co | 1,708 | $1.14M | 0.15% | +536+45.7% | Added |
| Meadow Creek Wealth Advisors LLC | 1,701 | $1.13M | 1.07% | +1,701 | New |
| Claro Advisors LLC | 1,691 | $1.13M | 0.40% | −25−1.5% | Reduced |
| Institutional & Family Asset Management, LLC | 1,688 | $1.12M | 0.18% | −471−21.8% | Reduced |
| Bailard, Inc. | 1,668 | $1.11M | 0.04% | +396+31.1% | Added |
| Essex Financial Services, Inc. | 1,659 | $1.10M | 0.11% | −4−0.2% | 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 |
| Valeo Financial Advisors, LLC | 1,652 | $1.10M | 0.06% | −75−4.3% | Reduced |
| Notis-McConarty Edward | 1,650 | $1.10M | 0.37% | 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 |
| Wade G W & Inc | 1,637 | $1.09M | 0.05% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,634 | $1.09M | 0.01% | +83+5.4% | Added |
| IMS Capital Management | 1,630 | $1.08M | 0.56% | 00.0% | Unchanged |