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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 1,624 | $1.08M | 0.01% | −270−14.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,623 | $1.08M | 0.06% | −53−3.2% | Reduced |
| Doliver Advisors, LP | 1,828 | $1.08M | 0.34% | −347−16.0% | Reduced |
| Schechter Investment Advisors, LLC | 1,618 | $1.08M | 0.10% | +1,618 | New |
| HBW Advisory Services LLC | 1,614 | $1.07M | 0.25% | −141−8.0% | Reduced |
| Unigestion Holding SA | 1,613 | $1.07M | 0.04% | −459−22.2% | Reduced |
| Equitable Trust Co | 1,606 | $1.07M | 0.07% | −400−19.9% | Reduced |
| Merlin Capital LLC | 1,592 | $1.06M | 1.23% | +1,592 | New |
| Simmons Bank | 1,577 | $1.05M | 0.07% | −6−0.4% | Reduced |
| 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 |
| Crescent Capital Consulting, LLC | 1,570 | $1.04M | 0.17% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 1,712 | $1.04M | 0.66% | +10+0.6% | Added |
| Savant Capital, LLC | 1,555 | $1.03M | 0.03% | +235+17.8% | Added |
| Wills Financial Group, Inc. | 1,549 | $1.03M | 0.41% | +865+126.5% | Added |
| 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 |
| 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 |
| Jmac Enterprises LLC | 1,682 | $1.01M | 0.24% | +1,682 | 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 |
| 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 |
| West Family Investments, Inc. | 1,496 | $995.0K | 0.28% | −133−8.2% | Reduced |
| BSW Wealth Partners | 1,494 | $994.0K | 0.25% | +275+22.6% | Added |
| 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 |
| Physicians Financial Services, Inc. | 1,489 | $991.0K | 0.37% | −40−2.6% | Reduced |
| 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 |
| AMG National Trust Bank | 1,463 | $973.0K | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,462 | $972.0K | 0.08% | +137+10.3% | Added |
| Carolinas Wealth Consulting LLC | 1,458 | $970.0K | 0.21% | +67+4.8% | Added |
| J. W. Coons Advisors, LLC | 1,456 | $969.0K | 0.29% | −120−7.6% | Reduced |
| Empowered Funds, LLC | 1,452 | $966.0K | 0.11% | +231+18.9% | 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 |
| South Shore Capital Advisors | 1,447 | $963.0K | 1.57% | +76+5.5% | Added |
| SkyOak Wealth, LLC | 1,445 | $962.0K | 0.24% | +1,445 | New |
| Lebenthal Global Advisors, LLC | 1,444 | $961.0K | 0.39% | −877−37.8% | Reduced |
| AlphaMark Advisors, LLC | 1,443 | $960.0K | 0.34% | +7+0.5% | Added |
| Mather Group, LLC. | 1,441 | $959.0K | 0.02% | +19+1.3% | Added |
| Capital Markets Trading UK LLP | 1,440 | $958.0K | 1.21% | +1,440 | New |
| Navalign, LLC | 1,427 | $950.0K | 0.38% | −18−1.2% | Reduced |
| Meristem Family Wealth, LLC | 1,426 | $949.0K | 0.08% | 00.0% | Unchanged |
| Ami Asset Management Corp | 1,423 | $947.0K | 0.05% | +149+11.7% | 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 |
| 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 |
| Trust Co of Vermont | 1,414 | $941.0K | 0.06% | −92−6.1% | Reduced |
| Stratos Wealth Advisors, LLC | 1,412 | $940.0K | 0.07% | +424+42.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 1,410 | $938.0K | 0.76% | +1,410 | New |
| ICW Investment Advisors LLC | 1,402 | $933.0K | 0.52% | +2+0.1% | Added |
| Goodwin Daniel L | 1,400 | $932.0K | 0.41% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,969 | $925.0K | 0.08% | −264−11.8% | Reduced |
| Core Alternative Capital | 1,385 | $922.0K | 0.19% | −178−11.4% | Reduced |
| Fieldpoint Private Securities, LLC | 1,382 | $920.0K | 0.18% | +35+2.6% | Added |
| Opus Capital Group, LLC | 1,371 | $912.0K | 0.19% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 1,368 | $910.0K | 0.11% | −1,213−47.0% | Reduced |
| 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 |
| Thomas White International Ltd | 1,360 | $905.0K | 0.14% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,354 | $901.0K | 0.44% | +1,354 | New |
| Value Partners Investments Inc. | 1,356 | $900.0K | 0.07% | −12,504−90.2% | Reduced |
| Crumly & Associates Inc. | 1,547 | $899.0K | 0.35% | +138+9.8% | Added |
| Millennium Capital Advisors, LLC | 1,351 | $898.8K | 0.70% | +1,351 | New |
| ASB Consultores, LLC | 1,350 | $898.0K | 0.44% | +1,350 | New |
| Harbour Investment Management LLC | 1,348 | $897.0K | 0.41% | +1+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,347 | $896.0K | 0.05% | +15+1.1% | Added |
| Golden State Equity Partners | 1,344 | $894.0K | 0.45% | −1,656−55.2% | Reduced |
| 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 |
| Bowman & Co S.C. | 1,339 | $888.0K | 0.68% | +1,339 | New |
| 1620 Investment Advisors, Inc. | 1,332 | $886.0K | 0.99% | +1,332 | New |
| Magnolia Capital Advisors LLC | 1,327 | $883.0K | 0.26% | −1−0.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,315 | $882.0K | 0.17% | +35+2.7% | Added |
| Cornerstone Advisory, LLC | 1,321 | $880.0K | 0.13% | −96−6.8% | Reduced |
| Prosperity Consulting Group, LLC | 1,453 | $877.0K | 0.66% | +1,453 | New |
| Vise Technologies, Inc. | 1,317 | $876.0K | 0.24% | +1,317 | New |
| International Assets Investment Management, LLC | 1,302 | $867.0K | 0.15% | +129+11.0% | Added |
| 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 |
| Sound Financial Strategies Group, LLC | 1,300 | $865.0K | 0.43% | −63−4.6% | Reduced |
| 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 |
| Smith Group Asset Management, LLC | 1,290 | $858.0K | 0.04% | +140+12.2% | Added |
| Marshall Financial Group LLC | 1,285 | $855.0K | 0.32% | −156−10.8% | Reduced |
| First Heartland Consultants, Inc. | 1,281 | $852.0K | 0.11% | −83−6.1% | Reduced |
| 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 |
| Verition Fund Management LLC | 1,276 | $849.0K | 0.01% | +1,276 | New |
| Evermay Wealth Management LLC | 1,272 | $846.0K | 0.15% | +100+8.5% | Added |
| Proficio Capital Partners LLC | 1,268 | $843.0K | 0.12% | +20+1.6% | Added |
| 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 |
| Bryn Mawr Trust Co | 1,263 | $841.0K | 0.03% | −218−14.7% | Reduced |