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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 1,258 | $837.0K | 0.68% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,254 | $834.0K | 0.55% | +30+2.5% | Added |
| Almanack Investment Partners, LLC. | 1,252 | $833.0K | 0.07% | +1+0.1% | Added |
| Valley National Advisers Inc | 1,251 | $832.0K | 0.15% | +134+12.0% | Added |
| First Quadrant L P | 1,247 | $830.0K | 0.09% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 1,246 | $829.0K | 0.02% | +233+23.0% | Added |
| MTM Investment Management, LLC | 1,242 | $827.0K | 0.39% | +90+7.8% | Added |
| Ferris Capital, LLC | 1,241 | $826.0K | 0.18% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,241 | $826.0K | 0.10% | −58−4.5% | Reduced |
| Windsor Creek Advisors, LLC | 1,500 | $825.0K | 0.37% | −1,800−54.5% | Reduced |
| DB Fitzpatrick & Co, Inc | 1,235 | $822.0K | 0.77% | +1,235 | New |
| Regent Peak Wealth Advisors LLC | 1,226 | $816.0K | 0.22% | −21−1.7% | Reduced |
| New Jersey Better Educational Savings Trust | 1,225 | $815.0K | 1.81% | 00.0% | Unchanged |
| JB Capital LLC | 1,224 | $814.6K | 0.08% | −5−0.4% | Reduced |
| Clark Financial Services Group Inc | 1,217 | $809.0K | 0.54% | +72+6.3% | Added |
| Valley Brook Capital Group | 1,215 | $808.0K | 0.70% | +50+4.3% | Added |
| Raab & Moskowitz Asset Management LLC | 1,212 | $806.0K | 0.26% | +30+2.5% | Added |
| Gilman Hill Asset Management, LLC | 1,210 | $805.0K | 0.18% | +16+1.3% | Added |
| Harbour Investments, Inc. | 1,204 | $801.0K | 0.05% | −7,617−86.4% | Reduced |
| Camarda Financial Advisors, LLC | 1,202 | $800.0K | 0.45% | −158−11.6% | Reduced |
| WBH Advisory Inc | 1,197 | $797.0K | 0.09% | +141+13.4% | Added |
| Geneva Partners, LLC | 1,196 | $796.0K | 0.40% | −45−3.6% | Reduced |
| Capital Asset Advisory Services LLC | 1,193 | $794.0K | 0.08% | +31+2.7% | Added |
| Clear Perspective Advisors, LLC | 1,192 | $793.0K | 0.24% | +95+8.7% | Added |
| Jackson Hole Capital Partners, LLC | 1,178 | $784.0K | 0.25% | −20−1.7% | Reduced |
| Polar Capital Holdings Plc | 1,177 | $783.0K | 0.00% | +1,177 | New |
| Ti-Trust, Inc | 1,175 | $782.0K | 0.70% | +1,175 | New |
| Spinnaker Trust | 1,172 | $780.0K | 0.05% | +50+4.5% | Added |
| Altus Wealth Group LLC | 1,171 | $779.0K | 0.64% | −13−1.1% | Reduced |
| Machina Capital S.A.S. | 1,164 | $775.0K | 1.87% | +268+29.9% | Added |
| Rathbone Brothers plc | 1,158 | $771.0K | 0.01% | +8+0.7% | Added |
| First National Bank of Omaha | 1,158 | $770.0K | 0.04% | −10,310−89.9% | Reduced |
| MUFG Americas Holdings Corp | 1,157 | $770.0K | 0.01% | +50+4.5% | Added |
| Brighton Jones LLC | 1,157 | $770.0K | 0.04% | +74+6.8% | Added |
| Merit Financial Group, LLC | 1,155 | $768.0K | 0.08% | +1,155 | New |
| Waldron Private Wealth LLC | 1,153 | $767.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 1,153 | $767.0K | 0.00% | +20+1.8% | Added |
| Hillsdale Investment Management Inc. | 1,139 | $758.0K | 0.05% | −200−14.9% | Reduced |
| Canandaigua National Corp | 1,138 | $757.0K | 0.11% | +41+3.7% | Added |
| Cookson Peirce & Co Inc | 1,137 | $757.0K | 0.04% | +120+11.8% | Added |
| Cahaba Wealth Management, Inc. | 1,135 | $755.0K | 0.10% | +14+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,132 | $753.0K | 0.13% | −60−5.0% | Reduced |
| Great Diamond Partners, LLC | 1,132 | $753.0K | 0.19% | +70+6.6% | Added |
| Allworth Financial LP | 1,130 | $752.0K | 0.01% | +109+10.7% | Added |
| Smithfield Trust Co | 1,129 | $751.0K | 0.05% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 1,125 | $748.0K | 0.18% | +1+0.1% | Added |
| Bessemer Securities LLC | 1,124 | $748.0K | 0.20% | +124+12.4% | Added |
| Mission Creek Capital Partners, Inc. | 1,121 | $746.0K | 0.15% | −9−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,113 | $741.0K | 0.00% | −2,097−65.3% | Reduced |
| Brookfield Asset Management Inc. | 1,114 | $741.0K | 0.00% | +1,114 | New |
| Peak Financial Advisors LLC | 1,104 | $735.0K | 0.57% | +138+14.3% | Added |
| Kings Point Capital Management | 1,104 | $735.0K | 0.06% | +141+14.6% | Added |
| New Vernon Investment Management LLC | 1,100 | $732.0K | 1.17% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,100 | $732.0K | 1.04% | +1,100 | New |
| qPULA Trading Management LP | 1,099 | $731.0K | 1.30% | +1,099 | New |
| Alpha Cubed Investments, LLC | 1,096 | $729.0K | 0.05% | −20−1.8% | Reduced |
| Lumature Wealth Partners, LLC | 1,096 | $729.0K | 0.28% | +6+0.6% | Added |
| Dana Investment Advisors, Inc. | 1,092 | $727.0K | 0.03% | +497+83.5% | Added |
| Stillwater Investment Management, LLC | 1,091 | $726.0K | 0.18% | +7+0.6% | Added |
| Asset Management Resources, LLC | 1,091 | $726.0K | 0.64% | +1,091 | New |
| EverSource Wealth Advisors, LLC | 1,084 | $722.0K | 0.20% | +1,084 | New |
| Manhattan West Asset Management, LLC | 1,083 | $720.0K | 0.43% | +1,083 | New |
| GQG Partners LLC | 1,080 | $719.0K | 0.00% | −481−30.8% | Reduced |
| Precision Wealth Strategies, LLC | 1,080 | $719.0K | 0.52% | +1,080 | New |
| Larson Financial Group LLC | 1,079 | $718.0K | 0.11% | +1,047+3,271.9% | Added |
| People's United Financial, Inc. | 1,078 | $717.0K | 0.02% | −1,103−50.6% | Reduced |
| Hancock Whitney Investment Services Inc. | 1,077 | $708.0K | 0.12% | +1,077 | New |
| Lifeworks Advisors, LLC | 1,064 | $708.0K | 0.56% | +1,064 | New |
| Cable Hill Partners, LLC | 1,056 | $703.0K | 0.15% | −2−0.2% | Reduced |
| XML Financial, LLC | 1,051 | $699.0K | 0.08% | +100+10.5% | Added |
| Heck Capital Advisors, LLC | 1,050 | $698.7K | 0.13% | −79−7.0% | Reduced |
| Traynor Capital Management, Inc. | 1,050 | $698.0K | 0.08% | −286−21.4% | Reduced |
| Avestar Capital, LLC | 1,045 | $695.0K | 0.13% | −238−18.6% | Reduced |
| Mirabella Financial Services LLP | 1,041 | $693.0K | 0.07% | −1,430−57.9% | Reduced |
| Financial Engines Advisors L.L.C. | 1,041 | $693.0K | 0.00% | +1,041 | New |
| Clifford Swan Investment Counsel LLC | 1,040 | $692.0K | 0.02% | +1+0.1% | Added |
| RSM US Wealth Management LLC | 1,036 | $689.0K | 0.03% | +46+4.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,029 | $684.0K | 0.06% | +9+0.9% | Added |
| Zimmermann Investment Management & Planning LLC | 1,028 | $684.0K | 0.38% | +1,028 | New |
| Ninepoint Partners LP | 1,027 | $683.0K | 0.25% | −26−2.5% | Reduced |
| Townsend Asset Management Corp | 1,026 | $683.0K | 0.33% | −10−1.0% | Reduced |
| Investment House LLC | 1,025 | $682.0K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,024 | $681.0K | 0.09% | −9−0.9% | Reduced |
| Personal Cfo Solutions, LLC | 1,020 | $679.0K | 0.13% | −48−4.5% | Reduced |
| SevenBridge Financial Group, LLC | 1,021 | $679.0K | 0.21% | +8+0.8% | Added |
| Journey Strategic Wealth LLC | 1,020 | $679.0K | 0.07% | +1,020 | New |
| Coastal Investment Advisors, Inc. | 1,019 | $678.0K | 0.15% | −81−7.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,017 | $677.0K | 0.15% | +12+1.2% | Added |
| Ropes Wealth Advisors LLC | 1,017 | $677.0K | 0.12% | +73+7.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,015 | $675.0K | 0.08% | +1,015 | New |
| Blueprint Investment Partners LLC | 1,012 | $673.4K | 0.17% | +265+35.5% | Added |
| First National Bank of Hutchinson | 1,005 | $669.0K | 0.38% | +13+1.3% | Added |
| Peninsula Wealth, LLC | 1,001 | $666.0K | 0.18% | +1,001 | New |
| Summit Place Financial Advisors, LLC | 1,000 | $665.0K | 0.46% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 1,000 | $665.0K | 0.14% | +1,000 | New |
| Clear Harbor Asset Management, LLC | 997 | $663.0K | 0.07% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 988 | $657.0K | 0.06% | −11−1.1% | Reduced |
| Cooper Financial Group | 986 | $656.0K | 0.25% | −322−24.6% | Reduced |
| Financial Advocates Investment Management | 985 | $656.0K | 0.05% | −131−11.7% | Reduced |
| EPG Wealth Management LLC | 983 | $654.0K | 0.23% | +33+3.5% | Added |