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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 979 | $651.0K | 0.05% | +410+72.1% | Added |
| Shelton Wealth Management, LLC | 974 | $648.0K | 0.51% | +974 | New |
| Douglas Lane & Associates, LLC | 973 | $647.0K | 0.01% | −78−7.4% | Reduced |
| Tennessee Valley Asset Management Partners | 970 | $645.0K | 0.22% | +34+3.6% | Added |
| GeoWealth Management, LLC | 958 | $638.0K | 0.05% | −86−8.2% | Reduced |
| Proequities, Inc. | 959 | $638.0K | 0.04% | −17−1.7% | Reduced |
| Marietta Investment Partners LLC | 956 | $636.0K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 954 | $635.0K | 0.16% | −83−8.0% | Reduced |
| Oak Harvest Investment Services | 954 | $635.0K | 0.16% | −63−6.2% | Reduced |
| Carroll Financial Associates, Inc. | 941 | $634.0K | 0.03% | +269+40.0% | Added |
| Stony Point Wealth Management Inc. | 952 | $633.0K | 0.34% | −6−0.6% | Reduced |
| Henshaw Capital LLC | 947 | $630.1K | 0.04% | −423−30.9% | Reduced |
| Emerald Advisors, LLC | 946 | $630.0K | 0.15% | +946 | New |
| Washington Trust Advisors, Inc. | 947 | $630.0K | 0.04% | +947 | New |
| Canvas Wealth Advisors, LLC | 946 | $629.0K | 0.23% | +54+6.1% | Added |
| Ssi Investment Management LLC | 939 | $626.0K | 0.04% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 939 | $625.0K | 0.18% | −82−8.0% | Reduced |
| V Wealth Advisors LLC | 940 | $625.0K | 0.09% | +173+22.6% | Added |
| Baskin Financial Services Inc. | 940 | $625.0K | 0.05% | +940 | New |
| Highland Private Wealth Management | 936 | $623.0K | 0.08% | +78+9.1% | Added |
| Wedmont Private Capital | 1,040 | $621.0K | 0.19% | +1,040 | New |
| Sofos Investments, Inc. | 2,671 | $619.0K | 0.05% | +2,659+22,158.3% | Added |
| Aurora Private Wealth, Inc. | 929 | $618.0K | 0.27% | −2,224−70.5% | Reduced |
| Holistic Financial Partners | 925 | $616.0K | 0.36% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 922 | $614.0K | 0.26% | +5+0.5% | Added |
| Anchor Investment Management, LLC | 911 | $606.2K | 0.08% | +166+22.3% | Added |
| Lindbrook Capital, LLC | 908 | $604.0K | 0.09% | +333+57.9% | Added |
| Insight Advisors, LLC | 905 | $602.0K | 0.18% | −41−4.3% | Reduced |
| CenterStar Asset Management, LLC | – | $601.0K | 0.46% | – | New |
| Willner & Heller, LLC | 1,239 | $601.0K | 0.80% | +1,239 | New |
| Riverview Trust Co | 902 | $600.0K | 0.35% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 900 | $599.0K | 0.21% | −2,100−70.0% | Reduced |
| Beck Capital Management, LLC | 900 | $599.0K | 0.19% | +29+3.3% | Added |
| Autumn Glory Partners, LLC | 896 | $597.0K | 0.25% | +896 | New |
| Fundamentun, LLC | 890 | $592.0K | 0.09% | −162−15.4% | Reduced |
| Consolidated Planning Corp | 889 | $592.0K | 0.38% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 879 | $585.0K | 0.16% | +7+0.8% | Added |
| Bluestein R H & Co | 878 | $584.0K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 878 | $584.0K | 0.12% | +55+6.7% | Added |
| Carlson Capital Management | 876 | $583.0K | 0.05% | +46+5.5% | Added |
| Warberg Asset Management LLC | 873 | $581.0K | 0.17% | +873 | New |
| Pinnacle Private Wealth, LLC | 870 | $579.0K | 0.18% | +870 | New |
| Calton & Associates, Inc. | 869 | $578.0K | 0.15% | −367−29.7% | Reduced |
| Magnus Financial Group LLC | 868 | $577.0K | 0.11% | +15+1.8% | Added |
| Annex Advisory Services, LLC | 867 | $577.0K | 0.04% | +442+104.0% | Added |
| Octavia Wealth Advisors, LLC | 864 | $575.0K | 0.12% | +29+3.5% | Added |
| Apeiron RIA LLC | 863 | $575.0K | 0.24% | +863 | New |
| Legacy Wealth Management, LLC | 860 | $572.3K | 0.29% | +6+0.7% | Added |
| Northwest Bancshares, Inc. | 854 | $568.0K | 0.11% | −210−19.7% | Reduced |
| Catalyst Private Wealth, LLC | 850 | $566.0K | 0.24% | 00.0% | Unchanged |
| Strategic Advisors LLC | 849 | $564.0K | 0.08% | +231+37.4% | Added |
| Insight Folios Inc | 846 | $563.0K | 0.26% | +55+7.0% | Added |
| Guardian Wealth Advisors, LLC | 846 | $563.0K | 0.24% | +846 | New |
| Abundance Wealth Counselors | 845 | $562.0K | 0.14% | −142−14.4% | Reduced |
| Balentine LLC | 844 | $562.0K | 0.02% | +110+15.0% | Added |
| Integrated Investment Consultants, LLC | 842 | $560.0K | 0.15% | −37−4.2% | Reduced |
| Apriem Advisors | 840 | $559.0K | 0.08% | 00.0% | Unchanged |
| Girard Partners Ltd. | 839 | $558.0K | 0.06% | +1+0.1% | Added |
| Trustmark National Bank Trust Department | 839 | $558.0K | 0.04% | +839 | New |
| Peoples Bank | 834 | $555.0K | 0.27% | −25−2.9% | Reduced |
| Central Bank & Trust Co | 833 | $554.0K | 0.09% | −19−2.2% | Reduced |
| Harvest Investment Services, LLC | 832 | $553.0K | 0.23% | −16−1.9% | Reduced |
| Brown Advisory Securities, LLC | 824 | $550.0K | 0.23% | −462−35.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 827 | $550.0K | 0.12% | −157−16.0% | Reduced |
| Ground Swell Capital, LLC | 824 | $548.0K | 3.18% | +824 | New |
| XTX Topco Ltd | 822 | $547.0K | 0.31% | +822 | New |
| MONECO Advisors, LLC | 938 | $545.0K | 0.20% | −37−3.8% | Reduced |
| SRS Capital Advisors, Inc. | 816 | $543.0K | 0.07% | +142+21.1% | Added |
| Choate Investment Advisors | 815 | $542.0K | 0.03% | +27+3.4% | Added |
| Arabesque Asset Management Ltd | 813 | $541.0K | 0.16% | −3,077−79.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 808 | $538.0K | 0.18% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 801 | $533.0K | 0.29% | −11,425−93.4% | Reduced |
| Osher Van de Voorde Investment Management | 800 | $532.0K | 0.12% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 800 | $532.0K | 0.42% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 797 | $531.0K | 0.27% | +797 | New |
| Hotaling Investment Management, LLC | 795 | $529.0K | 0.18% | +101+14.6% | Added |
| Maven Securities LTD | 795 | $529.0K | 0.07% | +795 | New |
| Sage Mountain Advisors LLC | 787 | $524.0K | 0.06% | +3+0.4% | Added |
| Austin Private Wealth, LLC | 787 | $524.0K | 0.11% | +313+66.0% | Added |
| Redhawk Wealth Advisors, Inc. | 788 | $524.0K | 0.13% | +788 | New |
| Fermata Advisors, LLC | 778 | $521.0K | 0.19% | +19+2.5% | Added |
| Sather Financial Group Inc | 782 | $520.0K | 0.05% | −200−20.4% | Reduced |
| Fairhaven Wealth Management, LLC | 780 | $519.0K | 0.20% | −4−0.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 776 | $516.0K | 0.18% | −150−16.2% | Reduced |
| Chilton Investment Co LLC | 772 | $514.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 772 | $513.7K | 0.36% | +7+0.9% | Added |
| Krilogy Financial LLC | 765 | $509.0K | 0.05% | −1−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 765 | $509.0K | 0.12% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 763 | $508.0K | 0.08% | +20+2.7% | Added |
| Madison Asset Management, LLC | 757 | $504.0K | 0.01% | +272+56.1% | Added |
| Baldwin Brothers Inc | 752 | $500.0K | 0.05% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 748 | $498.0K | 0.26% | +748 | New |
| Johanson Financial Advisors, Inc. | 746 | $497.0K | 0.15% | +50+7.2% | Added |
| Capital Financial Services, LLC | 744 | $495.0K | 0.54% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 742 | $494.0K | 0.03% | +742 | New |
| Jaffetilchin Investment Partners, LLC | 740 | $492.0K | 0.05% | +75+11.3% | Added |
| LCM Capital Management Inc | 737 | $490.0K | 0.38% | +65+9.7% | Added |
| Synergy Financial Group, LTD | 737 | $490.0K | 0.44% | +737 | New |
| JSF Financial, LLC | 734 | $488.0K | 0.24% | +734 | New |
| Center for Financial Planning, Inc. | 732 | $487.0K | 0.10% | +32+4.6% | Added |