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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 730 | $486.0K | 0.04% | +34+4.9% | Added |
| Rollins Financial | 730 | $486.0K | 0.14% | +730 | New |
| Community Bank, N.A. | 730 | $485.0K | 0.06% | +445+156.1% | Added |
| NJ State Employees Deferred Compensation Plan | 727 | $484.0K | 0.06% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 727 | $484.0K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 727 | $484.0K | 0.11% | +45+6.6% | Added |
| Oak Harbor Wealth Partners, LLC | 726 | $483.0K | 0.17% | +726 | New |
| Keudell/Morrison Wealth Management | 722 | $480.0K | 0.19% | −226−23.8% | Reduced |
| Menard Financial Group LLC | 720 | $479.0K | 0.39% | −107−12.9% | Reduced |
| Monument Capital Management | 717 | $477.0K | 0.15% | +48+7.2% | Added |
| Chase Investment Counsel Corp | 715 | $475.0K | 0.19% | +5+0.7% | Added |
| Sigma Investment Counselors Inc | 713 | $474.0K | 0.03% | −70−8.9% | Reduced |
| Aspiriant, LLC | 712 | $474.0K | 0.03% | +56+8.5% | Added |
| Strengthening Families & Communities, LLC | 710 | $473.0K | 0.36% | +710 | New |
| Vahanian & Associates Financial Planning Inc. | 710 | $472.0K | 0.38% | +710 | New |
| CWM Advisors, LLC | 706 | $470.0K | 0.05% | −7−1.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 705 | $469.0K | 0.05% | 00.0% | Unchanged |
| Campion Asset Management LLC | 700 | $466.0K | 0.39% | +195+38.6% | Added |
| LexAurum Advisors, LLC | 698 | $464.0K | 0.15% | −19−2.6% | Reduced |
| Wealthsource Partners, LLC | 693 | $461.0K | 0.04% | +17+2.5% | Added |
| AllSquare Wealth Management LLC | 693 | $461.0K | 0.27% | +200+40.6% | Added |
| Wedge Capital Management L L P | 691 | $460.0K | 0.01% | +15+2.2% | Added |
| Smith, Moore & Co. | 692 | $460.0K | 0.06% | +53+8.3% | Added |
| Strategic Blueprint, LLC | 691 | $460.0K | 0.06% | +125+22.1% | Added |
| Crestwood Advisors Group LLC | 690 | $459.0K | 0.01% | +209+43.5% | Added |
| Twin Focus Capital Partners, LLC | 688 | $458.0K | 0.09% | −45−6.1% | Reduced |
| Benjamin Edwards Inc | 688 | $458.0K | 0.15% | +477+226.1% | Added |
| Leavell Investment Management, Inc. | 684 | $455.0K | 0.03% | +230+50.7% | Added |
| Accurate Wealth Management, LLC | 746 | $454.0K | 0.37% | +28+3.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 683 | $454.0K | 0.03% | −10−1.4% | Reduced |
| Pacifica Partners Inc. | 730 | $453.0K | 0.30% | −3,281−81.8% | Reduced |
| Washington Trust Bank | 680 | $452.0K | 0.04% | +125+22.5% | Added |
| Kercheville Advisors, LLC | 674 | $448.0K | 0.20% | −11−1.6% | Reduced |
| Main Street Research LLC | 674 | $448.0K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 669 | $448.0K | 0.09% | −2−0.3% | Reduced |
| Syquant Capital SAS | 670 | $446.0K | 0.17% | −50−6.9% | Reduced |
| CX Institutional | 671 | $446.0K | 0.04% | +67+11.1% | Added |
| Webster Bank, N. A. | 671 | $446.0K | 0.05% | +106+18.8% | Added |
| Brooks, Moore & Associates, Inc. | 665 | $442.0K | 0.26% | 00.0% | Unchanged |
| Cadence Bank NA | 663 | $442.0K | 0.12% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 665 | $442.0K | 0.26% | +59+9.7% | Added |
| Horan Securities, Inc. | 665 | $442.0K | 0.27% | +665 | New |
| Joel Isaacson & Co., LLC | 663 | $441.0K | 0.03% | −14−2.1% | Reduced |
| Tranquility Partners, LLC | 663 | $441.0K | 0.20% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 663 | $441.0K | 0.32% | 00.0% | Unchanged |
| Zhang Financial LLC | 661 | $440.0K | 0.08% | +50+8.2% | Added |
| Summit Financial, LLC | 660 | $439.2K | 0.03% | +92+16.2% | Added |
| Courier Capital LLC | 657 | $437.0K | 0.04% | −17−2.5% | Reduced |
| Investment Management Associates Inc | 656 | $437.0K | 0.22% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 655 | $436.0K | 0.10% | −3−0.5% | Reduced |
| Charter Trust Co | 655 | $436.0K | 0.04% | +26+4.1% | Added |
| Fiduciary Group LLC | 654 | $435.0K | 0.05% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 723 | $434.0K | 0.51% | +723 | New |
| Sandbox Financial Partners, LLC | 648 | $431.0K | 0.27% | −35−5.1% | Reduced |
| Buckingham Strategic Partners | 649 | $431.0K | 0.09% | +649 | New |
| Badgley Phelps Wealth Managers, LLC | 644 | $429.0K | 0.01% | −48−6.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 643 | $428.0K | 0.09% | −9−1.4% | Reduced |
| Capital Bank & Trust Co | 641 | $427.0K | 13.57% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 641 | $427.0K | 0.08% | +23+3.7% | Added |
| Independence Bank of Kentucky | 640 | $426.0K | 0.17% | −15−2.3% | Reduced |
| PDS Planning, Inc | 629 | $419.0K | 0.08% | +24+4.0% | Added |
| Echo45 Advisors LLC | 630 | $419.0K | 0.34% | +630 | New |
| C2C Wealth Management, LLC | 628 | $418.0K | 0.06% | +628 | New |
| Berkeley Capital Partners, LLC | 626 | $417.0K | 0.17% | +86+15.9% | Added |
| Guidance Point Advisors, LLC | 626 | $416.0K | 0.15% | 00.0% | Unchanged |
| PFG Advisors | 623 | $414.0K | 0.04% | +104+20.0% | Added |
| Waddell & Associates, LLC | 619 | $412.0K | 0.07% | −75−10.8% | Reduced |
| Five Oceans Advisors | 613 | $408.0K | 0.36% | +61+11.1% | Added |
| Sandy Spring Bank | 613 | $407.0K | 0.02% | +100+19.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 610 | $406.0K | 0.29% | −27−4.2% | Reduced |
| Gilbert & Cook, Inc. | 610 | $406.0K | 0.07% | +24+4.1% | Added |
| Capital Planning Advisors, LLC | 608 | $405.0K | 0.08% | +57+10.3% | Added |
| J. L. Bainbridge & Co., Inc. | 606 | $403.0K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 723 | $403.0K | 0.32% | +723 | New |
| TAP Consulting, LLC | 605 | $402.0K | 0.09% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 602 | $401.0K | 0.42% | +602 | New |
| CoreCap Advisors, LLC | 600 | $399.0K | 0.03% | +600 | New |
| Innovative Portfolios LLC | 598 | $398.0K | 2.26% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 596 | $397.0K | 0.08% | −9−1.5% | Reduced |
| Brown Miller Wealth Management, LLC | 594 | $395.0K | 0.23% | −42−6.6% | Reduced |
| One + One Wealth Management, LLC | 594 | $395.0K | 0.27% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 662 | $395.0K | 0.45% | +662 | New |
| Tompkins Financial Corp | 589 | $392.0K | 0.07% | −140−19.2% | Reduced |
| CVA Family Office, LLC | 587 | $391.0K | 0.10% | +471+406.0% | Added |
| Freedman Financial Associates, Inc. | 585 | $389.0K | 0.27% | 00.0% | Unchanged |
| Centric Wealth Management | 582 | $387.0K | 0.13% | +9+1.6% | Added |
| Delta Financial Advisors LLC | 582 | $387.0K | 0.16% | +582 | New |
| United Community Bank | 580 | $385.9K | 0.39% | +580 | New |
| TNF LLC | 645 | $385.0K | 0.16% | +1+0.2% | Added |
| Source Financial Advisors LLC | 578 | $385.0K | 0.10% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 577 | $384.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 577 | $384.0K | 0.14% | +440+321.2% | Added |
| AdvisorNet Financial, Inc | 572 | $381.0K | 0.02% | +54+10.4% | Added |
| Hayden Royal, LLC | 570 | $379.0K | 0.89% | +9+1.6% | Added |
| Prestige Wealth Management Group LLC | 569 | $379.0K | 0.09% | +62+12.2% | Added |
| Everhart Financial Group, Inc. | 569 | $379.0K | 0.23% | +569 | New |
| Silvant Capital Management LLC | 567 | $377.0K | 0.06% | 00.0% | Unchanged |
| Rock Creek Group, LP | 567 | $377.0K | 0.06% | +131+30.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 566 | $377.0K | 0.02% | +566 | New |
| BetterWealth, LLC | 567 | $377.0K | 0.26% | +567 | New |