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
- +303 vs. Q3 2021
- Shares held
- 333.9M
- +221.6K (+0.1%) vs. Q3 2021
- Total value
- $222.0B
- +$60.2B (+37.2%) vs. Q3 2021
- New holders
- 375
- 805 more added
- Sold out
- 72
- 629 more reduced
34 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 |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 565 | $376.0K | 0.25% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 564 | $375.0K | 0.13% | +27+5.0% | Added |
| Collective Family Office LLC | 564 | $375.0K | 0.15% | +70+14.2% | Added |
| Laird Norton Trust Company, LLC | 563 | $374.0K | 0.03% | +10+1.8% | Added |
| Ipswich Investment Management Co., Inc. | 561 | $373.0K | 0.09% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 561 | $373.0K | 0.16% | 00.0% | Unchanged |
| Keel Point, LLC | 558 | $372.0K | 0.05% | +8+1.5% | Added |
| Cornerstone Wealth Management, LLC | 553 | $371.0K | 0.04% | +40+7.8% | Added |
| DSC Advisors, L.P. | 557 | $371.0K | 0.43% | +86+18.3% | Added |
| TCTC Holdings, LLC | 554 | $369.0K | 0.02% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 552 | $367.0K | 0.25% | +552 | New |
| Trust Co of Toledo NA | 550 | $366.0K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 630 | $365.0K | 0.03% | +6+1.0% | Added |
| Bank Ozk | 549 | $365.0K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Group | 548 | $365.0K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 548 | $365.0K | 0.10% | +38+7.5% | Added |
| Eqis Capital Management, Inc. | 545 | $362.0K | 0.03% | +132+32.0% | Added |
| Nixon Peabody Trust Co | 544 | $362.0K | 0.11% | +544 | New |
| Wealth Effects LLC | 543 | $362.0K | 0.15% | +543 | New |
| Wealth Architects, LLC | 541 | $360.0K | 0.06% | +14+2.7% | Added |
| Pathway Financial Advisors LLC | 613 | $359.0K | 0.13% | +613 | New |
| Evoke Wealth, LLC | 538 | $358.0K | 0.01% | +49+10.0% | Added |
| KRS Capital Management, LLC | 539 | $358.0K | 0.31% | +539 | New |
| Gould Asset Management LLC | 536 | $357.0K | 0.10% | +536 | New |
| Oder Investment Management, LLC | 534 | $356.0K | 0.50% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 534 | $355.0K | 0.10% | +8+1.5% | Added |
| IPG Investment Advisors LLC | 530 | $353.0K | 0.06% | −1,000−65.4% | Reduced |
| Fort Sheridan Advisors LLC | 531 | $353.0K | 0.10% | −85−13.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 530 | $353.0K | 0.18% | 00.0% | Unchanged |
| Magnetar Financial LLC | 525 | $349.0K | 0.00% | +525 | New |
| Plante Moran Financial Advisors, LLC | 523 | $348.0K | 0.06% | −399−43.3% | Reduced |
| Atticus Wealth Management, LLC | 523 | $348.0K | 0.14% | +193+58.5% | Added |
| YHB Investment Advisors, Inc. | 521 | $347.0K | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 522 | $347.0K | 0.06% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 508 | $338.0K | 0.05% | −23−4.3% | Reduced |
| Aaron Wealth Advisors | 509 | $338.0K | 0.09% | +509 | New |
| JGP Wealth Management, LLC | 524 | $337.0K | 0.06% | +6+1.2% | Added |
| WMG Financial Advisors, LLC | 501 | $335.0K | 0.26% | +501 | New |
| Bard Financial Services, Inc. | 500 | $333.0K | 0.03% | −50−9.1% | Reduced |
| LPWM LLC | 500 | $333.0K | 0.18% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 500 | $333.0K | 0.34% | 00.0% | Unchanged |
| Rockland Trust Co | 501 | $333.0K | 0.02% | +9+1.8% | Added |
| PDT Partners, LLC | 500 | $333.0K | 0.03% | +500 | New |
| Biltmore Capital Advisors LLC | 496 | $330.0K | 0.06% | −99−16.6% | Reduced |
| Claraphi Advisory Network, LLC | 496 | $330.0K | 0.12% | +496 | New |
| Stonebridge Capital Advisors LLC | 488 | $325.0K | 0.04% | −13−2.6% | Reduced |
| SkyView Investment Advisors, LLC | 489 | $325.0K | 0.07% | +489 | New |
| Wealth Alliance Advisory Group, LLC | 485 | $323.0K | 0.14% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 484 | $322.0K | 0.10% | −39−7.5% | Reduced |
| Voya Financial Advisors, Inc. | 482 | $321.0K | 0.04% | −60−11.1% | Reduced |
| CCG Wealth Management, LLC | 480 | $319.0K | 0.17% | −5−1.0% | Reduced |
| Veracity Capital LLC | 477 | $318.0K | 0.13% | −1−0.2% | Reduced |
| Connable Office Inc | 478 | $318.0K | 0.04% | +18+3.9% | Added |
| Mendel Money Management | 475 | $316.0K | 0.18% | −195−29.1% | Reduced |
| Country Trust Bank | 474 | $315.0K | 0.01% | +6+1.3% | Added |
| OneAscent Wealth Management LLC | 469 | $312.0K | 0.78% | −626−57.2% | Reduced |
| Accuvest Global Advisors | 469 | $312.0K | 0.14% | −373−44.3% | Reduced |
| WealthPLAN Partners, LLC | 530 | $310.0K | 0.02% | −15−2.8% | Reduced |
| Allegheny Financial Group LTD | 466 | $310.0K | 0.12% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 465 | $309.0K | 0.23% | +465 | New |
| Excalibur Management Corp | 463 | $308.0K | 0.12% | +18+4.0% | Added |
| Northcape Wealth Management, LLC | 462 | $307.0K | 0.10% | +462 | New |
| Virtu Financial LLC | 460 | $306.0K | 0.03% | +460 | New |
| ACG Wealth | 459 | $306.0K | 0.04% | +459 | New |
| Verity Asset Management, Inc. | 458 | $305.0K | 0.18% | −21−4.4% | Reduced |
| Trillium Asset Management, LLC | 458 | $305.0K | 0.01% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 459 | $305.0K | 0.30% | +459 | New |
| Hamilton Wealth, LLC | 456 | $303.0K | 0.14% | +456 | New |
| Resonant Capital Advisors, LLC | 456 | $303.0K | 0.05% | +456 | New |
| West Michigan Advisors, LLC | 456 | $303.0K | 0.23% | +456 | New |
| Financial Architects, Inc | 454 | $302.0K | 0.04% | 00.0% | Unchanged |
| Gries Financial LLC | 454 | $302.0K | 0.12% | +18+4.1% | Added |
| OneAscent Financial Services LLC | 452 | $301.0K | 0.57% | −575−56.0% | Reduced |
| O'Brien Greene & Co. Inc | 452 | $301.0K | 0.10% | +19+4.4% | Added |
| Vicus Capital | 524 | $301.0K | 0.03% | +524 | New |
| Chicago Trust Co NA | 452 | $301.0K | 0.06% | +452 | New |
| Stokes Family Office, LLC | 451 | $300.0K | 0.04% | +451 | New |
| GYL Financial Synergies, LLC | 450 | $299.0K | 0.08% | −3−0.7% | Reduced |
| Poehling Capital Management, LLC | 450 | $299.0K | 0.10% | 00.0% | Unchanged |
| New Century Advisors, LLC | 450 | $299.0K | 0.28% | +450 | New |
| Greenwood Gearhart Inc | 444 | $295.0K | 0.04% | +444 | New |
| Arete Wealth Advisors, LLC | 443 | $294.0K | 0.03% | +443 | New |
| Private Capital Group, LLC | 440 | $293.0K | 0.06% | +59+15.5% | Added |
| Old National Bancorp | 439 | $292.0K | 0.01% | +9+2.1% | Added |
| Investors Asset Management of Georgia Inc | 438 | $291.0K | 0.14% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 437 | $291.0K | 0.14% | +437 | New |
| Costello Asset Management, INC | 435 | $289.0K | 0.18% | −49−10.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 434 | $289.0K | 0.05% | −3−0.7% | Reduced |
| Haverford Trust Co | 433 | $288.0K | 0.00% | +433 | New |
| Raleigh Capital Management Inc. | 433 | $288.0K | 0.30% | +433 | New |
| Redwood Investment Management, LLC | 432 | $287.0K | 0.04% | −2,248−83.9% | Reduced |
| Stockman Wealth Management, Inc. | 432 | $287.0K | 0.06% | +432 | New |
| Continuum Advisory, LLC | 430 | $286.0K | 0.06% | +430 | New |
| Private Portfolio Partners LLC | 429 | $285.7K | 0.07% | +429 | New |
| Hill Island Financial LLC | 428 | $285.0K | 0.10% | +428 | New |
| Tiemann Investment Advisors, LLC | 427 | $284.0K | 0.12% | +427 | New |
| NinePointTwo Capital | 426 | $283.0K | 0.09% | 00.0% | Unchanged |
| Sara-Bay Financial | 425 | $283.0K | 0.08% | +425 | New |
| Icapital Wealth LLC | 425 | $283.0K | 0.11% | +425 | New |
| Ascent Group, LLC | 530 | $283.0K | 0.04% | +530 | New |