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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 16,086 | $10.7M | 0.31% | +598+3.9% | Added |
| Oaktop Capital Management II, L.P. | 16,000 | $10.6M | 1.28% | 00.0% | Unchanged |
| Appleton Partners Inc | 15,859 | $10.6M | 0.79% | +309+2.0% | Added |
| South Dakota Investment Council | 15,763 | $10.5M | 0.18% | 00.0% | Unchanged |
| Diversified Trust Co | 15,636 | $10.4M | 0.34% | +576+3.8% | Added |
| Nicholas Company, Inc. | 15,605 | $10.4M | 0.17% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 15,544 | $10.3M | 0.43% | +131+0.8% | Added |
| L & S Advisors Inc | 15,335 | $10.2M | 1.10% | +8,739+132.5% | Added |
| Freestone Capital Holdings, LLC | 15,332 | $10.2M | 0.43% | +2,034+15.3% | Added |
| Bridgeway Capital Management, LLC | 15,300 | $10.2M | 0.19% | +15,300 | New |
| Atlantic Union Bankshares Corp | 15,280 | $10.2M | 0.86% | −63−0.4% | Reduced |
| Strategy Asset Managers LLC | 15,171 | $10.1M | 2.62% | +3,749+32.8% | Added |
| JustInvest LLC | 15,154 | $10.1M | 0.59% | +6,267+70.5% | Added |
| Lowe Brockenbrough & Co Inc | 15,087 | $10.0M | 0.73% | +229+1.5% | Added |
| Cetera Advisor Networks LLC | 15,080 | $10.0M | 0.12% | −618−3.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 16,087 | $10.0M | 1.36% | −1,596−9.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,017 | $9.99M | 0.05% | +1,722+13.0% | Added |
| Independent Financial Group, LLC | 14,896 | $9.91M | 0.82% | −572−3.7% | Reduced |
| Desjardins Global Asset Management Inc. | 14,875 | $9.90M | 0.85% | +14,875 | New |
| Carolina Wealth Advisors, LLC | 14,738 | $9.81M | 5.54% | −300−2.0% | Reduced |
| Alerus Financial NA | 14,737 | $9.81M | 0.80% | −1,084−6.9% | Reduced |
| Naples Global Advisors, LLC | 14,618 | $9.73M | 1.13% | +27+0.2% | Added |
| Wolverine Trading, LLC | 14,612 | $9.72M | 0.13% | −35,528−70.9% | Reduced |
| Cinctive Capital Management LP | 14,510 | $9.65M | 0.45% | −4,057−21.9% | Reduced |
| Hohimer Wealth Management, LLC | 14,453 | $9.62M | 2.03% | −3,510−19.5% | Reduced |
| Aviance Capital Partners, LLC | 14,394 | $9.58M | 1.60% | +176+1.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 14,313 | $9.52M | 0.45% | −38−0.3% | Reduced |
| Ethic Inc. | 14,208 | $9.45M | 0.73% | +1,209+9.3% | Added |
| Stewart & Patten Co LLC | 14,143 | $9.41M | 1.41% | +1,304+10.2% | Added |
| Minot Wealth Management LLC | 14,022 | $9.33M | 1.80% | +198+1.4% | Added |
| Ibex Wealth Advisors | 14,004 | $9.32M | 1.65% | +259+1.9% | Added |
| Stonnington Group, LLC | 14,948 | $9.30M | 2.00% | −320−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 13,952 | $9.28M | 0.19% | +1,218+9.6% | Added |
| Middleton & Co Inc | 13,915 | $9.26M | 0.90% | +6,571+89.5% | Added |
| Cresset Asset Management, LLC | 13,903 | $9.25M | 0.09% | +7,094+104.2% | Added |
| Oak Grove Capital LLC | 13,712 | $9.12M | 1.79% | −5,138−27.3% | Reduced |
| Reliant Investment Management, LLC | 13,681 | $9.10M | 3.74% | −92−0.7% | Reduced |
| Oak Ridge Investments LLC | 13,634 | $9.07M | 0.77% | −499−3.5% | Reduced |
| Lido Advisors, LLC | 13,602 | $9.05M | 0.17% | +1,877+16.0% | Added |
| EULAV Asset Management | 13,509 | $8.99M | 0.23% | −1,501−10.0% | Reduced |
| Financial Sense Advisors, Inc. | 13,441 | $8.94M | 3.09% | −313−2.3% | Reduced |
| Zweig-DiMenna Associates LLC | 13,350 | $8.88M | 0.72% | +13,350 | New |
| Greystone Financial Group, LLC | 13,346 | $8.88M | 2.13% | +2,364+21.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,198 | $8.78M | 0.76% | +138+1.1% | Added |
| Cumberland Partners Ltd | 13,121 | $8.73M | 0.61% | +50+0.4% | Added |
| Premier Fund Managers Ltd | 13,062 | $8.69M | 0.28% | +164+1.3% | Added |
| Capital Analysts, LLC | 13,056 | $8.69M | 0.53% | −137−1.0% | Reduced |
| Brown Brothers Harriman & Co | 12,999 | $8.65M | 0.05% | +651+5.3% | Added |
| Clear Street Markets LLC | 12,964 | $8.63M | 0.77% | +5,452+72.6% | Added |
| IndexIQ Advisors LLC | 12,946 | $8.61M | 0.29% | −50−0.4% | Reduced |
| Karp Capital Management Corp | 12,906 | $8.59M | 1.08% | +841+7.0% | Added |
| Westwood Holdings Group Inc. | 12,859 | $8.56M | 0.08% | −1,253−8.9% | Reduced |
| Tower Bridge Advisors | 12,850 | $8.55M | 0.53% | +20+0.2% | Added |
| Elk River Wealth Management, LLC | 12,798 | $8.52M | 1.93% | +115+0.9% | Added |
| Hudson Valley Investment Advisors Inc | 12,776 | $8.50M | 1.33% | −603−4.5% | Reduced |
| Renaissance Investment Group LLC | 12,754 | $8.49M | 2.01% | +744+6.2% | Added |
| Colony Group LLC | 12,730 | $8.47M | 0.15% | +7,858+161.3% | Added |
| Sawtooth Solutions, LLC | 12,634 | $8.41M | 0.94% | +5,881+87.1% | Added |
| Hancock Whitney Corp | 12,584 | $8.37M | 0.26% | +347+2.8% | Added |
| Stratos Wealth Partners, LTD. | 12,565 | $8.36M | 0.19% | +515+4.3% | Added |
| Citizens Business Bank | 12,409 | $8.26M | 1.01% | −60−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 12,314 | $8.19M | 0.39% | +750+6.5% | Added |
| Axxcess Wealth Management, LLC | 12,270 | $8.16M | 0.62% | +12,270 | New |
| Duncker Streett & Co Inc | 12,246 | $8.15M | 1.40% | +427+3.6% | Added |
| Impax Asset Management Group plc | 12,239 | $8.14M | 0.03% | +12,239 | New |
| Simplex Trading, LLC | 12,231 | $8.14M | 0.27% | +3,407+38.6% | Added |
| HAP Trading, LLC | 12,215 | $8.13M | 0.56% | +12,215 | New |
| Icon Wealth Partners, LLC | 12,210 | $8.12M | 0.81% | −207−1.7% | Reduced |
| Geneos Wealth Management Inc. | 12,143 | $8.08M | 0.31% | −2,836−18.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 12,081 | $8.04M | 0.55% | +111+0.9% | Added |
| PKO Investment Management Joint-Stock Co | 12,000 | $7.98M | 0.90% | −5,642−32.0% | Reduced |
| Advisor Partners LLC | 11,892 | $7.91M | 0.48% | +707+6.3% | Added |
| Illinois Municipal Retirement Fund | 11,890 | $7.91M | 0.22% | +2,214+22.9% | Added |
| Squarepoint Ops LLC | 11,692 | $7.78M | 0.04% | +3,689+46.1% | Added |
| Spire Wealth Management | 11,680 | $7.77M | 0.17% | +855+7.9% | Added |
| Jackson Square Capital, LLC | 11,676 | $7.77M | 2.23% | −1,048−8.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 11,623 | $7.73M | 1.36% | +11,623 | New |
| Dakota Wealth Management | 11,442 | $7.61M | 0.80% | +4,003+53.8% | Added |
| Andra AP-fonden | 11,400 | $7.59M | 0.15% | +4,600+67.6% | Added |
| Maryland Capital Management | 11,380 | $7.57M | 0.41% | +1,100+10.7% | Added |
| Bragg Financial Advisors, Inc | 15,586 | $7.56M | 0.48% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,313 | $7.53M | 0.32% | +76+0.7% | Added |
| Kingsview Wealth Management, LLC | 11,307 | $7.52M | 0.32% | +218+2.0% | Added |
| Ieq Capital, LLC | 11,263 | $7.49M | 0.17% | +1,795+19.0% | Added |
| Stonegate Investment Group, LLC | 11,188 | $7.45M | 0.31% | +11,188 | New |
| Hourglass Capital, LLC | 11,170 | $7.43M | 2.49% | −2,205−16.5% | Reduced |
| TD Private Client Wealth LLC | 11,135 | $7.41M | 0.31% | −3,968−26.3% | Reduced |
| Mizuho Markets Cayman LP | 11,119 | $7.40M | 0.75% | −2,238−16.8% | Reduced |
| Veritable, L.P. | 11,111 | $7.39M | 0.11% | +1,144+11.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,092 | $7.38M | 3.25% | −121−1.1% | Reduced |
| Prospera Financial Services Inc | 11,078 | $7.38M | 0.32% | +483+4.6% | Added |
| Jackson Wealth Management, LLC | 11,088 | $7.38M | 0.93% | +30+0.3% | Added |
| Dockyard Capital Management LP | 11,000 | $7.32M | 6.65% | +11,000 | New |
| First Horizon Advisors, Inc. | 11,000 | $7.32M | 0.22% | −52−0.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 10,973 | $7.30M | 0.65% | −64−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,967 | $7.30M | 0.68% | +461+4.4% | Added |
| John G Ullman & Associates Inc | 10,938 | $7.28M | 1.00% | −75−0.7% | Reduced |
| First National Trust Co | 10,846 | $7.22M | 0.38% | +3,294+43.6% | Added |
| O'Shaughnessy Asset Management, LLC | 10,817 | $7.20M | 0.13% | +2,289+26.8% | Added |
| Principal Street Partners, LLC | 10,772 | $7.17M | 1.73% | +247+2.3% | Added |