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 |
|---|---|---|---|---|---|
| Horan Capital Advisors, LLC. | 7,649 | $5.09M | 2.02% | −33−0.4% | Reduced |
| Fayez Sarofim & Co | 7,610 | $5.06M | 0.02% | +2,404+46.2% | Added |
| Arden Trust Co | 7,554 | $5.03M | 0.85% | −717−8.7% | Reduced |
| American Portfolios Advisors | 7,547 | $5.02M | 0.17% | +726+10.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,522 | $5.00M | 1.22% | −49−0.6% | Reduced |
| Harbour Capital Advisors, LLC | 7,501 | $4.99M | 1.23% | −39−0.5% | Reduced |
| MidWestOne Financial Group, Inc. | 7,487 | $4.98M | 1.05% | −398−5.0% | Reduced |
| EFG Asset Management (North America) Corp. | 7,460 | $4.96M | 0.65% | +7,460 | New |
| Robbins Farley LLC | 7,459 | $4.96M | 3.67% | +2,821+60.8% | Added |
| Pallas Capital Advisors LLC | 9,287 | $4.95M | 0.60% | +351+3.9% | Added |
| Teamwork Financial Advisors, LLC | 7,439 | $4.95M | 0.91% | +2,408+47.9% | Added |
| Pathstone Family Office, LLC | 7,383 | $4.91M | 0.12% | +476+6.9% | Added |
| Kalos Management, Inc. | 8,786 | $4.91M | 1.33% | +725+9.0% | Added |
| Venture Visionary Partners LLC | 7,358 | $4.90M | 0.32% | +368+5.3% | Added |
| Systematic Alpha Investments, LLC | 7,356 | $4.89M | 0.23% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 7,337 | $4.88M | 2.74% | −3,881−34.6% | Reduced |
| B. Riley Wealth Management, Inc. | 7,302 | $4.86M | 0.34% | +782+12.0% | Added |
| Nomura Holdings Inc | 7,299 | $4.86M | 0.03% | −2,170−22.9% | Reduced |
| Transcend Wealth Collective, LLC | 7,292 | $4.85M | 0.43% | +486+7.1% | Added |
| Western Wealth Management, LLC | 7,197 | $4.79M | 0.47% | +7,197 | New |
| S. R. Schill & Associates | 7,198 | $4.79M | 1.91% | +137+1.9% | Added |
| Bruderman Asset Management, LLC | 7,190 | $4.79M | 3.66% | −17,711−71.1% | Reduced |
| Red Cedar Investment Management, LLC | 7,183 | $4.78M | 0.57% | −223−3.0% | Reduced |
| Goelzer Investment Management, Inc. | 7,109 | $4.73M | 0.39% | −172−2.4% | Reduced |
| Front Row Advisors LLC | 7,054 | $4.69M | 1.75% | +335+5.0% | Added |
| Capital Investment Advisory Services, LLC | 7,038 | $4.68M | 0.55% | −698−9.0% | Reduced |
| Nwam LLC | 7,012 | $4.67M | 0.37% | +3,354+91.7% | Added |
| Montag A & Associates Inc | 6,983 | $4.65M | 0.23% | −25−0.4% | Reduced |
| Sunbelt Securities, Inc. | 7,626 | $4.58M | 0.74% | −840−9.9% | Reduced |
| 180 Wealth Advisors, LLC | 8,537 | $4.55M | 1.02% | +522+6.5% | Added |
| Aigen Investment Management, LP | 7,466 | $4.54M | 0.28% | +7,466 | New |
| Ninety One SA (PTY) Ltd | 6,790 | $4.54M | 1.33% | +1,630+31.6% | Added |
| Empirical Finance, LLC | 6,776 | $4.51M | 0.53% | +1,883+38.5% | Added |
| Bay Rivers Group | 6,748 | $4.49M | 2.74% | +461+7.3% | Added |
| West Oak Capital, LLC | 6,741 | $4.49M | 1.65% | −258−3.7% | Reduced |
| Fortem Financial Group, LLC | 6,715 | $4.47M | 2.04% | +133+2.0% | Added |
| Independent Solutions Wealth Management, LLC | 6,694 | $4.45M | 1.05% | +29+0.4% | Added |
| Canal Capital Management, LLC | 6,667 | $4.44M | 1.07% | +11+0.2% | Added |
| IBM Retirement Fund | 6,644 | $4.42M | 0.55% | −4,615−41.0% | Reduced |
| Laffer Tengler Investments | 6,626 | $4.41M | 1.27% | −16−0.2% | Reduced |
| Sigma Planning Corp | 6,537 | $4.35M | 0.12% | +40+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 6,533 | $4.35M | 0.01% | −4,080−38.4% | Reduced |
| Kornitzer Capital Management Inc | 6,470 | $4.30M | 0.06% | −2,166−25.1% | Reduced |
| Signaturefd, LLC | 6,433 | $4.28M | 0.13% | +971+17.8% | Added |
| Woodmont Investment Counsel LLC | 6,430 | $4.28M | 0.55% | +686+11.9% | Added |
| Providence First Trust Co | 6,349 | $4.22M | 1.91% | −988−13.5% | Reduced |
| Gladius Capital Management LP | 6,323 | $4.21M | 1.41% | +6,323 | New |
| Wetherby Asset Management Inc | 6,248 | $4.16M | 0.23% | +280+4.7% | Added |
| Edmond de Rothschild Holding S.A. | 6,239 | $4.15M | 0.09% | +457+7.9% | Added |
| Alps Advisors Inc | 6,236 | $4.15M | 0.05% | −1,661−21.0% | Reduced |
| Level Four Advisory Services, LLC | 6,235 | $4.15M | 0.32% | +1,834+41.7% | Added |
| Harrell Investment Partners, LLC | 6,223 | $4.14M | 1.27% | +33+0.5% | Added |
| Regions Financial Corp | 6,209 | $4.13M | 0.03% | −606−8.9% | Reduced |
| Veriti Management LLC | 6,169 | $4.11M | 0.53% | −30.0% | Reduced |
| Peapack Gladstone Financial Corp | 6,150 | $4.09M | 0.08% | +27+0.4% | Added |
| Glassy Mountain Advisors, Inc. | 6,141 | $4.09M | 2.11% | +6,141 | New |
| Resources Investment Advisors, LLC. | 6,138 | $4.08M | 0.15% | +4,584+295.0% | Added |
| Exencial Wealth Advisors, LLC | 6,124 | $4.08M | 0.20% | +484+8.6% | Added |
| Graypoint LLC | 6,110 | $4.07M | 0.43% | −85−1.4% | Reduced |
| Monetary Management Group Inc | 6,102 | $4.06M | 1.00% | +100+1.7% | Added |
| Endurance Wealth Management, Inc. | 6,099 | $4.06M | 0.44% | −5,006−45.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 6,100 | $4.06M | 0.04% | −289−4.5% | Reduced |
| Donoghue Forlines LLC | 6,089 | $4.05M | 0.68% | +2,551+72.1% | Added |
| KCM Investment Advisors LLC | 6,041 | $4.02M | 0.14% | +365+6.4% | Added |
| Lockheed Martin Investment Management Co | 5,975 | $3.98M | 0.21% | 00.0% | Unchanged |
| Selway Asset Management | 5,910 | $3.93M | 1.86% | −8,960−60.3% | Reduced |
| Summit Global Investments | 5,885 | $3.92M | 0.25% | −2,476−29.6% | Reduced |
| CWM, LLC | 5,842 | $3.89M | 0.03% | +5,842 | New |
| Clarius Group, LLC | 5,840 | $3.89M | 0.31% | +70+1.2% | Added |
| Bridges Investment Management Inc | 5,829 | $3.88M | 0.11% | +423+7.8% | Added |
| Tealwood Asset Management Inc | 5,827 | $3.88M | 1.55% | −796−12.0% | Reduced |
| Proquility Private Wealth Partners, LLC | 6,542 | $3.87M | 1.36% | −771−10.5% | Reduced |
| Midwest Wealth Management Inc. | 5,784 | $3.85M | 2.41% | +87+1.5% | Added |
| RBA Wealth Management, LLC | 5,741 | $3.82M | 1.80% | +767+15.4% | Added |
| Boothbay Fund Management, LLC | 5,705 | $3.80M | 0.13% | +4,981+688.0% | Added |
| Avantax Planning Partners, Inc. | 5,662 | $3.77M | 0.15% | −556−8.9% | Reduced |
| Lee Financial Co | 5,618 | $3.74M | 0.70% | −774−12.1% | Reduced |
| Field & Main Bank | 5,595 | $3.72M | 2.15% | +75+1.4% | Added |
| New England Asset Management Inc | 5,590 | $3.72M | 0.06% | −489−8.0% | Reduced |
| Paloma Partners Management Co | 5,579 | $3.71M | 0.12% | +5,579 | New |
| Truvestments Capital LLC | 5,558 | $3.70M | 1.86% | +36+0.7% | Added |
| Banco de Sabadell, S.A | 5,542 | $3.69M | 2.07% | +780+16.4% | Added |
| Laurel Wealth Advisors, Inc. | 5,525 | $3.68M | 0.28% | +3,280+146.1% | Added |
| Gotham Asset Management, LLC | 5,521 | $3.67M | 0.12% | −2,204−28.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,502 | $3.66M | 0.69% | −25−0.5% | Reduced |
| Red Spruce Capital, LLC | 5,499 | $3.66M | 2.00% | −75−1.3% | Reduced |
| Eisler Capital (UK) Ltd. | 5,489 | $3.65M | 0.48% | −1,771−24.4% | Reduced |
| Range Financial Group LLC | 5,485 | $3.65M | 2.41% | −199−3.5% | Reduced |
| Chartwell Investment Partners, LLC | 5,479 | $3.65M | 0.11% | 00.0% | Unchanged |
| Intersect Capital LLC | 5,478 | $3.65M | 0.67% | +134+2.5% | Added |
| Parsons Capital Management Inc | 5,461 | $3.63M | 0.26% | +9+0.2% | Added |
| RDA Financial Network | 5,447 | $3.63M | 1.48% | +148+2.8% | Added |
| GDS Wealth Management | 5,443 | $3.62M | 0.81% | +5,443 | New |
| Integrated Wealth Concepts LLC | 5,438 | $3.62M | 0.11% | +2,112+63.5% | Added |
| Meiji Yasuda Life Insurance Co | 5,409 | $3.60M | 0.06% | −632−10.5% | Reduced |
| Providence Capital Advisors, LLC | 5,393 | $3.59M | 0.99% | +228+4.4% | Added |
| Wunderlich Capital Managemnt | 5,383 | $3.58M | 1.60% | +36+0.7% | Added |
| Meridian Wealth Advisors, LLC | 5,382 | $3.58M | 0.87% | +377+7.5% | Added |
| Azzad Asset Management Inc | 5,368 | $3.57M | 0.48% | +77+1.5% | Added |
| Vestcor Inc | 5,354 | $3.56M | 0.13% | −986−15.6% | Reduced |