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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 5,350 | $3.56M | 0.85% | +5,350 | New |
| Reilly Financial Advisors, LLC | 5,304 | $3.53M | 0.26% | −374−6.6% | Reduced |
| CAPROCK Group, Inc. | 5,304 | $3.53M | 0.29% | +265+5.3% | Added |
| Dynamic Advisor Solutions LLC | 5,262 | $3.50M | 0.25% | +32+0.6% | Added |
| Strategic Wealth Management Inc | 5,256 | $3.50M | 1.73% | +50+1.0% | Added |
| Thoroughbred Financial Services, LLC | 5,219 | $3.47M | 0.73% | +344+7.1% | Added |
| Harvest Fund Management Co., Ltd | 5,199 | $3.46M | 0.59% | +1,756+51.0% | Added |
| Carnegie Capital Asset Management, LLC | 5,201 | $3.46M | 0.11% | −1,261−19.5% | Reduced |
| Convergence Investment Partners, LLC | 5,199 | $3.46M | 1.76% | +197+3.9% | Added |
| Freedom Day Solutions, LLC | 5,186 | $3.45M | 1.39% | −185−3.4% | Reduced |
| Pendal Group Limited | 5,124 | $3.41M | 0.03% | −1,256−19.7% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 5,120 | $3.41M | 0.33% | +3,984+350.7% | Added |
| Doheny Asset Management | 5,112 | $3.40M | 2.38% | −313−5.8% | Reduced |
| Intrust Bank NA | 5,084 | $3.38M | 0.41% | +183+3.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,066 | $3.37M | 0.50% | +27+0.5% | Added |
| Buckingham Strategic Wealth, LLC | 5,026 | $3.34M | 0.06% | −59−1.2% | Reduced |
| Royal Fund Management, LLC | 5,026 | $3.34M | 0.48% | +359+7.7% | Added |
| TCG Advisory Services, LLC | 5,017 | $3.34M | 0.78% | −250−4.7% | Reduced |
| Capital Investment Advisors, LLC | 5,006 | $3.33M | 0.10% | +678+15.7% | Added |
| LVW Advisors, LLC | 4,983 | $3.32M | 0.56% | −19−0.4% | Reduced |
| Asset Dedication, LLC | 4,978 | $3.31M | 0.40% | +387+8.4% | Added |
| Barrett Asset Management, LLC | 4,965 | $3.30M | 0.12% | +341+7.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,918 | $3.27M | 0.16% | −1,663−25.3% | Reduced |
| Barings LLC | 4,906 | $3.27M | 0.08% | +464+10.4% | Added |
| Qtron Investments LLC | 4,907 | $3.27M | 0.74% | +914+22.9% | Added |
| Kinneret Advisory, LLC | 4,891 | $3.25M | 0.34% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4,889 | $3.25M | 0.34% | −198−3.9% | Reduced |
| Altman Advisors, Inc. | 6,034 | $3.22M | 1.96% | +228+3.9% | Added |
| Fairfield, Bush & Co. | 4,822 | $3.21M | 1.54% | −32−0.7% | Reduced |
| Insight Wealth Strategies, LLC | 4,820 | $3.21M | 0.46% | +247+5.4% | Added |
| First Hawaiian Bank | 4,809 | $3.20M | 0.09% | −1,012−17.4% | Reduced |
| Cubist Systematic Strategies, LLC | 4,801 | $3.19M | 0.03% | +3,244+208.3% | Added |
| Kendall Capital Management | 4,795 | $3.19M | 1.51% | +516+12.1% | Added |
| We Are One Seven, LLC | 4,784 | $3.18M | 0.33% | +590+14.1% | Added |
| IFG Advisory, LLC | 4,778 | $3.18M | 0.31% | −18−0.4% | Reduced |
| Great Lakes Advisors, LLC | 4,723 | $3.14M | 0.05% | −32−0.7% | Reduced |
| Mystic Asset Management, Inc. | 4,721 | $3.14M | 1.48% | +4,721 | New |
| Affinity Investment Advisors, LLC | 4,714 | $3.14M | 1.26% | −69−1.4% | Reduced |
| Bluefin Capital Management, LLC | 4,700 | $3.13M | 0.25% | +3,145+202.3% | Added |
| Avantax Advisory Services, Inc. | 4,646 | $3.10M | 0.05% | −147−3.1% | Reduced |
| Sandhill Capital Partners LLC | 4,610 | $3.07M | 0.24% | −15−0.3% | Reduced |
| Change Path, LLC | 4,610 | $3.07M | 0.15% | +410+9.8% | Added |
| SeaTown Holdings Pte. Ltd. | 4,580 | $3.05M | 0.16% | −20,000−81.4% | Reduced |
| Grandview Asset Management LLC | 4,551 | $3.03M | 1.22% | +190+4.4% | Added |
| Atom Investors LP | 4,526 | $3.01M | 0.83% | +4,526 | New |
| Peterson Wealth Services | 4,527 | $3.01M | 2.00% | +4,527 | New |
| Fairbanks Capital Management, Inc. | 4,524 | $3.01M | 2.19% | +3+0.1% | Added |
| Connectus Wealth, LLC | 4,521 | $3.01M | 0.12% | +4,521 | New |
| TrimTabs Asset Management, LLC | 4,480 | $2.98M | 1.47% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,460 | $2.97M | 0.11% | +4,460 | New |
| Triasima Portfolio Management inc. | 4,435 | $2.95M | 0.14% | −125−2.7% | Reduced |
| Avidian Wealth Solutions, LLC | 4,418 | $2.94M | 0.19% | +1,883+74.3% | Added |
| DCM Advisors, LLC | 4,361 | $2.90M | 0.86% | +106+2.5% | Added |
| Patton Albertson Miller Group, LLC | 4,360 | $2.90M | 0.47% | −44−1.0% | Reduced |
| Americana Partners, LLC | 4,351 | $2.90M | 0.53% | +2,187+101.1% | Added |
| Duff & Phelps Investment Management Co | 4,347 | $2.89M | 0.03% | +174+4.2% | Added |
| Rossmore Private Capital | 4,347 | $2.89M | 0.45% | +352+8.8% | Added |
| Allen Investment Management LLC | 4,344 | $2.89M | 0.04% | +2,184+101.1% | Added |
| Coldstream Capital Management Inc | 4,331 | $2.88M | 0.09% | +2,634+155.2% | Added |
| DuPont Capital Management Corp | 4,289 | $2.85M | 0.10% | +786+22.4% | Added |
| AIA Group Ltd | 4,280 | $2.85M | 0.13% | +1,548+56.7% | Added |
| Rothschild Investment Corp | 4,274 | $2.84M | 0.22% | −67−1.5% | Reduced |
| Fiera Capital Corp | 4,270 | $2.84M | 0.01% | −927−17.8% | Reduced |
| Gladstone Institutional Advisory LLC | 4,263 | $2.84M | 0.22% | +1,375+47.6% | Added |
| Birch Hill Investment Advisors LLC | 4,260 | $2.83M | 0.14% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 4,261 | $2.83M | 3.06% | +4,261 | New |
| Payden & Rygel | 4,250 | $2.83M | 0.13% | +1,800+73.5% | Added |
| Private Trust Co NA | 4,249 | $2.83M | 0.39% | +347+8.9% | Added |
| Dean Investment Associates, LLC | 4,241 | $2.82M | 0.50% | +41+1.0% | Added |
| American National Insurance Co | 4,214 | $2.80M | 0.62% | −24,959−85.6% | Reduced |
| Pinnacle Wealth Management, LLC | 4,194 | $2.79M | 2.39% | +4,194 | New |
| Quantum Private Wealth, LLC | 4,186 | $2.79M | 1.06% | +4,186 | New |
| AdvisorShares Investments LLC | 4,174 | $2.78M | 0.33% | +50+1.2% | Added |
| Berkshire Asset Management LLC | 4,148 | $2.76M | 0.17% | −835−16.8% | Reduced |
| Wrapmanager Inc | 4,130 | $2.75M | 0.69% | −1,520−26.9% | Reduced |
| Grove Bank & Trust | 4,102 | $2.73M | 0.52% | −119−2.8% | Reduced |
| Keebeck Wealth Management, LLC | 4,098 | $2.73M | 0.49% | +488+13.5% | Added |
| American National Registered Investment Advisor, Inc. | 4,093 | $2.72M | 0.90% | −20.0% | Reduced |
| Game Plan Financial Advisors, LLC | 4,085 | $2.72M | 1.45% | −410−9.1% | Reduced |
| Ingalls & Snyder LLC | 4,083 | $2.72M | 0.12% | +152+3.9% | Added |
| Meitav Dash Investments Ltd | 3,980 | $2.67M | 0.04% | +574+16.9% | Added |
| 6 Meridian | 4,013 | $2.67M | 0.20% | −52−1.3% | Reduced |
| Symmetry Partners, LLC | 4,009 | $2.67M | 0.17% | +698+21.1% | Added |
| Phoenix Holdings Ltd. | 3,990 | $2.67M | 0.05% | +572+16.7% | Added |
| Griffin Asset Management, Inc. | 3,991 | $2.66M | 0.33% | −44−1.1% | Reduced |
| SWS Partners | 3,984 | $2.65M | 1.51% | −824−17.1% | Reduced |
| Capstone Wealth Management Group, LLC | 3,983 | $2.65M | 2.15% | +3,983 | New |
| CMT Capital Markets Trading GmbH | 3,974 | $2.64M | 0.76% | +114+3.0% | Added |
| Leonteq Securities AG | 3,946 | $2.63M | 0.12% | −19,341−83.1% | Reduced |
| Trust Asset Management LLC | 3,926 | $2.61M | 0.32% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 3,926 | $2.61M | 0.17% | +293+8.1% | Added |
| Sentry Investment Management LLC | 3,923 | $2.61M | 0.69% | +423+12.1% | Added |
| Great Valley Advisor Group, Inc. | 5,110 | $2.61M | 0.16% | −40−0.8% | Reduced |
| Albar Capital Ltd | 3,899 | $2.59M | 0.82% | +3,899 | New |
| Centaurus Financial, Inc. | 3,895 | $2.59M | 0.20% | +29+0.8% | Added |
| Members Capital Advisors Inc | 3,880 | $2.58M | 1.33% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,877 | $2.58M | 0.16% | +2,957+321.4% | Added |
| Advisory Research Inc | 3,872 | $2.58M | 0.20% | +60+1.6% | Added |
| Groesbeck Investment Management Corp | 3,869 | $2.57M | 3.27% | +102+2.7% | Added |
| Parallel Advisors, LLC | 3,865 | $2.57M | 0.10% | +812+26.6% | Added |