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; 4,855 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, Q1 2022
Institutional positions in Broadcom Inc. as of Mar 31, 2022. 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
- 2,057
- +56 vs. Q4 2021
- Shares held
- 330.3M
- −3.50M (−1.0%) vs. Q4 2021
- Total value
- $207.4B
- −$14.5B (−6.5%) vs. Q4 2021
- New holders
- 179
- 952 more added
- Sold out
- 123
- 688 more reduced
25 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 817 | $514.0K | 0.12% | +230+39.2% | Added |
| Trail Ridge Investment Advisors, LLC | 817 | $514.0K | 0.32% | +817 | New |
| SRS Capital Advisors, Inc. | 814 | $513.0K | 0.07% | −2−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 811 | $511.0K | 0.14% | −31−3.7% | Reduced |
| American State Bank (Iowa) | 811 | $510.7K | 0.35% | +39+5.1% | Added |
| Echo Street Capital Management LLC | 809 | $509.0K | 0.00% | +809 | New |
| Alera Investment Advisors, LLC | 808 | $509.0K | 0.12% | +808 | New |
| Texas Capital Bank Wealth Management Services Inc | 808 | $509.0K | 0.05% | +808 | New |
| Measured Wealth Private Client Group, LLC | 806 | $508.0K | 0.19% | +30+3.9% | Added |
| Rollins Financial | 807 | $508.0K | 0.15% | +77+10.5% | Added |
| Aaron Wealth Advisors | 319,877 | $508.0K | 0.01% | +319,368+62,744.2% | Added |
| Osher Van de Voorde Investment Management | 800 | $504.0K | 0.11% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 800 | $504.0K | 0.42% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 800 | $504.0K | 0.08% | +37+4.8% | Added |
| EHP Funds Inc. | 800 | $504.0K | 0.08% | +800 | New |
| Harvest Investment Services, LLC | 797 | $501.0K | 0.30% | −35−4.2% | Reduced |
| Oak Harvest Investment Services | 793 | $499.0K | 0.12% | −161−16.9% | Reduced |
| Apriem Advisors | 790 | $497.0K | 0.07% | −50−6.0% | Reduced |
| Strategic Blueprint, LLC | 787 | $496.0K | 0.06% | +96+13.9% | Added |
| Aurora Private Wealth, Inc. | 783 | $493.0K | 0.20% | −146−15.7% | Reduced |
| Arete Wealth Advisors, LLC | 783 | $493.0K | 0.04% | +340+76.7% | Added |
| Fairhaven Wealth Management, LLC | 780 | $491.0K | 0.20% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 780 | $491.0K | 0.13% | +780 | New |
| Austin Private Wealth, LLC | 777 | $489.0K | 0.10% | −10−1.3% | Reduced |
| Accurate Wealth Management, LLC | 775 | $488.0K | 0.22% | +29+3.9% | Added |
| Sage Mountain Advisors LLC | 773 | $487.0K | 0.08% | −14−1.8% | Reduced |
| LCM Capital Management Inc | 773 | $487.0K | 0.39% | +36+4.9% | Added |
| Legacy Financial Advisors, Inc. | 774 | $487.0K | 0.11% | +47+6.5% | Added |
| Chilton Investment Co LLC | 767 | $483.0K | 0.01% | −5−0.6% | Reduced |
| CX Institutional | 767 | $483.0K | 0.04% | +96+14.3% | Added |
| Manhattan West Asset Management, LLC | 764 | $481.0K | 0.26% | −319−29.5% | Reduced |
| PFG Advisors | 758 | $477.0K | 0.05% | +135+21.7% | Added |
| Baldwin Brothers Inc | 752 | $474.0K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 752 | $474.0K | 0.07% | +244+48.0% | Added |
| Jaffetilchin Investment Partners, LLC | 827 | $473.0K | 0.06% | +87+11.8% | Added |
| Fermata Advisors, LLC | 737 | $468.0K | 0.18% | −41−5.3% | Reduced |
| Capital Financial Services, LLC | 744 | $468.0K | 0.55% | 00.0% | Unchanged |
| Cadence Bank NA | 743 | $468.0K | 0.13% | +80+12.1% | Added |
| Heck Capital Advisors, LLC | 742 | $467.2K | 0.08% | −308−29.3% | Reduced |
| Horan Securities, Inc. | 733 | $462.0K | 0.28% | +68+10.2% | Added |
| DSC Advisors, L.P. | 733 | $462.0K | 0.37% | +176+31.6% | Added |
| Synergy Financial Group, LTD | 730 | $460.0K | 0.48% | −7−0.9% | Reduced |
| Matrix Trust Co | 730 | $460.0K | 0.11% | +730 | New |
| NJ State Employees Deferred Compensation Plan | 727 | $458.0K | 0.06% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 727 | $458.0K | 0.12% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 725 | $457.0K | 0.04% | +225+45.0% | Added |
| Zullo Investment Group, Inc. | 723 | $455.0K | 0.24% | −25−3.3% | Reduced |
| Chicago Trust Co NA | 721 | $454.0K | 0.10% | +269+59.5% | Added |
| AXS Investments LLC | 720 | $453.0K | 0.18% | −1,303−64.4% | Reduced |
| SevenBridge Financial Group, LLC | 720 | $453.0K | 0.16% | −301−29.5% | Reduced |
| Menard Financial Group LLC | 720 | $453.0K | 0.45% | 00.0% | Unchanged |
| Bluestein R H & Co | 710 | $447.0K | 0.02% | −168−19.1% | Reduced |
| Twin Focus Capital Partners, LLC | 710 | $447.0K | 0.09% | +22+3.2% | Added |
| Chase Investment Counsel Corp | 708 | $445.0K | 0.19% | −7−1.0% | Reduced |
| Aspiriant, LLC | 707 | $444.0K | 0.02% | −5−0.7% | Reduced |
| Campion Asset Management LLC | 700 | $441.0K | 0.38% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 701 | $441.0K | 0.01% | +10+1.4% | Added |
| Woodward Diversified Capital, LLC | 700 | $441.0K | 0.29% | +35+5.3% | Added |
| Tairen Capital Ltd | 700 | $441.0K | 0.06% | +700 | New |
| Eschler Asset Management LLP | 700 | $441.0K | 0.41% | +700 | New |
| Bank Ozk | 699 | $440.0K | 0.19% | +150+27.3% | Added |
| LexAurum Advisors, LLC | 697 | $439.0K | 0.14% | −1−0.1% | Reduced |
| DT Investment Partners, LLC | 697 | $439.0K | 0.06% | +333+91.5% | Added |
| AllSquare Wealth Management LLC | 695 | $438.0K | 0.26% | +2+0.3% | Added |
| Dorsey Wright & Associates | 696 | $438.0K | 0.10% | +696 | New |
| QCM Cayman, Ltd. | 680 | $428.0K | 1.88% | +680 | New |
| Pacifica Partners Inc. | 728 | $426.0K | 0.28% | −2−0.3% | Reduced |
| S.C. Financial Services, Inc. | 677 | $426.0K | 0.55% | +15+2.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 675 | $425.0K | 0.03% | −8−1.2% | Reduced |
| Indie Asset Partners, LLC | 673 | $424.0K | 0.32% | +10+1.5% | Added |
| Clear Harbor Asset Management, LLC | 672 | $423.0K | 0.05% | −325−32.6% | Reduced |
| Webster Bank, N. A. | 671 | $423.0K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 751 | $423.0K | 0.32% | +28+3.9% | Added |
| PDS Planning, Inc | 668 | $421.0K | 0.07% | +39+6.2% | Added |
| Glassman Wealth Services | 669 | $421.0K | 0.08% | +246+58.2% | Added |
| Brooks, Moore & Associates, Inc. | 665 | $419.0K | 0.26% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 662 | $417.0K | 0.26% | −48−6.8% | Reduced |
| Tranquility Partners, LLC | 663 | $417.0K | 0.20% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 660 | $416.0K | 0.17% | −62−8.6% | Reduced |
| Wealth Management Solutions, LLC | 657 | $414.0K | 0.22% | −140−17.6% | Reduced |
| Courier Capital LLC | 657 | $414.0K | 0.04% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 658 | $414.0K | 0.15% | +94+16.7% | Added |
| Choate Investment Advisors | 654 | $412.0K | 0.02% | −161−19.8% | Reduced |
| Gilbert & Cook, Inc. | 655 | $412.0K | 0.07% | +45+7.4% | Added |
| Gryphon Financial Partners LLC | 652 | $411.0K | 0.09% | +11+1.7% | Added |
| Horizon Family Wealth, Inc. | 653 | $411.0K | 0.41% | +328+100.9% | Added |
| Kercheville Advisors, LLC | 649 | $409.0K | 0.19% | −25−3.7% | Reduced |
| MCF Advisors LLC | 649 | $409.0K | 0.04% | +649 | New |
| ICA Group Wealth Management, LLC | 727 | $408.0K | 0.08% | +727 | New |
| Modera Wealth Management, LLC | 646 | $407.0K | 0.02% | +646 | New |
| Integrity Advisory, LLC | 647 | $407.0K | 0.40% | +647 | New |
| Formidable Asset Management, LLC | 645 | $406.0K | 0.08% | −24−3.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 644 | $406.0K | 0.01% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 643 | $405.0K | 0.09% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 643 | $405.0K | 0.02% | +238+58.8% | Added |
| AdvisorNet Financial, Inc | 641 | $404.0K | 0.03% | +69+12.1% | Added |
| Sandy Spring Bank | 638 | $402.0K | 0.02% | +25+4.1% | Added |
| Jacobi Capital Management LLC | 638 | $402.0K | 0.05% | +220+52.6% | Added |
| Capital Planning Advisors, LLC | 633 | $399.0K | 0.09% | +25+4.1% | Added |
| Point72 Hong Kong Ltd | 633 | $399.0K | 0.04% | +633 | New |