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 2023
Institutional positions in Broadcom Inc. as of Dec 31, 2023. 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
- 2,879
- +453 vs. Q3 2023
- Shares held
- 357.6M
- +25.4M (+7.7%) vs. Q3 2023
- Total value
- $398.6B
- +$122.5B (+44.4%) vs. Q3 2023
- New holders
- 555
- 1,153 more added
- Sold out
- 102
- 956 more reduced
40 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 644 | $718.9K | 0.24% | −302−31.9% | Reduced |
| Centric Wealth Management | 579 | $719.5K | 0.24% | +9+1.6% | Added |
| Holistic Planning, LLC | 646 | $721.1K | 0.61% | +646 | New |
| Gerber Kawasaki Wealth & Investment Management | 646 | $721.2K | 0.04% | −83−11.4% | Reduced |
| Allen Capital Group, LLC | 647 | $722.2K | 0.12% | −1,797−73.5% | Reduced |
| Sage Rhino Capital LLC | 647 | $722.4K | 0.19% | −7−1.1% | Reduced |
| Catalina Capital Group, LLC | 647 | $722.5K | 0.56% | +647 | New |
| Fairhaven Wealth Management, LLC | 653 | $728.9K | 0.27% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 654 | $730.0K | 0.24% | +98+17.6% | Added |
| VisionPoint Advisory Group, LLC | 654 | $730.0K | 0.27% | −146−18.3% | Reduced |
| Ssi Investment Management LLC | 654 | $730.0K | 0.06% | −1−0.2% | Reduced |
| Argyle Capital Management Inc. | 654 | $730.0K | 0.30% | +654 | New |
| Allegheny Financial Group LTD | 655 | $730.7K | 0.23% | +169+34.8% | Added |
| Park Edge Advisors, LLC | 657 | $733.4K | 0.25% | +657 | New |
| AlphaStar Capital Management, LLC | 657 | $733.5K | 0.07% | −85−11.5% | Reduced |
| Live Oak Investment Partners | – | $734.5K | 0.67% | – | – |
| Cornerstone Advisory, LLC | 664 | $741.2K | 0.12% | −105−13.7% | Reduced |
| Morningstar Investment Management LLC | 666 | $743.0K | 0.09% | −152−18.6% | Reduced |
| Malaga Cove Capital, LLC | 666 | $743.4K | 0.31% | 00.0% | Unchanged |
| Wealth Effects LLC | 667 | $745.0K | 0.28% | +102+18.1% | Added |
| Northwest Bancshares, Inc. | 671 | $749.0K | 0.14% | −132−16.4% | Reduced |
| Tiemann Investment Advisors, LLC | 671 | $749.0K | 0.36% | +24+3.7% | Added |
| Hyman Charles D | 672 | $750.0K | 0.04% | +404+150.7% | Added |
| Astoria Portfolio Advisors LLC. | 614 | $750.2K | 0.30% | −484−44.1% | Reduced |
| Transatlantique Private Wealth LLC | 675 | $753.5K | 0.35% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 675 | $753.5K | 0.12% | +675 | New |
| Virtus ETF Advisers LLC | 676 | $754.6K | 0.48% | −157−18.8% | Reduced |
| Financial & Tax Architects, LLC | 677 | $755.8K | 0.22% | −222−24.7% | Reduced |
| BKD Wealth Advisors, LLC | 677 | $755.8K | 0.02% | +51+8.1% | Added |
| Valmark Advisers, Inc. | 677 | $755.9K | 0.01% | +37+5.8% | Added |
| Baldwin Brothers Inc | 678 | $756.8K | 0.06% | −4−0.6% | Reduced |
| Woodward Diversified Capital, LLC | 680 | $759.1K | 0.48% | −50−6.8% | Reduced |
| F/M Investments LLC | 681 | $760.2K | 0.43% | +60+9.7% | Added |
| Aurora Private Wealth, Inc. | 682 | $761.0K | 0.72% | −27−3.8% | Reduced |
| Sunpointe, LLC | 682 | $761.3K | 0.97% | +682 | New |
| Morris Retirement Advisors, LLC | 682 | $761.4K | 0.50% | +129+23.3% | Added |
| Beacon Financial Group | 683 | $762.4K | 0.09% | +216+46.3% | Added |
| Advisor OS, LLC | 685 | $764.6K | 0.10% | +7+1.0% | Added |
| Addison Advisors LLC | 685 | $764.6K | 0.30% | +593+644.6% | Added |
| Osborne Partners Capital Management, LLC | 686 | $765.7K | 0.05% | −260−27.5% | Reduced |
| Fiduciary Group LLC | 686 | $765.7K | 0.09% | −57−7.7% | Reduced |
| Roberts Glore & Co Inc | 688 | $768.0K | 0.24% | +688 | New |
| CBOE Vest Financial, LLC | 689 | $769.1K | 0.03% | +689 | New |
| Oxinas Partners Wealth Management LLC | 690 | $770.1K | 0.55% | +690 | New |
| CSS LLC | 690 | $770.2K | 0.06% | −20−2.8% | Reduced |
| Elevatus Welath Management | 691 | $771.8K | 0.35% | +20+3.0% | Added |
| LexAurum Advisors, LLC | 692 | $772.4K | 0.20% | +5+0.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 693 | $773.6K | 0.42% | −530−43.3% | Reduced |
| Granite Group Advisors, LLC | 600 | $775.9K | 0.55% | +600 | New |
| Newbridge Financial Services Group, Inc. | 696 | $777.2K | 0.38% | +43+6.6% | Added |
| Zullo Investment Group, Inc. | 698 | $780.0K | 0.40% | +34+5.1% | Added |
| Legacy Capital Group California, Inc. | 699 | $780.3K | 0.30% | −178−20.3% | Reduced |
| Bell Bank | 699 | $780.3K | 0.08% | +124+21.6% | Added |
| Fortitude Advisory Group L.L.C. | 700 | $781.4K | 0.47% | −1−0.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 700 | $781.4K | 0.35% | +2+0.3% | Added |
| Polymer Capital Management (HK) LTD | 700 | $781.4K | 0.27% | +700 | New |
| Paragon Capital Management Inc | 704 | $785.8K | 0.63% | −690−49.5% | Reduced |
| SPC Financial, Inc. | 704 | $785.8K | 0.08% | +118+20.1% | Added |
| Rosenbaum Jay D. | 706 | $788.1K | 2.04% | +706 | New |
| New Republic Capital, LLC | 707 | $789.2K | 0.56% | +265+60.0% | Added |
| Gould Asset Management LLC | 708 | $790.3K | 0.20% | −25−3.4% | Reduced |
| First Heartland Consultants, Inc. | 710 | $793.0K | 0.10% | +109+18.1% | Added |
| Commonwealth Financial Services, LLC | 711 | $793.6K | 0.19% | −258−26.6% | Reduced |
| Financial Management Professionals, Inc. | 711 | $794.0K | 0.13% | +50+7.6% | Added |
| Verum Partners LLC | 712 | $794.8K | 0.31% | −95−11.8% | Reduced |
| Blueshift Asset Management, LLC | 713 | $795.9K | 0.42% | +297+71.4% | Added |
| Vicus Capital | 719 | $802.8K | 0.08% | −350−32.7% | Reduced |
| Waypoint Capital Advisors, LLC | 722 | $805.9K | 0.23% | +97+15.5% | Added |
| Autumn Glory Partners, LLC | 724 | $807.6K | 0.46% | 00.0% | Unchanged |
| Holistic Financial Partners | 730 | $814.9K | 0.49% | −5−0.7% | Reduced |
| Tranquility Partners, LLC | 731 | $816.0K | 0.34% | −9−1.2% | Reduced |
| Parisi Gray Wealth Management | 732 | $817.0K | 0.33% | +110+17.7% | Added |
| West Family Investments, Inc. | 733 | $818.2K | 0.28% | +4+0.5% | Added |
| Synergy Financial Group, LTD | 733 | $818.4K | 1.00% | −104−12.4% | Reduced |
| Callan Capital, LLC | 735 | $820.4K | 0.08% | +88+13.6% | Added |
| Alera Investment Advisors, LLC | 735 | $820.5K | 0.11% | +65+9.7% | Added |
| Jacobsen Capital Management | 737 | $822.7K | 0.42% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 737 | $823.1K | 0.26% | +23+3.2% | Added |
| Capital Market Strategies LLC | 739 | $825.8K | 0.72% | −17−2.2% | Reduced |
| Red Door Wealth Management, LLC | 740 | $826.0K | 0.18% | +114+18.2% | Added |
| Bank Ozk | 742 | $828.3K | 0.40% | −23−3.0% | Reduced |
| Wedge Capital Management L L P | 742 | $828.3K | 0.01% | +27+3.8% | Added |
| Cahaba Wealth Management, Inc. | 745 | $831.1K | 0.08% | −90−10.8% | Reduced |
| Truepoint, Inc. | 745 | $831.6K | 0.02% | +195+35.5% | Added |
| Machina Capital S.A.S. | 746 | $832.7K | 0.54% | +416+126.1% | Added |
| Ninepoint Partners LP | 748 | $835.0K | 0.12% | +16+2.2% | Added |
| Quad-Cities Investment Group, LLC | 777 | $835.7K | 0.52% | +19+2.5% | Added |
| Lester Murray Antman dba SimplyRich | 752 | $839.0K | 0.29% | 00.0% | Unchanged |
| Sara-Bay Financial | 754 | $841.7K | 0.41% | +72+10.6% | Added |
| Dearborn Partners LLC | 757 | $845.0K | 0.03% | +60+8.6% | Added |
| Journey Strategic Wealth LLC | 757 | $845.1K | 0.04% | +168+28.5% | Added |
| Angeles Investment Advisors, LLC | 759 | $847.2K | 0.05% | −52−6.4% | Reduced |
| Baader Bank INC | 778 | $850.3K | 0.07% | −837−51.8% | Reduced |
| Enterprise Financial Services Corp | 762 | $850.6K | 0.52% | +37+5.1% | Added |
| Aft, Forsyth & Company, Inc. | 762 | $850.6K | 0.54% | +120+18.7% | Added |
| Colonial Trust Co | 765 | $853.5K | 0.18% | +185+31.9% | Added |
| Mattern Wealth Management LLC | 769 | $858.4K | 0.22% | −2−0.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 767 | $859.0K | 0.58% | −27−3.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 772 | $861.7K | 0.20% | −67−8.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 787 | $867.2K | 0.21% | +787 | New |