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 |
|---|---|---|---|---|---|
| Renasant Bank | 777 | $867.3K | 0.69% | +47+6.4% | Added |
| Kowal Investment Group, LLC | 777 | $867.5K | 0.20% | +55+7.6% | Added |
| Oxford Financial Group Ltd | 779 | $869.6K | 0.06% | +88+12.7% | Added |
| Ameliora Wealth Management Ltd. | 781 | $871.8K | 0.43% | −13−1.6% | Reduced |
| Gold Investment Management Ltd. | 787 | $878.5K | 0.38% | +787 | New |
| Shelton Wealth Management, LLC | 789 | $881.0K | 0.63% | −56−6.6% | Reduced |
| Prosperity Financial Group, Inc. | 791 | $883.0K | 0.61% | +6+0.8% | Added |
| Sachetta, LLC | 795 | $887.7K | 0.42% | +795 | New |
| Jacobi Capital Management LLC | 799 | $892.3K | 0.09% | −110−12.1% | Reduced |
| Osher Van de Voorde Investment Management | 800 | $893.0K | 0.20% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 800 | $893.0K | 0.81% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 803 | $896.3K | 0.68% | −113−12.3% | Reduced |
| Canandaigua National Bank & Trust Co | 804 | $897.5K | 0.14% | −142−15.0% | Reduced |
| KKM Financial LLC | 806 | $899.7K | 0.57% | +806 | New |
| Seed Wealth Management, Inc. | 831 | $902.0K | 0.91% | +368+79.5% | Added |
| Frank, Rimerman Advisors LLC | 810 | $904.2K | 0.19% | +810 | New |
| Kapitalo Investimentos Ltda | 815 | $909.7K | 0.19% | +815 | New |
| Berger Financial Group, Inc | 816 | $910.7K | 0.09% | +74+10.0% | Added |
| Park Place Capital Corp | 819 | $914.2K | 0.36% | −160−16.3% | Reduced |
| Wealthstream Advisors, Inc. | 819 | $914.7K | 0.38% | +457+126.2% | Added |
| Peak Asset Management, LLC | 820 | $915.3K | 0.20% | +364+79.8% | Added |
| Clare Market Investments LLC | 820 | $915.6K | 0.32% | +85+11.6% | Added |
| Darden Wealth Group Inc | 821 | $916.4K | 0.88% | +821 | New |
| Atlas Capital Advisors LLC | 828 | $924.3K | 0.13% | +108+15.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 832 | $928.9K | 0.03% | +41+5.2% | Added |
| Reuter James Wealth Management, LLC | 833 | $929.8K | 0.63% | −125−13.0% | Reduced |
| Lantern Wealth Advisors, LLC | 833 | $930.1K | 0.73% | +833 | New |
| Stableford Capital II LLC | 847 | $931.7K | 0.40% | −143−14.4% | Reduced |
| Gilbert & Cook, Inc. | 837 | $934.3K | 0.13% | +39+4.9% | Added |
| Syntax Research, Inc. | 838 | $935.9K | 0.78% | −63−7.0% | Reduced |
| Braun-Bostich & Associates Inc. | 839 | $936.5K | 0.85% | +839 | New |
| Clear Harbor Asset Management, LLC | 840 | $937.6K | 0.09% | +840 | New |
| Carlson Capital Management | 841 | $938.8K | 0.05% | −100−10.6% | Reduced |
| Harmony Asset Management LLC | 842 | $939.6K | 0.40% | +842 | New |
| Quantum Financial Advisors, LLC | 843 | $941.0K | 0.23% | −198−19.0% | Reduced |
| Ami Asset Management Corp | 844 | $942.1K | 0.05% | −19−2.2% | Reduced |
| Riverview Trust Co | 844 | $942.1K | 0.96% | −1−0.1% | Reduced |
| Glassman Wealth Services | 849 | $947.5K | 0.13% | +35+4.3% | Added |
| Midland Wealth Advisors LLC | 849 | $947.7K | 0.06% | +849 | New |
| United Asset Strategies, Inc. | 849 | $947.7K | 0.11% | −123−12.7% | Reduced |
| Wagner Wealth Management, LLC | 849 | $948.0K | 0.32% | +62+7.9% | Added |
| Biltmore Family Office, LLC | 850 | $948.8K | 0.20% | −60−6.6% | Reduced |
| Smith, Moore & Co. | 851 | $949.7K | 0.11% | −17−2.0% | Reduced |
| D'Orazio & Associates, Inc. | 851 | $949.9K | 0.17% | +60+7.6% | Added |
| Paulson Wealth Management Inc. | 852 | $951.0K | 0.30% | −9−1.0% | Reduced |
| Aaron Wealth Advisors | 853 | $952.2K | 0.16% | −14−1.6% | Reduced |
| Fidelity D & D Bancorp Inc | 854 | $953.3K | 0.74% | −44−4.9% | Reduced |
| Dantai Capital Ltd | 855 | $954.4K | 1.21% | +855 | New |
| Jefferies Financial Group Inc. | 856 | $955.5K | 0.01% | −1,144−57.2% | Reduced |
| JSF Financial, LLC | 857 | $956.8K | 0.33% | +3+0.4% | Added |
| Mission Creek Capital Partners, Inc. | 858 | $957.5K | 0.25% | −115−11.8% | Reduced |
| Caxton Associates LP | 858 | $957.7K | 0.05% | −7,346−89.5% | Reduced |
| OmniStar Financial Group, Inc. | 858 | $958.6K | 1.20% | −16−1.8% | Reduced |
| Entropy Technologies, LP | 862 | $962.2K | 0.18% | +862 | New |
| YHB Investment Advisors, Inc. | 863 | $963.3K | 0.09% | +44+5.4% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 863 | $963.3K | 1.02% | +863 | New |
| Legacy Wealth Management, LLC | 864 | $964.4K | 0.46% | −5−0.6% | Reduced |
| Legacy Advisors, LLC | 867 | $967.6K | 0.12% | +379+77.7% | Added |
| Relyea Zuckerberg Hanson LLC | 869 | $970.0K | 0.19% | +48+5.8% | Added |
| Veracity Capital LLC | 870 | $971.1K | 0.39% | +59+7.3% | Added |
| Jacobs Levy Equity Management, Inc | 870 | $971.1K | 0.00% | +870 | New |
| Legacy Edge Advisors, LLC | 870 | $971.1K | 0.22% | +870 | New |
| Webster Bank, N. A. | 873 | $974.5K | 0.12% | +211+31.9% | Added |
| Morton Brown Family Wealth, LLC | 880 | $982.3K | 0.43% | +880 | New |
| Caitlin John, LLC | 881 | $983.5K | 0.80% | +881 | New |
| Sandbox Financial Partners, LLC | 882 | $985.0K | 0.46% | +42+5.0% | Added |
| Accel Wealth Management | 888 | $991.1K | 0.50% | +197+28.5% | Added |
| Douglass Winthrop Advisors, LLC | 889 | $992.3K | 0.02% | +398+81.1% | Added |
| WESPAC Advisors, LLC | 891 | $994.6K | 0.69% | +585+191.2% | Added |
| Elevated Capital Advisors, LLC | 891 | $995.1K | 0.31% | −8−0.9% | Reduced |
| Opus Capital Group, LLC | 893 | $997.0K | 0.16% | −89−9.1% | Reduced |
| Consilium Wealth Advisory, LLC | 902 | $1.01M | 0.61% | +433+92.3% | Added |
| Invera Wealth Advisors, LLC | 908 | $1.01M | 0.63% | +908 | New |
| Highlander Capital Management, LLC | 910 | $1.02M | 0.36% | −50−5.2% | Reduced |
| Willner & Heller, LLC | 916 | $1.02M | 1.14% | +916 | New |
| Gilman Hill Asset Management, LLC | 917 | $1.02M | 0.19% | −104−10.2% | Reduced |
| West Wealth Group, LLC | 918 | $1.02M | 0.40% | −1−0.1% | Reduced |
| New Insight Wealth Advisors | 920 | $1.03M | 0.69% | +920 | New |
| Moloney Securities Asset Management, LLC | 921 | $1.03M | 0.16% | +40+4.5% | Added |
| Sivia Capital Partners, LLC | 928 | $1.04M | 0.79% | +928 | New |
| Coastline Trust Co | 933 | $1.04M | 0.14% | +59+6.8% | Added |
| Pathway Financial Advisors LLC | 933 | $1.04M | 0.30% | +93+11.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 929 | $1.04M | 0.02% | −77,745−98.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 936 | $1.04M | 0.14% | +209+28.7% | Added |
| Emerald Advisors, LLC | 937 | $1.05M | 0.20% | +18+2.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 937 | $1.05M | 0.48% | +937 | New |
| Apexium Financial, LP | 938 | $1.05M | 0.08% | +158+20.3% | Added |
| Keel Point, LLC | 940 | $1.05M | 0.13% | +20+2.2% | Added |
| Rational Advisors LLC | 941 | $1.05M | 0.11% | +117+14.2% | Added |
| Hilltop Partners LLC | 942 | $1.05M | 0.41% | −149−13.7% | Reduced |
| Eqis Capital Management, Inc. | 945 | $1.06M | 0.09% | −286−23.2% | Reduced |
| Titleist Asset Management, LLC | 947 | $1.06M | 0.20% | −231−19.6% | Reduced |
| OV Management LLC | 949 | $1.06M | 0.87% | +949 | New |
| Deseret Mutual Benefit Administrators | 954 | $1.06M | 0.61% | −282−22.8% | Reduced |
| Michael S. Ryan, Inc. | 956 | $1.07M | 0.89% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 963 | $1.07M | 0.32% | −60−5.9% | Reduced |
| ICA Group Wealth Management, LLC | 963 | $1.08M | 0.24% | +204+26.9% | Added |
| Peninsula Wealth, LLC | 966 | $1.08M | 0.22% | +20+2.1% | Added |
| Prestige Wealth Management Group LLC | 966 | $1.08M | 0.24% | +32+3.4% | Added |
| Castle Wealth Management LLC | 967 | $1.08M | 0.65% | +42+4.5% | Added |