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 |
|---|---|---|---|---|---|
| CFO4Life Group, LLC | 1,164 | $1.30M | 0.25% | +25+2.2% | Added |
| Girard Partners Ltd. | 1,163 | $1.30M | 0.13% | +9+0.8% | Added |
| NewSquare Capital LLC | 1,166 | $1.30M | 0.12% | −107−8.4% | Reduced |
| Arlington Capital Management, Inc. | 1,166 | $1.30M | 1.18% | +1,166 | New |
| Leavell Investment Management, Inc. | 1,167 | $1.30M | 0.08% | +61+5.5% | Added |
| Bank of Hawaii | 1,171 | $1.31M | 0.07% | +1,171 | New |
| Oakworth Capital, Inc. | 1,176 | $1.31M | 0.11% | +70+6.3% | Added |
| V-Square Quantitative Management LLC | 1,177 | $1.31M | 0.31% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,185 | $1.32M | 0.29% | +23+2.0% | Added |
| Alta Advisers Ltd | 1,191 | $1.33M | 0.71% | +91+8.3% | Added |
| Provident Investment Management, Inc. | 1,192 | $1.33M | 0.13% | +461+63.1% | Added |
| SFMG, LLC | 1,195 | $1.33M | 0.12% | +12+1.0% | Added |
| Copperwynd Financial, LLC | 1,196 | $1.34M | 0.53% | +1,196 | New |
| Hartford Funds Management Co LLC | 1,197 | $1.34M | 0.13% | +236+24.6% | Added |
| Atom Investors LP | 1,197 | $1.34M | 0.24% | +6+0.5% | Added |
| Hamilton Capital, LLC | 1,198 | $1.34M | 0.11% | −22−1.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,199 | $1.34M | 0.27% | −255−17.5% | Reduced |
| Connective Portfolio Management, LLC | 1,200 | $1.34M | 2.73% | +1,200 | New |
| Axq Capital, LP | 1,200 | $1.34M | 0.36% | +1,200 | New |
| KG&L Capital Management,LLC | 1,203 | $1.34M | 0.56% | 00.0% | Unchanged |
| XML Financial, LLC | 1,204 | $1.34M | 0.14% | −10−0.8% | Reduced |
| Wealth Management Associates, Inc. | 1,205 | $1.35M | 0.71% | −120−9.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,205 | $1.35M | 0.02% | +184+18.0% | Added |
| Quotient Wealth Partners, LLC | 1,206 | $1.35M | 0.05% | +1,206 | New |
| Rakuten Securities, Inc. | 1,210 | $1.35M | 1.07% | +1,210 | New |
| Drive Wealth Management, LLC | 1,211 | $1.35M | 0.44% | −231−16.0% | Reduced |
| Green Alpha Advisors, LLC | 1,211 | $1.35M | 0.97% | −849−41.2% | Reduced |
| PFG Investments, LLC | 1,211 | $1.35M | 0.25% | +114+10.4% | Added |
| Warren Averett Asset Management, LLC | 1,220 | $1.36M | 0.05% | +94+8.3% | Added |
| DB Fitzpatrick & Co, Inc | 1,225 | $1.37M | 1.31% | −29−2.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,225 | $1.37M | 2.88% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 1,230 | $1.37M | 0.64% | +1,230 | New |
| Stokes Family Office, LLC | 1,232 | $1.38M | 0.19% | −430−25.9% | Reduced |
| Abound Wealth Management | 1,233 | $1.38M | 0.55% | +20+1.6% | Added |
| Perennial Investment Advisors, LLC | 1,240 | $1.39M | 0.23% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,244 | $1.39M | 0.38% | +4+0.3% | Added |
| Lecap Asset Management Ltd | 1,245 | $1.39M | 0.51% | +1,245 | New |
| Patron Partners Advisors, LLC | 1,249 | $1.39M | 0.92% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,249 | $1.39M | 0.27% | +290+30.2% | Added |
| Olistico Wealth, LLC | 1,254 | $1.40M | 1.09% | +80+6.8% | Added |
| Mirador Capital Partners LP | 1,254 | $1.40M | 0.30% | +67+5.6% | Added |
| Aprio Wealth Management, LLC | 1,255 | $1.40M | 0.31% | +245+24.3% | Added |
| Tennessee Valley Asset Management Partners | 1,255 | $1.40M | 0.37% | −4−0.3% | Reduced |
| Defined Wealth Management, LLC | 1,263 | $1.41M | 1.08% | −7−0.6% | Reduced |
| AlphaMark Advisors, LLC | 1,266 | $1.41M | 0.54% | +19+1.5% | Added |
| GoalVest Advisory LLC | 1,268 | $1.42M | 0.62% | −180−12.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,271 | $1.42M | 0.23% | −211−14.2% | Reduced |
| Private Capital Management LLC | 1,272 | $1.42M | 0.34% | +113+9.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,273 | $1.42M | 0.63% | +1,273 | New |
| Aviso Wealth Management | 1,280 | $1.43M | 1.04% | +1,280 | New |
| Jeppson Wealth Management, LLC | 1,283 | $1.43M | 0.59% | +99+8.4% | Added |
| Simon Quick Advisors, LLC | 1,283 | $1.43M | 0.13% | +366+39.9% | Added |
| Tobam | 1,288 | $1.44M | 0.13% | +717+125.6% | Added |
| Fiduciary Planning LLC | 1,288 | $1.44M | 0.61% | −41−3.1% | Reduced |
| CX Institutional | 1,289 | $1.44M | 0.08% | +10+0.8% | Added |
| Woodard & Co Asset Management Group Inc | 1,290 | $1.44M | 0.42% | +1,290 | New |
| Camden Capital, LLC | 1,295 | $1.45M | 0.15% | +432+50.1% | Added |
| Williamson Legacy Group, LLC | 1,296 | $1.45M | 1.34% | +1,296 | New |
| CIC Wealth, LLC | 1,300 | $1.45M | 0.46% | −33−2.5% | Reduced |
| Elequin Capital LP | 1,300 | $1.45M | 0.44% | +1,101+553.3% | Added |
| Quantbot Technologies LP | 1,301 | $1.45M | 0.08% | +1,301 | New |
| SlateStone Wealth, LLC | 1,304 | $1.46M | 0.19% | +60+4.8% | Added |
| SRN Advisors, LLC | 1,306 | $1.46M | 1.31% | −999−43.3% | Reduced |
| Stiles Financial Services Inc | 1,303 | $1.46M | 0.66% | +611+88.3% | Added |
| Moss Adams Wealth Advisors LLC | 1,306 | $1.46M | 0.30% | +473+56.8% | Added |
| Rathbone Brothers plc | 1,317 | $1.47M | 0.01% | −224−14.5% | Reduced |
| Stanley-Laman Group, Ltd. | 1,321 | $1.47M | 0.23% | −15−1.1% | Reduced |
| Eads & Heald Wealth Management | 1,322 | $1.48M | 0.71% | +70+5.6% | Added |
| Richard W. Paul & Associates, LLC | 1,322 | $1.48M | 0.62% | −44−3.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,325 | $1.48M | 0.39% | −2−0.2% | Reduced |
| Hanlon Investment Management, Inc. | 1,325 | $1.48M | 0.47% | −244−15.6% | Reduced |
| Garde Capital, Inc. | 1,329 | $1.48M | 0.11% | +218+19.6% | Added |
| NVWM, LLC | 1,329 | $1.48M | 0.44% | −298−18.3% | Reduced |
| Strategic Advisors LLC | 1,330 | $1.48M | 0.28% | −3,342−71.5% | Reduced |
| WBI Investments | 1,332 | $1.49M | 0.30% | −202−13.2% | Reduced |
| Chicago Partners Investment Group LLC | 1,188 | $1.49M | 0.07% | −100−7.8% | Reduced |
| BSW Wealth Partners | 1,336 | $1.49M | 0.30% | +7+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,798 | $1.49M | 0.02% | +463+34.7% | Added |
| Center For Asset Management LLC | 1,339 | $1.49M | 1.36% | −133−9.0% | Reduced |
| Windsor Capital Management, LLC | 1,340 | $1.50M | 0.49% | −4−0.3% | Reduced |
| Ellsworth Advisors, LLC | 1,342 | $1.50M | 0.47% | +23+1.7% | Added |
| Smartleaf Asset Management LLC | 1,350 | $1.50M | 0.40% | +1,350 | New |
| Leo Wealth, LLC | 1,282 | $1.51M | 0.16% | +1,282 | New |
| Twin Focus Capital Partners, LLC | 1,353 | $1.51M | 0.31% | −300−18.1% | Reduced |
| Clark Financial Services Group Inc | 1,357 | $1.51M | 1.94% | −10−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 1,368 | $1.53M | 0.29% | −101−6.9% | Reduced |
| Capstone Investment Advisors, LLC | 1,369 | $1.53M | 0.03% | −3,511−71.9% | Reduced |
| Seamount Financial Group Inc | 1,373 | $1.53M | 1.47% | +1,373 | New |
| Ramirez Asset Management, Inc. | 1,374 | $1.53M | 0.31% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,375 | $1.53M | 0.34% | −95−6.5% | Reduced |
| PFG Advisors | 1,377 | $1.54M | 0.12% | +273+24.7% | Added |
| Maven Securities LTD | 1,380 | $1.54M | 0.18% | −16,617−92.3% | Reduced |
| Taika Capital, LP | 1,380 | $1.54M | 0.89% | −3,800−73.4% | Reduced |
| MBL Wealth, LLC | 1,382 | $1.54M | 0.19% | +312+29.2% | Added |
| Financial Advisors Network, Inc. | 1,384 | $1.55M | 0.31% | +103+8.0% | Added |
| Smithfield Trust Co | 1,388 | $1.55M | 0.09% | −24−1.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,385 | $1.55M | 0.35% | −762−35.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,388 | $1.55M | 0.11% | +120+9.5% | Added |
| Aspen Grove Capital, LLC | 1,406 | $1.55M | 0.47% | +241+20.7% | Added |
| Montecito Bank & Trust | 1,389 | $1.55M | 0.33% | +145+11.7% | Added |