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 |
|---|---|---|---|---|---|
| Allstate Corp | 1,393 | $1.55M | 0.11% | −76−5.2% | Reduced |
| Delta Financial Advisors LLC | 1,396 | $1.56M | 0.68% | +693+98.6% | Added |
| Oak Grove Capital LLC | 1,399 | $1.56M | 0.50% | −81−5.5% | Reduced |
| Optimum Investment Advisors | 1,401 | $1.56M | 0.79% | −123−8.1% | Reduced |
| Greenwich Wealth Management LLC | 1,401 | $1.56M | 0.15% | −18−1.3% | Reduced |
| MONECO Advisors, LLC | 1,406 | $1.57M | 0.30% | +161+12.9% | Added |
| Millennium Capital Advisors, LLC | 1,409 | $1.57M | 1.20% | −127−8.3% | Reduced |
| J. W. Coons Advisors, LLC | 1,410 | $1.57M | 0.43% | +69+5.1% | Added |
| Leelyn Smith, LLC | 1,412 | $1.58M | 0.35% | −79−5.3% | Reduced |
| MCF Advisors LLC | 1,416 | $1.58M | 0.13% | +80+6.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,416 | $1.58M | 0.22% | −647−31.4% | Reduced |
| Carolinas Wealth Consulting LLC | 1,417 | $1.58M | 0.34% | +19+1.4% | Added |
| Plato Investment Management Ltd | 1,417 | $1.58M | 1.94% | +1,417 | New |
| L2 Asset Management, LLC | 1,420 | $1.59M | 0.65% | +1,030+264.1% | Added |
| Triasima Portfolio Management inc. | 1,423 | $1.59M | 0.13% | +1,423 | New |
| Leonteq Securities AG | 1,424 | $1.59M | 0.20% | −862−37.7% | Reduced |
| Ignite Planners, LLC | 1,465 | $1.59M | 0.47% | −97−6.2% | Reduced |
| Princeton Capital Management LLC | 1,428 | $1.59M | 0.64% | +90+6.7% | Added |
| Childress Capital Advisors, LLC | 1,429 | $1.60M | 0.48% | −50−3.4% | Reduced |
| Forza Wealth Management, LLC | 1,430 | $1.60M | 0.88% | −515−26.5% | Reduced |
| KC Investment Advisors, LLC | 1,431 | $1.60M | 0.96% | −180−11.2% | Reduced |
| Core Alternative Capital | 1,440 | $1.61M | 0.28% | −91−5.9% | Reduced |
| JT Stratford LLC | 1,448 | $1.62M | 0.37% | −266−15.5% | Reduced |
| Parkside Financial Bank & Trust | 1,451 | $1.62M | 0.29% | +161+12.5% | Added |
| Johnson & White Wealth Management, LLC | 1,455 | $1.62M | 1.35% | +59+4.2% | Added |
| KRS Capital Management, LLC | 1,455 | $1.62M | 1.51% | +364+33.4% | Added |
| Hartford Financial Management Inc. | 1,458 | $1.63M | 0.37% | +19+1.3% | Added |
| Smart Portfolios, LLC | 1,295 | $1.64M | 1.92% | +1,295 | New |
| Advisor Resource Council | 1,470 | $1.64M | 0.19% | +698+90.4% | Added |
| Balboa Wealth Partners | 1,470 | $1.64M | 0.55% | −367−20.0% | Reduced |
| Quadcap Wealth Management, LLC | 1,471 | $1.64M | 0.42% | +1,471 | New |
| Value Partners Investments Inc. | 1,476 | $1.65M | 0.13% | +93+6.7% | Added |
| Ogorek Anthony Joseph | 1,483 | $1.66M | 0.60% | +6+0.4% | Added |
| Eaton Financial Holdings Company, LLC | 1,486 | $1.66M | 0.40% | −2,840−65.6% | Reduced |
| Pinnacle Financial Partners Inc | 1,490 | $1.66M | 0.04% | +127+9.3% | Added |
| Gilliland Jeter Wealth Management LLC | 1,493 | $1.67M | 0.69% | +1,493 | New |
| Navalign, LLC | 1,498 | $1.67M | 0.58% | −38−2.5% | Reduced |
| Precedent Wealth Partners, LLC | 1,499 | $1.67M | 0.85% | +1,499 | New |
| JBF Capital, Inc. | 1,500 | $1.67M | 0.33% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,513 | $1.69M | 0.29% | +291+23.8% | Added |
| Central Bank & Trust Co | 1,515 | $1.69M | 0.26% | +107+7.6% | Added |
| Sigma Planning Corp | 1,528 | $1.71M | 0.13% | −3,316−68.5% | Reduced |
| Saxon Interests, Inc. | 1,533 | $1.71M | 0.86% | −1,832−54.4% | Reduced |
| Davis R M Inc | 1,535 | $1.71M | 0.04% | −38−2.4% | Reduced |
| Cetera Trust Company, N.A | 1,536 | $1.71M | 1.07% | +1,536 | New |
| Fiera Capital Corp | 1,540 | $1.72M | 0.01% | +558+56.8% | Added |
| Game Plan Financial Advisors, LLC | 1,543 | $1.72M | 0.99% | +1,543 | New |
| Nikulski Financial, Inc. | 1,544 | $1.72M | 0.63% | +43+2.9% | Added |
| Everhart Financial Group, Inc. | 1,545 | $1.72M | 0.61% | +235+17.9% | Added |
| Doliver Advisors, LP | 1,546 | $1.73M | 0.53% | −277−15.2% | Reduced |
| E&G Advisors, LP | 1,550 | $1.73M | 0.61% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,550 | $1.73M | 0.21% | +75+5.1% | Added |
| Gryphon Financial Partners LLC | 1,606 | $1.73M | 0.31% | +801+99.5% | Added |
| AdvisorNet Financial, Inc | 1,553 | $1.73M | 0.16% | +39+2.6% | Added |
| Altus Wealth Group LLC | 1,562 | $1.74M | 0.97% | +11+0.7% | Added |
| Geller Advisors LLC | 1,565 | $1.75M | 0.17% | +90+6.1% | Added |
| Herold Advisors, Inc. | 1,567 | $1.75M | 0.48% | −50−3.1% | Reduced |
| Letson Investment Management, Inc. | 1,568 | $1.75M | 0.81% | +1,568 | New |
| Mitchell Sinkler & Starr | 1,568 | $1.75M | 0.32% | +717+84.3% | Added |
| Chicago Trust Co NA | 1,572 | $1.75M | 0.39% | +16+1.0% | Added |
| Oak Harbor Wealth Partners, LLC | 1,575 | $1.76M | 0.59% | −245−13.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,577 | $1.76M | 0.01% | −22,405−93.4% | Reduced |
| Lyell Wealth Management, LP | 1,577 | $1.76M | 0.20% | +54+3.5% | Added |
| Guinness Atkinson Asset Management Inc | 1,582 | $1.77M | 0.90% | −126−7.4% | Reduced |
| Redmond Asset Management, LLC | 1,584 | $1.77M | 0.57% | −451−22.2% | Reduced |
| Wellington Shields & Co., LLC | 1,586 | $1.77M | 0.65% | +26+1.7% | Added |
| Cedar Brook Financial Partners, LLC | 1,613 | $1.77M | 0.39% | +127+8.5% | Added |
| Regal Investment Advisors LLC | 1,591 | $1.78M | 0.13% | −12−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 1,594 | $1.78M | 0.07% | +97+6.5% | Added |
| Zimmermann Investment Management & Planning LLC | 1,601 | $1.79M | 0.73% | +194+13.8% | Added |
| Accurate Wealth Management, LLC | 1,627 | $1.79M | 0.56% | −142−8.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,608 | $1.79M | 0.11% | +119+8.0% | Added |
| Meadow Creek Wealth Advisors LLC | 1,614 | $1.80M | 1.75% | +1,614 | New |
| Marietta Investment Partners LLC | 1,615 | $1.80M | 0.45% | +5+0.3% | Added |
| AXS Investments LLC | 1,623 | $1.81M | 0.43% | +55+3.5% | Added |
| Sierra Summit Advisors LLC | 1,623 | $1.81M | 0.53% | +1,623 | New |
| Physicians Financial Services, Inc. | 1,623 | $1.81M | 0.69% | −5−0.3% | Reduced |
| Seascape Capital Management | 1,627 | $1.82M | 0.77% | −18−1.1% | Reduced |
| Intrua Financial, LLC | 1,635 | $1.82M | 0.29% | −87−5.1% | Reduced |
| Valley Brook Capital Group | 1,635 | $1.83M | 1.59% | +60+3.8% | Added |
| M&G Investments (USA) Inc. | 1,636 | $1.83M | 1.80% | +1,636 | New |
| Pettee Investors, Inc. | 1,637 | $1.83M | 0.81% | +1,637 | New |
| River Street Advisors LLC | 1,639 | $1.83M | 1.46% | −69−4.0% | Reduced |
| Silver Oak Securities, Inc | 1,650 | $1.84M | 0.25% | +1,105+202.8% | Added |
| First County Bank | 1,650 | $1.84M | 0.89% | −7−0.4% | Reduced |
| ICW Investment Advisors LLC | 1,656 | $1.85M | 0.90% | +10+0.6% | Added |
| Eight 31 Financial LLC | 1,660 | $1.85M | 1.13% | +1,660 | New |
| Insigneo Advisory Services, LLC | 1,662 | $1.85M | 0.26% | +8+0.5% | Added |
| Apollon Financial, LLC | 1,667 | $1.86M | 0.73% | +1,667 | New |
| NBT Bank N A | 1,672 | $1.87M | 0.15% | +473+39.4% | Added |
| Catalyst Financial Partners LLC | 1,673 | $1.87M | 0.53% | +93+5.9% | Added |
| Strengthening Families & Communities, LLC | 1,683 | $1.88M | 1.30% | +167+11.0% | Added |
| Wolff Wiese Magana LLC | 1,685 | $1.88M | 1.79% | −31−1.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,690 | $1.89M | 0.52% | −20−1.2% | Reduced |
| Great Diamond Partners, LLC | 1,694 | $1.89M | 0.47% | −13−0.8% | Reduced |
| BBR Partners, LLC | 1,696 | $1.89M | 0.19% | +132+8.4% | Added |
| Americana Partners, LLC | 1,701 | $1.90M | 0.18% | −84−4.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,704 | $1.90M | 1.38% | 00.0% | Unchanged |
| Simmons Bank | 1,704 | $1.90M | 0.16% | +15+0.9% | Added |
| Founders Financial Securities LLC | 1,705 | $1.90M | 0.21% | −55−3.1% | Reduced |