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
- 2,878
- +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
- 955 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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1,706 | $1.90M | 0.14% | +198+13.1% | Added |
| Redwood Wealth Management Group, LLC | 1,710 | $1.91M | 2.12% | −48−2.7% | Reduced |
| Lederer & Associates Investment Counsel | 1,711 | $1.91M | 1.41% | −344−16.7% | Reduced |
| MTM Investment Management, LLC | 1,711 | $1.91M | 0.87% | −130−7.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 1,719 | $1.92M | 1.53% | +136+8.6% | Added |
| First Commonwealth Financial Corp | 1,730 | $1.93M | 0.60% | −346−16.7% | Reduced |
| AMG National Trust Bank | 1,734 | $1.94M | 0.06% | +286+19.8% | Added |
| Rehmann Capital Advisory Group | 1,734 | $1.94M | 0.16% | −22−1.3% | Reduced |
| Mendel Money Management | 1,735 | $1.94M | 0.93% | −106−5.8% | Reduced |
| Patton Albertson Miller Group, LLC | 1,738 | $1.94M | 0.32% | −124−6.7% | Reduced |
| Cravens & Co Advisors, LLC | 1,739 | $1.94M | 1.67% | +21+1.2% | Added |
| Wealth Alliance Advisory Group, LLC | 1,758 | $1.96M | 0.51% | +236+15.5% | Added |
| Phillips Wealth Planners LLC | 1,717 | $1.96M | 2.37% | +72+4.4% | Added |
| Bard Financial Services, Inc. | 1,765 | $1.97M | 0.22% | +100+6.0% | Added |
| Blueprint Investment Partners LLC | 1,774 | $1.98M | 0.55% | +477+36.8% | Added |
| Jaffetilchin Investment Partners, LLC | 1,784 | $1.99M | 0.19% | +58+3.4% | Added |
| Bridgewater Associates, LP | 1,790 | $2.00M | 0.01% | −52,251−96.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 1,798 | $2.01M | 0.51% | +13+0.7% | Added |
| Essex Financial Services, Inc. | 1,798 | $2.01M | 0.21% | +192+12.0% | Added |
| Sphera Funds Management Ltd. | 1,800 | $2.01M | 0.37% | +1,800 | New |
| Robertson Stephens Wealth Management, LLC | 1,802 | $2.01M | 0.13% | +326+22.1% | Added |
| Tilt Investment Management Holdings, PBC | 1,813 | $2.02M | 2.19% | +1,813 | New |
| Magnus Financial Group LLC | 1,815 | $2.03M | 0.27% | +13+0.7% | Added |
| Breed's Hill Capital LLC | 1,825 | $2.04M | 1.97% | +1,825 | New |
| Bensler, LLC | 1,825 | $2.04M | 0.34% | +117+6.9% | Added |
| Cutter & CO Brokerage, Inc. | 1,829 | $2.04M | 0.57% | −32−1.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,830 | $2.04M | 0.26% | +25+1.4% | Added |
| Haverford Trust Co | 1,832 | $2.04M | 0.02% | +246+15.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,834 | $2.05M | 0.32% | −21−1.1% | Reduced |
| Wolf Group Capital Advisors | 2,380 | $2.06M | 0.98% | −69−2.8% | Reduced |
| Commons Capital, LLC | 1,852 | $2.07M | 3.26% | +73+4.1% | Added |
| Magnolia Capital Advisors LLC | 1,717 | $2.07M | 1.51% | +1+0.1% | Added |
| CWA Asset Management Group, LLC | 1,862 | $2.08M | 0.14% | +529+39.7% | Added |
| Griffin Asset Management, Inc. | 1,863 | $2.08M | 0.26% | −7−0.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,865 | $2.08M | 0.23% | −84−4.3% | Reduced |
| Lavaca Capital LLC | 1,866 | $2.08M | 1.27% | −198−9.6% | Reduced |
| Everpar Advisors LLC | 1,878 | $2.10M | 0.98% | +1,878 | New |
| TrinityPoint Wealth, LLC | 1,879 | $2.10M | 0.38% | −115−5.8% | Reduced |
| West Paces Advisors Inc. | 1,883 | $2.10M | 0.59% | −131−6.5% | Reduced |
| Promethos Capital, LLC | 1,883 | $2.10M | 1.52% | +1,883 | New |
| Duality Advisers, LP | 1,888 | $2.11M | 0.22% | +1,888 | New |
| Arlington Trust Co LLC | 1,898 | $2.12M | 0.59% | +1,898 | New |
| CSU Producer Resources, Inc. | 1,900 | $2.12M | 7.45% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,900 | $2.12M | 0.55% | +24+1.3% | Added |
| Walleye Capital LLC | 1,900 | $2.12M | 0.03% | +1,900 | New |
| Caldwell Investment Management Ltd. | 1,900 | $2.13M | 1.63% | +600+46.2% | Added |
| Financial Advocates Investment Management | 1,907 | $2.13M | 0.14% | +118+6.6% | Added |
| Sompo Asset Management Co., Ltd. | 1,910 | $2.13M | 0.38% | 00.0% | Unchanged |
| Matrix Trust Co | 1,912 | $2.13M | 0.50% | +50+2.7% | Added |
| Provence Wealth Management Group | 1,914 | $2.14M | 1.15% | +341+21.7% | Added |
| Belpointe Asset Management LLC | 1,943 | $2.17M | 0.19% | −120−5.8% | Reduced |
| Unigestion Holding SA | 1,945 | $2.17M | 0.12% | −2,352−54.7% | Reduced |
| Jasper Ridge Partners, L.P. | 1,947 | $2.17M | 0.09% | +1,947 | New |
| Albar Capital Ltd | 1,949 | $2.18M | 0.47% | +1,113+133.1% | Added |
| Palouse Capital Management, Inc. | 1,954 | $2.18M | 1.54% | −884−31.1% | Reduced |
| Violich Capital Management, Inc. | 1,955 | $2.18M | 0.35% | +1,955 | New |
| Legacy Wealth Asset Management, LLC | 1,955 | $2.18M | 0.72% | −50−2.5% | Reduced |
| Sanders Morris Harris LLC | 2,035 | $2.18M | 1.07% | +17+0.8% | Added |
| Shepherd Financial Partners LLC | 1,957 | $2.18M | 0.31% | +135+7.4% | Added |
| PDS Planning, Inc | 1,969 | $2.20M | 0.25% | +351+21.7% | Added |
| Lifeworks Advisors, LLC | 1,975 | $2.20M | 0.76% | +59+3.1% | Added |
| Steward Partners Investment Solutions, LLC | 1,975 | $2.20M | 0.92% | +1,975 | New |
| Financial Insights, Inc. | 1,978 | $2.21M | 0.69% | +180+10.0% | Added |
| Lineweaver Wealth Advisors, LLC | 1,973 | $2.21M | 0.57% | +1,091+123.7% | Added |
| Measured Wealth Private Client Group, LLC | 1,987 | $2.22M | 0.82% | −97−4.7% | Reduced |
| Archer Investment Corp | 1,989 | $2.22M | 0.72% | −360−15.3% | Reduced |
| GraniteShares Advisors LLC | 1,989 | $2.22M | 2.00% | +1,989 | New |
| IAM Advisory, LLC | 1,997 | $2.23M | 0.70% | +14+0.7% | Added |
| Park National Corp | 1,999 | $2.23M | 0.09% | −79−3.8% | Reduced |
| Summit Partners Public Asset Management, LLC | 2,000 | $2.23M | 0.12% | +2,000 | New |
| RMB Capital Management, LLC | 2,005 | $2.24M | 0.07% | +110+5.8% | Added |
| Hoey Investments, Inc | 2,005 | $2.24M | 0.63% | +637+46.6% | Added |
| Focus Financial Network Inc | 2,005 | $2.24M | 0.08% | +2,005 | New |
| Garner Asset Management Corp | 1,742 | $2.25M | 1.14% | −407−18.9% | Reduced |
| Cavalier Investments, LLC | 2,017 | $2.25M | 0.83% | +48+2.4% | Added |
| Waldron Private Wealth LLC | 2,021 | $2.26M | 0.11% | +137+7.3% | Added |
| TrueMark Investments, LLC | 2,022 | $2.26M | 2.24% | +2,022 | New |
| Patten & Patten Inc | 2,026 | $2.26M | 0.19% | −562−21.7% | Reduced |
| Anchor Investment Management, LLC | 2,028 | $2.26M | 0.26% | +182+9.9% | Added |
| Cullinan Associates Inc | 2,031 | $2.27M | 0.13% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,031 | $2.27M | 0.74% | +242+13.5% | Added |
| Zhang Financial LLC | 2,039 | $2.28M | 0.20% | −154−7.0% | Reduced |
| Sweet Financial Partners, LLC | 2,041 | $2.28M | 0.54% | +87+4.5% | Added |
| PYA Waltman Capital, LLC | 2,048 | $2.29M | 0.95% | +110+5.7% | Added |
| Northern Financial Advisors Inc | 2,052 | $2.29M | 1.93% | +23+1.1% | Added |
| Colton Groome Financial Advisors, LLC | 2,055 | $2.29M | 1.00% | +315+18.1% | Added |
| Prosperity Consulting Group, LLC | 2,058 | $2.30M | 0.77% | +294+16.7% | Added |
| Chesapeake Wealth Management | 2,064 | $2.30M | 0.89% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,066 | $2.31M | 0.15% | +76+3.8% | Added |
| Wealthsource Partners, LLC | 2,071 | $2.31M | 0.15% | −9−0.4% | Reduced |
| Shared Vision Wealth Group LLC | 2,071 | $2.31M | 1.54% | +2,071 | New |
| Avestar Capital, LLC | 2,073 | $2.31M | 0.29% | +677+48.5% | Added |
| Engineers Gate Manager LP | 2,100 | $2.34M | 0.07% | +2,100 | New |
| Brighton Jones LLC | 2,100 | $2.34M | 0.10% | +96+4.8% | Added |
| CRA Financial Services, LLC | 2,114 | $2.36M | 0.58% | +4+0.2% | Added |
| SkyOak Wealth, LLC | 2,118 | $2.36M | 0.62% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 2,119 | $2.37M | 1.00% | +2,119 | New |
| West Branch Capital LLC | 2,127 | $2.37M | 1.12% | +237+12.5% | Added |
| Affinity Investment Advisors, LLC | 2,130 | $2.38M | 1.62% | −236−10.0% | Reduced |
| Prudent Man Advisors, LLC | 2,134 | $2.38M | 0.89% | −256−10.7% | Reduced |