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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 2,135 | $2.38M | 0.33% | +14+0.7% | Added |
| Heritage Wealth Management, LLC | 2,141 | $2.39M | 1.30% | +2,141 | New |
| Hollencrest Capital Management | 2,144 | $2.39M | 0.23% | +11+0.5% | Added |
| Rainsberger Wealth Advisors, Inc. | 2,155 | $2.41M | 1.31% | +36+1.7% | Added |
| Triangle Securities Wealth Management | 2,157 | $2.41M | 0.75% | +97+4.7% | Added |
| Orca Investment Management, LLC | 2,170 | $2.42M | 2.33% | +185+9.3% | Added |
| Fortis Capital Management LLC | 2,170 | $2.42M | 0.62% | +423+24.2% | Added |
| Aft, Forsyth & Sober, LLC | 2,200 | $2.46M | 0.95% | +2,200 | New |
| EPG Wealth Management LLC | 1,975 | $2.47M | 0.65% | +47+2.4% | Added |
| Pinnbrook Capital Management LP | 2,217 | $2.47M | 0.58% | −2,540−53.4% | Reduced |
| Probity Advisors, Inc. | 2,217 | $2.47M | 0.54% | −102−4.4% | Reduced |
| Westside Investment Management, Inc. | 2,218 | $2.48M | 0.63% | −50−2.2% | Reduced |
| Ategra Capital Management, LLC | 2,224 | $2.48M | 1.11% | −408−15.5% | Reduced |
| USA Financial Portformulas Corp | 2,225 | $2.48M | 0.43% | +1,719+339.7% | Added |
| Salem Investment Counselors Inc | 2,233 | $2.49M | 0.09% | +204+10.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,238 | $2.50M | 0.13% | +108+5.1% | Added |
| LGT Fund Management Co Ltd. | 2,230 | $2.50M | 1.07% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,247 | $2.51M | 0.81% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,251 | $2.51M | 0.41% | +914+68.4% | Added |
| Birinyi Associates Inc | 2,251 | $2.51M | 0.89% | −1,299−36.6% | Reduced |
| Strategic Planning Group, LLC | 2,251 | $2.51M | 0.83% | +2,251 | New |
| Marcum Wealth, LLC | 2,252 | $2.51M | 0.27% | +177+8.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 2,254 | $2.52M | 2.46% | −1,222−35.2% | Reduced |
| Chesapeake Asset Management LLC | 2,255 | $2.52M | 2.25% | +55+2.5% | Added |
| Cornercap Investment Counsel Inc | 2,256 | $2.52M | 0.41% | +1,989+744.9% | Added |
| Camarda Financial Advisors, LLC | 2,257 | $2.52M | 1.09% | −1,347−37.4% | Reduced |
| Tradition Wealth Management, LLC | 2,257 | $2.52M | 0.26% | +41+1.9% | Added |
| Argus Investors' Counsel, Inc. | 2,267 | $2.53M | 1.62% | +442+24.2% | Added |
| Harbor Investment Advisory, LLC | 2,271 | $2.53M | 0.29% | −10.0% | Reduced |
| Wellington Shields Capital Management, LLC | 2,272 | $2.54M | 0.32% | −39−1.7% | Reduced |
| Old National Bancorp | 2,278 | $2.54M | 0.07% | +310+15.8% | Added |
| Left Brain Wealth Management, LLC | 2,290 | $2.56M | 1.48% | −28−1.2% | Reduced |
| Hudson Canyon Capital Management | 2,299 | $2.57M | 1.87% | −51−2.2% | Reduced |
| Harvest Investment Advisors, LLC | 2,306 | $2.57M | 2.07% | −58−2.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,183 | $2.58M | 0.03% | +32+1.5% | Added |
| Choate Investment Advisors | 2,323 | $2.59M | 0.08% | +81+3.6% | Added |
| Empire Financial Management Company, LLC | 2,323 | $2.59M | 1.02% | −18−0.8% | Reduced |
| JPB Foundation | 2,324 | $2.59M | 0.28% | +2,324 | New |
| Greenland Capital Management LP | 2,325 | $2.60M | 0.40% | +2,325 | New |
| Mount Yale Investment Advisors, LLC | 2,330 | $2.60M | 0.25% | +265+12.8% | Added |
| Laidlaw Wealth Management LLC | 2,336 | $2.61M | 0.95% | +170+7.8% | Added |
| Capital Planning Advisors, LLC | 2,339 | $2.61M | 0.49% | −143−5.8% | Reduced |
| Edgestream Partners, L.P. | 2,350 | $2.62M | 0.19% | +339+16.9% | Added |
| Cove Private Wealth, LLC | 2,350 | $2.62M | 2.49% | +2,350 | New |
| AlTi Global, Inc. | 2,344 | $2.62M | 0.08% | +2,344 | New |
| Leisure Capital Management | 2,359 | $2.63M | 1.42% | −441−15.8% | Reduced |
| GeoWealth Management, LLC | 2,364 | $2.64M | 0.22% | +2,198+1,324.1% | Added |
| Second Line Capital, LLC | 2,375 | $2.65M | 1.06% | +2,375 | New |
| CVA Family Office, LLC | 2,376 | $2.65M | 0.52% | +39+1.7% | Added |
| Abbrea Capital, LLC | 2,385 | $2.66M | 0.38% | +37+1.6% | Added |
| Finivi Inc. | 2,393 | $2.67M | 2.61% | +2,393 | New |
| Arkadios Wealth Advisors | 2,394 | $2.67M | 0.23% | −210−8.1% | Reduced |
| Arjuna Capital | 2,396 | $2.67M | 0.84% | +182+8.2% | Added |
| Genesee Capital Advisors, LLC | 2,398 | $2.68M | 1.65% | +217+9.9% | Added |
| BOCHK Asset Management Ltd | 2,400 | $2.68M | 1.65% | +2,400 | New |
| Vaughan Nelson Investment Management, L.P. | 2,400 | $2.68M | 0.03% | −1,045−30.3% | Reduced |
| Parker Investment Management, LLC | 2,555 | $2.68M | 0.54% | +2,555 | New |
| Central Valley Advisors, LLC | 2,403 | $2.68M | 1.58% | +2,403 | New |
| Jump Financial, LLC | 2,410 | $2.69M | 0.09% | +2,410 | New |
| J.W. Cole Advisors, Inc. | 2,423 | $2.70M | 0.16% | +110+4.8% | Added |
| Cunning Capital Partners, LP | 2,429 | $2.71M | 1.69% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 2,432 | $2.71M | 0.33% | +285+13.3% | Added |
| Davidson Capital Management Inc. | 2,440 | $2.72M | 0.99% | +582+31.3% | Added |
| Guerra Pan Advisors, LLC | 2,442 | $2.73M | 2.60% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,272 | $2.75M | 0.12% | +1,411+163.9% | Added |
| Private Advisory Group LLC | 2,461 | $2.75M | 0.48% | +214+9.5% | Added |
| Mirabaud Asset Management Ltd | 2,462 | $2.75M | 1.18% | +2,462 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,462 | $2.75M | 0.17% | +36+1.5% | Added |
| Highview Capital Management LLC | 2,466 | $2.75M | 1.47% | −6−0.2% | Reduced |
| Key Financial Inc | 2,468 | $2.75M | 0.75% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,474 | $2.76M | 0.02% | +93+3.9% | Added |
| Counterweight Ventures, LLC | 2,486 | $2.77M | 2.52% | +2,486 | New |
| Wills Financial Group, Inc. | 2,489 | $2.78M | 1.40% | −80−3.1% | Reduced |
| Skopos Labs, Inc. | 2,495 | $2.79M | 1.33% | +2,495 | New |
| Institute for Wealth Management, LLC. | 2,501 | $2.79M | 0.46% | −32−1.3% | Reduced |
| DeDora Capital, Inc. | 2,502 | $2.79M | 0.98% | −54−2.1% | Reduced |
| Bremer Bank National Association | 2,504 | $2.80M | 0.52% | −62−2.4% | Reduced |
| Teamwork Financial Advisors, LLC | 2,504 | $2.80M | 0.48% | +20+0.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,506 | $2.80M | 0.10% | −701−21.9% | Reduced |
| WealthShield Partners, LLC | 2,512 | $2.80M | 0.46% | +181+7.8% | Added |
| Wrapmanager Inc | 2,516 | $2.81M | 0.83% | −281−10.0% | Reduced |
| Studio Investment Management LLC | 2,527 | $2.82M | 0.72% | +512+25.4% | Added |
| Resonant Capital Advisors, LLC | 2,530 | $2.82M | 0.27% | +1,088+75.5% | Added |
| Lake Street Financial LLC | 2,532 | $2.83M | 0.45% | −141−5.3% | Reduced |
| Naviter Wealth, LLC | 2,543 | $2.84M | 0.57% | +475+23.0% | Added |
| Wealth Architects, LLC | 2,548 | $2.84M | 0.40% | +22+0.9% | Added |
| Sentry Investment Management LLC | 2,549 | $2.85M | 1.22% | +153+6.4% | Added |
| Lynx Capital Group Ltd | 2,552 | $2.85M | 2.12% | +2,552 | New |
| Richard P Slaughter Associates Inc | 2,560 | $2.86M | 0.71% | −230−8.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,565 | $2.86M | 0.79% | −15−0.6% | Reduced |
| Tealwood Asset Management Inc | 2,566 | $2.86M | 1.37% | −44−1.7% | Reduced |
| Aspen Wealth Strategies, LLC | 2,567 | $2.86M | 2.08% | +1,410+121.9% | Added |
| Wealthcare Advisory Partners LLC | 2,571 | $2.87M | 0.11% | +244+10.5% | Added |
| Baker Avenue Asset Management, LP | 2,578 | $2.88M | 0.13% | +1,675+185.5% | Added |
| InterOcean Capital Group, LLC | 2,603 | $2.91M | 0.08% | +602+30.1% | Added |
| Bowman & Co S.C. | 2,608 | $2.91M | 2.03% | +106+4.2% | Added |
| Jupiter Wealth Management LLC | 2,626 | $2.93M | 1.72% | +100+4.0% | Added |
| Donoghue Forlines LLC | 2,629 | $2.93M | 0.92% | +4+0.2% | Added |
| HBK Sorce Advisory LLC | 2,629 | $2.93M | 0.11% | −57−2.1% | Reduced |
| McDonald Partners LLC | 2,635 | $2.94M | 0.87% | −65−2.4% | Reduced |