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 |
|---|---|---|---|---|---|
| First Citizens Bank & Trust Co | 2,636 | $2.94M | 0.05% | −4,518−63.2% | Reduced |
| Marshall Financial Group LLC | 2,637 | $2.94M | 0.95% | −87−3.2% | Reduced |
| Atlantic Trust, LLC | 2,647 | $2.95M | 0.81% | +672+34.0% | Added |
| Claro Advisors LLC | 2,650 | $2.96M | 0.64% | +654+32.8% | Added |
| Xcel Wealth Management, LLC | 2,651 | $2.96M | 1.04% | −124−4.5% | Reduced |
| DRW Securities, LLC | 2,652 | $2.96M | 0.09% | −8,807−76.9% | Reduced |
| Alpha Family Trust | 2,655 | $2.96M | 2.00% | +240+9.9% | Added |
| Centennial Bank | 2,656 | $2.96M | 1.77% | −30−1.1% | Reduced |
| Pacific Global Investment Management CO | 2,671 | $2.98M | 0.61% | +19+0.7% | Added |
| Essex Savings Bank | 2,676 | $2.99M | 0.87% | +56+2.1% | Added |
| EFG Asset Management (Americas) Corp. | 2,678 | $2.99M | 0.65% | −38−1.4% | Reduced |
| Caldwell Trust Co | 2,680 | $2.99M | 0.38% | +36+1.4% | Added |
| Aurora Investment Managers, LLC. | 2,684 | $3.00M | 2.28% | −247−8.4% | Reduced |
| Graphene Investments SAS | 2,700 | $3.01M | 1.95% | −1,000−27.0% | Reduced |
| Trifecta Capital Advisors, LLC | 2,703 | $3.02M | 0.83% | +2,368+706.9% | Added |
| Connecticut Wealth Management, LLC | 2,718 | $3.03M | 0.17% | +1,489+121.2% | Added |
| Maxwell Wealth Strategies Inc. | 2,718 | $3.03M | 1.98% | +2,718 | New |
| TTP Investments, Inc. | 2,720 | $3.04M | 1.31% | +64+2.4% | Added |
| Community Bank & Trust, Waco, Texas | 2,724 | $3.04M | 0.83% | +594+27.9% | Added |
| Berkshire Asset Management LLC | 2,726 | $3.04M | 0.17% | −112−3.9% | Reduced |
| Boit C F David | 2,875 | $3.04M | 1.72% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,729 | $3.05M | 0.54% | +195+7.7% | Added |
| Keystone Investors Pte Ltd | 2,732 | $3.05M | 0.26% | +319+13.2% | Added |
| BCM Advisors, LLC | 2,525 | $3.05M | 0.80% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 2,739 | $3.06M | 2.32% | +45+1.7% | Added |
| FinTrust Capital Advisors, LLC | 2,742 | $3.06M | 0.61% | −59−2.1% | Reduced |
| Benchmark Investment Advisors LLC | 2,746 | $3.07M | 2.84% | +208+8.2% | Added |
| Trust Investment Advisors | 2,749 | $3.07M | 2.39% | +179+7.0% | Added |
| Carret Asset Management, LLC | 2,758 | $3.08M | 0.39% | −108−3.8% | Reduced |
| Brookstone Capital Management | 2,770 | $3.09M | 0.06% | −93−3.2% | Reduced |
| Great Lakes Retirement, Inc. | 2,771 | $3.09M | 0.51% | +429+18.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,775 | $3.10M | 1.44% | +171+6.6% | Added |
| West Michigan Advisors, LLC | 2,784 | $3.11M | 1.18% | +256+10.1% | Added |
| Warther Private Wealth, LLC | 2,792 | $3.12M | 1.74% | −275−9.0% | Reduced |
| Knuff & Co LLC | 2,798 | $3.12M | 1.14% | +96+3.6% | Added |
| Manhattan West Asset Management, LLC | 2,798 | $3.12M | 0.88% | +1,648+143.3% | Added |
| Vanguard Capital Wealth Advisors | 2,798 | $3.12M | 2.53% | +30+1.1% | Added |
| RK Capital Management, LLC | 2,800 | $3.13M | 1.46% | +2,800 | New |
| Phoenix Wealth Advisors | 2,883 | $3.13M | 2.18% | +28+1.0% | Added |
| Freedom Day Solutions, LLC | 2,805 | $3.13M | 1.23% | −356−11.3% | Reduced |
| Masso Torrence Wealth Management Inc. | 2,807 | $3.13M | 2.14% | −30−1.1% | Reduced |
| StoneX Group Inc. | 2,823 | $3.15M | 0.31% | −29−1.0% | Reduced |
| Lee Financial Co | 2,833 | $3.16M | 0.55% | +7+0.2% | Added |
| Mayflower Financial Advisors, LLC | 2,833 | $3.16M | 0.44% | +435+18.1% | Added |
| Old Port Advisors | 2,835 | $3.16M | 1.05% | −33−1.2% | Reduced |
| Proquility Private Wealth Partners, LLC | 2,838 | $3.17M | 1.20% | −2,889−50.4% | Reduced |
| Morningstar Investment Services LLC | 2,824 | $3.17M | 0.02% | +1,699+151.0% | Added |
| Kornitzer Capital Management Inc | 2,840 | $3.17M | 0.06% | −589−17.2% | Reduced |
| Farther Finance Advisors, LLC | 2,842 | $3.17M | 0.23% | +2,094+279.9% | Added |
| Regatta Capital Group, LLC | 2,853 | $3.18M | 0.84% | +17+0.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,864 | $3.20M | 1.81% | −113−3.8% | Reduced |
| Spinnaker Investment Group, LLC | 2,864 | $3.20M | 0.97% | −299−9.5% | Reduced |
| LCNB Corp | 2,868 | $3.20M | 1.26% | +102+3.7% | Added |
| Insight Advisors, LLC | 2,868 | $3.20M | 0.68% | −10.0% | Reduced |
| Capital Markets Trading UK LLP | 2,875 | $3.21M | 2.37% | +1,682+141.0% | Added |
| Foundations Investment Advisors, LLC | 2,675 | $3.21M | 0.09% | +370+16.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,885 | $3.22M | 0.11% | −4,193−59.2% | Reduced |
| Texas Yale Capital Corp. | 2,890 | $3.23M | 0.15% | +2,525+691.8% | Added |
| Optimist Retirement Group LLC | 2,893 | $3.23M | 2.10% | +2,893 | New |
| New Millennium Group LLC | 2,895 | $3.23M | 2.86% | −381−11.6% | Reduced |
| Csenge Advisory Group | 2,898 | $3.23M | 0.20% | +296+11.4% | Added |
| Vise Technologies, Inc. | 2,901 | $3.24M | 0.70% | +966+49.9% | Added |
| Monument Capital Management | 2,926 | $3.27M | 1.05% | +260+9.8% | Added |
| Range Financial Group LLC | 2,928 | $3.27M | 1.96% | −3,203−52.2% | Reduced |
| Harbour Investments, Inc. | 2,935 | $3.28M | 0.14% | +152+5.5% | Added |
| CFS Investment Advisory Services, LLC | 2,941 | $3.28M | 0.59% | +50+1.7% | Added |
| Ironwood Investment Counsel, LLC | 2,948 | $3.29M | 0.62% | −141−4.6% | Reduced |
| RFG Advisory, LLC | 2,948 | $3.29M | 0.13% | −147−4.7% | Reduced |
| Eagle Harbor Asset Management Inc | 2,952 | $3.30M | 3.79% | −291−9.0% | Reduced |
| Insight Wealth Strategies, LLC | 2,952 | $3.30M | 0.53% | −619−17.3% | Reduced |
| Ascent Wealth Partners, LLC | 2,956 | $3.30M | 0.54% | +38+1.3% | Added |
| CoreCap Advisors, LLC | 2,956 | $3.30M | 0.21% | −1,392−32.0% | Reduced |
| RB Capital Management, LLC | 2,964 | $3.31M | 0.96% | +68+2.3% | Added |
| Venturi Wealth Management, LLC | 2,970 | $3.32M | 0.23% | +1,130+61.4% | Added |
| Harbour Investment Management LLC | 2,979 | $3.33M | 1.74% | −2−0.1% | Reduced |
| International Assets Investment Management, LLC | 2,981 | $3.33M | 0.42% | +52+1.8% | Added |
| Paralel Advisors LLC | 2,983 | $3.33M | 0.17% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,991 | $3.34M | 1.70% | +71+2.4% | Added |
| Louisbourg Investments Inc. | 3,370 | $3.35M | 1.01% | +3,370 | New |
| Weaver Capital Management LLC | 3,017 | $3.37M | 1.36% | +3,017 | New |
| Forum Financial Management, LP | 3,022 | $3.37M | 0.06% | +310+11.4% | Added |
| Castellan Group, LLC | 3,030 | $3.38M | 2.10% | +31+1.0% | Added |
| Fairfield, Bush & Co. | 3,035 | $3.39M | 1.99% | −22−0.7% | Reduced |
| Cypress Capital, LLC | 3,038 | $3.39M | 0.96% | −621−17.0% | Reduced |
| Abundance Wealth Counselors | 3,041 | $3.40M | 0.88% | +104+3.5% | Added |
| Chilton Investment Co LLC | 3,047 | $3.40M | 0.10% | +1,535+101.5% | Added |
| Dorsey & Whitney Trust CO LLC | 3,049 | $3.40M | 0.26% | +20+0.7% | Added |
| Trustmark National Bank Trust Department | 3,084 | $3.44M | 0.31% | +360+13.2% | Added |
| Altman Advisors, Inc. | 3,090 | $3.45M | 1.81% | −414−11.8% | Reduced |
| MidWestOne Financial Group, Inc. | 3,099 | $3.46M | 0.66% | −18−0.6% | Reduced |
| Optas, LLC | 3,106 | $3.47M | 1.04% | +20+0.6% | Added |
| Schear Investment Advisers, LLC | 3,108 | $3.47M | 3.35% | +26+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 3,122 | $3.49M | 0.84% | −76−2.4% | Reduced |
| Platinum Investment Management Ltd | 3,126 | $3.49M | 0.14% | +3,126 | New |
| Decatur Capital Management, Inc. | 3,128 | $3.49M | 2.09% | +3,128 | New |
| Family Management Corp | 3,129 | $3.49M | 0.73% | +2,794+834.0% | Added |
| Benjamin Edwards Inc | 3,141 | $3.51M | 0.76% | +91+3.0% | Added |
| Alaethes Wealth LLC | 3,145 | $3.51M | 1.66% | +71+2.3% | Added |
| Merit Financial Group, LLC | 3,147 | $3.51M | 0.11% | −2,491−44.2% | Reduced |
| Evergreen Wealth Management, LLC | 3,162 | $3.53M | 2.60% | +63+2.0% | Added |