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 |
|---|---|---|---|---|---|
| Alterity Financial Group, LLC | 3,169 | $3.54M | 5.06% | −20−0.6% | Reduced |
| SeaBridge Investment Advisors LLC | 3,175 | $3.54M | 1.03% | −6−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 3,176 | $3.55M | 0.78% | +536+20.3% | Added |
| Oarsman Capital, Inc. | 3,188 | $3.56M | 0.94% | +90+2.9% | Added |
| Altrius Capital Management Inc | 3,189 | $3.56M | 0.99% | −2,968−48.2% | Reduced |
| HMS Capital Management, LLC | 3,196 | $3.57M | 2.19% | −58−1.8% | Reduced |
| Human Investing LLC | 3,199 | $3.57M | 0.77% | −340−9.6% | Reduced |
| Aubrey Capital Management Ltd | 3,200 | $3.57M | 1.52% | −100−3.0% | Reduced |
| Nordwand Advisors, LLC | 3,206 | $3.58M | 0.94% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,209 | $3.58M | 0.31% | −83−2.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,217 | $3.59M | 1.08% | −17−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,223 | $3.60M | 0.66% | +1,370+73.9% | Added |
| Fortem Financial Group, LLC | 3,224 | $3.60M | 1.79% | −346−9.7% | Reduced |
| Welch & Forbes LLC | 3,227 | $3.60M | 0.05% | −104−3.1% | Reduced |
| Legacy Bridge, LLC | 3,238 | $3.61M | 2.34% | −10−0.3% | Reduced |
| Founders Financial Alliance, LLC | 3,240 | $3.62M | 1.40% | −344−9.6% | Reduced |
| FCG Investment Co | 3,245 | $3.62M | 3.55% | +3,245 | New |
| Concord Asset Management, LLC | 3,252 | $3.63M | 1.07% | +800+32.6% | Added |
| Two Sigma Investments, LP | 3,254 | $3.63M | 0.01% | +1,654+103.4% | Added |
| IFP Advisors, Inc | 3,266 | $3.65M | 0.17% | +439+15.5% | Added |
| 3Chopt Investment Partners, LLC | 3,268 | $3.65M | 1.34% | +713+27.9% | Added |
| Westhampton Capital, LLC | 3,268 | $3.65M | 2.17% | −5−0.2% | Reduced |
| Mango Five Family, Inc. | 3,285 | $3.67M | 1.38% | +3,285 | New |
| Groesbeck Investment Management Corp | 3,312 | $3.70M | 5.12% | +100+3.1% | Added |
| Perkins Coie Trust Co | 3,332 | $3.72M | 0.94% | +328+10.9% | Added |
| Garrett Investment Advisors LLC | 3,336 | $3.72M | 0.52% | −511−13.3% | Reduced |
| Pacitti Group Inc. | 3,341 | $3.73M | 2.32% | +19+0.6% | Added |
| Grandview Asset Management LLC | 3,345 | $3.73M | 1.96% | −228−6.4% | Reduced |
| Premier Path Wealth Partners, LLC | 3,435 | $3.74M | 0.83% | +3,435 | New |
| Eley Financial Management, Inc | 3,358 | $3.75M | 1.76% | −117−3.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,363 | $3.75M | 1.18% | −126−3.6% | Reduced |
| United Capital Management of KS, Inc. | 3,365 | $3.76M | 1.14% | −91−2.6% | Reduced |
| RBF Capital, LLC | 3,373 | $3.77M | 0.24% | +2,373+237.3% | Added |
| Resource Consulting Group Inc | 3,396 | $3.79M | 0.65% | +7+0.2% | Added |
| Toth Financial Advisory Corp | 3,396 | $3.79M | 0.51% | +336+11.0% | Added |
| Beech Hill Advisors, Inc. | 3,402 | $3.80M | 1.84% | −745−18.0% | Reduced |
| EULAV Asset Management | 3,406 | $3.80M | 0.12% | −102−2.9% | Reduced |
| Wealthspire Advisors, LLC | 3,415 | $3.81M | 0.05% | +684+25.0% | Added |
| Brady Family Wealth, LLC | 3,422 | $3.82M | 1.31% | +1,875+121.2% | Added |
| Little House Capital LLC | 3,431 | $3.83M | 1.40% | +872+34.1% | Added |
| Ameritas Advisory Services, LLC | 3,082 | $3.84M | 0.21% | −2,220−41.9% | Reduced |
| HBW Advisory Services LLC | 3,448 | $3.85M | 0.72% | −560−14.0% | Reduced |
| Wedmont Private Capital | 3,587 | $3.86M | 0.32% | +794+28.4% | Added |
| Patten Group, Inc. | 3,461 | $3.86M | 1.05% | +593+20.7% | Added |
| 1st Source Bank | 3,462 | $3.86M | 0.23% | −188−5.2% | Reduced |
| Fairbanks Capital Management, Inc. | 3,463 | $3.87M | 2.76% | +185+5.6% | Added |
| Glen Eagle Advisors, LLC | 3,469 | $3.87M | 0.80% | −43−1.2% | Reduced |
| Alternative Investment Advisors, LLC. | 3,472 | $3.88M | 2.52% | −280−7.5% | Reduced |
| Capstone Wealth Management Group, LLC | 3,484 | $3.89M | 3.68% | +128+3.8% | Added |
| Wealth Alliance | 3,491 | $3.90M | 0.55% | −87−2.4% | Reduced |
| Kinneret Advisory, LLC | 3,493 | $3.90M | 0.43% | −22−0.6% | Reduced |
| Retireful, LLC | 3,494 | $3.90M | 1.70% | +978+38.9% | Added |
| Caliber Wealth Management, LLC | 3,495 | $3.90M | 2.29% | +130+3.9% | Added |
| Advocate Group LLC | 3,509 | $3.92M | 0.84% | −451−11.4% | Reduced |
| Clarius Group, LLC | 3,524 | $3.93M | 0.33% | −107−2.9% | Reduced |
| JPL Wealth Management, LLC | 3,530 | $3.94M | 2.84% | +3,530 | New |
| Holderness Investments Co | 3,536 | $3.95M | 1.08% | +637+22.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,538 | $3.95M | 0.12% | +95+2.8% | Added |
| Beaumont Financial Advisors, LLC | 3,545 | $3.96M | 0.36% | +545+18.2% | Added |
| Purus Wealth Management, LLC | 3,568 | $3.98M | 2.31% | +37+1.0% | Added |
| Johnson Financial Group, Inc. | 3,575 | $3.99M | 0.22% | −167−4.5% | Reduced |
| Balyasny Asset Management LLC | 3,612 | $4.03M | 0.01% | −3,134−46.5% | Reduced |
| Equitable Trust Co | 3,631 | $4.05M | 0.30% | −183−4.8% | Reduced |
| Arden Trust Co | 3,635 | $4.06M | 0.60% | −314−8.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,636 | $4.06M | 1.07% | +148+4.2% | Added |
| Archford Capital Strategies, LLC | 3,639 | $4.06M | 0.74% | −276−7.0% | Reduced |
| Horizon Investment Services, LLC | 3,661 | $4.09M | 2.21% | +385+11.8% | Added |
| Chicago Capital, LLC | 3,695 | $4.12M | 0.15% | +3,695 | New |
| MWA Asset Management | 3,695 | $4.12M | 3.41% | −145−3.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,700 | $4.13M | 1.43% | 00.0% | Unchanged |
| Alcosta Capital Management, Inc. | 3,701 | $4.13M | 2.99% | −21−0.6% | Reduced |
| Jmac Enterprises LLC | 3,702 | $4.13M | 0.89% | −82−2.2% | Reduced |
| Hengehold Capital Management LLC | 3,708 | $4.14M | 0.49% | +86+2.4% | Added |
| Change Path, LLC | 3,709 | $4.14M | 0.27% | +106+2.9% | Added |
| MGB Wealth Management, LLC | 3,718 | $4.15M | 2.09% | +3,718 | New |
| Birch Hill Investment Advisors LLC | 3,721 | $4.15M | 0.22% | −134−3.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,730 | $4.16M | 0.80% | −278−6.9% | Reduced |
| Concord Wealth Partners | 3,748 | $4.18M | 0.84% | +435+13.1% | Added |
| First Business Financial Services, Inc. | 3,752 | $4.19M | 0.49% | +160+4.5% | Added |
| Trust Point Inc. | 3,756 | $4.19M | 0.35% | +3,756 | New |
| Empower Advisory Group, LLC | 3,792 | $4.23M | 0.02% | +260+7.4% | Added |
| GM Advisory Group, Inc. | 3,795 | $4.24M | 0.32% | −55−1.4% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,800 | $4.24M | 0.53% | +2,000+111.1% | Added |
| Foresight Capital Management Advisors, Inc. | 3,811 | $4.25M | 4.36% | +3,811 | New |
| Turtle Creek Wealth Advisors, LLC | 3,813 | $4.26M | 1.25% | +3,813 | New |
| Allen Investment Management LLC | 3,826 | $4.27M | 0.06% | −131−3.3% | Reduced |
| StrongBox Wealth, LLC | 3,831 | $4.28M | 2.50% | +430+12.6% | Added |
| Traynor Capital Management, Inc. | 3,836 | $4.28M | 0.50% | +531+16.1% | Added |
| Van Leeuwen & Company, LLC | 3,850 | $4.30M | 2.50% | −630−14.1% | Reduced |
| Becker Capital Management Inc | 3,859 | $4.31M | 0.16% | +61+1.6% | Added |
| Citizens Financial Group Inc | 3,865 | $4.31M | 0.15% | +1,188+44.4% | Added |
| Franchise Capital Ltd | 3,868 | $4.32M | 1.08% | −1,492−27.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 3,870 | $4.32M | 0.24% | −280−6.7% | Reduced |
| Centaurus Financial, Inc. | 3,882 | $4.33M | 0.33% | +3+0.1% | Added |
| 9258 Wealth Management, LLC | 3,884 | $4.34M | 0.76% | +58+1.5% | Added |
| Hourglass Capital, LLC | 3,894 | $4.35M | 1.40% | −2,382−38.0% | Reduced |
| De Burlo Group Inc | 5,250 | $4.36M | 0.76% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,909 | $4.36M | 2.44% | +281+7.7% | Added |
| Concentric Wealth Management, LLC | 3,921 | $4.38M | 1.27% | −103−2.6% | Reduced |
| Confluence Wealth Services, Inc. | 3,922 | $4.38M | 0.48% | −87−2.2% | Reduced |