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 |
|---|---|---|---|---|---|
| Meitav Dash Investments Ltd | 3,917 | $4.38M | 0.06% | +501+14.7% | Added |
| Zions Bancorporation, N.A. | 3,939 | $4.40M | 0.30% | +168+4.5% | Added |
| Arete Wealth Advisors, LLC | 3,963 | $4.42M | 0.34% | +1,041+35.6% | Added |
| NorthRock Partners, LLC | 3,987 | $4.43M | 0.19% | +1,726+76.3% | Added |
| Doheny Asset Management | 3,971 | $4.43M | 4.34% | −250−5.9% | Reduced |
| Pictet & Cie (Europe) SA | 3,972 | $4.43M | 0.13% | −5,422−57.7% | Reduced |
| Marex Group plc | 3,984 | $4.45M | 0.17% | +3,984 | New |
| Davy Global Fund Management Ltd | 3,985 | $4.45M | 0.52% | −30−0.7% | Reduced |
| Teza Capital Management LLC | 3,998 | $4.46M | 0.75% | +3,998 | New |
| Ingalls & Snyder LLC | 4,004 | $4.47M | 0.20% | −278−6.5% | Reduced |
| Granite Bay Wealth Management, LLC | 4,725 | $4.47M | 0.04% | −24−0.5% | Reduced |
| Golden State Equity Partners | 4,021 | $4.49M | 1.09% | +398+11.0% | Added |
| New Hampshire Trust | 4,025 | $4.49M | 1.08% | −78−1.9% | Reduced |
| Cypress Capital Group | 4,047 | $4.52M | 0.59% | +229+6.0% | Added |
| Equitable Holdings, Inc. | 4,063 | $4.54M | 0.06% | +688+20.4% | Added |
| Wright Investors Service Inc | 4,067 | $4.54M | 1.28% | −20.0% | Reduced |
| Financial Perspectives, Inc | 4,106 | $4.58M | 1.86% | +9+0.2% | Added |
| Baker Ellis Asset Management LLC | 4,122 | $4.60M | 0.74% | +4,122 | New |
| Saranac Partners Ltd | 4,145 | $4.63M | 3.06% | +3,743+931.1% | Added |
| Stonebrook Private Inc. | 4,151 | $4.63M | 1.55% | +4,151 | New |
| Atomi Financial Group, Inc. | 4,151 | $4.63M | 0.64% | +1,100+36.1% | Added |
| Quantum Private Wealth, LLC | 4,152 | $4.63M | 1.94% | −459−10.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,172 | $4.66M | 2.10% | −41−1.0% | Reduced |
| Beck Capital Management, LLC | 4,186 | $4.67M | 1.60% | +1,237+41.9% | Added |
| Capital Investment Advisory Services, LLC | 4,192 | $4.68M | 0.44% | +70+1.7% | Added |
| Rothschild Investment LLC | 4,194 | $4.68M | 0.39% | +4,194 | New |
| GAMMA Investing LLC | 3,971 | $4.69M | 1.27% | +3,971 | New |
| Cordatus Wealth Management LLC | 4,216 | $4.71M | 3.90% | −86−2.0% | Reduced |
| Savant Capital, LLC | 4,217 | $4.71M | 0.06% | +205+5.1% | Added |
| Principal Securities, Inc. | 4,236 | $4.73M | 0.18% | +4,236 | New |
| MMBG Investment Advisors Co. | 4,236 | $4.73M | 0.56% | −49−1.1% | Reduced |
| Dorsey Wright & Associates | 4,256 | $4.75M | 1.44% | −97−2.2% | Reduced |
| Alpha Omega Wealth Management LLC | 4,261 | $4.76M | 0.79% | +1,704+66.6% | Added |
| Argonautica Private Wealth Management, Inc | 4,273 | $4.77M | 1.95% | −122−2.8% | Reduced |
| National Philanthropic Trust | 4,283 | $4.78M | 0.13% | +4,283 | New |
| Clear Rock Advisors, LLC | 3,726 | $4.78M | 2.16% | +3,726 | New |
| Global X Japan Co., Ltd. | 4,285 | $4.78M | 2.72% | +4,285 | New |
| U.S. Capital Wealth Advisors, LLC | 4,287 | $4.79M | 0.19% | +73+1.7% | Added |
| Hilltop Holdings Inc. | 4,301 | $4.80M | 0.54% | +190+4.6% | Added |
| Moneta Group Investment Advisors LLC | 4,315 | $4.82M | 0.10% | +345+8.7% | Added |
| Private Trust Co NA | 4,317 | $4.82M | 0.57% | +87+2.1% | Added |
| Hudson Capital Management LLC | 4,325 | $4.83M | 1.75% | −751−14.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,313 | $4.83M | 0.09% | +3,807+752.4% | Added |
| ROI Financial Advisors, LLC | 4,331 | $4.83M | 4.00% | +4,331 | New |
| Financial Advisory Service, Inc. | 4,338 | $4.84M | 0.46% | +378+9.5% | Added |
| Fragasso Group Inc. | 4,363 | $4.87M | 0.44% | +26+0.6% | Added |
| Miracle Mile Advisors, LLC | 4,367 | $4.88M | 0.13% | +384+9.6% | Added |
| Portfolio Design Labs, LLC | 4,368 | $4.88M | 1.85% | +4,368 | New |
| Valeo Financial Advisors, LLC | 4,379 | $4.89M | 0.20% | +389+9.7% | Added |
| RSM US Wealth Management LLC | 4,396 | $4.91M | 0.13% | +128+3.0% | Added |
| Centre Asset Management, LLC | 4,411 | $4.92M | 1.19% | −264−5.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,434 | $4.95M | 0.19% | +4,163+1,536.2% | Added |
| Westmount Partners, LLC | 4,439 | $4.96M | 2.02% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 4,447 | $4.96M | 2.19% | −35−0.8% | Reduced |
| Cutler Group LP | 4,448 | $4.96M | 0.69% | +3,301+287.8% | Added |
| Jamison Private Wealth Management, Inc. | 4,453 | $4.97M | 0.93% | 00.0% | Unchanged |
| Robbins Farley LLC | 4,454 | $4.97M | 3.12% | −427−8.7% | Reduced |
| Cooper Financial Group | 4,475 | $4.99M | 0.91% | −69−1.5% | Reduced |
| Peoples Financial Services Corp. | 4,480 | $5.00M | 2.17% | +31+0.7% | Added |
| Tudor Investment Corp Et Al | 4,481 | $5.00M | 0.07% | −2,266−33.6% | Reduced |
| Hiddenite Capital Partners LP | 4,487 | $5.01M | 7.36% | +1,312+41.3% | Added |
| Agur Provident & Training Funds Management Ltd | 4,490 | $5.01M | 1.53% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 4,490 | $5.01M | 2.11% | −366−7.5% | Reduced |
| Field & Main Bank | 4,491 | $5.01M | 2.12% | −140−3.0% | Reduced |
| Paradigm Asset Management Co LLC | 4,500 | $5.02M | 1.33% | −100−2.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,508 | $5.03M | 0.26% | −219−4.6% | Reduced |
| Quadrant Capital Group LLC | 4,519 | $5.04M | 0.43% | +212+4.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,533 | $5.06M | 0.59% | +861+23.4% | Added |
| Guardian Wealth Advisors, LLC | 4,557 | $5.09M | 0.77% | −57−1.2% | Reduced |
| Stratos Wealth Advisors, LLC | 4,568 | $5.10M | 0.29% | +1,309+40.2% | Added |
| Nwam LLC | 4,579 | $5.11M | 0.41% | −94−2.0% | Reduced |
| Symphony Financial, Ltd. Co. | 4,631 | $5.13M | 1.10% | +1,444+45.3% | Added |
| Liberty One Investment Management, LLC | 4,611 | $5.15M | 0.64% | −10.0% | Reduced |
| Cigna Investments Inc | 4,625 | $5.16M | 1.07% | +278+6.4% | Added |
| Patton Fund Management, Inc. | 4,626 | $5.16M | 1.15% | −50−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 4,626 | $5.16M | 0.42% | +85+1.9% | Added |
| Moseley Investment Management Inc | 4,640 | $5.18M | 2.88% | −20.0% | Reduced |
| Flagship Harbor Advisors, LLC | 4,665 | $5.21M | 0.38% | +134+3.0% | Added |
| Red Spruce Capital, LLC | 4,713 | $5.26M | 2.70% | −61−1.3% | Reduced |
| Syon Capital LLC | 4,722 | $5.27M | 0.54% | +847+21.9% | Added |
| Clearstead Advisors, LLC | 4,725 | $5.27M | 0.28% | +360+8.2% | Added |
| Mystic Asset Management, Inc. | 4,751 | $5.30M | 2.54% | +100+2.2% | Added |
| Azzad Asset Management Inc | 4,772 | $5.33M | 0.67% | −50−1.0% | Reduced |
| Midwest Professional Planners, LTD. | 4,784 | $5.34M | 2.13% | +749+18.6% | Added |
| Ostrum Asset Management | 4,790 | $5.35M | 0.46% | +115+2.5% | Added |
| West Oak Capital, LLC | 4,827 | $5.35M | 2.50% | −345−6.7% | Reduced |
| SYSTM Wealth Solutions LLC | 4,794 | $5.35M | 0.74% | −277−5.5% | Reduced |
| Westwood Wealth Management | 4,800 | $5.36M | 4.13% | +450+10.3% | Added |
| Sunbelt Securities, Inc. | 4,831 | $5.39M | 0.68% | −115−2.3% | Reduced |
| Trust Asset Management LLC | 4,839 | $5.40M | 0.52% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 4,845 | $5.41M | 1.12% | −2,116−30.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,857 | $5.42M | 0.02% | +435+9.8% | Added |
| Morton Community Bank | 4,879 | $5.45M | 1.78% | +4,879 | New |
| Bailard, Inc. | 4,884 | $5.45M | 0.16% | −6−0.1% | Reduced |
| Wunderlich Capital Managemnt | 4,898 | $5.47M | 2.46% | −196−3.8% | Reduced |
| Duff & Phelps Investment Management Co | 4,901 | $5.47M | 0.07% | +339+7.4% | Added |
| Royal Fund Management, LLC | 4,888 | $5.48M | 0.69% | +277+6.0% | Added |
| Cypress Asset Management Inc | 4,908 | $5.48M | 1.65% | +604+14.0% | Added |
| Kovack Advisors, Inc. | 4,910 | $5.48M | 0.65% | +96+2.0% | Added |
| Monetary Management Group Inc | 4,917 | $5.49M | 1.71% | −240−4.7% | Reduced |