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 |
|---|---|---|---|---|---|
| Valicenti Advisory Services Inc | 4,935 | $5.51M | 1.67% | +4,935 | New |
| First Hawaiian Bank | 4,953 | $5.53M | 0.17% | −379−7.1% | Reduced |
| Greater Midwest Financial Group, LLC | 4,971 | $5.55M | 3.77% | +4,971 | New |
| Berry Wealth Group, LP | 4,994 | $5.57M | 5.13% | +4,994 | New |
| Robeco Schweiz AG | 5,000 | $5.58M | 0.09% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 5,000 | $5.58M | 0.23% | +5,000 | New |
| River & Mercantile Asset Management LLP | 5,011 | $5.60M | 1.06% | +5,011 | New |
| Tectonic Advisors LLC | 5,020 | $5.60M | 0.47% | +14+0.3% | Added |
| BOK Financial Private Wealth, Inc. | 5,086 | $5.68M | 0.46% | −427−7.7% | Reduced |
| LVW Advisors, LLC | 5,096 | $5.69M | 1.07% | −338−6.2% | Reduced |
| Mather Group, LLC. | 5,098 | $5.69M | 0.09% | +330+6.9% | Added |
| Wedbush Securities Inc | 5,105 | $5.70M | 0.25% | +249+5.1% | Added |
| Gabelli Funds LLC | 5,107 | $5.70M | 0.04% | +1,049+25.9% | Added |
| TrimTabs Asset Management, LLC | 5,136 | $5.73M | 1.66% | +665+14.9% | Added |
| Convergence Investment Partners, LLC | 5,158 | $5.76M | 3.01% | −699−11.9% | Reduced |
| Qtron Investments LLC | 5,168 | $5.77M | 0.95% | +394+8.3% | Added |
| Evercore Wealth Management, LLC | 5,172 | $5.77M | 0.10% | +1,539+42.4% | Added |
| RDA Financial Network | 5,173 | $5.77M | 2.19% | +9+0.2% | Added |
| Charles Schwab Trust Co | 5,189 | $5.79M | 0.57% | +2,735+111.5% | Added |
| Parallel Advisors, LLC | 5,243 | $5.85M | 0.17% | −205−3.8% | Reduced |
| Nations Financial Group Inc, | 5,268 | $5.88M | 0.54% | −657−11.1% | Reduced |
| Fundamentun, LLC | 5,280 | $5.89M | 0.70% | +2,427+85.1% | Added |
| SeaTown Holdings Pte. Ltd. | 5,285 | $5.90M | 0.81% | −715−11.9% | Reduced |
| DFPG Investments, LLC | 5,575 | $5.90M | 0.46% | +86+1.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,293 | $5.91M | 0.34% | +483+10.0% | Added |
| Geneos Wealth Management Inc. | 5,296 | $5.91M | 0.29% | −1,204−18.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,303 | $5.92M | 0.13% | +729+15.9% | Added |
| EFG Asset Management (North America) Corp. | 5,308 | $5.93M | 1.12% | +1,877+54.7% | Added |
| Kingswood Wealth Advisors, LLC | 5,355 | $5.98M | 0.68% | +2,544+90.5% | Added |
| Ascent Group, LLC | 4,735 | $5.99M | 0.57% | +139+3.0% | Added |
| Rossmore Private Capital | 5,368 | $5.99M | 0.85% | −189−3.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,379 | $6.00M | 1.57% | −552−9.3% | Reduced |
| Pittenger & Anderson Inc | 5,385 | $6.01M | 0.27% | +252+4.9% | Added |
| Financial Advisory Partners, LLC | 5,391 | $6.02M | 2.19% | −133−2.4% | Reduced |
| Petredis Investment Advisors LLC | 5,453 | $6.09M | 0.80% | −132−2.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,470 | $6.11M | 1.14% | +134+2.5% | Added |
| Waterloo Capital, L.P. | 5,482 | $6.12M | 0.99% | +3,641+197.8% | Added |
| Asio Capital, LLC | 5,491 | $6.13M | 1.43% | −2,155−28.2% | Reduced |
| Pearl River Capital, LLC | 5,493 | $6.13M | 0.98% | +3,852+234.7% | Added |
| Truvestments Capital LLC | 5,496 | $6.13M | 2.77% | −563−9.3% | Reduced |
| Farmers National Bank | 5,496 | $6.13M | 1.97% | +473+9.4% | Added |
| Pathway Financial Advisers, LLC | 5,514 | $6.16M | 2.34% | −81−1.4% | Reduced |
| LMCG Investments, LLC | 5,532 | $6.18M | 0.38% | −891−13.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 5,541 | $6.19M | 1.20% | +1,242+28.9% | Added |
| Eisler Capital (UK) Ltd. | 5,554 | $6.20M | 0.56% | −22,530−80.2% | Reduced |
| Capricorn Fund Managers Ltd | 5,600 | $6.25M | 3.44% | +2,000+55.6% | Added |
| Spire Wealth Management | 5,178 | $6.27M | 0.22% | +88+1.7% | Added |
| Icon Wealth Advisors, LLC | 5,640 | $6.30M | 0.66% | +5,640 | New |
| Independent Solutions Wealth Management, LLC | 5,673 | $6.33M | 1.62% | −372−6.2% | Reduced |
| Foster & Motley Inc | 5,676 | $6.34M | 0.47% | −160−2.7% | Reduced |
| Strategic Investment Advisors | 5,681 | $6.34M | 0.92% | −137−2.4% | Reduced |
| Fulton Bank, N.A. | 5,685 | $6.35M | 0.29% | −529−8.5% | Reduced |
| Palogic Value Management, L.P. | 5,690 | $6.35M | 2.81% | −315−5.2% | Reduced |
| We Are One Seven, LLC | 5,690 | $6.35M | 0.37% | +19+0.3% | Added |
| Capital Investment Advisors, LLC | 5,717 | $6.38M | 0.16% | −390−6.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,727 | $6.39M | 0.71% | −192−3.2% | Reduced |
| Scissortail Wealth Management, LLC | 5,253 | $6.40M | 2.03% | +810+18.2% | Added |
| Keebeck Wealth Management, LLC | 5,754 | $6.42M | 1.06% | −190−3.2% | Reduced |
| S. R. Schill & Associates | 5,759 | $6.43M | 2.86% | −13−0.2% | Reduced |
| Boston Partners | 5,766 | $6.44M | 0.01% | −2,406−29.4% | Reduced |
| Coldstream Capital Management Inc | 5,801 | $6.48M | 0.18% | +240+4.3% | Added |
| Lockheed Martin Investment Management Co | 6,600 | $6.52M | 0.47% | −4,350−39.7% | Reduced |
| Sandhill Capital Partners LLC | 5,845 | $6.52M | 0.54% | −653−10.0% | Reduced |
| Signet Financial Management, LLC | 5,850 | $6.53M | 0.98% | +1,236+26.8% | Added |
| Consolidated Capital Management, LLC | 5,857 | $6.54M | 3.49% | −375−6.0% | Reduced |
| Community Bank, N.A. | 5,877 | $6.56M | 0.86% | −253−4.1% | Reduced |
| Larson Financial Group LLC | 5,901 | $6.59M | 0.58% | −453−7.1% | Reduced |
| Moody National Bank Trust Division | 5,920 | $6.61M | 0.52% | −4,572−43.6% | Reduced |
| Citizens Business Bank | 5,927 | $6.62M | 1.46% | −564−8.7% | Reduced |
| Bellwether Advisors, LLC | 5,929 | $6.62M | 1.63% | +5,929 | New |
| Riggs Asset Managment Co. Inc. | 5,975 | $6.67M | 2.12% | −2,256−27.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,977 | $6.67M | 0.32% | +724+13.8% | Added |
| Bartlett & Co. LLC | 5,950 | $6.68M | 0.11% | −178−2.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 5,989 | $6.69M | 1.78% | +152+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 5,950 | $6.71M | 0.11% | −178−2.9% | Reduced |
| Avitas Wealth Management LLC | 6,020 | $6.72M | 1.12% | +62+1.0% | Added |
| Ballentine Partners, LLC | 6,020 | $6.72M | 0.14% | +526+9.6% | Added |
| Global Retirement Partners, LLC | 6,048 | $6.74M | 0.28% | +585+10.7% | Added |
| Spears Abacus Advisors LLC | 6,042 | $6.74M | 0.54% | +301+5.2% | Added |
| Nicholas Investment Partners, LP | 6,059 | $6.76M | 0.79% | +1,557+34.6% | Added |
| Sumitomo Life Insurance Co | 6,065 | $6.77M | 0.21% | −313−4.9% | Reduced |
| Intrust Bank NA | 6,070 | $6.78M | 0.79% | +99+1.7% | Added |
| Meeder Advisory Services, Inc. | 6,071 | $6.78M | 0.78% | +58+1.0% | Added |
| UBS Oconnor LLC | 6,083 | $6.79M | 0.21% | −1,640−21.2% | Reduced |
| Horan Capital Advisors, LLC. | 6,114 | $6.82M | 2.50% | −248−3.9% | Reduced |
| James Investment Research Inc | 6,127 | $6.84M | 0.86% | +64+1.1% | Added |
| Kendall Capital Management | 6,158 | $6.87M | 2.67% | +35+0.6% | Added |
| IHT Wealth Management, LLC | 6,192 | $6.91M | 0.31% | −287−4.4% | Reduced |
| Evergreen Capital Management LLC | 6,202 | $6.92M | 0.28% | +221+3.7% | Added |
| IFG Advisory, LLC | 6,238 | $6.96M | 0.51% | +66+1.1% | Added |
| Regions Financial Corp | 6,257 | $6.98M | 0.06% | +318+5.4% | Added |
| Horizon Investments, LLC | 6,287 | $7.02M | 0.20% | −3,876−38.1% | Reduced |
| Crestline Management, LP | 6,300 | $7.03M | 0.65% | −6,997−52.6% | Reduced |
| Wintrust Investments LLC | 6,313 | $7.05M | 0.68% | +1,025+19.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 6,294 | $7.06M | 3.19% | −140−2.2% | Reduced |
| Stablepoint Partners, LLC | 6,365 | $7.10M | 1.82% | +6,365 | New |
| Shaker Investments LLC | 6,374 | $7.12M | 3.32% | −10.0% | Reduced |
| Nicholas Company, Inc. | 6,375 | $7.12M | 0.13% | −1,220−16.1% | Reduced |
| Old Second National Bank of Aurora | 6,381 | $7.12M | 1.96% | −399−5.9% | Reduced |
| Quantitative Investment Management, LLC | 6,389 | $7.13M | 0.41% | +6,389 | New |