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; 4,855 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 6,389 | $7.13M | 0.40% | +1,559+32.3% | Added |
| Annex Advisory Services, LLC | 6,416 | $7.16M | 0.30% | +3,297+105.7% | Added |
| Procyon Private Wealth Partners, LLC | 6,432 | $7.18M | 0.61% | +1,764+37.8% | Added |
| Bay Rivers Group | 6,460 | $7.21M | 4.53% | +332+5.4% | Added |
| Connectus Wealth, LLC | 6,474 | $7.23M | 0.15% | +313+5.1% | Added |
| Parcion Private Wealth LLC | 6,499 | $7.25M | 0.66% | +29+0.4% | Added |
| KP Management LLC | 6,500 | $7.26M | 3.60% | +6,500 | New |
| TCG Advisory Services, LLC | 6,508 | $7.26M | 0.50% | +215+3.4% | Added |
| Symmetry Partners, LLC | 6,490 | $7.28M | 0.39% | −2,965−31.4% | Reduced |
| Sage Mountain Advisors LLC | 6,536 | $7.30M | 0.85% | +157+2.5% | Added |
| RMR Wealth Builders | 6,550 | $7.31M | 1.03% | +188+3.0% | Added |
| Driehaus Capital Management LLC | 6,567 | $7.33M | 0.09% | +5,586+569.4% | Added |
| Transcend Wealth Collective, LLC | 6,570 | $7.33M | 0.65% | −106−1.6% | Reduced |
| Asset Dedication, LLC | 6,624 | $7.34M | 0.60% | +13+0.2% | Added |
| Te Ahumairangi Investment Management Ltd | 6,601 | $7.37M | 1.40% | +100+1.5% | Added |
| Evexia Wealth LLC | 6,024 | $7.38M | 3.12% | +46+0.8% | Added |
| Souders Financial Advisors | 6,632 | $7.40M | 1.27% | +826+14.2% | Added |
| Desjardins Global Asset Management Inc. | 6,647 | $7.42M | 0.80% | −1,184−15.1% | Reduced |
| Sawgrass Asset Management LLC | 6,657 | $7.43M | 0.84% | −145−2.1% | Reduced |
| Matthews International Capital Management LLC | 6,659 | $7.43M | 1.04% | −13,220−66.5% | Reduced |
| Phoenix Holdings Ltd. | 6,556 | $7.46M | 0.12% | +2,163+49.2% | Added |
| Glassy Mountain Advisors, Inc. | 6,688 | $7.47M | 3.08% | −169−2.5% | Reduced |
| Savoie Capital LLC | 6,744 | $7.53M | 1.72% | +135+2.0% | Added |
| Morse Asset Management, Inc | 6,767 | $7.55M | 2.22% | +494+7.9% | Added |
| Gunderson Capital Management Inc. | 6,778 | $7.57M | 4.32% | +18+0.3% | Added |
| Strategic Wealth Partners, Ltd. | 6,784 | $7.57M | 0.93% | +1,196+21.4% | Added |
| Capital Investment Counsel, LLC | 6,789 | $7.58M | 2.86% | +6,789 | New |
| First Foundation Advisors | 6,795 | $7.59M | 0.35% | −1,176−14.8% | Reduced |
| Howard Capital Management Inc. | 6,809 | $7.60M | 0.94% | −174−2.5% | Reduced |
| Canal Capital Management, LLC | 6,834 | $7.63M | 1.41% | −106−1.5% | Reduced |
| Geneva Partners, LLC | 6,850 | $7.65M | 4.24% | +509+8.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,888 | $7.69M | 0.90% | +103+1.5% | Added |
| China Universal Asset Management Co., Ltd. | 6,925 | $7.73M | 1.50% | −63−0.9% | Reduced |
| Parsons Capital Management Inc | 6,926 | $7.73M | 0.55% | +136+2.0% | Added |
| CAPROCK Group, Inc. | 6,927 | $7.73M | 0.49% | +513+8.0% | Added |
| Richard Bernstein Advisors LLC | 6,934 | $7.74M | 0.17% | +831+13.6% | Added |
| Navellier & Associates Inc | 6,939 | $7.75M | 1.16% | +599+9.4% | Added |
| Hudson Valley Investment Advisors Inc | 7,226 | $7.77M | 1.06% | −149−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,970 | $7.78M | 0.04% | +3,616+107.8% | Added |
| RBA Wealth Management, LLC | 6,991 | $7.80M | 3.41% | −400−5.4% | Reduced |
| Ritholtz Wealth Management | 6,995 | $7.81M | 0.30% | +431+6.6% | Added |
| Harbour Capital Advisors, LLC | 7,383 | $7.82M | 2.14% | +20+0.3% | Added |
| HB Wealth Management, LLC | 7,024 | $7.84M | 0.11% | +534+8.2% | Added |
| Principal Street Partners, LLC | 7,065 | $7.89M | 1.90% | −285−3.9% | Reduced |
| Concurrent Investment Advisors, LLC | 7,134 | $7.96M | 0.38% | +7,134 | New |
| Hunter Associates Investment Management LLC | 7,130 | $7.96M | 1.46% | −444−5.9% | Reduced |
| Graypoint LLC | 7,150 | $7.98M | 0.64% | +324+4.7% | Added |
| LS Investment Advisors, LLC | 7,161 | $7.99M | 1.39% | −245−3.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 7,204 | $8.04M | 2.02% | +7,204 | New |
| Stokes Capital Advisors, LLC | 7,215 | $8.05M | 2.55% | +357+5.2% | Added |
| Red Cedar Investment Management, LLC | 7,228 | $8.07M | 1.16% | +70+1.0% | Added |
| Carolina Wealth Advisors, LLC | 7,244 | $8.09M | 4.19% | −17−0.2% | Reduced |
| Financial Enhancement Group LLC | 7,331 | $8.09M | 1.43% | +292+4.1% | Added |
| 180 Wealth Advisors, LLC | 7,485 | $8.12M | 1.63% | +88+1.2% | Added |
| FDx Advisors, Inc. | 7,294 | $8.14M | 0.63% | −3,458−32.2% | Reduced |
| Covenant Asset Management, LLC | 7,299 | $8.15M | 2.27% | −20−0.3% | Reduced |
| Garrison Asset Management, LLC | 7,325 | $8.18M | 4.51% | +253+3.6% | Added |
| Front Row Advisors LLC | 7,333 | $8.19M | 3.76% | −29−0.4% | Reduced |
| Signaturefd, LLC | 7,339 | $8.19M | 0.19% | +519+7.6% | Added |
| Oliver Luxxe Assets LLC | 7,352 | $8.21M | 1.93% | −155−2.1% | Reduced |
| Systematic Alpha Investments, LLC | 7,356 | $8.21M | 0.37% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,363 | $8.22M | 0.46% | +481+7.0% | Added |
| Journey Advisory Group, LLC | 7,410 | $8.27M | 1.12% | +124+1.7% | Added |
| Consolidated Planning Corp | 7,445 | $8.31M | 1.55% | +54+0.7% | Added |
| Cumberland Partners Ltd | 7,540 | $8.32M | 0.76% | −190−2.5% | Reduced |
| Peterson Wealth Services | 7,454 | $8.32M | 3.57% | +304+4.3% | Added |
| Jupiter Asset Management Ltd | 7,507 | $8.38M | 0.08% | −1,341−15.2% | Reduced |
| Select Equity Group, L.P. | 7,515 | $8.39M | 0.03% | −2,871−27.6% | Reduced |
| TD Private Client Wealth LLC | 7,524 | $8.40M | 0.30% | −353−4.5% | Reduced |
| Fayez Sarofim & Co | 6,560 | $8.42M | 0.03% | +54+0.8% | Added |
| Coppell Advisory Solutions LLC | 7,559 | $8.44M | 1.70% | +4,366+136.7% | Added |
| Avantax Planning Partners, Inc. | 7,584 | $8.47M | 0.32% | −721−8.7% | Reduced |
| NWK Group, Inc. | 7,598 | $8.48M | 4.36% | +119+1.6% | Added |
| Strategic Global Advisors, LLC | 7,600 | $8.48M | 1.94% | −5,343−41.3% | Reduced |
| SeaCrest Wealth Management, LLC | 8,132 | $8.53M | 1.05% | +639+8.5% | Added |
| Scott & Selber, Inc. | 7,768 | $8.67M | 3.25% | −94−1.2% | Reduced |
| Goldstream Capital Management Ltd | 7,775 | $8.68M | 5.88% | +4,530+139.6% | Added |
| Boyd Watterson Asset Management LLC | 7,818 | $8.73M | 3.45% | −36−0.5% | Reduced |
| Columbia Asset Management | 7,826 | $8.74M | 1.79% | −334−4.1% | Reduced |
| TownSquare Capital, LLC | 7,855 | $8.77M | 0.15% | −1,564−16.6% | Reduced |
| Edmp, Inc. | 7,893 | $8.81M | 8.03% | −74−0.9% | Reduced |
| Paradiem, LLC | 7,894 | $8.81M | 2.46% | +1,134+16.8% | Added |
| KCM Investment Advisors LLC | 7,898 | $8.82M | 0.35% | −123−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 7,902 | $8.82M | 1.05% | −576−6.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,929 | $8.85M | 7.21% | +1,982+33.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 7,961 | $8.89M | 4.46% | −8,507−51.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $8.93M | 2.30% | 00.0% | Unchanged |
| STF Management LP | 8,016 | $8.95M | 4.21% | +1,268+18.8% | Added |
| Kingsview Wealth Management, LLC | 8,087 | $9.03M | 0.27% | −2,401−22.9% | Reduced |
| Cambridge Financial Group, Inc. | 8,102 | $9.04M | 4.52% | −710−8.1% | Reduced |
| HighPoint Advisor Group LLC | 6,703 | $9.06M | 0.65% | +6,703 | New |
| Cornerstone Wealth Group, LLC | 8,152 | $9.10M | 1.30% | −918−10.1% | Reduced |
| EverSource Wealth Advisors, LLC | 8,177 | $9.13M | 0.84% | +183+2.3% | Added |
| Cullen Investment Group, Ltd. | 8,188 | $9.14M | 1.60% | +8,188 | New |
| Level Four Advisory Services, LLC | 8,201 | $9.15M | 0.51% | −48−0.6% | Reduced |
| Legato Capital Management LLC | 8,240 | $9.20M | 1.20% | −268−3.1% | Reduced |
| Chiron Investment Management, LLC | 8,255 | $9.21M | 3.51% | −1,603−16.3% | Reduced |
| Marietta Wealth Management, LLC | 8,277 | $9.24M | 1.65% | −175−2.1% | Reduced |
| Mitchell Capital Management Co | 8,288 | $9.25M | 1.95% | −92−1.1% | Reduced |
| Abn Amro Investment Solutions | 8,296 | $9.26M | 0.16% | +2,602+45.7% | Added |