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 |
|---|---|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 11,044 | $12.3M | 0.90% | +540+5.1% | Added |
| Rock Point Advisors, LLC | 11,079 | $12.4M | 3.75% | +972+9.6% | Added |
| Concentric Capital Strategies, LP | 11,098 | $12.4M | 1.61% | −2,986−21.2% | Reduced |
| South Dakota Investment Council | 11,112 | $12.4M | 0.26% | −150−1.3% | Reduced |
| Balentine LLC | 11,172 | $12.5M | 0.40% | +4,209+60.4% | Added |
| Chartwell Investment Partners, LLC | 11,293 | $12.6M | 0.44% | −783−6.5% | Reduced |
| Rheos Capital Works Inc. | 11,300 | $12.6M | 0.70% | 00.0% | Unchanged |
| GTS Securities LLC | 11,336 | $12.7M | 0.27% | +2,265+25.0% | Added |
| Spectrum Wealth Counsel, LLC | 11,367 | $12.7M | 1.76% | +11,367 | New |
| Harrell Investment Partners, LLC | 11,373 | $12.7M | 3.95% | +101+0.9% | Added |
| Everence Capital Management Inc | 11,549 | $12.9M | 0.92% | +1,060+10.1% | Added |
| Barometer Capital Management Inc. | 11,568 | $12.9M | 3.66% | −3,715−24.3% | Reduced |
| Nilsine Partners, LLC | 11,571 | $12.9M | 1.99% | −573−4.7% | Reduced |
| Oak Ridge Investments LLC | 11,654 | $13.0M | 1.50% | +297+2.6% | Added |
| Great Valley Advisor Group, Inc. | 11,676 | $13.0M | 0.46% | −1,128−8.8% | Reduced |
| Sonora Investment Management Group, LLC | 11,686 | $13.0M | 1.06% | −4,103−26.0% | Reduced |
| Advisory Research Inc | 11,700 | $13.1M | 2.01% | −673−5.4% | Reduced |
| John G Ullman & Associates Inc | 11,715 | $13.1M | 2.07% | +4,862+70.9% | Added |
| ABN AMRO Bank N.V. | 11,666 | $13.1M | 0.22% | +11,666 | New |
| Impax Asset Management Group plc | 11,896 | $13.3M | 0.05% | +2,196+22.6% | Added |
| Grand Alliance Asset Management Ltd | 12,000 | $13.4M | 7.16% | +12,000 | New |
| Avantax Advisory Services, Inc. | 12,023 | $13.4M | 0.13% | −3,243−21.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 12,508 | $13.4M | 1.38% | −2,394−16.1% | Reduced |
| Peapack Gladstone Financial Corp | 12,136 | $13.5M | 0.23% | −515−4.1% | Reduced |
| GAM Holding AG | 12,156 | $13.6M | 1.01% | +376+3.2% | Added |
| Steamboat Capital Partners, LLC | 12,164 | $13.6M | 5.10% | +93+0.8% | Added |
| Duncker Streett & Co Inc | 12,286 | $13.7M | 2.90% | +27+0.2% | Added |
| Pallas Capital Advisors LLC | 12,290 | $13.7M | 0.73% | +332+2.8% | Added |
| North Star Asset Management Inc | 12,354 | $13.8M | 0.71% | +10,552+585.6% | Added |
| JB Capital LLC | 12,385 | $13.8M | 1.02% | +890+7.7% | Added |
| Park Avenue Securities LLC | 12,407 | $13.8M | 0.19% | +1,583+14.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,415 | $13.9M | 1.79% | +6,637+114.9% | Added |
| Himension Fund | 12,419 | $13.9M | 1.26% | +4,949+66.3% | Added |
| Allworth Financial LP | 12,436 | $13.9M | 0.11% | +7,229+138.8% | Added |
| McKinley Capital Management LLC /Delaware | 12,566 | $14.0M | 1.80% | +4,811+62.0% | Added |
| Schmidt P J Investment Management Inc | 11,679 | $14.1M | 2.79% | −756−6.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,614 | $14.1M | 0.23% | −1,726−12.0% | Reduced |
| Worldquant Millennium Advisors LLC | 12,699 | $14.2M | 0.20% | +11,649+1,109.4% | Added |
| Clear Street Markets LLC | 12,738 | $14.2M | 5.72% | +12,692+27,591.3% | Added |
| Verdence Capital Advisors LLC | 12,755 | $14.2M | 1.38% | −1,943−13.2% | Reduced |
| Covington Investment Advisors Inc. | 12,838 | $14.3M | 2.60% | +3,477+37.1% | Added |
| Dynamic Advisor Solutions LLC | 13,755 | $14.4M | 0.54% | +5,608+68.8% | Added |
| Smith, Salley & Associates | 12,980 | $14.5M | 0.94% | −1,174−8.3% | Reduced |
| Commonwealth Retirement Investments LLC | 13,012 | $14.5M | 7.69% | −1,035−7.4% | Reduced |
| Brown Brothers Harriman & Co | 13,072 | $14.6M | 0.12% | +164+1.3% | Added |
| WESPAC Advisors SoCal, LLC | 13,140 | $14.7M | 4.27% | +57+0.4% | Added |
| Consolidated Investment Group LLC | 13,172 | $14.7M | 2.59% | 00.0% | Unchanged |
| Gratus Capital LLC | 13,345 | $14.9M | 0.85% | −9,501−41.6% | Reduced |
| Gemsstock Limited | 13,400 | $15.0M | 5.55% | +13,400 | New |
| Renaissance Investment Group LLC | 13,408 | $15.0M | 3.72% | −440−3.2% | Reduced |
| Woodmont Investment Counsel LLC | 13,475 | $15.0M | 1.41% | −253−1.8% | Reduced |
| First National Trust Co | 13,548 | $15.1M | 0.66% | −796−5.5% | Reduced |
| Tower Bridge Advisors | 13,712 | $15.3M | 1.32% | +770+5.9% | Added |
| GLOBALT Investments LLC | 13,771 | $15.4M | 0.64% | +13,771 | New |
| Elk River Wealth Management, LLC | 13,807 | $15.4M | 2.96% | −78−0.6% | Reduced |
| Motley Fool Asset Management LLC | 13,836 | $15.4M | 1.15% | +2,229+19.2% | Added |
| Delta Global Management LP | 13,839 | $15.4M | 2.37% | +13,839 | New |
| Argent Trust Co | 13,840 | $15.4M | 0.77% | −50.0% | Reduced |
| ClariVest Asset Management LLC | 13,877 | $15.5M | 0.86% | −2,315−14.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,893 | $15.5M | 0.40% | +866+6.6% | Added |
| L & S Advisors Inc | 13,591 | $15.5M | 1.89% | +1,856+15.8% | Added |
| Omers Administration Corp | 13,944 | $15.6M | 0.20% | +13,944 | New |
| Freemont Management S.A. | 14,000 | $15.6M | 1.97% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 14,027 | $15.7M | 3.13% | +14,027 | New |
| Beacon Investment Advisory Services, Inc. | 14,027 | $15.7M | 0.71% | −6,567−31.9% | Reduced |
| Cetera Advisors LLC | 14,056 | $15.7M | 0.22% | +871+6.6% | Added |
| Empirical Finance, LLC | 14,200 | $15.9M | 1.11% | +171+1.2% | Added |
| Wafra Inc. | 14,315 | $16.0M | 0.94% | +8,752+157.3% | Added |
| Daymark Wealth Partners, LLC | 14,366 | $16.0M | 0.98% | +443+3.2% | Added |
| Cozad Asset Management Inc | 14,402 | $16.1M | 1.85% | −734−4.8% | Reduced |
| Melqart Asset Management (UK) Ltd | 14,556 | $16.2M | 1.31% | +14,556 | New |
| Bleakley Financial Group, LLC | 14,565 | $16.3M | 0.52% | +448+3.2% | Added |
| Freestone Capital Holdings, LLC | 14,592 | $16.3M | 0.73% | −34−0.2% | Reduced |
| Naples Global Advisors, LLC | 14,615 | $16.3M | 1.79% | −520−3.4% | Reduced |
| Massmutual Trust Co FSB | 14,726 | $16.4M | 0.55% | −742−4.8% | Reduced |
| Alberta Investment Management Corp | 14,800 | $16.5M | 0.16% | +1,270+9.4% | Added |
| Mango Investments LLC | 14,800 | $16.5M | 10.39% | +14,800 | New |
| TruWealth Advisors, LLC | 14,841 | $16.6M | 1.26% | +197+1.3% | Added |
| Bridgeway Capital Management, LLC | 14,855 | $16.6M | 0.36% | −1,314−8.1% | Reduced |
| Sawtooth Solutions, LLC | 14,869 | $16.6M | 0.45% | +374+2.6% | Added |
| Shorepoint Capital Partners LLC | 14,873 | $16.6M | 4.45% | – | – |
| Capital Analysts, LLC | 14,933 | $16.7M | 0.84% | −463−3.0% | Reduced |
| Edgar Lomax Co | 14,972 | $16.7M | 1.09% | −645−4.1% | Reduced |
| Quantinno Capital Management LP | 14,984 | $16.7M | 0.59% | +2,817+23.2% | Added |
| Aviance Capital Partners, LLC | 15,083 | $16.8M | 3.60% | +1,182+8.5% | Added |
| Gradient Investments LLC | 15,117 | $16.9M | 0.41% | +191+1.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,132 | $16.9M | 1.61% | +2,300+17.9% | Added |
| Colony Group, LLC | 15,150 | $16.9M | 0.22% | +15,150 | New |
| Strategy Asset Managers LLC | 15,158 | $16.9M | 4.01% | −239−1.6% | Reduced |
| Johnson Investment Counsel Inc | 15,176 | $16.9M | 0.20% | −40−0.3% | Reduced |
| Crestwood Advisors Group LLC | 15,259 | $17.0M | 0.40% | +271+1.8% | Added |
| Compass Wealth Management LLC | 15,271 | $17.0M | 4.76% | +455+3.1% | Added |
| Forbes J M & Co LLP | 15,436 | $17.2M | 2.00% | +119+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 15,475 | $17.3M | 1.60% | −157−1.0% | Reduced |
| Empowered Funds, LLC | 15,607 | $17.4M | 0.44% | −4,240−21.4% | Reduced |
| Middleton & Co Inc | 15,607 | $17.4M | 2.17% | −292−1.8% | Reduced |
| Muhlenkamp & Co Inc | 15,631 | $17.4M | 5.71% | −325−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,638 | $17.5M | 1.22% | +729+4.9% | Added |
| Calamos Wealth Management LLC | 15,715 | $17.5M | 1.10% | −190−1.2% | Reduced |
| Hantz Financial Services, Inc. | 16,002 | $17.9M | 0.39% | −2,197−12.1% | Reduced |