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
- 2,879
- +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
- 956 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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 298 | $332.6K | 0.02% | +25+9.2% | Added |
| WNY Asset Management, LLC | 299 | $333.7K | 0.06% | +41+15.9% | Added |
| KLR Investment Advisors, LLC | 299 | $333.8K | 0.24% | −20−6.3% | Reduced |
| Hudson Value Partners, LLC | 300 | $334.9K | 0.16% | −55−15.5% | Reduced |
| Meyer Handelman Co | 300 | $334.9K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $334.9K | 0.09% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 301 | $336.5K | 0.05% | +301 | New |
| Curated Wealth Partners LLC | 302 | $337.1K | 0.06% | 00.0% | Unchanged |
| Owen LaRue, LLC | 303 | $338.2K | 0.32% | +39+14.8% | Added |
| Echo45 Advisors LLC | 304 | $339.3K | 0.26% | +8+2.7% | Added |
| Crestone Asset Management LLC | 304 | $339.3K | 0.08% | +51+20.2% | Added |
| Tower Wealth Partners, Inc. | 305 | $340.5K | 0.24% | +305 | New |
| Engrave Wealth Partners LLC | 306 | $341.6K | 0.10% | +306 | New |
| Westshore Wealth, LLC | 306 | $341.6K | 0.16% | −1−0.3% | Reduced |
| Waters Parkerson & Co., LLC | 306 | $342.0K | 0.02% | −53−14.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 306 | $342.4K | 0.34% | −5−1.6% | Reduced |
| General Partner, Inc. | 312 | $343.6K | 0.29% | 00.0% | Unchanged |
| Tevis Investment Management | 309 | $344.9K | 0.32% | −44−12.5% | Reduced |
| RKL Wealth Management LLC | 310 | $345.8K | 0.04% | +310 | New |
| Hillsdale Investment Management Inc. | 310 | $346.0K | 0.03% | −90−22.5% | Reduced |
| Orrstown Financial Services Inc | 310 | $346.0K | 0.28% | +310 | New |
| Graves-Light Private Wealth Management, Inc. | 310 | $346.0K | 0.04% | +310 | New |
| Private Wealth Partners, LLC | 310 | $346.1K | 0.03% | +1+0.3% | Added |
| Blue Investment Partners LLC | 311 | $347.2K | 0.23% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 313 | $349.4K | 0.09% | +25+8.7% | Added |
| Gallacher Capital Management LLC | 314 | $350.4K | 0.20% | −383−54.9% | Reduced |
| Bellecapital International Ltd. | 314 | $350.5K | 0.08% | −17−5.1% | Reduced |
| Union Savings Bank | 317 | $353.8K | 0.20% | +29+10.1% | Added |
| Campion Asset Management LLC | 317 | $353.9K | 0.30% | −20−5.9% | Reduced |
| First Western Trust Bank | 317 | $353.9K | 0.02% | −14−4.2% | Reduced |
| MAS Advisors LLC | 317 | $353.9K | 0.46% | +17+5.7% | Added |
| Old Mission Investment Co LLC | 317 | $354.1K | 0.12% | +11+3.6% | Added |
| Stockman Wealth Management, Inc. | 318 | $355.0K | 0.07% | −30−8.6% | Reduced |
| Lion Street Advisors, LLC | 318 | $355.0K | 0.15% | −1,013−76.1% | Reduced |
| Gsa Capital Partners LLP | 320 | $357.0K | 0.03% | +320 | New |
| LJI Wealth Management, LLC | 320 | $357.2K | 0.09% | −5−1.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 320 | $357.2K | 0.32% | 00.0% | Unchanged |
| Financial Advisory Corp | 321 | $358.0K | 0.16% | −11−3.3% | Reduced |
| Green Harvest Asset Management LLC | 321 | $358.6K | 0.01% | +50+18.5% | Added |
| Alliance Wealth Advisors, LLC | 322 | $359.4K | 0.24% | +8+2.5% | Added |
| Bedel Financial Consulting, Inc. | 323 | $360.8K | 0.07% | +48+17.5% | Added |
| San Luis Wealth Advisors LLC | 323 | $361.0K | 0.15% | −23−6.6% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 323 | $361.0K | 0.00% | −28−8.0% | Reduced |
| Kozak & Associates, Inc. | 324 | $361.4K | 0.11% | +18+5.9% | Added |
| Swisher Financial Concepts, Inc. | 327 | $362.0K | 0.35% | +327 | New |
| Financial Management Network Inc | 346 | $363.2K | 0.11% | +346 | New |
| Ewa, LLC | 297 | $363.9K | 0.18% | +2+0.7% | Added |
| Security National Bank of So Dak | 326 | $363.9K | 0.24% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 327 | $364.9K | 0.38% | +327 | New |
| BlackDiamond Wealth Management Inc. | 295 | $366.7K | 0.27% | +5+1.7% | Added |
| Northside Capital Management, LLC | 329 | $367.2K | 0.11% | 00.0% | Unchanged |
| Varenne Capital Partners | 329 | $367.2K | 0.16% | +329 | New |
| LongView Wealth Management | 340 | $368.0K | 0.16% | +340 | New |
| Mraz, Amerine & Associates, Inc. | 330 | $368.4K | 0.08% | 00.0% | Unchanged |
| American Money Management, LLC | 330 | $368.5K | 0.08% | −5−1.5% | Reduced |
| Yeomans Consulting Group, Inc. | 331 | $369.5K | 0.18% | +331 | New |
| Beck Bode, LLC | 332 | $370.4K | 0.08% | −4,192−92.7% | Reduced |
| Investment Partners Asset Management, Inc. | 333 | $371.7K | 0.37% | +333 | New |
| Trivant Custom Portfolio Group, LLC | 333 | $371.7K | 0.25% | +26+8.5% | Added |
| Redhawk Wealth Advisors, Inc. | 334 | $372.3K | 0.07% | −35−9.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 334 | $372.8K | 0.12% | −29−8.0% | Reduced |
| Lakewood Asset Management LLC | 334 | $372.8K | 0.29% | +334 | New |
| Destination Wealth Management | 336 | $375.1K | 0.01% | +336 | New |
| Winton Group Ltd | 336 | $375.1K | 0.03% | +336 | New |
| Fiduciary Alliance LLC | 336 | $375.2K | 0.07% | −39−10.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 337 | $376.2K | 0.26% | −105−23.8% | Reduced |
| Invictus Private Wealth, LLC | 337 | $376.2K | 0.04% | −3−0.9% | Reduced |
| Register Financial Advisors LLC | 338 | $376.9K | 0.25% | +243+255.8% | Added |
| Aletheian Wealth Advisors LLC | 339 | $378.4K | 0.25% | −12−3.4% | Reduced |
| Missouri Trust & Investment Co | 339 | $378.4K | 0.15% | +20+6.3% | Added |
| Eagle Bay Advisors LLC | 340 | $379.5K | 0.24% | −83−19.6% | Reduced |
| Headinvest, LLC | 342 | $381.8K | 0.08% | −2−0.6% | Reduced |
| Strategic Wealth Designers | 342 | $381.8K | 0.06% | +12+3.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 343 | $382.9K | 0.24% | +343 | New |
| Fiducient Advisors LLC | 345 | $385.1K | 0.07% | +345 | New |
| Walled Lake Planning & Wealth Management, LLC | 346 | $386.0K | 0.18% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 349 | $386.0K | 0.14% | +8+2.3% | Added |
| O'Dell Group, LLC | 348 | $388.5K | 0.10% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 348 | $388.5K | 0.13% | +34+10.8% | Added |
| Abacus Planning Group, Inc. | 348 | $388.9K | 0.08% | −28−7.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 349 | $389.6K | 0.05% | +4+1.2% | Added |
| Northstar Asset Management LLC | 350 | $390.7K | 0.10% | +35+11.1% | Added |
| Pier 88 Investment Partners LLC | 350 | $390.7K | 0.10% | −1,490−81.0% | Reduced |
| CastleKnight Management LP | 350 | $390.7K | 0.06% | −550−61.1% | Reduced |
| RW Investment Management LLC | 350 | $390.7K | 0.06% | −72−17.1% | Reduced |
| Amussen Hunsaker Associates LLC | 350 | $390.7K | 0.08% | +16+4.8% | Added |
| Signal Advisors Wealth, LLC | 350 | $391.2K | 0.14% | +350 | New |
| Darwin Advisors, LLC | 352 | $393.2K | 0.11% | −63−15.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 353 | $394.0K | 0.07% | +41+13.1% | Added |
| DGS Capital Management, LLC | 354 | $395.2K | 0.15% | +354 | New |
| Smart Money Group LLC | 354 | $395.4K | 0.17% | +105+42.2% | Added |
| Atwood & Palmer Inc | 355 | $396.3K | 0.03% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 355 | $396.3K | 0.15% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 355 | $396.3K | 0.11% | +355 | New |
| ORBA Wealth Advisors, L.L.C. | 356 | $397.4K | 0.24% | +356 | New |
| Clarity Financial LLC | 357 | $398.5K | 0.07% | −42−10.5% | Reduced |
| Roman Butler Fullerton & Co | 331 | $398.7K | 0.16% | +6+1.8% | Added |
| Wambolt & Associates, LLC | 359 | $400.7K | 0.13% | +58+19.3% | Added |
| Cardiff Park Advisors, LLC | 361 | $403.0K | 0.04% | +361 | New |
| Idaho Trust Bank | 362 | $404.1K | 0.23% | −15−4.0% | Reduced |