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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 440 | $490.8K | 0.07% | +63+16.7% | Added |
| One + One Wealth Management, LLC | 440 | $491.1K | 0.30% | −10−2.2% | Reduced |
| Catalyst Private Wealth, LLC | 440 | $491.1K | 0.23% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 442 | $493.4K | 0.43% | −37−7.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 443 | $494.5K | 0.05% | −577−56.6% | Reduced |
| Canopy Partners, LLC | 445 | $496.7K | 0.30% | +445 | New |
| Guardian Financial Partners, LLC | 445 | $497.1K | 0.41% | +200+81.6% | Added |
| Plancorp, LLC | 447 | $499.0K | 0.02% | +138+44.7% | Added |
| Pensionmark Financial Group, LLC | 448 | $499.6K | 0.06% | −46−9.3% | Reduced |
| J. Goldman & Co LP | 449 | $501.2K | 0.03% | +449 | New |
| Resurgent Financial Advisors LLC | 450 | $502.3K | 0.31% | −23−4.9% | Reduced |
| Telos Capital Management, Inc. | 450 | $502.3K | 0.06% | +14+3.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 450 | $502.4K | 0.05% | +63+16.3% | Added |
| Belmont Capital, LLC | 451 | $502.9K | 0.21% | 00.0% | Unchanged |
| American Trust | 451 | $503.4K | 0.04% | +10+2.3% | Added |
| Patrick M Sweeney & Associates, Inc | 453 | $505.1K | 0.46% | +453 | New |
| Cobblestone Capital Advisors LLC | 453 | $505.7K | 0.03% | +453 | New |
| JJJ Advisors Inc. | 453 | $505.8K | 0.12% | +48+11.9% | Added |
| Verity Asset Management, Inc. | 454 | $506.9K | 0.32% | 00.0% | Unchanged |
| Selway Asset Management | 455 | $507.9K | 0.21% | 00.0% | Unchanged |
| David Loasby | 485 | $508.9K | 0.05% | +15+3.2% | Added |
| Asset Allocation & Management Company, LLC | 457 | $510.0K | 0.34% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 457 | $510.5K | 0.13% | +38+9.1% | Added |
| Aveo Capital Partners, LLC | 459 | $511.9K | 0.06% | +63+15.9% | Added |
| Beacon Bridge Wealth Partners, LLC | 459 | $512.4K | 0.26% | −7,822−94.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 428 | $515.3K | 0.21% | +5+1.2% | Added |
| TrueWealth Advisors, LLC | 464 | $517.5K | 0.20% | +134+40.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 463 | $517.6K | 0.00% | +37+8.7% | Added |
| United Community Bank | 465 | $519.1K | 0.22% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 466 | $520.2K | 0.17% | +466 | New |
| Carr Financial Group Corp | 466 | $520.4K | 0.19% | +466 | New |
| Klingman & Associates, LLC | 467 | $521.3K | 0.04% | −341−42.2% | Reduced |
| Financial Sense Advisors, Inc. | 467 | $521.3K | 0.20% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 467 | $521.3K | 0.39% | +207+79.6% | Added |
| Oder Investment Management, LLC | 467 | $521.7K | 0.52% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 468 | $522.4K | 0.05% | +468 | New |
| TNF LLC | 431 | $524.3K | 0.21% | +103+31.4% | Added |
| Discovery Value Fund | 470 | $524.6K | 0.24% | +470 | New |
| Warren Street Wealth Advisors, LLC | 472 | $526.9K | 0.30% | +29+6.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 472 | $526.9K | 0.14% | +472 | New |
| Lloyd Advisory Services, LLC. | 474 | $528.8K | 0.25% | −595−55.7% | Reduced |
| Private Portfolio Partners LLC | 476 | $530.8K | 0.12% | +13+2.8% | Added |
| Howland Capital Management LLC | 476 | $531.3K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 477 | $532.0K | 0.07% | +175+57.9% | Added |
| Kesler, Norman & Wride, LLC | 478 | $533.6K | 0.12% | +236+97.5% | Added |
| Bruce G. Allen Investments, LLC | 479 | $534.7K | 0.49% | +479 | New |
| KPP Advisory Services LLC | 479 | $534.7K | 0.47% | +9+1.9% | Added |
| Angeles Wealth Management, LLC | 481 | $536.9K | 0.07% | +87+22.1% | Added |
| Vivaldi Capital Management, LLC | 429 | $537.0K | 0.16% | +429 | New |
| Washington Trust Bank | 482 | $538.0K | 0.05% | +53+12.4% | Added |
| Creative Financial Designs Inc | 483 | $538.6K | 0.05% | −602−55.5% | Reduced |
| Correct Capital Wealth Management | 483 | $538.7K | 0.14% | +483 | New |
| Affinity Wealth Management LLC | 485 | $541.4K | 0.11% | +15+3.2% | Added |
| Soltis Investment Advisors LLC | 485 | $541.8K | 0.06% | +42+9.5% | Added |
| One Capital Management, LLC | 487 | $543.6K | 0.02% | +213+77.7% | Added |
| TCWP LLC | 487 | $543.6K | 1.54% | −2,431−83.3% | Reduced |
| Motiv8 Investments LLC | 487 | $543.7K | 0.49% | +487 | New |
| TCI Wealth Advisors, Inc. | 488 | $544.4K | 0.06% | +204+71.8% | Added |
| Kathmere Capital Management, LLC | 488 | $544.7K | 0.07% | +72+17.3% | Added |
| Fort Sheridan Advisors LLC | 490 | $547.0K | 0.11% | +74+17.8% | Added |
| Eagle Wealth Strategies LLC | 491 | $547.9K | 0.33% | +491 | New |
| FOCUS Wealth Advisors, LLC | 492 | $549.2K | 0.35% | 00.0% | Unchanged |
| Inscription Capital, LLC | 492 | $549.2K | 0.15% | +234+90.7% | Added |
| Traveka Wealth, LLC | 493 | $550.0K | 0.28% | +493 | New |
| Red Wave Investments LLC | 493 | $550.3K | 0.22% | +89+22.0% | Added |
| Barings LLC | 494 | $551.4K | 0.02% | +131+36.1% | Added |
| Latitude Advisors, LLC | 494 | $551.8K | 0.39% | +3+0.6% | Added |
| Cottage Street Advisors LLC | 504 | $552.2K | 0.37% | −400−44.2% | Reduced |
| L.M. Kohn & Company | 497 | $554.6K | 0.18% | +10+2.1% | Added |
| Gamco Investors, Inc. Et Al | 497 | $554.8K | 0.01% | +497 | New |
| Secure Asset Management, LLC | 500 | $558.0K | 0.15% | +2+0.4% | Added |
| Pictet North America Advisors SA | 500 | $558.1K | 0.07% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 500 | $558.1K | 0.09% | +500 | New |
| Silicon Valley Capital Partners | 502 | $560.1K | 0.09% | +3+0.6% | Added |
| Inceptionr LLC | 503 | $561.5K | 0.40% | −562−52.8% | Reduced |
| Berkshire Bank | 504 | $562.6K | 0.15% | +7+1.4% | Added |
| LPWM LLC | 537 | $563.5K | 0.22% | +37+7.4% | Added |
| Atticus Wealth Management, LLC | 505 | $563.9K | 0.20% | −18−3.4% | Reduced |
| Hobbs Group Advisors, LLC | 507 | $566.0K | 0.25% | +507 | New |
| Capital Advisors, Ltd. LLC | 510 | $569.0K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 511 | $570.4K | 0.19% | +49+10.6% | Added |
| Dohj, LLC | 512 | $571.9K | 0.17% | +512 | New |
| Thrive Wealth Management, LLC | 513 | $572.9K | 0.13% | −40−7.2% | Reduced |
| Univest Financial Corp | 514 | $573.8K | 0.17% | 00.0% | Unchanged |
| Foundry Partners, LLC | 515 | $574.9K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 516 | $576.5K | 0.03% | +205+65.9% | Added |
| Trail Ridge Investment Advisors, LLC | 518 | $578.2K | 0.35% | −12−2.3% | Reduced |
| DT Investment Partners, LLC | 482 | $582.3K | 0.06% | +108+28.9% | Added |
| TRUE Private Wealth Advisors | 523 | $583.6K | 0.07% | +3+0.6% | Added |
| Green Square Capital Advisors LLC | 523 | $583.8K | 0.08% | −45−7.9% | Reduced |
| Corundum Group, Inc. | 523 | $583.8K | 0.29% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 523 | $583.8K | 0.31% | 00.0% | Unchanged |
| ERn Financial, LLC | 511 | $584.7K | 0.11% | +257+101.2% | Added |
| WSFS Capital Management, LLC | 524 | $584.9K | 0.04% | −162−23.6% | Reduced |
| Pure Financial Advisors, Inc. | 525 | $586.2K | 0.02% | +200+61.5% | Added |
| Sage Private Wealth Group, LLC | 528 | $590.0K | 0.53% | −13−2.4% | Reduced |
| Keystone Financial Group | 531 | $592.7K | 0.10% | −106−16.6% | Reduced |
| Waddell & Associates, LLC | 533 | $595.0K | 0.08% | +44+9.0% | Added |
| Marino, Stram & Associates LLC | 533 | $595.1K | 0.15% | +53+11.0% | Added |
| Fulcrum Equity Management | 534 | $596.1K | 0.74% | +25+4.9% | Added |