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 |
|---|---|---|---|---|---|
| KMG Fiduciary Partners, LLC | 537 | $599.8K | 0.07% | +13+2.5% | Added |
| Outlook Wealth Advisors, LLC | 538 | $600.6K | 0.21% | +43+8.7% | Added |
| WealthPLAN Partners, LLC | 540 | $602.7K | 0.06% | +17+3.3% | Added |
| Davidson Trust Co | 541 | $603.9K | 0.39% | −45−7.7% | Reduced |
| OneAscent Wealth Management LLC | 541 | $604.0K | 0.24% | +204+60.5% | Added |
| AllSquare Wealth Management LLC | 543 | $606.1K | 0.37% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 543 | $606.6K | 0.06% | +255+88.5% | Added |
| Callahan Advisors, LLC | 544 | $607.0K | 0.07% | −199−26.8% | Reduced |
| Curbstone Financial Management Corp | 544 | $607.2K | 0.14% | +544 | New |
| Paragon Private Wealth Management, LLC | 546 | $609.5K | 0.42% | +138+33.8% | Added |
| Hoxton Planning & Management, LLC | 548 | $612.0K | 0.32% | +25+4.8% | Added |
| Archetype Wealth Partners | 548 | $612.0K | 0.11% | +225+69.7% | Added |
| Greenwood Gearhart Inc | 549 | $612.8K | 0.07% | 00.0% | Unchanged |
| PFW Advisors LLC | 549 | $612.8K | 0.20% | +90+19.6% | Added |
| Rockland Trust Co | 550 | $613.9K | 0.03% | −872−61.3% | Reduced |
| Athena Investment Management | 550 | $613.9K | 0.40% | +1+0.2% | Added |
| Inspire Trust Co, N.A. | 551 | $615.1K | 0.63% | +551 | New |
| Talisman Wealth Advisors LLC | 553 | $617.3K | 0.92% | −21−3.7% | Reduced |
| Ambassador Advisors, LLC | 497 | $617.8K | 0.14% | +78+18.6% | Added |
| Indie Asset Partners, LLC | 554 | $617.9K | 0.56% | +1+0.2% | Added |
| Cornerstone Wealth Management, LLC | 554 | $618.4K | 0.05% | −81−12.8% | Reduced |
| Silvia McColl Wealth Management, LLC | 554 | $618.4K | 0.56% | −28−4.8% | Reduced |
| Sargent Investment Group, LLC | 557 | $621.8K | 0.14% | +9+1.6% | Added |
| Spartan Planning & Wealth Management | 557 | $621.8K | 0.66% | +397+248.1% | Added |
| Ethos Financial Group, LLC | 557 | $622.0K | 0.13% | −49−8.1% | Reduced |
| Alpha DNA Investment Management LLC | 558 | $622.9K | 0.37% | +174+45.3% | Added |
| Circle Wealth Management, LLC | 559 | $624.0K | 0.02% | −156−21.8% | Reduced |
| Per Stirling Capital Management, LLC. | 560 | $625.4K | 0.11% | +11+2.0% | Added |
| Samalin Investment Counsel, LLC | 562 | $627.9K | 0.32% | +33+6.2% | Added |
| Townsend Asset Management Corp | 563 | $628.6K | 0.29% | 00.0% | Unchanged |
| Seven Mile Advisory | 566 | $631.8K | 0.55% | +40+7.6% | Added |
| WMG Financial Advisors, LLC | 566 | $632.0K | 0.41% | +70+14.1% | Added |
| Silvant Capital Management LLC | 567 | $632.9K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 567 | $632.9K | 0.32% | +21+3.8% | Added |
| Paladin Advisory Group, LLC | 568 | $634.0K | 0.52% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 570 | $636.4K | 0.12% | +40+7.5% | Added |
| Lifestyle Asset Management, Inc. | 571 | $637.4K | 0.35% | −46−7.5% | Reduced |
| Guild Investment Management, Inc. | 574 | $641.2K | 1.02% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 575 | $641.8K | 0.30% | −413−41.8% | Reduced |
| Barr E S & Co | 575 | $641.8K | 0.04% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 575 | $641.8K | 0.25% | +28+5.1% | Added |
| Trueblood Wealth Management, LLC | 576 | $643.0K | 0.40% | +576 | New |
| Campbell & CO Investment Adviser LLC | 577 | $644.1K | 0.06% | −74−11.4% | Reduced |
| Intrepid Financial Planning Group LLC | 577 | $644.1K | 0.31% | +577 | New |
| Mill Creek Capital Advisors, LLC | 578 | $645.2K | 0.02% | −45−7.2% | Reduced |
| Core Wealth Partners LLC | 578 | $645.2K | 0.53% | +74+14.7% | Added |
| Charter Trust Co | 579 | $646.3K | 0.05% | −14−2.4% | Reduced |
| Hollow Brook Wealth Management LLC | 582 | $649.7K | 0.26% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 582 | $649.7K | 0.13% | +35+6.4% | Added |
| Courier Capital LLC | 584 | $651.9K | 0.05% | +13+2.3% | Added |
| Horan Securities, Inc. | 585 | $652.5K | 0.33% | +19+3.4% | Added |
| NinePointTwo Capital | 585 | $653.0K | 0.26% | +159+37.3% | Added |
| Peoples Bank | 585 | $653.0K | 0.38% | −46−7.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 585 | $653.0K | 0.25% | +13+2.3% | Added |
| Noesis Capital Mangement Corp | 586 | $654.1K | 0.15% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 587 | $654.9K | 0.13% | +587 | New |
| Strait & Sound Wealth Management LLC | 595 | $656.7K | 0.41% | +6+1.0% | Added |
| Legacy Capital Wealth Partners, LLC | 589 | $657.2K | 0.19% | −3−0.5% | Reduced |
| MN Wealth Advisors, LLC | 588 | $657.2K | 0.45% | +588 | New |
| Financial Security Advisor, Inc. | 591 | $659.2K | 0.26% | +591 | New |
| Transcendent Capital Group LLC | 591 | $659.7K | 0.44% | +591 | New |
| Excalibur Management Corp | 593 | $661.9K | 0.31% | +91+18.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 594 | $663.1K | 0.12% | +269+82.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 597 | $666.0K | 0.46% | +54+9.9% | Added |
| Relative Value Partners Group, LLC | 598 | $667.5K | 0.04% | +61+11.4% | Added |
| Mach-1 Financial Group, Inc. | 598 | $667.5K | 0.25% | +185+44.8% | Added |
| Sandy Cove Advisors, LLC | 599 | $668.1K | 0.34% | +47+8.5% | Added |
| Monticello Wealth Management, LLC | 599 | $668.6K | 0.06% | −73−10.9% | Reduced |
| Inlet Private Wealth, LLC | 599 | $668.6K | 0.20% | −50−7.7% | Reduced |
| Portman Square Capital LLP | 600 | $669.8K | 0.12% | +600 | New |
| First Trust Investment Solutions L.P. | 600 | $669.8K | 0.14% | +600 | New |
| BetterWealth, LLC | 602 | $671.8K | 0.23% | +9+1.5% | Added |
| BluePath Capital Management, LLC | 622 | $672.6K | 0.59% | +104+20.1% | Added |
| BCJ Capital Management, LLC | 603 | $673.1K | 0.06% | −270−30.9% | Reduced |
| Heritage Trust Co | 603 | $673.1K | 0.09% | +88+17.1% | Added |
| Formidable Asset Management, LLC | 604 | $674.6K | 0.15% | −48−7.4% | Reduced |
| Delta Financial Group, Inc. | 604 | $675.0K | 0.21% | −8−1.3% | Reduced |
| IMS Capital Management | 605 | $675.3K | 0.33% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 609 | $679.9K | 0.55% | +10+1.7% | Added |
| Keudell/Morrison Wealth Management | 610 | $680.9K | 0.22% | −38−5.9% | Reduced |
| SevenBridge Financial Group, LLC | 610 | $681.0K | 0.16% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 610 | $681.7K | 0.56% | +254+71.3% | Added |
| Schnieders Capital Management LLC | 611 | $682.0K | 0.15% | +611 | New |
| World Equity Group, Inc. | 620 | $691.5K | 0.14% | −73−10.5% | Reduced |
| Voya Financial Advisors, Inc. | 619 | $694.8K | 0.08% | +56+9.9% | Added |
| Gateway Advisory, LLC | 623 | $695.4K | 0.13% | +311+99.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 623 | $695.8K | 0.14% | +47+8.2% | Added |
| Virtue Capital Management, LLC | 669 | $699.8K | 0.14% | −91−12.0% | Reduced |
| ORG Partners LLC | 628 | $701.6K | 0.12% | +103+19.6% | Added |
| Northcape Wealth Management, LLC | 630 | $703.7K | 0.25% | −47−6.9% | Reduced |
| Abel Hall, LLC | 632 | $704.9K | 0.60% | +632 | New |
| Douglas Lane & Associates, LLC | 632 | $706.0K | 0.01% | −7−1.1% | Reduced |
| Rosenberg Matthew Hamilton | 633 | $706.6K | 0.22% | +112+21.5% | Added |
| Sandy Spring Bank | 637 | $711.1K | 0.04% | +16+2.6% | Added |
| Acorn Creek Capital LLC | 638 | $712.0K | 0.32% | +638 | New |
| Sabal Trust CO | 640 | $714.4K | 0.04% | +10+1.6% | Added |
| Horizon Family Wealth, Inc. | 640 | $714.8K | 0.60% | +8+1.3% | Added |
| TBH Global Asset Management, LLC | 641 | $715.4K | 0.15% | +145+29.2% | Added |
| First American Trust, FSB | 641 | $715.4K | 0.09% | +288+81.6% | Added |
| Kades & Cheifetz LLC | 644 | $718.5K | 0.51% | +4+0.6% | Added |