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
- 2,878
- +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 | 4,854 | $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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 6,048 | $6.74M | 0.28% | +585+10.7% | Added |
| Ballentine Partners, LLC | 6,020 | $6.72M | 0.14% | +526+9.6% | Added |
| Avitas Wealth Management LLC | 6,020 | $6.72M | 1.12% | +62+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 5,950 | $6.71M | 0.11% | −178−2.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 5,989 | $6.69M | 1.78% | +152+2.6% | Added |
| Bartlett & Co. LLC | 5,950 | $6.68M | 0.11% | −178−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,977 | $6.67M | 0.32% | +724+13.8% | Added |
| Riggs Asset Managment Co. Inc. | 5,975 | $6.67M | 2.12% | −2,256−27.4% | Reduced |
| Bellwether Advisors, LLC | 5,929 | $6.62M | 1.63% | +5,929 | New |
| Citizens Business Bank | 5,927 | $6.62M | 1.46% | −564−8.7% | Reduced |
| Moody National Bank Trust Division | 5,920 | $6.61M | 0.52% | −4,572−43.6% | Reduced |
| Larson Financial Group LLC | 5,901 | $6.59M | 0.58% | −453−7.1% | Reduced |
| Community Bank, N.A. | 5,877 | $6.56M | 0.86% | −253−4.1% | Reduced |
| Consolidated Capital Management, LLC | 5,857 | $6.54M | 3.49% | −375−6.0% | Reduced |
| Signet Financial Management, LLC | 5,850 | $6.53M | 0.98% | +1,236+26.8% | Added |
| Sandhill Capital Partners LLC | 5,845 | $6.52M | 0.54% | −653−10.0% | Reduced |
| Lockheed Martin Investment Management Co | 6,600 | $6.52M | 0.47% | −4,350−39.7% | Reduced |
| Coldstream Capital Management Inc | 5,801 | $6.48M | 0.18% | +240+4.3% | Added |
| Boston Partners | 5,766 | $6.44M | 0.01% | −2,406−29.4% | Reduced |
| S. R. Schill & Associates | 5,759 | $6.43M | 2.86% | −13−0.2% | Reduced |
| Keebeck Wealth Management, LLC | 5,754 | $6.42M | 1.06% | −190−3.2% | Reduced |
| Scissortail Wealth Management, LLC | 5,253 | $6.40M | 2.03% | +810+18.2% | Added |
| Sound View Wealth Advisors Group, LLC | 5,727 | $6.39M | 0.71% | −192−3.2% | Reduced |
| Capital Investment Advisors, LLC | 5,717 | $6.38M | 0.16% | −390−6.4% | Reduced |
| We Are One Seven, LLC | 5,690 | $6.35M | 0.37% | +19+0.3% | Added |
| Palogic Value Management, L.P. | 5,690 | $6.35M | 2.81% | −315−5.2% | Reduced |
| Fulton Bank, N.A. | 5,685 | $6.35M | 0.29% | −529−8.5% | Reduced |
| Strategic Investment Advisors | 5,681 | $6.34M | 0.92% | −137−2.4% | Reduced |
| Foster & Motley Inc | 5,676 | $6.34M | 0.47% | −160−2.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,673 | $6.33M | 1.62% | −372−6.2% | Reduced |
| Icon Wealth Advisors, LLC | 5,640 | $6.30M | 0.66% | +5,640 | New |
| Spire Wealth Management | 5,178 | $6.27M | 0.22% | +88+1.7% | Added |
| Capricorn Fund Managers Ltd | 5,600 | $6.25M | 3.44% | +2,000+55.6% | Added |
| Eisler Capital (UK) Ltd. | 5,554 | $6.20M | 0.56% | −22,530−80.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 5,541 | $6.19M | 1.20% | +1,242+28.9% | Added |
| LMCG Investments, LLC | 5,532 | $6.18M | 0.38% | −891−13.9% | Reduced |
| Pathway Financial Advisers, LLC | 5,514 | $6.16M | 2.34% | −81−1.4% | Reduced |
| Farmers National Bank | 5,496 | $6.13M | 1.97% | +473+9.4% | Added |
| Truvestments Capital LLC | 5,496 | $6.13M | 2.77% | −563−9.3% | Reduced |
| Pearl River Capital, LLC | 5,493 | $6.13M | 0.98% | +3,852+234.7% | Added |
| Asio Capital, LLC | 5,491 | $6.13M | 1.43% | −2,155−28.2% | Reduced |
| Waterloo Capital, L.P. | 5,482 | $6.12M | 0.99% | +3,641+197.8% | Added |
| Linden Thomas Advisory Services, LLC | 5,470 | $6.11M | 1.14% | +134+2.5% | Added |
| Petredis Investment Advisors LLC | 5,453 | $6.09M | 0.80% | −132−2.4% | Reduced |
| Financial Advisory Partners, LLC | 5,391 | $6.02M | 2.19% | −133−2.4% | Reduced |
| Pittenger & Anderson Inc | 5,385 | $6.01M | 0.27% | +252+4.9% | Added |
| Beverly Hills Private Wealth, LLC | 5,379 | $6.00M | 1.57% | −552−9.3% | Reduced |
| Rossmore Private Capital | 5,368 | $5.99M | 0.85% | −189−3.4% | Reduced |
| Ascent Group, LLC | 4,735 | $5.99M | 0.57% | +139+3.0% | Added |
| Kingswood Wealth Advisors, LLC | 5,355 | $5.98M | 0.68% | +2,544+90.5% | Added |
| EFG Asset Management (North America) Corp. | 5,308 | $5.93M | 1.12% | +1,877+54.7% | Added |
| Meiji Yasuda Life Insurance Co | 5,303 | $5.92M | 0.13% | +729+15.9% | Added |
| Geneos Wealth Management Inc. | 5,296 | $5.91M | 0.29% | −1,204−18.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,293 | $5.91M | 0.34% | +483+10.0% | Added |
| DFPG Investments, LLC | 5,575 | $5.90M | 0.46% | +86+1.6% | Added |
| SeaTown Holdings Pte. Ltd. | 5,285 | $5.90M | 0.81% | −715−11.9% | Reduced |
| Fundamentun, LLC | 5,280 | $5.89M | 0.70% | +2,427+85.1% | Added |
| Nations Financial Group Inc, | 5,268 | $5.88M | 0.54% | −657−11.1% | Reduced |
| Parallel Advisors, LLC | 5,243 | $5.85M | 0.17% | −205−3.8% | Reduced |
| Charles Schwab Trust Co | 5,189 | $5.79M | 0.57% | +2,735+111.5% | Added |
| RDA Financial Network | 5,173 | $5.77M | 2.19% | +9+0.2% | Added |
| Evercore Wealth Management, LLC | 5,172 | $5.77M | 0.10% | +1,539+42.4% | Added |
| Qtron Investments LLC | 5,168 | $5.77M | 0.95% | +394+8.3% | Added |
| Convergence Investment Partners, LLC | 5,158 | $5.76M | 3.01% | −699−11.9% | Reduced |
| TrimTabs Asset Management, LLC | 5,136 | $5.73M | 1.66% | +665+14.9% | Added |
| Gabelli Funds LLC | 5,107 | $5.70M | 0.04% | +1,049+25.9% | Added |
| Wedbush Securities Inc | 5,105 | $5.70M | 0.25% | +249+5.1% | Added |
| Mather Group, LLC. | 5,098 | $5.69M | 0.09% | +330+6.9% | Added |
| LVW Advisors, LLC | 5,096 | $5.69M | 1.07% | −338−6.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,086 | $5.68M | 0.46% | −427−7.7% | Reduced |
| Tectonic Advisors LLC | 5,020 | $5.60M | 0.47% | +14+0.3% | Added |
| River & Mercantile Asset Management LLP | 5,011 | $5.60M | 1.06% | +5,011 | New |
| Robeco Schweiz AG | 5,000 | $5.58M | 0.09% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 5,000 | $5.58M | 0.23% | +5,000 | New |
| Berry Wealth Group, LP | 4,994 | $5.57M | 5.13% | +4,994 | New |
| Greater Midwest Financial Group, LLC | 4,971 | $5.55M | 3.77% | +4,971 | New |
| First Hawaiian Bank | 4,953 | $5.53M | 0.17% | −379−7.1% | Reduced |
| Valicenti Advisory Services Inc | 4,935 | $5.51M | 1.67% | +4,935 | New |
| Monetary Management Group Inc | 4,917 | $5.49M | 1.71% | −240−4.7% | Reduced |
| Kovack Advisors, Inc. | 4,910 | $5.48M | 0.65% | +96+2.0% | Added |
| Cypress Asset Management Inc | 4,908 | $5.48M | 1.65% | +604+14.0% | Added |
| Royal Fund Management, LLC | 4,888 | $5.48M | 0.69% | +277+6.0% | Added |
| Duff & Phelps Investment Management Co | 4,901 | $5.47M | 0.07% | +339+7.4% | Added |
| Wunderlich Capital Managemnt | 4,898 | $5.47M | 2.46% | −196−3.8% | Reduced |
| Bailard, Inc. | 4,884 | $5.45M | 0.16% | −6−0.1% | Reduced |
| Morton Community Bank | 4,879 | $5.45M | 1.78% | +4,879 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,857 | $5.42M | 0.02% | +435+9.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 4,845 | $5.41M | 1.12% | −2,116−30.4% | Reduced |
| Trust Asset Management LLC | 4,839 | $5.40M | 0.52% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,831 | $5.39M | 0.68% | −115−2.3% | Reduced |
| Westwood Wealth Management | 4,800 | $5.36M | 4.13% | +450+10.3% | Added |
| SYSTM Wealth Solutions LLC | 4,794 | $5.35M | 0.74% | −277−5.5% | Reduced |
| West Oak Capital, LLC | 4,827 | $5.35M | 2.50% | −345−6.7% | Reduced |
| Ostrum Asset Management | 4,790 | $5.35M | 0.46% | +115+2.5% | Added |
| Midwest Professional Planners, LTD. | 4,784 | $5.34M | 2.13% | +749+18.6% | Added |
| Azzad Asset Management Inc | 4,772 | $5.33M | 0.67% | −50−1.0% | Reduced |
| Mystic Asset Management, Inc. | 4,751 | $5.30M | 2.54% | +100+2.2% | Added |
| Clearstead Advisors, LLC | 4,725 | $5.27M | 0.28% | +360+8.2% | Added |
| Syon Capital LLC | 4,722 | $5.27M | 0.54% | +847+21.9% | Added |
| Red Spruce Capital, LLC | 4,713 | $5.26M | 2.70% | −61−1.3% | Reduced |