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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 3,748 | $4.18M | 0.84% | +435+13.1% | Added |
| Pinkerton Retirement Specialists, LLC | 3,730 | $4.16M | 0.80% | −278−6.9% | Reduced |
| Birch Hill Investment Advisors LLC | 3,721 | $4.15M | 0.22% | −134−3.5% | Reduced |
| MGB Wealth Management, LLC | 3,718 | $4.15M | 2.09% | +3,718 | New |
| Change Path, LLC | 3,709 | $4.14M | 0.27% | +106+2.9% | Added |
| Hengehold Capital Management LLC | 3,708 | $4.14M | 0.49% | +86+2.4% | Added |
| Jmac Enterprises LLC | 3,702 | $4.13M | 0.89% | −82−2.2% | Reduced |
| Alcosta Capital Management, Inc. | 3,701 | $4.13M | 2.99% | −21−0.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,700 | $4.13M | 1.43% | 00.0% | Unchanged |
| MWA Asset Management | 3,695 | $4.12M | 3.41% | −145−3.8% | Reduced |
| Chicago Capital, LLC | 3,695 | $4.12M | 0.15% | +3,695 | New |
| Horizon Investment Services, LLC | 3,661 | $4.09M | 2.21% | +385+11.8% | Added |
| Archford Capital Strategies, LLC | 3,639 | $4.06M | 0.74% | −276−7.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,636 | $4.06M | 1.07% | +148+4.2% | Added |
| Arden Trust Co | 3,635 | $4.06M | 0.60% | −314−8.0% | Reduced |
| Equitable Trust Co | 3,631 | $4.05M | 0.30% | −183−4.8% | Reduced |
| Balyasny Asset Management LLC | 3,612 | $4.03M | 0.01% | −3,134−46.5% | Reduced |
| Johnson Financial Group, Inc. | 3,575 | $3.99M | 0.22% | −167−4.5% | Reduced |
| Purus Wealth Management, LLC | 3,568 | $3.98M | 2.31% | +37+1.0% | Added |
| Beaumont Financial Advisors, LLC | 3,545 | $3.96M | 0.36% | +545+18.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,538 | $3.95M | 0.12% | +95+2.8% | Added |
| Holderness Investments Co | 3,536 | $3.95M | 1.08% | +637+22.0% | Added |
| JPL Wealth Management, LLC | 3,530 | $3.94M | 2.84% | +3,530 | New |
| Clarius Group, LLC | 3,524 | $3.93M | 0.33% | −107−2.9% | Reduced |
| Advocate Group LLC | 3,509 | $3.92M | 0.84% | −451−11.4% | Reduced |
| Caliber Wealth Management, LLC | 3,495 | $3.90M | 2.29% | +130+3.9% | Added |
| Retireful, LLC | 3,494 | $3.90M | 1.70% | +978+38.9% | Added |
| Kinneret Advisory, LLC | 3,493 | $3.90M | 0.43% | −22−0.6% | Reduced |
| Wealth Alliance | 3,491 | $3.90M | 0.55% | −87−2.4% | Reduced |
| Capstone Wealth Management Group, LLC | 3,484 | $3.89M | 3.68% | +128+3.8% | Added |
| Alternative Investment Advisors, LLC. | 3,472 | $3.88M | 2.52% | −280−7.5% | Reduced |
| Glen Eagle Advisors, LLC | 3,469 | $3.87M | 0.80% | −43−1.2% | Reduced |
| Fairbanks Capital Management, Inc. | 3,463 | $3.87M | 2.76% | +185+5.6% | Added |
| 1st Source Bank | 3,462 | $3.86M | 0.23% | −188−5.2% | Reduced |
| Patten Group, Inc. | 3,461 | $3.86M | 1.05% | +593+20.7% | Added |
| Wedmont Private Capital | 3,587 | $3.86M | 0.32% | +794+28.4% | Added |
| HBW Advisory Services LLC | 3,448 | $3.85M | 0.72% | −560−14.0% | Reduced |
| Ameritas Advisory Services, LLC | 3,082 | $3.84M | 0.21% | −2,220−41.9% | Reduced |
| Little House Capital LLC | 3,431 | $3.83M | 1.40% | +872+34.1% | Added |
| Brady Family Wealth, LLC | 3,422 | $3.82M | 1.31% | +1,875+121.2% | Added |
| Wealthspire Advisors, LLC | 3,415 | $3.81M | 0.05% | +684+25.0% | Added |
| EULAV Asset Management | 3,406 | $3.80M | 0.12% | −102−2.9% | Reduced |
| Beech Hill Advisors, Inc. | 3,402 | $3.80M | 1.84% | −745−18.0% | Reduced |
| Toth Financial Advisory Corp | 3,396 | $3.79M | 0.51% | +336+11.0% | Added |
| Resource Consulting Group Inc | 3,396 | $3.79M | 0.65% | +7+0.2% | Added |
| RBF Capital, LLC | 3,373 | $3.77M | 0.24% | +2,373+237.3% | Added |
| United Capital Management of KS, Inc. | 3,365 | $3.76M | 1.14% | −91−2.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,363 | $3.75M | 1.18% | −126−3.6% | Reduced |
| Eley Financial Management, Inc | 3,358 | $3.75M | 1.76% | −117−3.4% | Reduced |
| Premier Path Wealth Partners, LLC | 3,435 | $3.74M | 0.83% | +3,435 | New |
| Grandview Asset Management LLC | 3,345 | $3.73M | 1.96% | −228−6.4% | Reduced |
| Pacitti Group Inc. | 3,341 | $3.73M | 2.32% | +19+0.6% | Added |
| Garrett Investment Advisors LLC | 3,336 | $3.72M | 0.52% | −511−13.3% | Reduced |
| Perkins Coie Trust Co | 3,332 | $3.72M | 0.94% | +328+10.9% | Added |
| Groesbeck Investment Management Corp | 3,312 | $3.70M | 5.12% | +100+3.1% | Added |
| Mango Five Family, Inc. | 3,285 | $3.67M | 1.38% | +3,285 | New |
| Westhampton Capital, LLC | 3,268 | $3.65M | 2.17% | −5−0.2% | Reduced |
| 3Chopt Investment Partners, LLC | 3,268 | $3.65M | 1.34% | +713+27.9% | Added |
| IFP Advisors, Inc | 3,266 | $3.65M | 0.17% | +439+15.5% | Added |
| Two Sigma Investments, LP | 3,254 | $3.63M | 0.01% | +1,654+103.4% | Added |
| Concord Asset Management, LLC | 3,252 | $3.63M | 1.07% | +800+32.6% | Added |
| FCG Investment Co | 3,245 | $3.62M | 3.55% | +3,245 | New |
| Founders Financial Alliance, LLC | 3,240 | $3.62M | 1.40% | −344−9.6% | Reduced |
| Legacy Bridge, LLC | 3,238 | $3.61M | 2.34% | −10−0.3% | Reduced |
| Welch & Forbes LLC | 3,227 | $3.60M | 0.05% | −104−3.1% | Reduced |
| Fortem Financial Group, LLC | 3,224 | $3.60M | 1.79% | −346−9.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,223 | $3.60M | 0.66% | +1,370+73.9% | Added |
| Newman Dignan & Sheerar, Inc. | 3,217 | $3.59M | 1.08% | −17−0.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,209 | $3.58M | 0.31% | −83−2.5% | Reduced |
| Nordwand Advisors, LLC | 3,206 | $3.58M | 0.94% | 00.0% | Unchanged |
| Aubrey Capital Management Ltd | 3,200 | $3.57M | 1.52% | −100−3.0% | Reduced |
| Human Investing LLC | 3,199 | $3.57M | 0.77% | −340−9.6% | Reduced |
| HMS Capital Management, LLC | 3,196 | $3.57M | 2.19% | −58−1.8% | Reduced |
| Altrius Capital Management Inc | 3,189 | $3.56M | 0.99% | −2,968−48.2% | Reduced |
| Oarsman Capital, Inc. | 3,188 | $3.56M | 0.94% | +90+2.9% | Added |
| Fidelis Capital Partners, LLC | 3,176 | $3.55M | 0.78% | +536+20.3% | Added |
| SeaBridge Investment Advisors LLC | 3,175 | $3.54M | 1.03% | −6−0.2% | Reduced |
| Alterity Financial Group, LLC | 3,169 | $3.54M | 5.06% | −20−0.6% | Reduced |
| Evergreen Wealth Management, LLC | 3,162 | $3.53M | 2.60% | +63+2.0% | Added |
| Merit Financial Group, LLC | 3,147 | $3.51M | 0.11% | −2,491−44.2% | Reduced |
| Alaethes Wealth LLC | 3,145 | $3.51M | 1.66% | +71+2.3% | Added |
| Benjamin Edwards Inc | 3,141 | $3.51M | 0.76% | +91+3.0% | Added |
| Family Management Corp | 3,129 | $3.49M | 0.73% | +2,794+834.0% | Added |
| Decatur Capital Management, Inc. | 3,128 | $3.49M | 2.09% | +3,128 | New |
| Platinum Investment Management Ltd | 3,126 | $3.49M | 0.14% | +3,126 | New |
| Sugarloaf Wealth Management, LLC | 3,122 | $3.49M | 0.84% | −76−2.4% | Reduced |
| Schear Investment Advisers, LLC | 3,108 | $3.47M | 3.35% | +26+0.8% | Added |
| Optas, LLC | 3,106 | $3.47M | 1.04% | +20+0.6% | Added |
| MidWestOne Financial Group, Inc. | 3,099 | $3.46M | 0.66% | −18−0.6% | Reduced |
| Altman Advisors, Inc. | 3,090 | $3.45M | 1.81% | −414−11.8% | Reduced |
| Trustmark National Bank Trust Department | 3,084 | $3.44M | 0.31% | +360+13.2% | Added |
| Dorsey & Whitney Trust CO LLC | 3,049 | $3.40M | 0.26% | +20+0.7% | Added |
| Chilton Investment Co LLC | 3,047 | $3.40M | 0.10% | +1,535+101.5% | Added |
| Abundance Wealth Counselors | 3,041 | $3.40M | 0.88% | +104+3.5% | Added |
| Cypress Capital, LLC | 3,038 | $3.39M | 0.96% | −621−17.0% | Reduced |
| Fairfield, Bush & Co. | 3,035 | $3.39M | 1.99% | −22−0.7% | Reduced |
| Castellan Group, LLC | 3,030 | $3.38M | 2.10% | +31+1.0% | Added |
| Forum Financial Management, LP | 3,022 | $3.37M | 0.06% | +310+11.4% | Added |
| Weaver Capital Management LLC | 3,017 | $3.37M | 1.36% | +3,017 | New |
| Louisbourg Investments Inc. | 3,370 | $3.35M | 1.01% | +3,370 | New |