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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 2,991 | $3.34M | 1.70% | +71+2.4% | Added |
| Paralel Advisors LLC | 2,983 | $3.33M | 0.17% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,981 | $3.33M | 0.42% | +52+1.8% | Added |
| Harbour Investment Management LLC | 2,979 | $3.33M | 1.74% | −2−0.1% | Reduced |
| Venturi Wealth Management, LLC | 2,970 | $3.32M | 0.23% | +1,130+61.4% | Added |
| RB Capital Management, LLC | 2,964 | $3.31M | 0.96% | +68+2.3% | Added |
| CoreCap Advisors, LLC | 2,956 | $3.30M | 0.21% | −1,392−32.0% | Reduced |
| Ascent Wealth Partners, LLC | 2,956 | $3.30M | 0.54% | +38+1.3% | Added |
| Insight Wealth Strategies, LLC | 2,952 | $3.30M | 0.53% | −619−17.3% | Reduced |
| Eagle Harbor Asset Management Inc | 2,952 | $3.30M | 3.79% | −291−9.0% | Reduced |
| RFG Advisory, LLC | 2,948 | $3.29M | 0.13% | −147−4.7% | Reduced |
| Ironwood Investment Counsel, LLC | 2,948 | $3.29M | 0.62% | −141−4.6% | Reduced |
| CFS Investment Advisory Services, LLC | 2,941 | $3.28M | 0.59% | +50+1.7% | Added |
| Harbour Investments, Inc. | 2,935 | $3.28M | 0.14% | +152+5.5% | Added |
| Range Financial Group LLC | 2,928 | $3.27M | 1.96% | −3,203−52.2% | Reduced |
| Monument Capital Management | 2,926 | $3.27M | 1.05% | +260+9.8% | Added |
| Vise Technologies, Inc. | 2,901 | $3.24M | 0.70% | +966+49.9% | Added |
| Csenge Advisory Group | 2,898 | $3.23M | 0.20% | +296+11.4% | Added |
| New Millennium Group LLC | 2,895 | $3.23M | 2.86% | −381−11.6% | Reduced |
| Optimist Retirement Group LLC | 2,893 | $3.23M | 2.10% | +2,893 | New |
| Texas Yale Capital Corp. | 2,890 | $3.23M | 0.15% | +2,525+691.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,885 | $3.22M | 0.11% | −4,193−59.2% | Reduced |
| Foundations Investment Advisors, LLC | 2,675 | $3.21M | 0.09% | +370+16.1% | Added |
| Capital Markets Trading UK LLP | 2,875 | $3.21M | 2.37% | +1,682+141.0% | Added |
| Insight Advisors, LLC | 2,868 | $3.20M | 0.68% | −10.0% | Reduced |
| LCNB Corp | 2,868 | $3.20M | 1.26% | +102+3.7% | Added |
| Spinnaker Investment Group, LLC | 2,864 | $3.20M | 0.97% | −299−9.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,864 | $3.20M | 1.81% | −113−3.8% | Reduced |
| Regatta Capital Group, LLC | 2,853 | $3.18M | 0.84% | +17+0.6% | Added |
| Farther Finance Advisors, LLC | 2,842 | $3.17M | 0.23% | +2,094+279.9% | Added |
| Kornitzer Capital Management Inc | 2,840 | $3.17M | 0.06% | −589−17.2% | Reduced |
| Morningstar Investment Services LLC | 2,824 | $3.17M | 0.02% | +1,699+151.0% | Added |
| Proquility Private Wealth Partners, LLC | 2,838 | $3.17M | 1.20% | −2,889−50.4% | Reduced |
| Old Port Advisors | 2,835 | $3.16M | 1.05% | −33−1.2% | Reduced |
| Mayflower Financial Advisors, LLC | 2,833 | $3.16M | 0.44% | +435+18.1% | Added |
| Lee Financial Co | 2,833 | $3.16M | 0.55% | +7+0.2% | Added |
| StoneX Group Inc. | 2,823 | $3.15M | 0.31% | −29−1.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 2,807 | $3.13M | 2.14% | −30−1.1% | Reduced |
| Freedom Day Solutions, LLC | 2,805 | $3.13M | 1.23% | −356−11.3% | Reduced |
| Phoenix Wealth Advisors | 2,883 | $3.13M | 2.18% | +28+1.0% | Added |
| RK Capital Management, LLC | 2,800 | $3.13M | 1.46% | +2,800 | New |
| Vanguard Capital Wealth Advisors | 2,798 | $3.12M | 2.53% | +30+1.1% | Added |
| Knuff & Co LLC | 2,798 | $3.12M | 1.14% | +96+3.6% | Added |
| Manhattan West Asset Management, LLC | 2,798 | $3.12M | 0.88% | +1,648+143.3% | Added |
| Warther Private Wealth, LLC | 2,792 | $3.12M | 1.74% | −275−9.0% | Reduced |
| West Michigan Advisors, LLC | 2,784 | $3.11M | 1.18% | +256+10.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,775 | $3.10M | 1.44% | +171+6.6% | Added |
| Great Lakes Retirement, Inc. | 2,771 | $3.09M | 0.51% | +429+18.3% | Added |
| Brookstone Capital Management | 2,770 | $3.09M | 0.06% | −93−3.2% | Reduced |
| Carret Asset Management, LLC | 2,758 | $3.08M | 0.39% | −108−3.8% | Reduced |
| Trust Investment Advisors | 2,749 | $3.07M | 2.39% | +179+7.0% | Added |
| Benchmark Investment Advisors LLC | 2,746 | $3.07M | 2.84% | +208+8.2% | Added |
| FinTrust Capital Advisors, LLC | 2,742 | $3.06M | 0.61% | −59−2.1% | Reduced |
| Banco de Sabadell, S.A | 2,739 | $3.06M | 2.32% | +45+1.7% | Added |
| BCM Advisors, LLC | 2,525 | $3.05M | 0.80% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 2,732 | $3.05M | 0.26% | +319+13.2% | Added |
| Lakeview Capital Partners, LLC | 2,729 | $3.05M | 0.54% | +195+7.7% | Added |
| Boit C F David | 2,875 | $3.04M | 1.72% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,726 | $3.04M | 0.17% | −112−3.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,724 | $3.04M | 0.83% | +594+27.9% | Added |
| TTP Investments, Inc. | 2,720 | $3.04M | 1.31% | +64+2.4% | Added |
| Maxwell Wealth Strategies Inc. | 2,718 | $3.03M | 1.98% | +2,718 | New |
| Connecticut Wealth Management, LLC | 2,718 | $3.03M | 0.17% | +1,489+121.2% | Added |
| Trifecta Capital Advisors, LLC | 2,703 | $3.02M | 0.83% | +2,368+706.9% | Added |
| Graphene Investments SAS | 2,700 | $3.01M | 1.95% | −1,000−27.0% | Reduced |
| Aurora Investment Managers, LLC. | 2,684 | $3.00M | 2.28% | −247−8.4% | Reduced |
| Caldwell Trust Co | 2,680 | $2.99M | 0.38% | +36+1.4% | Added |
| EFG Asset Management (Americas) Corp. | 2,678 | $2.99M | 0.65% | −38−1.4% | Reduced |
| Essex Savings Bank | 2,676 | $2.99M | 0.87% | +56+2.1% | Added |
| Pacific Global Investment Management CO | 2,671 | $2.98M | 0.61% | +19+0.7% | Added |
| Centennial Bank | 2,656 | $2.96M | 1.77% | −30−1.1% | Reduced |
| Alpha Family Trust | 2,655 | $2.96M | 2.00% | +240+9.9% | Added |
| DRW Securities, LLC | 2,652 | $2.96M | 0.09% | −8,807−76.9% | Reduced |
| Xcel Wealth Management, LLC | 2,651 | $2.96M | 1.04% | −124−4.5% | Reduced |
| Claro Advisors LLC | 2,650 | $2.96M | 0.64% | +654+32.8% | Added |
| Atlantic Trust, LLC | 2,647 | $2.95M | 0.81% | +672+34.0% | Added |
| Marshall Financial Group LLC | 2,637 | $2.94M | 0.95% | −87−3.2% | Reduced |
| First Citizens Bank & Trust Co | 2,636 | $2.94M | 0.05% | −4,518−63.2% | Reduced |
| McDonald Partners LLC | 2,635 | $2.94M | 0.87% | −65−2.4% | Reduced |
| HBK Sorce Advisory LLC | 2,629 | $2.93M | 0.11% | −57−2.1% | Reduced |
| Donoghue Forlines LLC | 2,629 | $2.93M | 0.92% | +4+0.2% | Added |
| Jupiter Wealth Management LLC | 2,626 | $2.93M | 1.72% | +100+4.0% | Added |
| Bowman & Co S.C. | 2,608 | $2.91M | 2.03% | +106+4.2% | Added |
| InterOcean Capital Group, LLC | 2,603 | $2.91M | 0.08% | +602+30.1% | Added |
| Baker Avenue Asset Management, LP | 2,578 | $2.88M | 0.13% | +1,675+185.5% | Added |
| Wealthcare Advisory Partners LLC | 2,571 | $2.87M | 0.11% | +244+10.5% | Added |
| Aspen Wealth Strategies, LLC | 2,567 | $2.86M | 2.08% | +1,410+121.9% | Added |
| Tealwood Asset Management Inc | 2,566 | $2.86M | 1.37% | −44−1.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,565 | $2.86M | 0.79% | −15−0.6% | Reduced |
| Richard P Slaughter Associates Inc | 2,560 | $2.86M | 0.71% | −230−8.2% | Reduced |
| Lynx Capital Group Ltd | 2,552 | $2.85M | 2.12% | +2,552 | New |
| Sentry Investment Management LLC | 2,549 | $2.85M | 1.22% | +153+6.4% | Added |
| Wealth Architects, LLC | 2,548 | $2.84M | 0.40% | +22+0.9% | Added |
| Naviter Wealth, LLC | 2,543 | $2.84M | 0.57% | +475+23.0% | Added |
| Lake Street Financial LLC | 2,532 | $2.83M | 0.45% | −141−5.3% | Reduced |
| Resonant Capital Advisors, LLC | 2,530 | $2.82M | 0.27% | +1,088+75.5% | Added |
| Studio Investment Management LLC | 2,527 | $2.82M | 0.72% | +512+25.4% | Added |
| Wrapmanager Inc | 2,516 | $2.81M | 0.83% | −281−10.0% | Reduced |
| WealthShield Partners, LLC | 2,512 | $2.80M | 0.46% | +181+7.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,506 | $2.80M | 0.10% | −701−21.9% | Reduced |