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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 2,504 | $2.80M | 0.48% | +20+0.8% | Added |
| Bremer Bank National Association | 2,504 | $2.80M | 0.52% | −62−2.4% | Reduced |
| DeDora Capital, Inc. | 2,502 | $2.79M | 0.98% | −54−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 2,501 | $2.79M | 0.46% | −32−1.3% | Reduced |
| Skopos Labs, Inc. | 2,495 | $2.79M | 1.33% | +2,495 | New |
| Wills Financial Group, Inc. | 2,489 | $2.78M | 1.40% | −80−3.1% | Reduced |
| Counterweight Ventures, LLC | 2,486 | $2.77M | 2.52% | +2,486 | New |
| Boston Trust Walden Corp | 2,474 | $2.76M | 0.02% | +93+3.9% | Added |
| Key Financial Inc | 2,468 | $2.75M | 0.75% | 00.0% | Unchanged |
| Highview Capital Management LLC | 2,466 | $2.75M | 1.47% | −6−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,462 | $2.75M | 0.17% | +36+1.5% | Added |
| Mirabaud Asset Management Ltd | 2,462 | $2.75M | 1.18% | +2,462 | New |
| Private Advisory Group LLC | 2,461 | $2.75M | 0.48% | +214+9.5% | Added |
| SageView Advisory Group, LLC | 2,272 | $2.75M | 0.12% | +1,411+163.9% | Added |
| Guerra Pan Advisors, LLC | 2,442 | $2.73M | 2.60% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 2,440 | $2.72M | 0.99% | +582+31.3% | Added |
| Anderson Hoagland & Co | 2,432 | $2.71M | 0.33% | +285+13.3% | Added |
| Cunning Capital Partners, LP | 2,429 | $2.71M | 1.69% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,423 | $2.70M | 0.16% | +110+4.8% | Added |
| Jump Financial, LLC | 2,410 | $2.69M | 0.09% | +2,410 | New |
| Central Valley Advisors, LLC | 2,403 | $2.68M | 1.58% | +2,403 | New |
| Parker Investment Management, LLC | 2,555 | $2.68M | 0.54% | +2,555 | New |
| Vaughan Nelson Investment Management, L.P. | 2,400 | $2.68M | 0.03% | −1,045−30.3% | Reduced |
| BOCHK Asset Management Ltd | 2,400 | $2.68M | 1.65% | +2,400 | New |
| Genesee Capital Advisors, LLC | 2,398 | $2.68M | 1.65% | +217+9.9% | Added |
| Arjuna Capital | 2,396 | $2.67M | 0.84% | +182+8.2% | Added |
| Arkadios Wealth Advisors | 2,394 | $2.67M | 0.23% | −210−8.1% | Reduced |
| Finivi Inc. | 2,393 | $2.67M | 2.61% | +2,393 | New |
| Abbrea Capital, LLC | 2,385 | $2.66M | 0.38% | +37+1.6% | Added |
| CVA Family Office, LLC | 2,376 | $2.65M | 0.52% | +39+1.7% | Added |
| Second Line Capital, LLC | 2,375 | $2.65M | 1.06% | +2,375 | New |
| GeoWealth Management, LLC | 2,364 | $2.64M | 0.22% | +2,198+1,324.1% | Added |
| Leisure Capital Management | 2,359 | $2.63M | 1.42% | −441−15.8% | Reduced |
| AlTi Global, Inc. | 2,344 | $2.62M | 0.08% | +2,344 | New |
| Cove Private Wealth, LLC | 2,350 | $2.62M | 2.49% | +2,350 | New |
| Edgestream Partners, L.P. | 2,350 | $2.62M | 0.19% | +339+16.9% | Added |
| Capital Planning Advisors, LLC | 2,339 | $2.61M | 0.49% | −143−5.8% | Reduced |
| Laidlaw Wealth Management LLC | 2,336 | $2.61M | 0.95% | +170+7.8% | Added |
| Mount Yale Investment Advisors, LLC | 2,330 | $2.60M | 0.25% | +265+12.8% | Added |
| Greenland Capital Management LP | 2,325 | $2.60M | 0.40% | +2,325 | New |
| JPB Foundation | 2,324 | $2.59M | 0.28% | +2,324 | New |
| Empire Financial Management Company, LLC | 2,323 | $2.59M | 1.02% | −18−0.8% | Reduced |
| Choate Investment Advisors | 2,323 | $2.59M | 0.08% | +81+3.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,183 | $2.58M | 0.03% | +32+1.5% | Added |
| Harvest Investment Advisors, LLC | 2,306 | $2.57M | 2.07% | −58−2.5% | Reduced |
| Hudson Canyon Capital Management | 2,299 | $2.57M | 1.87% | −51−2.2% | Reduced |
| Left Brain Wealth Management, LLC | 2,290 | $2.56M | 1.48% | −28−1.2% | Reduced |
| Old National Bancorp | 2,278 | $2.54M | 0.07% | +310+15.8% | Added |
| Wellington Shields Capital Management, LLC | 2,272 | $2.54M | 0.32% | −39−1.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,271 | $2.53M | 0.29% | −10.0% | Reduced |
| Argus Investors' Counsel, Inc. | 2,267 | $2.53M | 1.62% | +442+24.2% | Added |
| Tradition Wealth Management, LLC | 2,257 | $2.52M | 0.26% | +41+1.9% | Added |
| Camarda Financial Advisors, LLC | 2,257 | $2.52M | 1.09% | −1,347−37.4% | Reduced |
| Cornercap Investment Counsel Inc | 2,256 | $2.52M | 0.41% | +1,989+744.9% | Added |
| Chesapeake Asset Management LLC | 2,255 | $2.52M | 2.25% | +55+2.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 2,254 | $2.52M | 2.46% | −1,222−35.2% | Reduced |
| Marcum Wealth, LLC | 2,252 | $2.51M | 0.27% | +177+8.5% | Added |
| Strategic Planning Group, LLC | 2,251 | $2.51M | 0.83% | +2,251 | New |
| Birinyi Associates Inc | 2,251 | $2.51M | 0.89% | −1,299−36.6% | Reduced |
| Institutional & Family Asset Management, LLC | 2,251 | $2.51M | 0.41% | +914+68.4% | Added |
| Cim Investment Mangement Inc | 2,247 | $2.51M | 0.81% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,230 | $2.50M | 1.07% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,238 | $2.50M | 0.13% | +108+5.1% | Added |
| Salem Investment Counselors Inc | 2,233 | $2.49M | 0.09% | +204+10.1% | Added |
| USA Financial Portformulas Corp | 2,225 | $2.48M | 0.43% | +1,719+339.7% | Added |
| Ategra Capital Management, LLC | 2,224 | $2.48M | 1.11% | −408−15.5% | Reduced |
| Westside Investment Management, Inc. | 2,218 | $2.48M | 0.63% | −50−2.2% | Reduced |
| Pinnbrook Capital Management LP | 2,217 | $2.47M | 0.58% | −2,540−53.4% | Reduced |
| Probity Advisors, Inc. | 2,217 | $2.47M | 0.54% | −102−4.4% | Reduced |
| EPG Wealth Management LLC | 1,975 | $2.47M | 0.65% | +47+2.4% | Added |
| Aft, Forsyth & Sober, LLC | 2,200 | $2.46M | 0.95% | +2,200 | New |
| Fortis Capital Management LLC | 2,170 | $2.42M | 0.62% | +423+24.2% | Added |
| Orca Investment Management, LLC | 2,170 | $2.42M | 2.33% | +185+9.3% | Added |
| Triangle Securities Wealth Management | 2,157 | $2.41M | 0.75% | +97+4.7% | Added |
| Rainsberger Wealth Advisors, Inc. | 2,155 | $2.41M | 1.31% | +36+1.7% | Added |
| Hollencrest Capital Management | 2,144 | $2.39M | 0.23% | +11+0.5% | Added |
| Heritage Wealth Management, LLC | 2,141 | $2.39M | 1.30% | +2,141 | New |
| Forte Capital LLC | 2,135 | $2.38M | 0.33% | +14+0.7% | Added |
| Prudent Man Advisors, LLC | 2,134 | $2.38M | 0.89% | −256−10.7% | Reduced |
| Affinity Investment Advisors, LLC | 2,130 | $2.38M | 1.62% | −236−10.0% | Reduced |
| West Branch Capital LLC | 2,127 | $2.37M | 1.12% | +237+12.5% | Added |
| AMJ Financial Wealth Management | 2,119 | $2.37M | 1.00% | +2,119 | New |
| SkyOak Wealth, LLC | 2,118 | $2.36M | 0.62% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,114 | $2.36M | 0.58% | +4+0.2% | Added |
| Brighton Jones LLC | 2,100 | $2.34M | 0.10% | +96+4.8% | Added |
| Engineers Gate Manager LP | 2,100 | $2.34M | 0.07% | +2,100 | New |
| Avestar Capital, LLC | 2,073 | $2.31M | 0.29% | +677+48.5% | Added |
| Shared Vision Wealth Group LLC | 2,071 | $2.31M | 1.54% | +2,071 | New |
| Wealthsource Partners, LLC | 2,071 | $2.31M | 0.15% | −9−0.4% | Reduced |
| Trust Co of Vermont | 2,066 | $2.31M | 0.15% | +76+3.8% | Added |
| Chesapeake Wealth Management | 2,064 | $2.30M | 0.89% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,058 | $2.30M | 0.77% | +294+16.7% | Added |
| Colton Groome Financial Advisors, LLC | 2,055 | $2.29M | 1.00% | +315+18.1% | Added |
| Northern Financial Advisors Inc | 2,052 | $2.29M | 1.93% | +23+1.1% | Added |
| PYA Waltman Capital, LLC | 2,048 | $2.29M | 0.95% | +110+5.7% | Added |
| Sweet Financial Partners, LLC | 2,041 | $2.28M | 0.54% | +87+4.5% | Added |
| Zhang Financial LLC | 2,039 | $2.28M | 0.20% | −154−7.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,031 | $2.27M | 0.74% | +242+13.5% | Added |
| Cullinan Associates Inc | 2,031 | $2.27M | 0.13% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,028 | $2.26M | 0.26% | +182+9.9% | Added |