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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 2,026 | $2.26M | 0.19% | −562−21.7% | Reduced |
| TrueMark Investments, LLC | 2,022 | $2.26M | 2.24% | +2,022 | New |
| Waldron Private Wealth LLC | 2,021 | $2.26M | 0.11% | +137+7.3% | Added |
| Cavalier Investments, LLC | 2,017 | $2.25M | 0.83% | +48+2.4% | Added |
| Garner Asset Management Corp | 1,742 | $2.25M | 1.14% | −407−18.9% | Reduced |
| Focus Financial Network Inc | 2,005 | $2.24M | 0.08% | +2,005 | New |
| Hoey Investments, Inc | 2,005 | $2.24M | 0.63% | +637+46.6% | Added |
| RMB Capital Management, LLC | 2,005 | $2.24M | 0.07% | +110+5.8% | Added |
| Summit Partners Public Asset Management, LLC | 2,000 | $2.23M | 0.12% | +2,000 | New |
| Park National Corp | 1,999 | $2.23M | 0.09% | −79−3.8% | Reduced |
| IAM Advisory, LLC | 1,997 | $2.23M | 0.70% | +14+0.7% | Added |
| Archer Investment Corp | 1,989 | $2.22M | 0.72% | −360−15.3% | Reduced |
| GraniteShares Advisors LLC | 1,989 | $2.22M | 2.00% | +1,989 | New |
| Measured Wealth Private Client Group, LLC | 1,987 | $2.22M | 0.82% | −97−4.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,973 | $2.21M | 0.57% | +1,091+123.7% | Added |
| Financial Insights, Inc. | 1,978 | $2.21M | 0.69% | +180+10.0% | Added |
| Steward Partners Investment Solutions, LLC | 1,975 | $2.20M | 0.92% | +1,975 | New |
| Lifeworks Advisors, LLC | 1,975 | $2.20M | 0.76% | +59+3.1% | Added |
| PDS Planning, Inc | 1,969 | $2.20M | 0.25% | +351+21.7% | Added |
| Shepherd Financial Partners LLC | 1,957 | $2.18M | 0.31% | +135+7.4% | Added |
| Sanders Morris Harris LLC | 2,035 | $2.18M | 1.07% | +17+0.8% | Added |
| Legacy Wealth Asset Management, LLC | 1,955 | $2.18M | 0.72% | −50−2.5% | Reduced |
| Violich Capital Management, Inc. | 1,955 | $2.18M | 0.35% | +1,955 | New |
| Palouse Capital Management, Inc. | 1,954 | $2.18M | 1.54% | −884−31.1% | Reduced |
| Albar Capital Ltd | 1,949 | $2.18M | 0.47% | +1,113+133.1% | Added |
| Jasper Ridge Partners, L.P. | 1,947 | $2.17M | 0.09% | +1,947 | New |
| Unigestion Holding SA | 1,945 | $2.17M | 0.12% | −2,352−54.7% | Reduced |
| Belpointe Asset Management LLC | 1,943 | $2.17M | 0.19% | −120−5.8% | Reduced |
| Provence Wealth Management Group | 1,914 | $2.14M | 1.15% | +341+21.7% | Added |
| Matrix Trust Co | 1,912 | $2.13M | 0.50% | +50+2.7% | Added |
| Sompo Asset Management Co., Ltd. | 1,910 | $2.13M | 0.38% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,907 | $2.13M | 0.14% | +118+6.6% | Added |
| Caldwell Investment Management Ltd. | 1,900 | $2.13M | 1.63% | +600+46.2% | Added |
| CSU Producer Resources, Inc. | 1,900 | $2.12M | 7.45% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,900 | $2.12M | 0.55% | +24+1.3% | Added |
| Walleye Capital LLC | 1,900 | $2.12M | 0.03% | +1,900 | New |
| Arlington Trust Co LLC | 1,898 | $2.12M | 0.59% | +1,898 | New |
| Duality Advisers, LP | 1,888 | $2.11M | 0.22% | +1,888 | New |
| West Paces Advisors Inc. | 1,883 | $2.10M | 0.59% | −131−6.5% | Reduced |
| Promethos Capital, LLC | 1,883 | $2.10M | 1.52% | +1,883 | New |
| TrinityPoint Wealth, LLC | 1,879 | $2.10M | 0.38% | −115−5.8% | Reduced |
| Everpar Advisors LLC | 1,878 | $2.10M | 0.98% | +1,878 | New |
| Lavaca Capital LLC | 1,866 | $2.08M | 1.27% | −198−9.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,865 | $2.08M | 0.23% | −84−4.3% | Reduced |
| Griffin Asset Management, Inc. | 1,863 | $2.08M | 0.26% | −7−0.4% | Reduced |
| CWA Asset Management Group, LLC | 1,862 | $2.08M | 0.14% | +529+39.7% | Added |
| Magnolia Capital Advisors LLC | 1,717 | $2.07M | 1.51% | +1+0.1% | Added |
| Commons Capital, LLC | 1,852 | $2.07M | 3.26% | +73+4.1% | Added |
| Wolf Group Capital Advisors | 2,380 | $2.06M | 0.98% | −69−2.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,834 | $2.05M | 0.32% | −21−1.1% | Reduced |
| Haverford Trust Co | 1,832 | $2.04M | 0.02% | +246+15.5% | Added |
| Main Street Financial Solutions, LLC | 1,830 | $2.04M | 0.26% | +25+1.4% | Added |
| Cutter & CO Brokerage, Inc. | 1,829 | $2.04M | 0.57% | −32−1.7% | Reduced |
| Bensler, LLC | 1,825 | $2.04M | 0.34% | +117+6.9% | Added |
| Breed's Hill Capital LLC | 1,825 | $2.04M | 1.97% | +1,825 | New |
| Magnus Financial Group LLC | 1,815 | $2.03M | 0.27% | +13+0.7% | Added |
| Tilt Investment Management Holdings, PBC | 1,813 | $2.02M | 2.19% | +1,813 | New |
| Robertson Stephens Wealth Management, LLC | 1,802 | $2.01M | 0.13% | +326+22.1% | Added |
| Sphera Funds Management Ltd. | 1,800 | $2.01M | 0.37% | +1,800 | New |
| Essex Financial Services, Inc. | 1,798 | $2.01M | 0.21% | +192+12.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 1,798 | $2.01M | 0.51% | +13+0.7% | Added |
| Bridgewater Associates, LP | 1,790 | $2.00M | 0.01% | −52,251−96.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,784 | $1.99M | 0.19% | +58+3.4% | Added |
| Blueprint Investment Partners LLC | 1,774 | $1.98M | 0.55% | +477+36.8% | Added |
| Bard Financial Services, Inc. | 1,765 | $1.97M | 0.22% | +100+6.0% | Added |
| Phillips Wealth Planners LLC | 1,717 | $1.96M | 2.37% | +72+4.4% | Added |
| Wealth Alliance Advisory Group, LLC | 1,758 | $1.96M | 0.51% | +236+15.5% | Added |
| Cravens & Co Advisors, LLC | 1,739 | $1.94M | 1.67% | +21+1.2% | Added |
| Patton Albertson Miller Group, LLC | 1,738 | $1.94M | 0.32% | −124−6.7% | Reduced |
| Mendel Money Management | 1,735 | $1.94M | 0.93% | −106−5.8% | Reduced |
| Rehmann Capital Advisory Group | 1,734 | $1.94M | 0.16% | −22−1.3% | Reduced |
| AMG National Trust Bank | 1,734 | $1.94M | 0.06% | +286+19.8% | Added |
| First Commonwealth Financial Corp | 1,730 | $1.93M | 0.60% | −346−16.7% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 1,719 | $1.92M | 1.53% | +136+8.6% | Added |
| MTM Investment Management, LLC | 1,711 | $1.91M | 0.87% | −130−7.1% | Reduced |
| Lederer & Associates Investment Counsel | 1,711 | $1.91M | 1.41% | −344−16.7% | Reduced |
| Redwood Wealth Management Group, LLC | 1,710 | $1.91M | 2.12% | −48−2.7% | Reduced |
| Proequities, Inc. | 1,706 | $1.90M | 0.14% | +198+13.1% | Added |
| Castle Rock Wealth Management, LLC | 1,823 | $1.90M | 0.58% | +116+6.8% | Added |
| Founders Financial Securities LLC | 1,705 | $1.90M | 0.21% | −55−3.1% | Reduced |
| Simmons Bank | 1,704 | $1.90M | 0.16% | +15+0.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,704 | $1.90M | 1.38% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,701 | $1.90M | 0.18% | −84−4.7% | Reduced |
| BBR Partners, LLC | 1,696 | $1.89M | 0.19% | +132+8.4% | Added |
| Great Diamond Partners, LLC | 1,694 | $1.89M | 0.47% | −13−0.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,690 | $1.89M | 0.52% | −20−1.2% | Reduced |
| Wolff Wiese Magana LLC | 1,685 | $1.88M | 1.79% | −31−1.8% | Reduced |
| Strengthening Families & Communities, LLC | 1,683 | $1.88M | 1.30% | +167+11.0% | Added |
| Catalyst Financial Partners LLC | 1,673 | $1.87M | 0.53% | +93+5.9% | Added |
| NBT Bank N A | 1,672 | $1.87M | 0.15% | +473+39.4% | Added |
| Apollon Financial, LLC | 1,667 | $1.86M | 0.73% | +1,667 | New |
| Insigneo Advisory Services, LLC | 1,662 | $1.85M | 0.26% | +8+0.5% | Added |
| Eight 31 Financial LLC | 1,660 | $1.85M | 1.13% | +1,660 | New |
| ICW Investment Advisors LLC | 1,656 | $1.85M | 0.90% | +10+0.6% | Added |
| First County Bank | 1,650 | $1.84M | 0.89% | −7−0.4% | Reduced |
| Silver Oak Securities, Inc | 1,650 | $1.84M | 0.25% | +1,105+202.8% | Added |
| River Street Advisors LLC | 1,639 | $1.83M | 1.46% | −69−4.0% | Reduced |
| Pettee Investors, Inc. | 1,637 | $1.83M | 0.81% | +1,637 | New |
| M&G Investments (USA) Inc. | 1,636 | $1.83M | 1.80% | +1,636 | New |
| Valley Brook Capital Group | 1,635 | $1.83M | 1.59% | +60+3.8% | Added |