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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 1,635 | $1.82M | 0.29% | −87−5.1% | Reduced |
| Seascape Capital Management | 1,627 | $1.82M | 0.77% | −18−1.1% | Reduced |
| Physicians Financial Services, Inc. | 1,623 | $1.81M | 0.69% | −5−0.3% | Reduced |
| AXS Investments LLC | 1,623 | $1.81M | 0.43% | +55+3.5% | Added |
| Sierra Summit Advisors LLC | 1,623 | $1.81M | 0.53% | +1,623 | New |
| Marietta Investment Partners LLC | 1,615 | $1.80M | 0.45% | +5+0.3% | Added |
| Meadow Creek Wealth Advisors LLC | 1,614 | $1.80M | 1.75% | +1,614 | New |
| Avidian Wealth Solutions, LLC | 1,608 | $1.79M | 0.11% | +119+8.0% | Added |
| Accurate Wealth Management, LLC | 1,627 | $1.79M | 0.56% | −142−8.0% | Reduced |
| Zimmermann Investment Management & Planning LLC | 1,601 | $1.79M | 0.73% | +194+13.8% | Added |
| Exencial Wealth Advisors, LLC | 1,594 | $1.78M | 0.07% | +97+6.5% | Added |
| Regal Investment Advisors LLC | 1,591 | $1.78M | 0.13% | −12−0.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,613 | $1.77M | 0.39% | +127+8.5% | Added |
| Wellington Shields & Co., LLC | 1,586 | $1.77M | 0.65% | +26+1.7% | Added |
| Redmond Asset Management, LLC | 1,584 | $1.77M | 0.57% | −451−22.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 1,582 | $1.77M | 0.90% | −126−7.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,577 | $1.76M | 0.01% | −22,405−93.4% | Reduced |
| Lyell Wealth Management, LP | 1,577 | $1.76M | 0.20% | +54+3.5% | Added |
| Oak Harbor Wealth Partners, LLC | 1,575 | $1.76M | 0.59% | −245−13.5% | Reduced |
| Chicago Trust Co NA | 1,572 | $1.75M | 0.39% | +16+1.0% | Added |
| Mitchell Sinkler & Starr | 1,568 | $1.75M | 0.32% | +717+84.3% | Added |
| Letson Investment Management, Inc. | 1,568 | $1.75M | 0.81% | +1,568 | New |
| Herold Advisors, Inc. | 1,567 | $1.75M | 0.48% | −50−3.1% | Reduced |
| Geller Advisors LLC | 1,565 | $1.75M | 0.17% | +90+6.1% | Added |
| Altus Wealth Group LLC | 1,562 | $1.74M | 0.97% | +11+0.7% | Added |
| AdvisorNet Financial, Inc | 1,553 | $1.73M | 0.16% | +39+2.6% | Added |
| Gryphon Financial Partners LLC | 1,606 | $1.73M | 0.31% | +801+99.5% | Added |
| Proficio Capital Partners LLC | 1,550 | $1.73M | 0.21% | +75+5.1% | Added |
| E&G Advisors, LP | 1,550 | $1.73M | 0.61% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,546 | $1.73M | 0.53% | −277−15.2% | Reduced |
| Everhart Financial Group, Inc. | 1,545 | $1.72M | 0.61% | +235+17.9% | Added |
| Nikulski Financial, Inc. | 1,544 | $1.72M | 0.63% | +43+2.9% | Added |
| Game Plan Financial Advisors, LLC | 1,543 | $1.72M | 0.99% | +1,543 | New |
| Fiera Capital Corp | 1,540 | $1.72M | 0.01% | +558+56.8% | Added |
| Cetera Trust Company, N.A | 1,536 | $1.71M | 1.07% | +1,536 | New |
| Davis R M Inc | 1,535 | $1.71M | 0.04% | −38−2.4% | Reduced |
| Saxon Interests, Inc. | 1,533 | $1.71M | 0.86% | −1,832−54.4% | Reduced |
| Sigma Planning Corp | 1,528 | $1.71M | 0.13% | −3,316−68.5% | Reduced |
| Central Bank & Trust Co | 1,515 | $1.69M | 0.26% | +107+7.6% | Added |
| Trust Co of Toledo NA | 1,513 | $1.69M | 0.29% | +291+23.8% | Added |
| JBF Capital, Inc. | 1,500 | $1.67M | 0.33% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 1,499 | $1.67M | 0.85% | +1,499 | New |
| Navalign, LLC | 1,498 | $1.67M | 0.58% | −38−2.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,493 | $1.67M | 0.69% | +1,493 | New |
| Pinnacle Financial Partners Inc | 1,490 | $1.66M | 0.04% | +127+9.3% | Added |
| Eaton Financial Holdings Company, LLC | 1,486 | $1.66M | 0.40% | −2,840−65.6% | Reduced |
| Ogorek Anthony Joseph | 1,483 | $1.66M | 0.60% | +6+0.4% | Added |
| Value Partners Investments Inc. | 1,476 | $1.65M | 0.13% | +93+6.7% | Added |
| Quadcap Wealth Management, LLC | 1,471 | $1.64M | 0.42% | +1,471 | New |
| Balboa Wealth Partners | 1,470 | $1.64M | 0.55% | −367−20.0% | Reduced |
| Advisor Resource Council | 1,470 | $1.64M | 0.19% | +698+90.4% | Added |
| Smart Portfolios, LLC | 1,295 | $1.64M | 1.92% | +1,295 | New |
| Hartford Financial Management Inc. | 1,458 | $1.63M | 0.37% | +19+1.3% | Added |
| KRS Capital Management, LLC | 1,455 | $1.62M | 1.51% | +364+33.4% | Added |
| Johnson & White Wealth Management, LLC | 1,455 | $1.62M | 1.35% | +59+4.2% | Added |
| Parkside Financial Bank & Trust | 1,451 | $1.62M | 0.29% | +161+12.5% | Added |
| JT Stratford LLC | 1,448 | $1.62M | 0.37% | −266−15.5% | Reduced |
| Core Alternative Capital | 1,440 | $1.61M | 0.28% | −91−5.9% | Reduced |
| KC Investment Advisors, LLC | 1,431 | $1.60M | 0.96% | −180−11.2% | Reduced |
| Forza Wealth Management, LLC | 1,430 | $1.60M | 0.88% | −515−26.5% | Reduced |
| Childress Capital Advisors, LLC | 1,429 | $1.60M | 0.48% | −50−3.4% | Reduced |
| Princeton Capital Management LLC | 1,428 | $1.59M | 0.64% | +90+6.7% | Added |
| Ignite Planners, LLC | 1,465 | $1.59M | 0.47% | −97−6.2% | Reduced |
| Leonteq Securities AG | 1,424 | $1.59M | 0.20% | −862−37.7% | Reduced |
| Triasima Portfolio Management inc. | 1,423 | $1.59M | 0.13% | +1,423 | New |
| L2 Asset Management, LLC | 1,420 | $1.59M | 0.65% | +1,030+264.1% | Added |
| Plato Investment Management Ltd | 1,417 | $1.58M | 1.94% | +1,417 | New |
| Carolinas Wealth Consulting LLC | 1,417 | $1.58M | 0.34% | +19+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 1,416 | $1.58M | 0.22% | −647−31.4% | Reduced |
| MCF Advisors LLC | 1,416 | $1.58M | 0.13% | +80+6.0% | Added |
| Leelyn Smith, LLC | 1,412 | $1.58M | 0.35% | −79−5.3% | Reduced |
| J. W. Coons Advisors, LLC | 1,410 | $1.57M | 0.43% | +69+5.1% | Added |
| Millennium Capital Advisors, LLC | 1,409 | $1.57M | 1.20% | −127−8.3% | Reduced |
| MONECO Advisors, LLC | 1,406 | $1.57M | 0.30% | +161+12.9% | Added |
| Greenwich Wealth Management LLC | 1,401 | $1.56M | 0.15% | −18−1.3% | Reduced |
| Optimum Investment Advisors | 1,401 | $1.56M | 0.79% | −123−8.1% | Reduced |
| Oak Grove Capital LLC | 1,399 | $1.56M | 0.50% | −81−5.5% | Reduced |
| Delta Financial Advisors LLC | 1,396 | $1.56M | 0.68% | +693+98.6% | Added |
| Allstate Corp | 1,393 | $1.55M | 0.11% | −76−5.2% | Reduced |
| Montecito Bank & Trust | 1,389 | $1.55M | 0.33% | +145+11.7% | Added |
| Aspen Grove Capital, LLC | 1,406 | $1.55M | 0.47% | +241+20.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,388 | $1.55M | 0.11% | +120+9.5% | Added |
| Capital Advisors Wealth Management, LLC | 1,385 | $1.55M | 0.35% | −762−35.5% | Reduced |
| Smithfield Trust Co | 1,388 | $1.55M | 0.09% | −24−1.7% | Reduced |
| Financial Advisors Network, Inc. | 1,384 | $1.55M | 0.31% | +103+8.0% | Added |
| MBL Wealth, LLC | 1,382 | $1.54M | 0.19% | +312+29.2% | Added |
| Maven Securities LTD | 1,380 | $1.54M | 0.18% | −16,617−92.3% | Reduced |
| Taika Capital, LP | 1,380 | $1.54M | 0.89% | −3,800−73.4% | Reduced |
| PFG Advisors | 1,377 | $1.54M | 0.12% | +273+24.7% | Added |
| Meridian Wealth Advisors, LLC | 1,375 | $1.53M | 0.34% | −95−6.5% | Reduced |
| Ramirez Asset Management, Inc. | 1,374 | $1.53M | 0.31% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 1,373 | $1.53M | 1.47% | +1,373 | New |
| Capstone Investment Advisors, LLC | 1,369 | $1.53M | 0.03% | −3,511−71.9% | Reduced |
| Legacy Financial Advisors, Inc. | 1,368 | $1.53M | 0.29% | −101−6.9% | Reduced |
| Clark Financial Services Group Inc | 1,357 | $1.51M | 1.94% | −10−0.7% | Reduced |
| Twin Focus Capital Partners, LLC | 1,353 | $1.51M | 0.31% | −300−18.1% | Reduced |
| Leo Wealth, LLC | 1,282 | $1.51M | 0.16% | +1,282 | New |
| Smartleaf Asset Management LLC | 1,350 | $1.50M | 0.40% | +1,350 | New |
| Ellsworth Advisors, LLC | 1,342 | $1.50M | 0.47% | +23+1.7% | Added |
| Windsor Capital Management, LLC | 1,340 | $1.50M | 0.49% | −4−0.3% | Reduced |