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; 4,855 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| New Insight Wealth Advisors | 920 | $1.03M | 0.69% | +920 | New |
| West Wealth Group, LLC | 918 | $1.02M | 0.40% | −1−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 917 | $1.02M | 0.19% | −104−10.2% | Reduced |
| Willner & Heller, LLC | 916 | $1.02M | 1.14% | +916 | New |
| Highlander Capital Management, LLC | 910 | $1.02M | 0.36% | −50−5.2% | Reduced |
| Invera Wealth Advisors, LLC | 908 | $1.01M | 0.63% | +908 | New |
| Consilium Wealth Advisory, LLC | 902 | $1.01M | 0.61% | +433+92.3% | Added |
| Opus Capital Group, LLC | 893 | $997.0K | 0.16% | −89−9.1% | Reduced |
| Elevated Capital Advisors, LLC | 891 | $995.1K | 0.31% | −8−0.9% | Reduced |
| WESPAC Advisors, LLC | 891 | $994.6K | 0.69% | +585+191.2% | Added |
| Douglass Winthrop Advisors, LLC | 889 | $992.3K | 0.02% | +398+81.1% | Added |
| Accel Wealth Management | 888 | $991.1K | 0.50% | +197+28.5% | Added |
| Sandbox Financial Partners, LLC | 882 | $985.0K | 0.46% | +42+5.0% | Added |
| Caitlin John, LLC | 881 | $983.5K | 0.80% | +881 | New |
| Morton Brown Family Wealth, LLC | 880 | $982.3K | 0.43% | +880 | New |
| Webster Bank, N. A. | 873 | $974.5K | 0.12% | +211+31.9% | Added |
| Jacobs Levy Equity Management, Inc | 870 | $971.1K | 0.00% | +870 | New |
| Legacy Edge Advisors, LLC | 870 | $971.1K | 0.22% | +870 | New |
| Veracity Capital LLC | 870 | $971.1K | 0.39% | +59+7.3% | Added |
| Relyea Zuckerberg Hanson LLC | 869 | $970.0K | 0.19% | +48+5.8% | Added |
| Legacy Advisors, LLC | 867 | $967.6K | 0.12% | +379+77.7% | Added |
| Legacy Wealth Management, LLC | 864 | $964.4K | 0.46% | −5−0.6% | Reduced |
| YHB Investment Advisors, Inc. | 863 | $963.3K | 0.09% | +44+5.4% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 863 | $963.3K | 1.02% | +863 | New |
| Entropy Technologies, LP | 862 | $962.2K | 0.18% | +862 | New |
| OmniStar Financial Group, Inc. | 858 | $958.6K | 1.20% | −16−1.8% | Reduced |
| Caxton Associates LP | 858 | $957.7K | 0.05% | −7,346−89.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 858 | $957.5K | 0.25% | −115−11.8% | Reduced |
| JSF Financial, LLC | 857 | $956.8K | 0.33% | +3+0.4% | Added |
| Jefferies Financial Group Inc. | 856 | $955.5K | 0.01% | −1,144−57.2% | Reduced |
| Dantai Capital Ltd | 855 | $954.4K | 1.21% | +855 | New |
| Fidelity D & D Bancorp Inc | 854 | $953.3K | 0.74% | −44−4.9% | Reduced |
| Aaron Wealth Advisors | 853 | $952.2K | 0.16% | −14−1.6% | Reduced |
| Paulson Wealth Management Inc. | 852 | $951.0K | 0.30% | −9−1.0% | Reduced |
| D'Orazio & Associates, Inc. | 851 | $949.9K | 0.17% | +60+7.6% | Added |
| Smith, Moore & Co. | 851 | $949.7K | 0.11% | −17−2.0% | Reduced |
| Biltmore Family Office, LLC | 850 | $948.8K | 0.20% | −60−6.6% | Reduced |
| Wagner Wealth Management, LLC | 849 | $948.0K | 0.32% | +62+7.9% | Added |
| United Asset Strategies, Inc. | 849 | $947.7K | 0.11% | −123−12.7% | Reduced |
| Midland Wealth Advisors LLC | 849 | $947.7K | 0.06% | +849 | New |
| Glassman Wealth Services | 849 | $947.5K | 0.13% | +35+4.3% | Added |
| Ami Asset Management Corp | 844 | $942.1K | 0.05% | −19−2.2% | Reduced |
| Riverview Trust Co | 844 | $942.1K | 0.96% | −1−0.1% | Reduced |
| Quantum Financial Advisors, LLC | 843 | $941.0K | 0.23% | −198−19.0% | Reduced |
| Harmony Asset Management LLC | 842 | $939.6K | 0.40% | +842 | New |
| Carlson Capital Management | 841 | $938.8K | 0.05% | −100−10.6% | Reduced |
| Clear Harbor Asset Management, LLC | 840 | $937.6K | 0.09% | +840 | New |
| Braun-Bostich & Associates Inc. | 839 | $936.5K | 0.85% | +839 | New |
| Syntax Research, Inc. | 838 | $935.9K | 0.78% | −63−7.0% | Reduced |
| Gilbert & Cook, Inc. | 837 | $934.3K | 0.13% | +39+4.9% | Added |
| Stableford Capital II LLC | 847 | $931.7K | 0.40% | −143−14.4% | Reduced |
| Lantern Wealth Advisors, LLC | 833 | $930.1K | 0.73% | +833 | New |
| Reuter James Wealth Management, LLC | 833 | $929.8K | 0.63% | −125−13.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 832 | $928.9K | 0.03% | +41+5.2% | Added |
| Atlas Capital Advisors LLC | 828 | $924.3K | 0.13% | +108+15.0% | Added |
| Darden Wealth Group Inc | 821 | $916.4K | 0.88% | +821 | New |
| Clare Market Investments LLC | 820 | $915.6K | 0.32% | +85+11.6% | Added |
| Peak Asset Management, LLC | 820 | $915.3K | 0.20% | +364+79.8% | Added |
| Wealthstream Advisors, Inc. | 819 | $914.7K | 0.38% | +457+126.2% | Added |
| Park Place Capital Corp | 819 | $914.2K | 0.36% | −160−16.3% | Reduced |
| Berger Financial Group, Inc | 816 | $910.7K | 0.09% | +74+10.0% | Added |
| Kapitalo Investimentos Ltda | 815 | $909.7K | 0.19% | +815 | New |
| Frank, Rimerman Advisors LLC | 810 | $904.2K | 0.19% | +810 | New |
| Seed Wealth Management, Inc. | 831 | $902.0K | 0.91% | +368+79.5% | Added |
| KKM Financial LLC | 806 | $899.7K | 0.57% | +806 | New |
| Canandaigua National Bank & Trust Co | 804 | $897.5K | 0.14% | −142−15.0% | Reduced |
| Matrix Private Capital Group LLC | 803 | $896.3K | 0.68% | −113−12.3% | Reduced |
| Osher Van de Voorde Investment Management | 800 | $893.0K | 0.20% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 800 | $893.0K | 0.81% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 799 | $892.3K | 0.09% | −110−12.1% | Reduced |
| Sachetta, LLC | 795 | $887.7K | 0.42% | +795 | New |
| Prosperity Financial Group, Inc. | 791 | $883.0K | 0.61% | +6+0.8% | Added |
| Shelton Wealth Management, LLC | 789 | $881.0K | 0.63% | −56−6.6% | Reduced |
| Gold Investment Management Ltd. | 787 | $878.5K | 0.38% | +787 | New |
| Ameliora Wealth Management Ltd. | 781 | $871.8K | 0.43% | −13−1.6% | Reduced |
| Oxford Financial Group Ltd | 779 | $869.6K | 0.06% | +88+12.7% | Added |
| Kowal Investment Group, LLC | 777 | $867.5K | 0.20% | +55+7.6% | Added |
| Renasant Bank | 777 | $867.3K | 0.69% | +47+6.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 787 | $867.2K | 0.21% | +787 | New |
| Summit Financial Wealth Advisors, LLC | 772 | $861.7K | 0.20% | −67−8.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 767 | $859.0K | 0.58% | −27−3.4% | Reduced |
| Mattern Wealth Management LLC | 769 | $858.4K | 0.22% | −2−0.3% | Reduced |
| Colonial Trust Co | 765 | $853.5K | 0.18% | +185+31.9% | Added |
| Aft, Forsyth & Company, Inc. | 762 | $850.6K | 0.54% | +120+18.7% | Added |
| Enterprise Financial Services Corp | 762 | $850.6K | 0.52% | +37+5.1% | Added |
| Baader Bank INC | 778 | $850.3K | 0.07% | −837−51.8% | Reduced |
| Angeles Investment Advisors, LLC | 759 | $847.2K | 0.05% | −52−6.4% | Reduced |
| Journey Strategic Wealth LLC | 757 | $845.1K | 0.04% | +168+28.5% | Added |
| Dearborn Partners LLC | 757 | $845.0K | 0.03% | +60+8.6% | Added |
| Sara-Bay Financial | 754 | $841.7K | 0.41% | +72+10.6% | Added |
| Lester Murray Antman dba SimplyRich | 752 | $839.0K | 0.29% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 777 | $835.7K | 0.52% | +19+2.5% | Added |
| Ninepoint Partners LP | 748 | $835.0K | 0.12% | +16+2.2% | Added |
| Machina Capital S.A.S. | 746 | $832.7K | 0.54% | +416+126.1% | Added |
| Truepoint, Inc. | 745 | $831.6K | 0.02% | +195+35.5% | Added |
| Cahaba Wealth Management, Inc. | 745 | $831.1K | 0.08% | −90−10.8% | Reduced |
| Wedge Capital Management L L P | 742 | $828.3K | 0.01% | +27+3.8% | Added |
| Bank Ozk | 742 | $828.3K | 0.40% | −23−3.0% | Reduced |
| Red Door Wealth Management, LLC | 740 | $826.0K | 0.18% | +114+18.2% | Added |
| Capital Market Strategies LLC | 739 | $825.8K | 0.72% | −17−2.2% | Reduced |