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 |
|---|---|---|---|---|---|
| Source Financial Advisors LLC | 737 | $823.1K | 0.26% | +23+3.2% | Added |
| Jacobsen Capital Management | 737 | $822.7K | 0.42% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 735 | $820.5K | 0.11% | +65+9.7% | Added |
| Callan Capital, LLC | 735 | $820.4K | 0.08% | +88+13.6% | Added |
| Synergy Financial Group, LTD | 733 | $818.4K | 1.00% | −104−12.4% | Reduced |
| West Family Investments, Inc. | 733 | $818.2K | 0.28% | +4+0.5% | Added |
| Parisi Gray Wealth Management | 732 | $817.0K | 0.33% | +110+17.7% | Added |
| Tranquility Partners, LLC | 731 | $816.0K | 0.34% | −9−1.2% | Reduced |
| Holistic Financial Partners | 730 | $814.9K | 0.49% | −5−0.7% | Reduced |
| Autumn Glory Partners, LLC | 724 | $807.6K | 0.46% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 722 | $805.9K | 0.23% | +97+15.5% | Added |
| Vicus Capital | 719 | $802.8K | 0.08% | −350−32.7% | Reduced |
| Blueshift Asset Management, LLC | 713 | $795.9K | 0.42% | +297+71.4% | Added |
| Verum Partners LLC | 712 | $794.8K | 0.31% | −95−11.8% | Reduced |
| Financial Management Professionals, Inc. | 711 | $794.0K | 0.13% | +50+7.6% | Added |
| Commonwealth Financial Services, LLC | 711 | $793.6K | 0.19% | −258−26.6% | Reduced |
| First Heartland Consultants, Inc. | 710 | $793.0K | 0.10% | +109+18.1% | Added |
| Gould Asset Management LLC | 708 | $790.3K | 0.20% | −25−3.4% | Reduced |
| New Republic Capital, LLC | 707 | $789.2K | 0.56% | +265+60.0% | Added |
| Rosenbaum Jay D. | 706 | $788.1K | 2.04% | +706 | New |
| Paragon Capital Management Inc | 704 | $785.8K | 0.63% | −690−49.5% | Reduced |
| SPC Financial, Inc. | 704 | $785.8K | 0.08% | +118+20.1% | Added |
| Fortitude Advisory Group L.L.C. | 700 | $781.4K | 0.47% | −1−0.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 700 | $781.4K | 0.35% | +2+0.3% | Added |
| Polymer Capital Management (HK) LTD | 700 | $781.4K | 0.27% | +700 | New |
| Legacy Capital Group California, Inc. | 699 | $780.3K | 0.30% | −178−20.3% | Reduced |
| Bell Bank | 699 | $780.3K | 0.08% | +124+21.6% | Added |
| Zullo Investment Group, Inc. | 698 | $780.0K | 0.40% | +34+5.1% | Added |
| Newbridge Financial Services Group, Inc. | 696 | $777.2K | 0.38% | +43+6.6% | Added |
| Granite Group Advisors, LLC | 600 | $775.9K | 0.55% | +600 | New |
| Asahi Life Asset Management Co., Ltd. | 693 | $773.6K | 0.42% | −530−43.3% | Reduced |
| LexAurum Advisors, LLC | 692 | $772.4K | 0.20% | +5+0.7% | Added |
| Elevatus Welath Management | 691 | $771.8K | 0.35% | +20+3.0% | Added |
| CSS LLC | 690 | $770.2K | 0.06% | −20−2.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 690 | $770.1K | 0.55% | +690 | New |
| CBOE Vest Financial, LLC | 689 | $769.1K | 0.03% | +689 | New |
| Roberts Glore & Co Inc | 688 | $768.0K | 0.24% | +688 | New |
| Osborne Partners Capital Management, LLC | 686 | $765.7K | 0.05% | −260−27.5% | Reduced |
| Fiduciary Group LLC | 686 | $765.7K | 0.09% | −57−7.7% | Reduced |
| Addison Advisors LLC | 685 | $764.6K | 0.30% | +593+644.6% | Added |
| Advisor OS, LLC | 685 | $764.6K | 0.10% | +7+1.0% | Added |
| Beacon Financial Group | 683 | $762.4K | 0.09% | +216+46.3% | Added |
| Morris Retirement Advisors, LLC | 682 | $761.4K | 0.50% | +129+23.3% | Added |
| Sunpointe, LLC | 682 | $761.3K | 0.97% | +682 | New |
| Aurora Private Wealth, Inc. | 682 | $761.0K | 0.72% | −27−3.8% | Reduced |
| F/M Investments LLC | 681 | $760.2K | 0.43% | +60+9.7% | Added |
| Woodward Diversified Capital, LLC | 680 | $759.1K | 0.48% | −50−6.8% | Reduced |
| Baldwin Brothers Inc | 678 | $756.8K | 0.06% | −4−0.6% | Reduced |
| Valmark Advisers, Inc. | 677 | $755.9K | 0.01% | +37+5.8% | Added |
| BKD Wealth Advisors, LLC | 677 | $755.8K | 0.02% | +51+8.1% | Added |
| Financial & Tax Architects, LLC | 677 | $755.8K | 0.22% | −222−24.7% | Reduced |
| Virtus ETF Advisers LLC | 676 | $754.6K | 0.48% | −157−18.8% | Reduced |
| Transatlantique Private Wealth LLC | 675 | $753.5K | 0.35% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 675 | $753.5K | 0.12% | +675 | New |
| Astoria Portfolio Advisors LLC. | 614 | $750.2K | 0.30% | −484−44.1% | Reduced |
| Hyman Charles D | 672 | $750.0K | 0.04% | +404+150.7% | Added |
| Northwest Bancshares, Inc. | 671 | $749.0K | 0.14% | −132−16.4% | Reduced |
| Tiemann Investment Advisors, LLC | 671 | $749.0K | 0.36% | +24+3.7% | Added |
| Wealth Effects LLC | 667 | $745.0K | 0.28% | +102+18.1% | Added |
| Malaga Cove Capital, LLC | 666 | $743.4K | 0.31% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 666 | $743.0K | 0.09% | −152−18.6% | Reduced |
| Cornerstone Advisory, LLC | 664 | $741.2K | 0.12% | −105−13.7% | Reduced |
| Live Oak Investment Partners | – | $734.5K | 0.67% | – | – |
| AlphaStar Capital Management, LLC | 657 | $733.5K | 0.07% | −85−11.5% | Reduced |
| Park Edge Advisors, LLC | 657 | $733.4K | 0.25% | +657 | New |
| Allegheny Financial Group LTD | 655 | $730.7K | 0.23% | +169+34.8% | Added |
| VisionPoint Advisory Group, LLC | 654 | $730.0K | 0.27% | −146−18.3% | Reduced |
| Ssi Investment Management LLC | 654 | $730.0K | 0.06% | −1−0.2% | Reduced |
| Argyle Capital Management Inc. | 654 | $730.0K | 0.30% | +654 | New |
| Householder Group Estate & Retirement Specialist, LLC | 654 | $730.0K | 0.24% | +98+17.6% | Added |
| Fairhaven Wealth Management, LLC | 653 | $728.9K | 0.27% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 647 | $722.5K | 0.56% | +647 | New |
| Sage Rhino Capital LLC | 647 | $722.4K | 0.19% | −7−1.1% | Reduced |
| Allen Capital Group, LLC | 647 | $722.2K | 0.12% | −1,797−73.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 646 | $721.2K | 0.04% | −83−11.4% | Reduced |
| Holistic Planning, LLC | 646 | $721.1K | 0.61% | +646 | New |
| Centric Wealth Management | 579 | $719.5K | 0.24% | +9+1.6% | Added |
| ASB Consultores, LLC | 644 | $718.9K | 0.24% | −302−31.9% | Reduced |
| Kades & Cheifetz LLC | 644 | $718.5K | 0.51% | +4+0.6% | Added |
| First American Trust, FSB | 641 | $715.4K | 0.09% | +288+81.6% | Added |
| TBH Global Asset Management, LLC | 641 | $715.4K | 0.15% | +145+29.2% | Added |
| Horizon Family Wealth, Inc. | 640 | $714.8K | 0.60% | +8+1.3% | Added |
| Sabal Trust CO | 640 | $714.4K | 0.04% | +10+1.6% | Added |
| Acorn Creek Capital LLC | 638 | $712.0K | 0.32% | +638 | New |
| Sandy Spring Bank | 637 | $711.1K | 0.04% | +16+2.6% | Added |
| Rosenberg Matthew Hamilton | 633 | $706.6K | 0.22% | +112+21.5% | Added |
| Douglas Lane & Associates, LLC | 632 | $706.0K | 0.01% | −7−1.1% | Reduced |
| Abel Hall, LLC | 632 | $704.9K | 0.60% | +632 | New |
| Northcape Wealth Management, LLC | 630 | $703.7K | 0.25% | −47−6.9% | Reduced |
| ORG Partners LLC | 628 | $701.6K | 0.12% | +103+19.6% | Added |
| Virtue Capital Management, LLC | 669 | $699.8K | 0.14% | −91−12.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 623 | $695.8K | 0.14% | +47+8.2% | Added |
| Gateway Advisory, LLC | 623 | $695.4K | 0.13% | +311+99.7% | Added |
| Voya Financial Advisors, Inc. | 619 | $694.8K | 0.08% | +56+9.9% | Added |
| World Equity Group, Inc. | 620 | $691.5K | 0.14% | −73−10.5% | Reduced |
| Schnieders Capital Management LLC | 611 | $682.0K | 0.15% | +611 | New |
| Cottonwood Capital Advisors, LLC | 610 | $681.7K | 0.56% | +254+71.3% | Added |
| SevenBridge Financial Group, LLC | 610 | $681.0K | 0.16% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 610 | $680.9K | 0.22% | −38−5.9% | Reduced |
| Cascade Investment Group, Inc. | 609 | $679.9K | 0.55% | +10+1.7% | Added |