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 |
|---|---|---|---|---|---|
| IMS Capital Management | 605 | $675.3K | 0.33% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 604 | $675.0K | 0.21% | −8−1.3% | Reduced |
| Formidable Asset Management, LLC | 604 | $674.6K | 0.15% | −48−7.4% | Reduced |
| Heritage Trust Co | 603 | $673.1K | 0.09% | +88+17.1% | Added |
| BCJ Capital Management, LLC | 603 | $673.1K | 0.06% | −270−30.9% | Reduced |
| BluePath Capital Management, LLC | 622 | $672.6K | 0.59% | +104+20.1% | Added |
| BetterWealth, LLC | 602 | $671.8K | 0.23% | +9+1.5% | Added |
| Portman Square Capital LLP | 600 | $669.8K | 0.12% | +600 | New |
| First Trust Investment Solutions L.P. | 600 | $669.8K | 0.14% | +600 | New |
| Inlet Private Wealth, LLC | 599 | $668.6K | 0.20% | −50−7.7% | Reduced |
| Monticello Wealth Management, LLC | 599 | $668.6K | 0.06% | −73−10.9% | Reduced |
| Sandy Cove Advisors, LLC | 599 | $668.1K | 0.34% | +47+8.5% | Added |
| Mach-1 Financial Group, Inc. | 598 | $667.5K | 0.25% | +185+44.8% | Added |
| Relative Value Partners Group, LLC | 598 | $667.5K | 0.04% | +61+11.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 597 | $666.0K | 0.46% | +54+9.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 594 | $663.1K | 0.12% | +269+82.8% | Added |
| Excalibur Management Corp | 593 | $661.9K | 0.31% | +91+18.1% | Added |
| Transcendent Capital Group LLC | 591 | $659.7K | 0.44% | +591 | New |
| Financial Security Advisor, Inc. | 591 | $659.2K | 0.26% | +591 | New |
| MN Wealth Advisors, LLC | 588 | $657.2K | 0.45% | +588 | New |
| Legacy Capital Wealth Partners, LLC | 589 | $657.2K | 0.19% | −3−0.5% | Reduced |
| Strait & Sound Wealth Management LLC | 595 | $656.7K | 0.41% | +6+1.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 587 | $654.9K | 0.13% | +587 | New |
| Noesis Capital Mangement Corp | 586 | $654.1K | 0.15% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 585 | $653.0K | 0.25% | +13+2.3% | Added |
| Peoples Bank | 585 | $653.0K | 0.38% | −46−7.3% | Reduced |
| NinePointTwo Capital | 585 | $653.0K | 0.26% | +159+37.3% | Added |
| Horan Securities, Inc. | 585 | $652.5K | 0.33% | +19+3.4% | Added |
| Courier Capital LLC | 584 | $651.9K | 0.05% | +13+2.3% | Added |
| Hollow Brook Wealth Management LLC | 582 | $649.7K | 0.26% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 582 | $649.7K | 0.13% | +35+6.4% | Added |
| Charter Trust Co | 579 | $646.3K | 0.05% | −14−2.4% | Reduced |
| Core Wealth Partners LLC | 578 | $645.2K | 0.53% | +74+14.7% | Added |
| Mill Creek Capital Advisors, LLC | 578 | $645.2K | 0.02% | −45−7.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 577 | $644.1K | 0.06% | −74−11.4% | Reduced |
| Intrepid Financial Planning Group LLC | 577 | $644.1K | 0.31% | +577 | New |
| Trueblood Wealth Management, LLC | 576 | $643.0K | 0.40% | +576 | New |
| Harvest Investment Services, LLC | 575 | $641.8K | 0.30% | −413−41.8% | Reduced |
| Barr E S & Co | 575 | $641.8K | 0.04% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 575 | $641.8K | 0.25% | +28+5.1% | Added |
| Guild Investment Management, Inc. | 574 | $641.2K | 1.02% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 571 | $637.4K | 0.35% | −46−7.5% | Reduced |
| Revolve Wealth Partners, LLC | 570 | $636.4K | 0.12% | +40+7.5% | Added |
| Paladin Advisory Group, LLC | 568 | $634.0K | 0.52% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 567 | $632.9K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 567 | $632.9K | 0.32% | +21+3.8% | Added |
| WMG Financial Advisors, LLC | 566 | $632.0K | 0.41% | +70+14.1% | Added |
| Seven Mile Advisory | 566 | $631.8K | 0.55% | +40+7.6% | Added |
| Townsend Asset Management Corp | 563 | $628.6K | 0.29% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 562 | $627.9K | 0.32% | +33+6.2% | Added |
| Per Stirling Capital Management, LLC. | 560 | $625.4K | 0.11% | +11+2.0% | Added |
| Circle Wealth Management, LLC | 559 | $624.0K | 0.02% | −156−21.8% | Reduced |
| Alpha DNA Investment Management LLC | 558 | $622.9K | 0.37% | +174+45.3% | Added |
| Ethos Financial Group, LLC | 557 | $622.0K | 0.13% | −49−8.1% | Reduced |
| Sargent Investment Group, LLC | 557 | $621.8K | 0.14% | +9+1.6% | Added |
| Spartan Planning & Wealth Management | 557 | $621.8K | 0.66% | +397+248.1% | Added |
| Silvia McColl Wealth Management, LLC | 554 | $618.4K | 0.56% | −28−4.8% | Reduced |
| Cornerstone Wealth Management, LLC | 554 | $618.4K | 0.05% | −81−12.8% | Reduced |
| Indie Asset Partners, LLC | 554 | $617.9K | 0.56% | +1+0.2% | Added |
| Ambassador Advisors, LLC | 497 | $617.8K | 0.14% | +78+18.6% | Added |
| Talisman Wealth Advisors LLC | 553 | $617.3K | 0.92% | −21−3.7% | Reduced |
| Inspire Trust Co, N.A. | 551 | $615.1K | 0.63% | +551 | New |
| Rockland Trust Co | 550 | $613.9K | 0.03% | −872−61.3% | Reduced |
| Athena Investment Management | 550 | $613.9K | 0.40% | +1+0.2% | Added |
| Greenwood Gearhart Inc | 549 | $612.8K | 0.07% | 00.0% | Unchanged |
| PFW Advisors LLC | 549 | $612.8K | 0.20% | +90+19.6% | Added |
| Hoxton Planning & Management, LLC | 548 | $612.0K | 0.32% | +25+4.8% | Added |
| Archetype Wealth Partners | 548 | $612.0K | 0.11% | +225+69.7% | Added |
| Paragon Private Wealth Management, LLC | 546 | $609.5K | 0.42% | +138+33.8% | Added |
| Curbstone Financial Management Corp | 544 | $607.2K | 0.14% | +544 | New |
| Callahan Advisors, LLC | 544 | $607.0K | 0.07% | −199−26.8% | Reduced |
| Washington Trust Advisors, Inc. | 543 | $606.6K | 0.06% | +255+88.5% | Added |
| AllSquare Wealth Management LLC | 543 | $606.1K | 0.37% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 541 | $604.0K | 0.24% | +204+60.5% | Added |
| Davidson Trust Co | 541 | $603.9K | 0.39% | −45−7.7% | Reduced |
| WealthPLAN Partners, LLC | 540 | $602.7K | 0.06% | +17+3.3% | Added |
| Outlook Wealth Advisors, LLC | 538 | $600.6K | 0.21% | +43+8.7% | Added |
| KMG Fiduciary Partners, LLC | 537 | $599.8K | 0.07% | +13+2.5% | Added |
| Fulcrum Equity Management | 534 | $596.1K | 0.74% | +25+4.9% | Added |
| Marino, Stram & Associates LLC | 533 | $595.1K | 0.15% | +53+11.0% | Added |
| Waddell & Associates, LLC | 533 | $595.0K | 0.08% | +44+9.0% | Added |
| Keystone Financial Group | 531 | $592.7K | 0.10% | −106−16.6% | Reduced |
| Sage Private Wealth Group, LLC | 528 | $590.0K | 0.53% | −13−2.4% | Reduced |
| Pure Financial Advisors, Inc. | 525 | $586.2K | 0.02% | +200+61.5% | Added |
| WSFS Capital Management, LLC | 524 | $584.9K | 0.04% | −162−23.6% | Reduced |
| ERn Financial, LLC | 511 | $584.7K | 0.11% | +257+101.2% | Added |
| Green Square Capital Advisors LLC | 523 | $583.8K | 0.08% | −45−7.9% | Reduced |
| Corundum Group, Inc. | 523 | $583.8K | 0.29% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 523 | $583.8K | 0.31% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 523 | $583.6K | 0.07% | +3+0.6% | Added |
| DT Investment Partners, LLC | 482 | $582.3K | 0.06% | +108+28.9% | Added |
| Trail Ridge Investment Advisors, LLC | 518 | $578.2K | 0.35% | −12−2.3% | Reduced |
| Buckingham Strategic Partners | 516 | $576.5K | 0.03% | +205+65.9% | Added |
| Foundry Partners, LLC | 515 | $574.9K | 0.03% | 00.0% | Unchanged |
| Univest Financial Corp | 514 | $573.8K | 0.17% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 513 | $572.9K | 0.13% | −40−7.2% | Reduced |
| Dohj, LLC | 512 | $571.9K | 0.17% | +512 | New |
| VeraBank, N.A. | 511 | $570.4K | 0.19% | +49+10.6% | Added |
| Capital Advisors, Ltd. LLC | 510 | $569.0K | 0.08% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 507 | $566.0K | 0.25% | +507 | New |