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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 505 | $563.9K | 0.20% | −18−3.4% | Reduced |
| LPWM LLC | 537 | $563.5K | 0.22% | +37+7.4% | Added |
| Berkshire Bank | 504 | $562.6K | 0.15% | +7+1.4% | Added |
| Inceptionr LLC | 503 | $561.5K | 0.40% | −562−52.8% | Reduced |
| Silicon Valley Capital Partners | 502 | $560.1K | 0.09% | +3+0.6% | Added |
| Pictet North America Advisors SA | 500 | $558.1K | 0.07% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 500 | $558.1K | 0.09% | +500 | New |
| Secure Asset Management, LLC | 500 | $558.0K | 0.15% | +2+0.4% | Added |
| Gamco Investors, Inc. Et Al | 497 | $554.8K | 0.01% | +497 | New |
| L.M. Kohn & Company | 497 | $554.6K | 0.18% | +10+2.1% | Added |
| Cottage Street Advisors LLC | 504 | $552.2K | 0.37% | −400−44.2% | Reduced |
| Latitude Advisors, LLC | 494 | $551.8K | 0.39% | +3+0.6% | Added |
| Barings LLC | 494 | $551.4K | 0.02% | +131+36.1% | Added |
| Red Wave Investments LLC | 493 | $550.3K | 0.22% | +89+22.0% | Added |
| Traveka Wealth, LLC | 493 | $550.0K | 0.28% | +493 | New |
| FOCUS Wealth Advisors, LLC | 492 | $549.2K | 0.35% | 00.0% | Unchanged |
| Inscription Capital, LLC | 492 | $549.2K | 0.15% | +234+90.7% | Added |
| Eagle Wealth Strategies LLC | 491 | $547.9K | 0.33% | +491 | New |
| Fort Sheridan Advisors LLC | 490 | $547.0K | 0.11% | +74+17.8% | Added |
| Kathmere Capital Management, LLC | 488 | $544.7K | 0.07% | +72+17.3% | Added |
| TCI Wealth Advisors, Inc. | 488 | $544.4K | 0.06% | +204+71.8% | Added |
| Motiv8 Investments LLC | 487 | $543.7K | 0.49% | +487 | New |
| TCWP LLC | 487 | $543.6K | 1.54% | −2,431−83.3% | Reduced |
| One Capital Management, LLC | 487 | $543.6K | 0.02% | +213+77.7% | Added |
| Soltis Investment Advisors LLC | 485 | $541.8K | 0.06% | +42+9.5% | Added |
| Affinity Wealth Management LLC | 485 | $541.4K | 0.11% | +15+3.2% | Added |
| Correct Capital Wealth Management | 483 | $538.7K | 0.14% | +483 | New |
| Creative Financial Designs Inc | 483 | $538.6K | 0.05% | −602−55.5% | Reduced |
| Washington Trust Bank | 482 | $538.0K | 0.05% | +53+12.4% | Added |
| Vivaldi Capital Management, LLC | 429 | $537.0K | 0.16% | +429 | New |
| Angeles Wealth Management, LLC | 481 | $536.9K | 0.07% | +87+22.1% | Added |
| KPP Advisory Services LLC | 479 | $534.7K | 0.47% | +9+1.9% | Added |
| Bruce G. Allen Investments, LLC | 479 | $534.7K | 0.49% | +479 | New |
| Kesler, Norman & Wride, LLC | 478 | $533.6K | 0.12% | +236+97.5% | Added |
| OneAscent Financial Services LLC | 477 | $532.0K | 0.07% | +175+57.9% | Added |
| Howland Capital Management LLC | 476 | $531.3K | 0.03% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 476 | $530.8K | 0.12% | +13+2.8% | Added |
| Lloyd Advisory Services, LLC. | 474 | $528.8K | 0.25% | −595−55.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 472 | $526.9K | 0.30% | +29+6.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 472 | $526.9K | 0.14% | +472 | New |
| Discovery Value Fund | 470 | $524.6K | 0.24% | +470 | New |
| TNF LLC | 431 | $524.3K | 0.21% | +103+31.4% | Added |
| Prelude Capital Management, LLC | 468 | $522.4K | 0.05% | +468 | New |
| Oder Investment Management, LLC | 467 | $521.7K | 0.52% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 467 | $521.3K | 0.04% | −341−42.2% | Reduced |
| Financial Sense Advisors, Inc. | 467 | $521.3K | 0.20% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 467 | $521.3K | 0.39% | +207+79.6% | Added |
| Carr Financial Group Corp | 466 | $520.4K | 0.19% | +466 | New |
| Yakira Capital Management, Inc. | 466 | $520.2K | 0.17% | +466 | New |
| United Community Bank | 465 | $519.1K | 0.22% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 463 | $517.6K | 0.00% | +37+8.7% | Added |
| TrueWealth Advisors, LLC | 464 | $517.5K | 0.20% | +134+40.6% | Added |
| Grant/GrossMendelsohn, LLC | 428 | $515.3K | 0.21% | +5+1.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 459 | $512.4K | 0.26% | −7,822−94.5% | Reduced |
| Aveo Capital Partners, LLC | 459 | $511.9K | 0.06% | +63+15.9% | Added |
| Delta Investment Management, LLC | 457 | $510.5K | 0.13% | +38+9.1% | Added |
| Asset Allocation & Management Company, LLC | 457 | $510.0K | 0.34% | 00.0% | Unchanged |
| David Loasby | 485 | $508.9K | 0.05% | +15+3.2% | Added |
| Selway Asset Management | 455 | $507.9K | 0.21% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 454 | $506.9K | 0.32% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 453 | $505.8K | 0.12% | +48+11.9% | Added |
| Cobblestone Capital Advisors LLC | 453 | $505.7K | 0.03% | +453 | New |
| Patrick M Sweeney & Associates, Inc | 453 | $505.1K | 0.46% | +453 | New |
| American Trust | 451 | $503.4K | 0.04% | +10+2.3% | Added |
| Belmont Capital, LLC | 451 | $502.9K | 0.21% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 450 | $502.4K | 0.05% | +63+16.3% | Added |
| Telos Capital Management, Inc. | 450 | $502.3K | 0.06% | +14+3.2% | Added |
| Resurgent Financial Advisors LLC | 450 | $502.3K | 0.31% | −23−4.9% | Reduced |
| J. Goldman & Co LP | 449 | $501.2K | 0.03% | +449 | New |
| Pensionmark Financial Group, LLC | 448 | $499.6K | 0.06% | −46−9.3% | Reduced |
| Plancorp, LLC | 447 | $499.0K | 0.02% | +138+44.7% | Added |
| Guardian Financial Partners, LLC | 445 | $497.1K | 0.41% | +200+81.6% | Added |
| Canopy Partners, LLC | 445 | $496.7K | 0.30% | +445 | New |
| Cape Cod Five Cents Savings Bank | 443 | $494.5K | 0.05% | −577−56.6% | Reduced |
| Kolinsky Wealth Management, LLC | 442 | $493.4K | 0.43% | −37−7.7% | Reduced |
| One + One Wealth Management, LLC | 440 | $491.1K | 0.30% | −10−2.2% | Reduced |
| Catalyst Private Wealth, LLC | 440 | $491.1K | 0.23% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 440 | $490.8K | 0.07% | +63+16.7% | Added |
| Sunflower Bank, N.A. | 439 | $490.0K | 0.11% | +102+30.3% | Added |
| Fulcrum Capital LLC | 437 | $487.8K | 0.13% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 435 | $485.6K | 0.12% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 434 | $484.5K | 0.11% | +91+26.5% | Added |
| Berkeley Capital Partners, LLC | 433 | $483.3K | 0.16% | −69−13.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 432 | $482.2K | 0.06% | +14+3.3% | Added |
| Opal Wealth Advisors, LLC | 432 | $481.7K | 0.19% | −3−0.7% | Reduced |
| Sepio Capital, LP | 431 | $481.6K | 0.04% | +431 | New |
| Wakefield Asset Management LLLP | 429 | $478.9K | 0.18% | −160−27.2% | Reduced |
| Wayfinding Financial, LLC | 427 | $476.0K | 0.32% | +46+12.1% | Added |
| Win Advisors, Inc | 426 | $475.5K | 0.22% | +426 | New |
| Kure Advisory, LLC | 426 | $475.5K | 0.25% | −14−3.2% | Reduced |
| Hofer & Associates. Inc | 424 | $473.3K | 0.44% | −14−3.2% | Reduced |
| JGP Wealth Management, LLC | 420 | $469.1K | 0.07% | +5+1.2% | Added |
| Boothbay Fund Management, LLC | 420 | $468.8K | 0.02% | −10,073−96.0% | Reduced |
| Roundview Capital LLC | 420 | $468.8K | 0.04% | 00.0% | Unchanged |
| Sandler Capital Management | 419 | $467.7K | 0.06% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 419 | $467.7K | 0.06% | +120+40.1% | Added |
| Hamilton Wealth, LLC | 418 | $466.8K | 0.15% | −2−0.5% | Reduced |
| First Affirmative Financial Network | 415 | $463.2K | 0.37% | −11−2.6% | Reduced |
| Bangor Savings Bank | 414 | $462.1K | 0.05% | −14−3.3% | Reduced |
| Gill Capital Partners, LLC | 414 | $462.1K | 0.19% | −4−1.0% | Reduced |