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 |
|---|---|---|---|---|---|
| Humankind Investments LLC | 414 | $462.1K | 0.14% | +26+6.7% | Added |
| Dogwood Wealth Management LLC | 412 | $459.7K | 0.36% | +412 | New |
| Guidance Point Advisors, LLC | 410 | $459.2K | 0.17% | −197−32.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 411 | $459.1K | 0.22% | +16+4.1% | Added |
| Clear Creek Financial Management, LLC | 411 | $458.3K | 0.07% | +11+2.8% | Added |
| Emfo, LLC | 410 | $457.7K | 0.43% | −425−50.9% | Reduced |
| Tandem Wealth Advisors LLC | 409 | $456.5K | 0.26% | −22−5.1% | Reduced |
| Liberty Wealth Management LLC | 408 | $455.0K | 0.10% | −152−27.1% | Reduced |
| Asset Management Resources, LLC | 407 | $454.8K | 0.26% | −148−26.7% | Reduced |
| Hodges Capital Management Inc. | 406 | $453.0K | 0.02% | +406 | New |
| Burford Brothers, Inc. | 405 | $452.5K | 0.32% | +405 | New |
| Wetzel Investment Advisors, Inc. | 405 | $452.0K | 0.28% | +405 | New |
| Cynosure Management, LLC | 404 | $451.1K | 0.08% | +147+57.2% | Added |
| Enterprise Bank & Trust Co | 403 | $449.8K | 0.16% | −82−16.9% | Reduced |
| Intergy Private Wealth, LLC | 402 | $448.7K | 0.19% | −20−4.7% | Reduced |
| Peak Planning Group, LLC | 401 | $447.9K | 0.32% | +17+4.4% | Added |
| Capstone Triton Financial Group, LLC | 401 | $447.6K | 0.33% | −29−6.7% | Reduced |
| WBH Advisory Inc | 401 | $447.4K | 0.05% | −11−2.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 400 | $446.5K | 0.19% | +60+17.6% | Added |
| Dean Investment Associates, LLC | 400 | $446.5K | 0.06% | −3,777−90.4% | Reduced |
| O'Brien Greene & Co. Inc | 400 | $446.5K | 0.16% | 00.0% | Unchanged |
| Congress Park Capital LLC | 400 | $446.5K | 0.22% | +6+1.5% | Added |
| Security Financial Services, INC. | 400 | $446.5K | 0.11% | +20+5.3% | Added |
| Auxano Advisors, LLC | 399 | $445.5K | 0.15% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 395 | $440.9K | 0.25% | −9−2.2% | Reduced |
| Fort, L.P. | 395 | $440.9K | 1.09% | +10+2.6% | Added |
| Goldstone Financial Group, LLC | 395 | $440.8K | 0.11% | −59−13.0% | Reduced |
| FLC Capital Advisors | 394 | $439.8K | 0.12% | +117+42.2% | Added |
| Weatherly Asset Management L. P. | 393 | $438.5K | 0.05% | +54+15.9% | Added |
| MKT Advisors LLC | 417 | $437.7K | 0.29% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 391 | $436.5K | 0.50% | −10−2.5% | Reduced |
| BLB&B Advisors, LLC | 391 | $436.5K | 0.03% | +391 | New |
| Crown Wealth Group, LLC | 390 | $435.3K | 0.26% | +390 | New |
| Insight Folios Inc | 389 | $434.3K | 0.19% | 00.0% | Unchanged |
| First National Bank of Omaha | 388 | $433.1K | 0.03% | −40−9.3% | Reduced |
| Catalyst Capital Advisors LLC | 388 | $433.1K | 0.01% | +80+26.0% | Added |
| Trust Co of the South | 388 | $433.1K | 0.11% | +388 | New |
| Baystate Wealth Management LLC | 387 | $433.0K | 0.03% | +36+10.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 388 | $433.0K | 0.07% | +57+17.2% | Added |
| Executive Wealth Management, LLC | 387 | $432.6K | 0.04% | +75+24.0% | Added |
| Gries Financial LLC | 387 | $432.0K | 0.09% | +85+28.1% | Added |
| Associated Banc-Corp | 387 | $432.0K | 0.02% | +99+34.4% | Added |
| Sovereign Financial Group, Inc. | 386 | $430.9K | 0.13% | −116−23.1% | Reduced |
| EdgeRock Capital LLC | 351 | $429.9K | 0.31% | +64+22.3% | Added |
| Nichols & Pratt Advisers LLP | 385 | $429.8K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 383 | $427.6K | 0.32% | +16+4.4% | Added |
| Shufro Rose & Co LLC | 513 | $426.1K | 0.04% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 382 | $426.0K | 0.08% | +18+4.9% | Added |
| Beacon Financial Advisory LLC | 382 | $425.9K | 0.21% | +4+1.1% | Added |
| WealthBridge Capital Management, LLC | 382 | $425.9K | 0.16% | +18+4.9% | Added |
| Fermata Advisors, LLC | 380 | $424.3K | 0.10% | −19−4.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 378 | $421.9K | 0.20% | −1−0.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 377 | $421.5K | 0.28% | −38−9.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 376 | $419.9K | 0.17% | +2+0.5% | Added |
| Smith Anglin Financial, LLC | 375 | $419.1K | 0.05% | +1+0.3% | Added |
| Elgethun Capital Management | 375 | $418.6K | 0.12% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 375 | $418.6K | 0.12% | +77+25.8% | Added |
| Fortress Wealth Group, LLC | 387 | $416.0K | 0.25% | +15+4.0% | Added |
| Integrated Investment Consultants, LLC | 373 | $416.0K | 0.13% | +16+4.5% | Added |
| Blodgett Wealth Advisors, LLC | 372 | $415.2K | 0.43% | −313−45.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 372 | $415.2K | 0.10% | +372 | New |
| MainStreet Investment Advisors LLC | 371 | $414.1K | 0.05% | −1−0.3% | Reduced |
| Dark Forest Capital Management LP | 370 | $413.0K | 0.06% | −1,383−78.9% | Reduced |
| Brown Miller Wealth Management, LLC | 370 | $413.0K | 0.21% | −132−26.3% | Reduced |
| Arlington Partners LLC | 370 | $413.0K | 0.12% | +370 | New |
| Finer Wealth Management, Inc. | 368 | $410.8K | 0.31% | 00.0% | Unchanged |
| Sym Financial Corp | 368 | $410.8K | 0.07% | +53+16.8% | Added |
| Investors Research Corp | 368 | $410.8K | 0.10% | +368 | New |
| Key Client Fiduciary Advisors, LLC | 367 | $409.5K | 0.24% | −9−2.4% | Reduced |
| Consilio Wealth Advisors, LLC | 366 | $408.7K | 0.21% | +93+34.1% | Added |
| Sigma Investment Counselors Inc | 366 | $408.5K | 0.03% | −24−6.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 366 | $408.5K | 0.14% | +61+20.0% | Added |
| Capital Insight Partners, LLC | 366 | $408.5K | 0.08% | +366 | New |
| German American Bancorp, Inc. | 365 | $407.4K | 0.05% | +7+2.0% | Added |
| Saxony Capital Management, LLC | 365 | $407.4K | 0.54% | +365 | New |
| Nottingham Advisors, Inc. | 364 | $406.3K | 0.06% | +364 | New |
| KilterHowling LLC | 331 | $405.3K | 0.30% | +331 | New |
| Integrity Wealth Solutions LLC | 363 | $404.8K | 0.28% | +363 | New |
| Idaho Trust Bank | 362 | $404.1K | 0.23% | −15−4.0% | Reduced |
| Cardiff Park Advisors, LLC | 361 | $403.0K | 0.04% | +361 | New |
| Wambolt & Associates, LLC | 359 | $400.7K | 0.13% | +58+19.3% | Added |
| Roman Butler Fullerton & Co | 331 | $398.7K | 0.16% | +6+1.8% | Added |
| Clarity Financial LLC | 357 | $398.5K | 0.07% | −42−10.5% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 356 | $397.4K | 0.24% | +356 | New |
| Knightsbridge Asset Management, LLC | 355 | $396.3K | 0.11% | +355 | New |
| Atwood & Palmer Inc | 355 | $396.3K | 0.03% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 355 | $396.3K | 0.15% | 00.0% | Unchanged |
| Smart Money Group LLC | 354 | $395.4K | 0.17% | +105+42.2% | Added |
| DGS Capital Management, LLC | 354 | $395.2K | 0.15% | +354 | New |
| Jackson Thornton Asset Management, LLC | 353 | $394.0K | 0.07% | +41+13.1% | Added |
| Darwin Advisors, LLC | 352 | $393.2K | 0.11% | −63−15.2% | Reduced |
| Signal Advisors Wealth, LLC | 350 | $391.2K | 0.14% | +350 | New |
| Pier 88 Investment Partners LLC | 350 | $390.7K | 0.10% | −1,490−81.0% | Reduced |
| CastleKnight Management LP | 350 | $390.7K | 0.06% | −550−61.1% | Reduced |
| RW Investment Management LLC | 350 | $390.7K | 0.06% | −72−17.1% | Reduced |
| Amussen Hunsaker Associates LLC | 350 | $390.7K | 0.08% | +16+4.8% | Added |
| Northstar Asset Management LLC | 350 | $390.7K | 0.10% | +35+11.1% | Added |
| Global Strategic Investment Solutions, LLC | 349 | $389.6K | 0.05% | +4+1.2% | Added |
| Abacus Planning Group, Inc. | 348 | $388.9K | 0.08% | −28−7.4% | Reduced |
| O'Dell Group, LLC | 348 | $388.5K | 0.10% | 00.0% | Unchanged |