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; 4,854 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
- 2,879
- +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
- 956 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 | 4,854 | $1.40T |
| Q1 2026 | 4,707 | $1.12T |
| Q4 2025 | 4,730 | $1.27T |
| Q3 2025 | 4,296 | $1.17T |
| Q2 2025 | 4,091 | $996.4B |
| Q1 2025 | 3,826 | $597.5B |
| Q4 2024 | 3,919 | $828.2B |
| Q3 2024 | 3,418 | $605.9B |
| Q2 2024 | 3,280 | $561.2B |
| Q1 2024 | 3,071 | $469.0B |
| Q4 2023 | 2,879 | $398.6B |
| Q3 2023 | 2,466 | $277.0B |
| Q2 2023 | 2,394 | $287.4B |
| Q1 2023 | 2,209 | $214.8B |
| Q4 2022 | 2,146 | $189.1B |
| Q3 2022 | 2,013 | $148.9B |
| Q2 2022 | 2,002 | $158.2B |
| Q1 2022 | 2,058 | $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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 14,841 | $16.6M | 1.26% | +197+1.3% | Added |
| Alberta Investment Management Corp | 14,800 | $16.5M | 0.16% | +1,270+9.4% | Added |
| Mango Investments LLC | 14,800 | $16.5M | 10.39% | +14,800 | New |
| Massmutual Trust Co FSB | 14,726 | $16.4M | 0.55% | −742−4.8% | Reduced |
| Naples Global Advisors, LLC | 14,615 | $16.3M | 1.79% | −520−3.4% | Reduced |
| Freestone Capital Holdings, LLC | 14,592 | $16.3M | 0.73% | −34−0.2% | Reduced |
| Bleakley Financial Group, LLC | 14,565 | $16.3M | 0.52% | +448+3.2% | Added |
| Melqart Asset Management (UK) Ltd | 14,556 | $16.2M | 1.31% | +14,556 | New |
| Cozad Asset Management Inc | 14,402 | $16.1M | 1.85% | −734−4.8% | Reduced |
| Daymark Wealth Partners, LLC | 14,366 | $16.0M | 0.98% | +443+3.2% | Added |
| Wafra Inc. | 14,315 | $16.0M | 0.94% | +8,752+157.3% | Added |
| Empirical Finance, LLC | 14,200 | $15.9M | 1.11% | +171+1.2% | Added |
| Cetera Advisors LLC | 14,056 | $15.7M | 0.22% | +871+6.6% | Added |
| Beacon Investment Advisory Services, Inc. | 14,027 | $15.7M | 0.71% | −6,567−31.9% | Reduced |
| Hamilton Capital Partners Inc. | 14,027 | $15.7M | 3.13% | +14,027 | New |
| Freemont Management S.A. | 14,000 | $15.6M | 1.97% | 00.0% | Unchanged |
| Omers Administration Corp | 13,944 | $15.6M | 0.20% | +13,944 | New |
| L & S Advisors Inc | 13,591 | $15.5M | 1.89% | +1,856+15.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,893 | $15.5M | 0.40% | +866+6.6% | Added |
| ClariVest Asset Management LLC | 13,877 | $15.5M | 0.86% | −2,315−14.3% | Reduced |
| Argent Trust Co | 13,840 | $15.4M | 0.77% | −50.0% | Reduced |
| Delta Global Management LP | 13,839 | $15.4M | 2.37% | +13,839 | New |
| Motley Fool Asset Management LLC | 13,836 | $15.4M | 1.15% | +2,229+19.2% | Added |
| Elk River Wealth Management, LLC | 13,807 | $15.4M | 2.96% | −78−0.6% | Reduced |
| GLOBALT Investments LLC | 13,771 | $15.4M | 0.64% | +13,771 | New |
| Tower Bridge Advisors | 13,712 | $15.3M | 1.32% | +770+5.9% | Added |
| First National Trust Co | 13,548 | $15.1M | 0.66% | −796−5.5% | Reduced |
| Woodmont Investment Counsel LLC | 13,475 | $15.0M | 1.41% | −253−1.8% | Reduced |
| Renaissance Investment Group LLC | 13,408 | $15.0M | 3.72% | −440−3.2% | Reduced |
| Gemsstock Limited | 13,400 | $15.0M | 5.55% | +13,400 | New |
| Gratus Capital LLC | 13,345 | $14.9M | 0.85% | −9,501−41.6% | Reduced |
| Consolidated Investment Group LLC | 13,172 | $14.7M | 2.59% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 13,140 | $14.7M | 4.27% | +57+0.4% | Added |
| Brown Brothers Harriman & Co | 13,072 | $14.6M | 0.12% | +164+1.3% | Added |
| Commonwealth Retirement Investments LLC | 13,012 | $14.5M | 7.69% | −1,035−7.4% | Reduced |
| Smith, Salley & Associates | 12,980 | $14.5M | 0.94% | −1,174−8.3% | Reduced |
| Dynamic Advisor Solutions LLC | 13,755 | $14.4M | 0.54% | +5,608+68.8% | Added |
| Covington Investment Advisors Inc. | 12,838 | $14.3M | 2.60% | +3,477+37.1% | Added |
| Verdence Capital Advisors LLC | 12,755 | $14.2M | 1.38% | −1,943−13.2% | Reduced |
| Clear Street Markets LLC | 12,738 | $14.2M | 5.72% | +12,692+27,591.3% | Added |
| Worldquant Millennium Advisors LLC | 12,699 | $14.2M | 0.20% | +11,649+1,109.4% | Added |
| Kovitz Investment Group Partners, LLC | 12,614 | $14.1M | 0.23% | −1,726−12.0% | Reduced |
| Schmidt P J Investment Management Inc | 11,679 | $14.1M | 2.79% | −756−6.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 12,566 | $14.0M | 1.80% | +4,811+62.0% | Added |
| Allworth Financial LP | 12,436 | $13.9M | 0.11% | +7,229+138.8% | Added |
| Himension Fund | 12,419 | $13.9M | 1.26% | +4,949+66.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,415 | $13.9M | 1.79% | +6,637+114.9% | Added |
| Park Avenue Securities LLC | 12,407 | $13.8M | 0.19% | +1,583+14.6% | Added |
| JB Capital LLC | 12,385 | $13.8M | 1.02% | +890+7.7% | Added |
| North Star Asset Management Inc | 12,354 | $13.8M | 0.71% | +10,552+585.6% | Added |
| Pallas Capital Advisors LLC | 12,290 | $13.7M | 0.73% | +332+2.8% | Added |
| Duncker Streett & Co Inc | 12,286 | $13.7M | 2.90% | +27+0.2% | Added |
| Steamboat Capital Partners, LLC | 12,164 | $13.6M | 5.10% | +93+0.8% | Added |
| GAM Holding AG | 12,156 | $13.6M | 1.01% | +376+3.2% | Added |
| Peapack Gladstone Financial Corp | 12,136 | $13.5M | 0.23% | −515−4.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 12,508 | $13.4M | 1.38% | −2,394−16.1% | Reduced |
| Avantax Advisory Services, Inc. | 12,023 | $13.4M | 0.13% | −3,243−21.2% | Reduced |
| Grand Alliance Asset Management Ltd | 12,000 | $13.4M | 7.16% | +12,000 | New |
| Impax Asset Management Group plc | 11,896 | $13.3M | 0.05% | +2,196+22.6% | Added |
| ABN AMRO Bank N.V. | 11,666 | $13.1M | 0.22% | +11,666 | New |
| John G Ullman & Associates Inc | 11,715 | $13.1M | 2.07% | +4,862+70.9% | Added |
| Advisory Research Inc | 11,700 | $13.1M | 2.01% | −673−5.4% | Reduced |
| Sonora Investment Management Group, LLC | 11,686 | $13.0M | 1.06% | −4,103−26.0% | Reduced |
| Great Valley Advisor Group, Inc. | 11,676 | $13.0M | 0.46% | −1,128−8.8% | Reduced |
| Oak Ridge Investments LLC | 11,654 | $13.0M | 1.50% | +297+2.6% | Added |
| Nilsine Partners, LLC | 11,571 | $12.9M | 1.99% | −573−4.7% | Reduced |
| Barometer Capital Management Inc. | 11,568 | $12.9M | 3.66% | −3,715−24.3% | Reduced |
| Everence Capital Management Inc | 11,549 | $12.9M | 0.92% | +1,060+10.1% | Added |
| Harrell Investment Partners, LLC | 11,373 | $12.7M | 3.95% | +101+0.9% | Added |
| Spectrum Wealth Counsel, LLC | 11,367 | $12.7M | 1.76% | +11,367 | New |
| GTS Securities LLC | 11,336 | $12.7M | 0.27% | +2,265+25.0% | Added |
| Rheos Capital Works Inc. | 11,300 | $12.6M | 0.70% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 11,293 | $12.6M | 0.44% | −783−6.5% | Reduced |
| Balentine LLC | 11,172 | $12.5M | 0.40% | +4,209+60.4% | Added |
| South Dakota Investment Council | 11,112 | $12.4M | 0.26% | −150−1.3% | Reduced |
| Concentric Capital Strategies, LP | 11,098 | $12.4M | 1.61% | −2,986−21.2% | Reduced |
| Rock Point Advisors, LLC | 11,079 | $12.4M | 3.75% | +972+9.6% | Added |
| McKinley Carter Wealth Services, Inc. | 11,044 | $12.3M | 0.90% | +540+5.1% | Added |
| Premier Fund Managers Ltd | 10,977 | $12.3M | 0.53% | −1,240−10.1% | Reduced |
| Laffer Tengler Investments | 10,997 | $12.3M | 3.26% | +408+3.9% | Added |
| Exchange Traded Concepts, LLC | 10,974 | $12.2M | 0.33% | −910−7.7% | Reduced |
| Thoroughbred Financial Services, LLC | 10,933 | $12.2M | 0.99% | +696+6.8% | Added |
| Nixon Peabody Trust Co | 10,832 | $12.1M | 1.36% | +10,438+2,649.2% | Added |
| Greenleaf Trust | 10,757 | $12.0M | 0.13% | +571+5.6% | Added |
| FJ Investments, LLC | 10,748 | $12.0M | 0.57% | +10,748 | New |
| Stonegate Investment Group, LLC | 10,746 | $12.0M | 0.40% | −377−3.4% | Reduced |
| Romano Brothers and Company | 10,674 | $11.9M | 1.77% | −218−2.0% | Reduced |
| Grimes & Company, Inc. | 10,673 | $11.9M | 0.39% | +298+2.9% | Added |
| Pitcairn Co | 10,665 | $11.9M | 0.88% | +3,279+44.4% | Added |
| Lindbrook Capital, LLC | 10,624 | $11.9M | 1.18% | +359+3.5% | Added |
| Bluefin Capital Management, LLC | 10,500 | $11.8M | 1.04% | +9,342+806.7% | Added |
| Hedeker Wealth, LLC | 10,538 | $11.8M | 3.71% | −309−2.8% | Reduced |
| Western Wealth Management, LLC | 10,500 | $11.7M | 0.84% | +207+2.0% | Added |
| Lake Street Advisors Group, LLC | 10,453 | $11.7M | 0.59% | +10,453 | New |
| Albion Financial Group | 10,429 | $11.6M | 0.96% | −86−0.8% | Reduced |
| HTLF Bank | 10,385 | $11.6M | 1.37% | +10,385 | New |
| Legacy Private Trust Co. | 10,357 | $11.6M | 0.92% | +223+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 10,351 | $11.6M | 0.64% | +995+10.6% | Added |
| Ardevora Asset Management LLP | 10,331 | $11.5M | 1.03% | −13,611−56.8% | Reduced |
| Congress Wealth Management LLC | 10,247 | $11.4M | 0.21% | +1,444+16.4% | Added |