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
- 2,878
- +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 | 4,854 | $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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 7,818 | $8.73M | 3.45% | −36−0.5% | Reduced |
| Goldstream Capital Management Ltd | 7,775 | $8.68M | 5.88% | +4,530+139.6% | Added |
| Scott & Selber, Inc. | 7,768 | $8.67M | 3.25% | −94−1.2% | Reduced |
| SeaCrest Wealth Management, LLC | 8,132 | $8.53M | 1.05% | +639+8.5% | Added |
| Strategic Global Advisors, LLC | 7,600 | $8.48M | 1.94% | −5,343−41.3% | Reduced |
| NWK Group, Inc. | 7,598 | $8.48M | 4.36% | +119+1.6% | Added |
| Avantax Planning Partners, Inc. | 7,584 | $8.47M | 0.32% | −721−8.7% | Reduced |
| Coppell Advisory Solutions LLC | 7,559 | $8.44M | 1.70% | +4,366+136.7% | Added |
| Fayez Sarofim & Co | 6,560 | $8.42M | 0.03% | +54+0.8% | Added |
| TD Private Client Wealth LLC | 7,524 | $8.40M | 0.30% | −353−4.5% | Reduced |
| Select Equity Group, L.P. | 7,515 | $8.39M | 0.03% | −2,871−27.6% | Reduced |
| Jupiter Asset Management Ltd | 7,507 | $8.38M | 0.08% | −1,341−15.2% | Reduced |
| Peterson Wealth Services | 7,454 | $8.32M | 3.57% | +304+4.3% | Added |
| Cumberland Partners Ltd | 7,540 | $8.32M | 0.76% | −190−2.5% | Reduced |
| Consolidated Planning Corp | 7,445 | $8.31M | 1.55% | +54+0.7% | Added |
| Journey Advisory Group, LLC | 7,410 | $8.27M | 1.12% | +124+1.7% | Added |
| Gladstone Institutional Advisory LLC | 7,363 | $8.22M | 0.46% | +481+7.0% | Added |
| Systematic Alpha Investments, LLC | 7,356 | $8.21M | 0.37% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 7,352 | $8.21M | 1.93% | −155−2.1% | Reduced |
| Signaturefd, LLC | 7,339 | $8.19M | 0.19% | +519+7.6% | Added |
| Front Row Advisors LLC | 7,333 | $8.19M | 3.76% | −29−0.4% | Reduced |
| Garrison Asset Management, LLC | 7,325 | $8.18M | 4.51% | +253+3.6% | Added |
| Covenant Asset Management, LLC | 7,299 | $8.15M | 2.27% | −20−0.3% | Reduced |
| FDx Advisors, Inc. | 7,294 | $8.14M | 0.63% | −3,458−32.2% | Reduced |
| 180 Wealth Advisors, LLC | 7,485 | $8.12M | 1.63% | +88+1.2% | Added |
| Financial Enhancement Group LLC | 7,331 | $8.09M | 1.43% | +292+4.1% | Added |
| Carolina Wealth Advisors, LLC | 7,244 | $8.09M | 4.19% | −17−0.2% | Reduced |
| Red Cedar Investment Management, LLC | 7,228 | $8.07M | 1.16% | +70+1.0% | Added |
| Stokes Capital Advisors, LLC | 7,215 | $8.05M | 2.55% | +357+5.2% | Added |
| Foyston, Gordon, & Payne Inc | 7,204 | $8.04M | 2.02% | +7,204 | New |
| LS Investment Advisors, LLC | 7,161 | $7.99M | 1.39% | −245−3.3% | Reduced |
| Graypoint LLC | 7,150 | $7.98M | 0.64% | +324+4.7% | Added |
| Hunter Associates Investment Management LLC | 7,130 | $7.96M | 1.46% | −444−5.9% | Reduced |
| Concurrent Investment Advisors, LLC | 7,134 | $7.96M | 0.38% | +7,134 | New |
| Principal Street Partners, LLC | 7,065 | $7.89M | 1.90% | −285−3.9% | Reduced |
| HB Wealth Management, LLC | 7,024 | $7.84M | 0.11% | +534+8.2% | Added |
| Harbour Capital Advisors, LLC | 7,383 | $7.82M | 2.14% | +20+0.3% | Added |
| Ritholtz Wealth Management | 6,995 | $7.81M | 0.30% | +431+6.6% | Added |
| RBA Wealth Management, LLC | 6,991 | $7.80M | 3.41% | −400−5.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,970 | $7.78M | 0.04% | +3,616+107.8% | Added |
| Hudson Valley Investment Advisors Inc | 7,226 | $7.77M | 1.06% | −149−2.0% | Reduced |
| Navellier & Associates Inc | 6,939 | $7.75M | 1.16% | +599+9.4% | Added |
| Richard Bernstein Advisors LLC | 6,934 | $7.74M | 0.17% | +831+13.6% | Added |
| CAPROCK Group, Inc. | 6,927 | $7.73M | 0.49% | +513+8.0% | Added |
| Parsons Capital Management Inc | 6,926 | $7.73M | 0.55% | +136+2.0% | Added |
| China Universal Asset Management Co., Ltd. | 6,925 | $7.73M | 1.50% | −63−0.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,888 | $7.69M | 0.90% | +103+1.5% | Added |
| Geneva Partners, LLC | 6,850 | $7.65M | 4.24% | +509+8.0% | Added |
| Canal Capital Management, LLC | 6,834 | $7.63M | 1.41% | −106−1.5% | Reduced |
| Howard Capital Management Inc. | 6,809 | $7.60M | 0.94% | −174−2.5% | Reduced |
| First Foundation Advisors | 6,795 | $7.59M | 0.35% | −1,176−14.8% | Reduced |
| Capital Investment Counsel, LLC | 6,789 | $7.58M | 2.86% | +6,789 | New |
| Strategic Wealth Partners, Ltd. | 6,784 | $7.57M | 0.93% | +1,196+21.4% | Added |
| Gunderson Capital Management Inc. | 6,778 | $7.57M | 4.32% | +18+0.3% | Added |
| Morse Asset Management, Inc | 6,767 | $7.55M | 2.22% | +494+7.9% | Added |
| Savoie Capital LLC | 6,744 | $7.53M | 1.72% | +135+2.0% | Added |
| Glassy Mountain Advisors, Inc. | 6,688 | $7.47M | 3.08% | −169−2.5% | Reduced |
| Phoenix Holdings Ltd. | 6,556 | $7.46M | 0.12% | +2,163+49.2% | Added |
| Matthews International Capital Management LLC | 6,659 | $7.43M | 1.04% | −13,220−66.5% | Reduced |
| Sawgrass Asset Management LLC | 6,657 | $7.43M | 0.84% | −145−2.1% | Reduced |
| Desjardins Global Asset Management Inc. | 6,647 | $7.42M | 0.80% | −1,184−15.1% | Reduced |
| Souders Financial Advisors | 6,632 | $7.40M | 1.27% | +826+14.2% | Added |
| Evexia Wealth LLC | 6,024 | $7.38M | 3.12% | +46+0.8% | Added |
| Te Ahumairangi Investment Management Ltd | 6,601 | $7.37M | 1.40% | +100+1.5% | Added |
| Asset Dedication, LLC | 6,624 | $7.34M | 0.60% | +13+0.2% | Added |
| Transcend Wealth Collective, LLC | 6,570 | $7.33M | 0.65% | −106−1.6% | Reduced |
| Driehaus Capital Management LLC | 6,567 | $7.33M | 0.09% | +5,586+569.4% | Added |
| RMR Wealth Builders | 6,550 | $7.31M | 1.03% | +188+3.0% | Added |
| Sage Mountain Advisors LLC | 6,536 | $7.30M | 0.85% | +157+2.5% | Added |
| Symmetry Partners, LLC | 6,490 | $7.28M | 0.39% | −2,965−31.4% | Reduced |
| TCG Advisory Services, LLC | 6,508 | $7.26M | 0.50% | +215+3.4% | Added |
| KP Management LLC | 6,500 | $7.26M | 3.60% | +6,500 | New |
| Parcion Private Wealth LLC | 6,499 | $7.25M | 0.66% | +29+0.4% | Added |
| Connectus Wealth, LLC | 6,474 | $7.23M | 0.15% | +313+5.1% | Added |
| Bay Rivers Group | 6,460 | $7.21M | 4.53% | +332+5.4% | Added |
| Procyon Private Wealth Partners, LLC | 6,432 | $7.18M | 0.61% | +1,764+37.8% | Added |
| Annex Advisory Services, LLC | 6,416 | $7.16M | 0.30% | +3,297+105.7% | Added |
| Montag A & Associates Inc | 6,389 | $7.13M | 0.40% | +1,559+32.3% | Added |
| Quantitative Investment Management, LLC | 6,389 | $7.13M | 0.41% | +6,389 | New |
| Old Second National Bank of Aurora | 6,381 | $7.12M | 1.96% | −399−5.9% | Reduced |
| Nicholas Company, Inc. | 6,375 | $7.12M | 0.13% | −1,220−16.1% | Reduced |
| Shaker Investments LLC | 6,374 | $7.12M | 3.32% | −10.0% | Reduced |
| Stablepoint Partners, LLC | 6,365 | $7.10M | 1.82% | +6,365 | New |
| Psagot Value Holdings Ltd. / (Israel) | 6,294 | $7.06M | 3.19% | −140−2.2% | Reduced |
| Wintrust Investments LLC | 6,313 | $7.05M | 0.68% | +1,025+19.4% | Added |
| Crestline Management, LP | 6,300 | $7.03M | 0.65% | −6,997−52.6% | Reduced |
| Horizon Investments, LLC | 6,287 | $7.02M | 0.20% | −3,876−38.1% | Reduced |
| Regions Financial Corp | 6,257 | $6.98M | 0.06% | +318+5.4% | Added |
| IFG Advisory, LLC | 6,238 | $6.96M | 0.51% | +66+1.1% | Added |
| Evergreen Capital Management LLC | 6,202 | $6.92M | 0.28% | +221+3.7% | Added |
| IHT Wealth Management, LLC | 6,192 | $6.91M | 0.31% | −287−4.4% | Reduced |
| Kendall Capital Management | 6,158 | $6.87M | 2.67% | +35+0.6% | Added |
| James Investment Research Inc | 6,127 | $6.84M | 0.86% | +64+1.1% | Added |
| Horan Capital Advisors, LLC. | 6,114 | $6.82M | 2.50% | −248−3.9% | Reduced |
| UBS Oconnor LLC | 6,083 | $6.79M | 0.21% | −1,640−21.2% | Reduced |
| Meeder Advisory Services, Inc. | 6,071 | $6.78M | 0.78% | +58+1.0% | Added |
| Intrust Bank NA | 6,070 | $6.78M | 0.79% | +99+1.7% | Added |
| Sumitomo Life Insurance Co | 6,065 | $6.77M | 0.21% | −313−4.9% | Reduced |
| Nicholas Investment Partners, LP | 6,059 | $6.76M | 0.79% | +1,557+34.6% | Added |
| Spears Abacus Advisors LLC | 6,042 | $6.74M | 0.54% | +301+5.2% | Added |