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, Q1 2024
Institutional positions in Broadcom Inc. as of Mar 31, 2024. 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
- 3,070
- +232 vs. Q4 2023
- Shares held
- 354.9M
- −834.5K (−0.2%) vs. Q4 2023
- Total value
- $469.0B
- +$72.1B (+18.2%) vs. Q4 2023
- New holders
- 339
- 1,168 more added
- Sold out
- 107
- 1,256 more reduced
40 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 651 | $862.8K | 0.05% | −35−5.1% | Reduced |
| JSF Financial, LLC | 651 | $863.2K | 0.27% | −206−24.0% | Reduced |
| Fairhaven Wealth Management, LLC | 653 | $865.5K | 0.30% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 654 | $866.8K | 0.15% | +31+5.0% | Added |
| Sandy Spring Bank | 656 | $869.5K | 0.04% | +19+3.0% | Added |
| Elevatus Welath Management | 657 | $871.3K | 0.34% | −34−4.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 658 | $872.1K | 0.15% | +71+12.1% | Added |
| Operose Advisors LLC | 658 | $872.1K | 0.29% | +560+571.4% | Added |
| Abel Hall, LLC | 660 | $874.1K | 0.65% | +28+4.4% | Added |
| Roberts Glore & Co Inc | 660 | $874.8K | 0.26% | −28−4.1% | Reduced |
| Silicon Valley Capital Partners | 660 | $875.4K | 0.13% | +158+31.5% | Added |
| Allen Capital Group, LLC | 661 | $876.1K | 0.13% | +14+2.2% | Added |
| One Capital Management, LLC | 661 | $876.1K | 0.03% | +174+35.7% | Added |
| Carlson Capital Management | 661 | $876.2K | 0.04% | −180−21.4% | Reduced |
| Northwest Bancshares, Inc. | 662 | $877.4K | 0.14% | −9−1.3% | Reduced |
| General Partner, Inc. | 662 | $877.4K | 0.55% | +350+112.2% | Added |
| Keystone Financial Group | 664 | $880.1K | 0.13% | +133+25.0% | Added |
| Strait & Sound Wealth Management LLC | 638 | $882.0K | 0.49% | +43+7.2% | Added |
| Silver Oak Securities, Inc | 666 | $882.7K | 0.14% | −984−59.6% | Reduced |
| Malaga Cove Capital, LLC | 666 | $882.7K | 0.36% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 666 | $883.0K | 0.10% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 668 | $885.4K | 0.07% | −10−1.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 669 | $886.8K | 0.05% | +23+3.6% | Added |
| Sachetta, LLC | 795 | $887.7K | 0.42% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 671 | $889.4K | 0.27% | +624+1,327.7% | Added |
| Summit Financial Wealth Advisors, LLC | 672 | $890.7K | 0.18% | −100−13.0% | Reduced |
| Iams Wealth Management, LLC | 691 | $891.0K | 0.54% | +691 | New |
| Hyman Charles D | 672 | $891.0K | 0.05% | 00.0% | Unchanged |
| Sunpointe, LLC | 675 | $894.7K | 0.99% | −7−1.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 675 | $894.8K | 0.17% | +52+8.3% | Added |
| Aurora Private Wealth, Inc. | 665 | $897.0K | 0.78% | −17−2.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 680 | $901.3K | 0.02% | +102+17.6% | Added |
| Vicus Capital | 682 | $904.2K | 0.08% | −37−5.1% | Reduced |
| Fulcrum Equity Management | 683 | $905.3K | 1.07% | +149+27.9% | Added |
| Fiduciary Group LLC | 684 | $906.6K | 0.10% | −2−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 684 | $906.6K | 0.10% | +389+131.9% | Added |
| Reuter James Wealth Management, LLC | 685 | $907.9K | 0.63% | −148−17.8% | Reduced |
| Valmark Advisers, Inc. | 686 | $909.6K | 0.02% | +9+1.3% | Added |
| Andina Capital Management, LLC | 688 | $911.9K | 0.71% | +688 | New |
| TBH Global Asset Management, LLC | 692 | $916.6K | 0.18% | +51+8.0% | Added |
| Virtue Capital Management, LLC | 685 | $919.2K | 0.17% | +16+2.4% | Added |
| Alera Investment Advisors, LLC | 694 | $919.9K | 0.12% | −41−5.6% | Reduced |
| Catalytic Wealth RIA, LLC | 696 | $922.5K | 0.18% | +696 | New |
| David Loasby | 692 | $923.2K | 0.09% | +207+42.7% | Added |
| Zullo Investment Group, Inc. | 700 | $928.0K | 0.43% | +2+0.3% | Added |
| DGS Capital Management, LLC | 703 | $931.8K | 0.26% | +349+98.6% | Added |
| F/M Investments LLC | 702 | $933.0K | 0.63% | +21+3.1% | Added |
| Gould Asset Management LLC | 708 | $938.4K | 0.23% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 708 | $938.4K | 0.59% | +28+4.1% | Added |
| Stratos Wealth Advisors, LLC | 710 | $941.2K | 0.06% | −3,858−84.5% | Reduced |
| Voya Financial Advisors, Inc. | 716 | $944.2K | 0.11% | +97+15.7% | Added |
| Canandaigua National Bank & Trust Co | 713 | $945.0K | 0.14% | −91−11.3% | Reduced |
| Cornerstone Advisory, LLC | 714 | $946.3K | 0.13% | +50+7.5% | Added |
| HCR Wealth Advisors | 715 | $948.5K | 0.14% | +433+153.5% | Added |
| Lantern Wealth Advisors, LLC | 720 | $954.0K | 0.67% | −113−13.6% | Reduced |
| Schnieders Capital Management LLC | 722 | $956.9K | 0.20% | +111+18.2% | Added |
| Autumn Glory Partners, LLC | 724 | $959.6K | 0.47% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 724 | $959.9K | 0.55% | +487+205.5% | Added |
| Revolve Wealth Partners, LLC | 725 | $961.0K | 0.16% | +155+27.2% | Added |
| SRS Capital Advisors, Inc. | 730 | $968.4K | 0.10% | −318−30.3% | Reduced |
| SPC Financial, Inc. | 731 | $968.9K | 0.09% | +27+3.8% | Added |
| Source Financial Advisors LLC | 731 | $969.4K | 0.29% | −6−0.8% | Reduced |
| Tudor Investment Corp Et Al | 734 | $972.9K | 0.01% | −3,747−83.6% | Reduced |
| Shelton Wealth Management, LLC | 735 | $974.5K | 0.61% | −54−6.8% | Reduced |
| Wedge Capital Management L L P | 736 | $975.5K | 0.02% | −6−0.8% | Reduced |
| Stableford Capital II LLC | 738 | $978.2K | 0.39% | −109−12.9% | Reduced |
| Verum Partners LLC | 738 | $978.2K | 0.35% | +26+3.7% | Added |
| Capital Market Strategies LLC | 739 | $979.4K | 0.75% | 00.0% | Unchanged |
| American State Bank (Iowa) | 739 | $979.5K | 0.66% | −268−26.6% | Reduced |
| New Republic Capital, LLC | 738 | $982.0K | 0.62% | +31+4.4% | Added |
| BCJ Capital Management, LLC | 742 | $983.5K | 0.08% | +139+23.1% | Added |
| Ramirez Asset Management, Inc. | 743 | $984.8K | 0.20% | −631−45.9% | Reduced |
| Cahaba Wealth Management, Inc. | 744 | $985.5K | 0.09% | −1−0.1% | Reduced |
| Jacobsen Capital Management | 746 | $988.8K | 0.46% | +9+1.2% | Added |
| Infrastructure Capital Advisors, LLC | 750 | $994.1K | 0.13% | +750 | New |
| Opus Capital Group, LLC | 751 | $995.0K | 0.15% | −142−15.9% | Reduced |
| Holistic Financial Partners | 751 | $995.4K | 0.51% | +21+2.9% | Added |
| Aft, Forsyth & Company, Inc. | 752 | $996.7K | 0.57% | −10−1.3% | Reduced |
| Y.D. More Investments Ltd | 752 | $996.7K | 0.18% | +722+2,406.7% | Added |
| Lester Murray Antman dba SimplyRich | 752 | $997.0K | 0.32% | 00.0% | Unchanged |
| Carlyle Group Inc. | 755 | $1.00M | 0.06% | +755 | New |
| Univest Financial Corp | 757 | $1.00M | 0.28% | +243+47.3% | Added |
| Smith, Moore & Co. | 758 | $1.00M | 0.11% | −93−10.9% | Reduced |
| Fermata Advisors, LLC | 758 | $1.00M | 0.23% | +378+99.5% | Added |
| Apexium Financial, LP | 760 | $1.01M | 0.08% | −178−19.0% | Reduced |
| Bank Ozk | 762 | $1.01M | 0.45% | +20+2.7% | Added |
| Prairie Wealth Advisors, Inc. | 763 | $1.01M | 0.47% | +763 | New |
| Redwood Investment Management, LLC | 765 | $1.01M | 0.10% | +765 | New |
| Columbus Macro, LLC | 765 | $1.02M | 0.38% | −230−23.1% | Reduced |
| Sara-Bay Financial | 753 | $1.02M | 0.46% | −1−0.1% | Reduced |
| Bulltick Wealth Management, LLC | 768 | $1.02M | 0.21% | +768 | New |
| Waypoint Capital Advisors, LLC | 769 | $1.02M | 0.27% | +47+6.5% | Added |
| Financial & Tax Architects, LLC | 770 | $1.02M | 0.28% | +93+13.7% | Added |
| Atlas Capital Advisors LLC | 773 | $1.02M | 0.16% | −55−6.6% | Reduced |
| Mosaic Financial Group, LLC | 774 | $1.03M | 0.82% | +774 | New |
| Syntax Research, Inc. | 777 | $1.03M | 0.79% | −61−7.3% | Reduced |
| Braun-Bostich & Associates Inc. | 779 | $1.03M | 0.86% | −60−7.2% | Reduced |
| Quad-Cities Investment Group, LLC | 780 | $1.03M | 0.60% | +3+0.4% | Added |
| Jacobi Capital Management LLC | 781 | $1.04M | 0.10% | −18−2.3% | Reduced |
| Wealth Effects LLC | 782 | $1.04M | 0.38% | +115+17.2% | Added |