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, 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 | 4,855 | $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, 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 |
|---|---|---|---|---|---|
| Renasant Bank | 785 | $1.04M | 0.74% | +8+1.0% | Added |
| Oxford Financial Group Ltd | 790 | $1.05M | 0.07% | +11+1.4% | Added |
| Gold Investment Management Ltd. | 791 | $1.05M | 0.42% | +4+0.5% | Added |
| Inscription Capital, LLC | 792 | $1.05M | 0.17% | +300+61.0% | Added |
| Invera Wealth Advisors, LLC | 836 | $1.05M | 0.89% | −72−7.9% | Reduced |
| Biltmore Family Office, LLC | 795 | $1.05M | 0.21% | −55−6.5% | Reduced |
| Bell Bank | 796 | $1.06M | 0.09% | +97+13.9% | Added |
| Hazlett, Burt & Watson, Inc. | 797 | $1.06M | 0.63% | +30+3.9% | Added |
| Magnolia Capital Management Ltd | 800 | $1.06M | 0.90% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 800 | $1.06M | 0.25% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 801 | $1.06M | 0.37% | −465−36.7% | Reduced |
| Matrix Private Capital Group LLC | 804 | $1.07M | 0.72% | +1+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 804 | $1.07M | 0.60% | +104+14.9% | Added |
| KKM Financial LLC | 806 | $1.07M | 0.52% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 810 | $1.07M | 0.21% | 00.0% | Unchanged |
| Ami Asset Management Corp | 811 | $1.07M | 0.05% | −33−3.9% | Reduced |
| Castle Wealth Management LLC | 812 | $1.08M | 0.56% | −155−16.0% | Reduced |
| Sage Rock Capital Management LP | 813 | $1.08M | 4.38% | +813 | New |
| Riverview Trust Co | 814 | $1.08M | 0.83% | −30−3.6% | Reduced |
| Boothbay Fund Management, LLC | 817 | $1.08M | 0.03% | +397+94.5% | Added |
| Paradigm Financial Partners, LLC | 819 | $1.09M | 0.23% | +588+254.5% | Added |
| Crewe Advisors LLC | 821 | $1.09M | 0.13% | +821 | New |
| Parisi Gray Wealth Management | 823 | $1.09M | 0.41% | +91+12.4% | Added |
| Gilbert & Cook, Inc. | 824 | $1.09M | 0.15% | −13−1.6% | Reduced |
| Legacy Edge Advisors, LLC | 825 | $1.09M | 0.23% | −45−5.2% | Reduced |
| Apriem Advisors | 830 | $1.10M | 0.14% | −150−15.3% | Reduced |
| Coastline Trust Co | 831 | $1.10M | 0.13% | −102−10.9% | Reduced |
| Paulson Wealth Management Inc. | 832 | $1.10M | 0.32% | −20−2.3% | Reduced |
| Colonial Trust Co | 833 | $1.10M | 0.21% | +68+8.9% | Added |
| LexAurum Advisors, LLC | 835 | $1.11M | 0.28% | +143+20.7% | Added |
| G&S Capital LLC | 835 | $1.11M | 0.49% | +835 | New |
| Enterprise Financial Services Corp | 838 | $1.11M | 0.67% | +76+10.0% | Added |
| Newbridge Financial Services Group, Inc. | 839 | $1.11M | 0.49% | +143+20.5% | Added |
| Clear Harbor Asset Management, LLC | 840 | $1.11M | 0.10% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 842 | $1.12M | 0.31% | +185+28.2% | Added |
| Inceptionr LLC | 842 | $1.12M | 0.29% | +339+67.4% | Added |
| WESPAC Advisors, LLC | 843 | $1.12M | 0.65% | −48−5.4% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 844 | $1.12M | 0.99% | −19−2.2% | Reduced |
| Fidelity D & D Bancorp Inc | 844 | $1.12M | 0.84% | −10−1.2% | Reduced |
| Machina Capital S.A.S. | 846 | $1.12M | 0.59% | +100+13.4% | Added |
| Seed Wealth Management, Inc. | 831 | $1.12M | 1.07% | 00.0% | Unchanged |
| XR Securities LLC | 849 | $1.13M | 0.33% | +849 | New |
| Quantbot Technologies LP | 850 | $1.13M | 0.06% | −451−34.7% | Reduced |
| D'Orazio & Associates, Inc. | 850 | $1.13M | 0.18% | −1−0.1% | Reduced |
| Kowal Investment Group, LLC | 850 | $1.13M | 0.24% | +73+9.4% | Added |
| Elevated Capital Advisors, LLC | 853 | $1.13M | 0.32% | −38−4.3% | Reduced |
| Legacy Wealth Management, LLC | 854 | $1.13M | 0.51% | −10−1.2% | Reduced |
| Emerald Advisors, LLC | 855 | $1.13M | 0.20% | −82−8.8% | Reduced |
| Dantai Capital Ltd | 855 | $1.13M | 1.31% | 00.0% | Unchanged |
| Webster Bank, N. A. | 858 | $1.14M | 0.13% | −15−1.7% | Reduced |
| Continuum Advisory, LLC | 873 | $1.14M | 0.17% | −118−11.9% | Reduced |
| Montchanin Asset Management, LLC | 860 | $1.14M | 1.12% | +860 | New |
| Prosperity Financial Group, Inc. | 860 | $1.14M | 0.70% | +69+8.7% | Added |
| Harmony Asset Management LLC | 862 | $1.14M | 0.47% | +20+2.4% | Added |
| OmniStar Financial Group, Inc. | 862 | $1.14M | 1.05% | +4+0.5% | Added |
| Guyasuta Investment Advisors Inc | 1,024 | $1.14M | 0.08% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 864 | $1.15M | 0.41% | +164+23.4% | Added |
| Gilman Hill Asset Management, LLC | 871 | $1.15M | 0.21% | −46−5.0% | Reduced |
| Clark Financial Services Group Inc | 872 | $1.16M | 1.39% | −485−35.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 873 | $1.16M | 0.03% | +41+4.9% | Added |
| DB Fitzpatrick & Co, Inc | 874 | $1.16M | 1.06% | −351−28.7% | Reduced |
| Caitlin John, LLC | 877 | $1.16M | 0.88% | −4−0.5% | Reduced |
| Angeles Wealth Management, LLC | 878 | $1.16M | 0.12% | +397+82.5% | Added |
| Beaumont Asset Management, L.L.C. | 881 | $1.17M | 0.78% | −272−23.6% | Reduced |
| Consolidated Portfolio Review Corp | 881 | $1.17M | 0.31% | +881 | New |
| Lavaca Capital LLC | 883 | $1.17M | 0.71% | −983−52.7% | Reduced |
| Sivia Capital Partners, LLC | 887 | $1.18M | 0.80% | −41−4.4% | Reduced |
| Michael S. Ryan, Inc. | 889 | $1.18M | 0.93% | −67−7.0% | Reduced |
| Park Place Capital Corp | 894 | $1.18M | 0.42% | +75+9.2% | Added |
| Willner & Heller, LLC | 896 | $1.19M | 1.18% | −20−2.2% | Reduced |
| Gamco Investors, Inc. Et Al | 897 | $1.19M | 0.01% | +400+80.5% | Added |
| Capital Asset Advisory Services LLC | 890 | $1.19M | 0.07% | −101−10.2% | Reduced |
| Personal Cfo Solutions, LLC | 907 | $1.20M | 0.19% | −198−17.9% | Reduced |
| Highlander Capital Management, LLC | 910 | $1.21M | 0.41% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 911 | $1.21M | 0.07% | +62+7.3% | Added |
| Accel Wealth Management | 917 | $1.22M | 0.52% | +29+3.3% | Added |
| SignalPoint Asset Management, LLC | 917 | $1.22M | 0.33% | −46−4.8% | Reduced |
| Green Square Capital Advisors LLC | 918 | $1.22M | 0.16% | +395+75.5% | Added |
| West Wealth Group, LLC | 921 | $1.22M | 0.45% | +3+0.3% | Added |
| Wagner Wealth Management, LLC | 926 | $1.23M | 0.37% | +77+9.1% | Added |
| Ameliora Wealth Management Ltd. | 927 | $1.23M | 0.56% | +146+18.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 928 | $1.23M | 0.74% | +235+33.9% | Added |
| Hilltop Partners LLC | 931 | $1.23M | 0.44% | −11−1.2% | Reduced |
| Pathway Financial Advisors LLC | 933 | $1.24M | 0.33% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 933 | $1.24M | 0.11% | +70+8.1% | Added |
| Evermay Wealth Management LLC | 936 | $1.24M | 0.19% | −89−8.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 936 | $1.24M | 0.16% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 936 | $1.24M | 0.10% | +120+14.7% | Added |
| Angeles Investment Advisors, LLC | 938 | $1.24M | 0.07% | +179+23.6% | Added |
| Moloney Securities Asset Management, LLC | 940 | $1.25M | 0.19% | +19+2.1% | Added |
| Lewis Asset Management, LLC | 942 | $1.25M | 1.03% | −59−5.9% | Reduced |
| New Insight Wealth Advisors | 943 | $1.25M | 0.78% | +23+2.5% | Added |
| BKD Wealth Advisors, LLC | 944 | $1.25M | 0.03% | +267+39.4% | Added |
| Octavia Wealth Advisors, LLC | 944 | $1.25M | 0.18% | −118−11.1% | Reduced |
| OV Management LLC | 949 | $1.26M | 0.91% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 952 | $1.26M | 0.22% | +83+9.6% | Added |
| Retirement Guys Formula LLC | 953 | $1.26M | 0.62% | −162−14.5% | Reduced |
| Tritonpoint Wealth, LLC | 1,122 | $1.26M | 0.13% | −32−2.8% | Reduced |
| Prestige Wealth Management Group LLC | 955 | $1.27M | 0.27% | −11−1.1% | Reduced |
| Vienna Asset Management LLC | 1,100 | $1.27M | 1.16% | +1,100 | New |