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 |
|---|---|---|---|---|---|
| Morton Brown Family Wealth, LLC | 963 | $1.28M | 0.53% | +83+9.4% | Added |
| Baader Bank INC | 965 | $1.28M | 0.10% | +187+24.0% | Added |
| Advisor Resource Council | 1,146 | $1.28M | 0.54% | −324−22.0% | Reduced |
| Peninsula Wealth, LLC | 966 | $1.28M | 0.26% | 00.0% | Unchanged |
| Oakmont Corp | 966 | $1.28M | 0.31% | +966 | New |
| Mattern Wealth Management LLC | 972 | $1.29M | 0.31% | +203+26.4% | Added |
| Sandbox Financial Partners, LLC | 972 | $1.29M | 0.54% | +90+10.2% | Added |
| Fort Point Capital Partners LLC | 973 | $1.29M | 0.17% | −29−2.9% | Reduced |
| Veracity Capital LLC | 973 | $1.29M | 0.50% | +103+11.8% | Added |
| Cidel Asset Management Inc | 975 | $1.29M | 0.10% | −118−10.8% | Reduced |
| Edentree Asset Management Ltd | 979 | $1.30M | 0.41% | −105−9.7% | Reduced |
| Paragon Capital Management Ltd | 978 | $1.30M | 0.23% | −99−9.2% | Reduced |
| Peak Asset Management, LLC | 979 | $1.30M | 0.26% | +159+19.4% | Added |
| Fiera Capital Corp | 982 | $1.30M | 0.00% | −558−36.2% | Reduced |
| First Trust Investment Solutions L.P. | 987 | $1.31M | 0.23% | +387+64.5% | Added |
| Deseret Mutual Benefit Administrators | 987 | $1.31M | 0.66% | +33+3.5% | Added |
| United Asset Strategies, Inc. | 990 | $1.31M | 0.13% | +141+16.6% | Added |
| Hara Capital LLC | 991 | $1.31M | 0.79% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 992 | $1.32M | 0.17% | −30−2.9% | Reduced |
| FSM Wealth Advisors, LLC | 994 | $1.32M | 0.47% | −15−1.5% | Reduced |
| Fca Corp | 994 | $1.32M | 0.43% | +25+2.6% | Added |
| Titleist Asset Management, LLC | 995 | $1.32M | 0.23% | +48+5.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 996 | $1.32M | 0.34% | +10+1.0% | Added |
| Parallax Volatility Advisers, L.P. | 998 | $1.32M | 0.04% | −7,447−88.2% | Reduced |
| Next Level Private LLC | 1,000 | $1.32M | 0.61% | +1,000 | New |
| New Age Alpha Advisors, LLC | 1,000 | $1.33M | 0.80% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 1,000 | $1.33M | 0.04% | +1,000 | New |
| Collaborative Holdings Management LP | 1,000 | $1.33M | 2.00% | +1,000 | New |
| Sphera Funds Management Ltd. | 1,001 | $1.33M | 0.21% | −799−44.4% | Reduced |
| Inspire Trust Co, N.A. | 1,001 | $1.33M | 0.74% | +450+81.7% | Added |
| Coastal Investment Advisors, Inc. | 1,003 | $1.33M | 0.27% | −53−5.0% | Reduced |
| Summit Place Financial Advisors, LLC | 1,003 | $1.33M | 0.78% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,003 | $1.33M | 0.56% | +66+7.0% | Added |
| Petra Financial Advisors Inc | 1,017 | $1.33M | 0.98% | +37+3.8% | Added |
| Bullock Wealth Management Group | 992 | $1.34M | 0.90% | +992 | New |
| Duality Advisers, LP | 1,011 | $1.34M | 0.13% | −877−46.5% | Reduced |
| LCM Capital Management Inc | 1,011 | $1.34M | 0.87% | +1+0.1% | Added |
| Olistico Wealth, LLC | 1,014 | $1.34M | 0.97% | −240−19.1% | Reduced |
| Cito Capital Group, LLC | 1,015 | $1.34M | 0.55% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,018 | $1.35M | 0.54% | −185−15.4% | Reduced |
| Western Financial Corp | 1,022 | $1.35M | 0.83% | −44−4.1% | Reduced |
| Channel Wealth LLC | 1,022 | $1.35M | 0.54% | +11+1.1% | Added |
| Gradient Capital Advisors, LLC | 1,022 | $1.36M | 0.50% | −19−1.8% | Reduced |
| Lazari Capital Management, Inc. | 1,024 | $1.36M | 0.74% | −60−5.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,024 | $1.36M | 0.08% | −92−8.2% | Reduced |
| Callan Capital, LLC | 1,027 | $1.36M | 0.12% | +292+39.7% | Added |
| Raelipskie Partnership | 1,029 | $1.36M | 0.78% | −58−5.3% | Reduced |
| Center for Financial Planning, Inc. | 1,029 | $1.36M | 0.20% | +18+1.8% | Added |
| Allred Capital Management, LLC | 1,029 | $1.36M | 0.53% | −11−1.1% | Reduced |
| West Family Investments, Inc. | 1,033 | $1.37M | 0.42% | +300+40.9% | Added |
| First Financial Corp | 1,034 | $1.37M | 0.70% | −78−7.0% | Reduced |
| Delap Wealth Advisory, LLC | 1,034 | $1.37M | 0.55% | +1,034 | New |
| Oxinas Partners Wealth Management LLC | 1,036 | $1.37M | 0.89% | +346+50.1% | Added |
| Five Oceans Advisors | 1,037 | $1.37M | 0.71% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 1,043 | $1.38M | 0.34% | +693+198.0% | Added |
| Colonial River Wealth Management, LLC | 1,047 | $1.39M | 0.78% | +818+357.2% | Added |
| Lokken Investment Group LLC | 1,048 | $1.39M | 0.69% | −14−1.3% | Reduced |
| Arbor Capital Management Inc | 1,064 | $1.39M | 1.32% | +1,064 | New |
| Ted Buchan & Co | 1,049 | $1.39M | 0.85% | +70+7.2% | Added |
| Advisor OS, LLC | 1,051 | $1.39M | 0.16% | +366+53.4% | Added |
| Clare Market Investments LLC | 1,055 | $1.40M | 0.44% | +235+28.7% | Added |
| Fountainhead AM, LLC | 1,059 | $1.40M | 0.35% | +19+1.8% | Added |
| Cohen & Steers, Inc. | 1,060 | $1.41M | 0.00% | −8−0.7% | Reduced |
| Howard Financial Services, Ltd. | 1,061 | $1.41M | 0.24% | −25−2.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,061 | $1.41M | 0.11% | −60−5.4% | Reduced |
| Outlook Wealth Advisors, LLC | 1,061 | $1.41M | 0.43% | +523+97.2% | Added |
| Bryn Mawr Trust Co | 1,067 | $1.41M | 0.05% | +1,067 | New |
| SkyOak Wealth, LLC | 1,068 | $1.42M | 0.34% | −1,050−49.6% | Reduced |
| Stoneridge Investment Partners LLC | 1,078 | $1.43M | 0.54% | +1,078 | New |
| Notis-McConarty Edward | 1,080 | $1.43M | 0.57% | 00.0% | Unchanged |
| Keel Point, LLC | 1,081 | $1.43M | 0.15% | +141+15.0% | Added |
| WBI Investments | 1,082 | $1.43M | 0.30% | −250−18.8% | Reduced |
| Aspiriant, LLC | 1,082 | $1.43M | 0.06% | +58+5.7% | Added |
| Nordwand Advisors, LLC | 1,086 | $1.44M | 0.56% | −2,120−66.1% | Reduced |
| Investment House LLC | 1,088 | $1.44M | 0.08% | −50−4.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,089 | $1.44M | 0.40% | −19−1.7% | Reduced |
| ABLE Financial Group, LLC | 1,090 | $1.44M | 0.57% | +44+4.2% | Added |
| Mizuho Securities Co. Ltd. | 1,090 | $1.44M | 7.95% | +1,040+2,080.0% | Added |
| Quantum Financial Advisors, LLC | 1,093 | $1.45M | 0.27% | +250+29.7% | Added |
| Blackhawk Capital Partners LLC. | 1,093 | $1.45M | 0.90% | +1,093 | New |
| XML Financial, LLC | 1,094 | $1.45M | 0.15% | −110−9.1% | Reduced |
| Eqis Capital Management, Inc. | 1,095 | $1.45M | 0.12% | +150+15.9% | Added |
| Grove Bank & Trust | 1,096 | $1.45M | 0.24% | −10−0.9% | Reduced |
| Richard W. Paul & Associates, LLC | 1,099 | $1.46M | 0.58% | −223−16.9% | Reduced |
| New Vernon Investment Management LLC | 1,100 | $1.46M | 1.24% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 1,110 | $1.47M | 0.52% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,090 | $1.47M | 0.86% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,112 | $1.47M | 0.10% | −217−16.3% | Reduced |
| Cookson Peirce & Co Inc | 1,112 | $1.47M | 0.08% | −12−1.1% | Reduced |
| Crumly & Associates Inc. | 1,113 | $1.48M | 0.39% | −16−1.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,115 | $1.48M | 0.51% | +1,115 | New |
| Drive Wealth Management, LLC | 1,121 | $1.49M | 0.42% | −90−7.4% | Reduced |
| GDS Wealth Management | 1,121 | $1.49M | 0.17% | +90+8.7% | Added |
| Transatlantique Private Wealth LLC | 1,129 | $1.50M | 0.65% | +454+67.3% | Added |
| Forza Wealth Management, LLC | 1,130 | $1.50M | 0.78% | −300−21.0% | Reduced |
| Fox Hill Wealth Management | 1,132 | $1.50M | 1.01% | −27−2.3% | Reduced |
| Aspire Private Capital, LLC | 1,140 | $1.51M | 0.40% | +127+12.5% | Added |
| SageView Advisory Group, LLC | 1,140 | $1.51M | 0.09% | −1,132−49.8% | Reduced |
| Valley National Advisers Inc | 1,143 | $1.51M | 0.23% | +47+4.3% | Added |
| Chilton Capital Management LLC | 1,145 | $1.52M | 0.07% | −27,845−96.1% | Reduced |