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 |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 1,369 | $1.82M | 0.28% | +129+10.4% | Added |
| Meridian Wealth Advisors, LLC | 1,375 | $1.82M | 0.34% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,136 | $1.82M | 0.86% | −69−5.7% | Reduced |
| Leavell Investment Management, Inc. | 1,378 | $1.83M | 0.11% | +211+18.1% | Added |
| SRN Advisors, LLC | 1,380 | $1.83M | 1.43% | +74+5.7% | Added |
| Navalign, LLC | 1,380 | $1.83M | 0.61% | −118−7.9% | Reduced |
| Seascape Capital Management | 1,386 | $1.84M | 0.68% | −241−14.8% | Reduced |
| Greenwich Wealth Management LLC | 1,385 | $1.84M | 0.15% | −16−1.1% | Reduced |
| Central Bank & Trust Co | 1,386 | $1.84M | 0.26% | −129−8.5% | Reduced |
| MCF Advisors LLC | 1,388 | $1.84M | 0.14% | −28−2.0% | Reduced |
| Ti-Trust, Inc | 1,391 | $1.84M | 1.35% | +256+22.6% | Added |
| Gilliland Jeter Wealth Management LLC | 1,391 | $1.84M | 0.64% | −102−6.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,387 | $1.85M | 0.36% | −30−2.1% | Reduced |
| Private Capital Management LLC | 1,394 | $1.85M | 0.41% | +122+9.6% | Added |
| Abundance Wealth Counselors | 1,396 | $1.85M | 0.43% | −1,645−54.1% | Reduced |
| Stokes Family Office, LLC | 1,397 | $1.85M | 0.23% | +165+13.4% | Added |
| Leelyn Smith, LLC | 1,399 | $1.85M | 0.37% | −13−0.9% | Reduced |
| Balboa Wealth Partners | 1,399 | $1.85M | 0.59% | −71−4.8% | Reduced |
| Aaron Wealth Advisors | 1,399 | $1.85M | 0.27% | +546+64.0% | Added |
| Roberts Capital Advisors, LLC | 1,399 | $1.85M | 1.78% | +1,399 | New |
| Redmond Asset Management, LLC | 1,399 | $1.85M | 0.59% | −185−11.7% | Reduced |
| Optimum Investment Advisors | 1,401 | $1.86M | 0.85% | 00.0% | Unchanged |
| Davis R M Inc | 1,406 | $1.86M | 0.04% | −129−8.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,407 | $1.86M | 0.30% | +101+7.7% | Added |
| Allstate Corp | 1,407 | $1.86M | 0.13% | +14+1.0% | Added |
| Millennium Capital Advisors, LLC | 1,408 | $1.87M | 1.32% | −1−0.1% | Reduced |
| Eisler Capital (US) LLC | 1,417 | $1.88M | 0.64% | +1,417 | New |
| Phillips Wealth Planners LLC | 1,414 | $1.88M | 2.16% | −303−17.6% | Reduced |
| Catalina Capital Group, LLC | 1,418 | $1.88M | 0.80% | +771+119.2% | Added |
| BLB&B Advisors, LLC | 1,421 | $1.88M | 0.11% | +1,030+263.4% | Added |
| Regal Investment Advisors LLC | 1,421 | $1.88M | 0.13% | −170−10.7% | Reduced |
| TKG Advisors, LLC | 1,421 | $1.88M | 1.05% | +1,421 | New |
| Menard Financial Group LLC | 1,426 | $1.89M | 1.59% | +274+23.8% | Added |
| Exencial Wealth Advisors, LLC | 1,428 | $1.89M | 0.07% | −166−10.4% | Reduced |
| Darden Wealth Group Inc | 1,427 | $1.90M | 1.49% | +606+73.8% | Added |
| Aspen Grove Capital, LLC | 1,435 | $1.90M | 0.54% | +29+2.1% | Added |
| Seamount Financial Group Inc | 1,437 | $1.90M | 1.67% | +64+4.7% | Added |
| Kanawha Capital Management LLC | 1,441 | $1.91M | 0.15% | +384+36.3% | Added |
| Modern Wealth Management, LLC | 1,442 | $1.91M | 0.18% | +1,255+671.1% | Added |
| Cetera Trust Company, N.A | 1,448 | $1.92M | 1.15% | −88−5.7% | Reduced |
| Accurate Wealth Management, LLC | 1,593 | $1.92M | 0.56% | −34−2.1% | Reduced |
| K2 Principal Fund, L.P. | 1,450 | $1.92M | 0.46% | +1,450 | New |
| Triasima Portfolio Management inc. | 1,452 | $1.92M | 0.16% | +29+2.0% | Added |
| Oxbow Advisors, LLC | 1,453 | $1.93M | 0.26% | +341+30.7% | Added |
| AdvisorNet Financial, Inc | 1,455 | $1.93M | 0.19% | −98−6.3% | Reduced |
| Hartford Financial Management Inc. | 1,459 | $1.93M | 0.41% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 1,464 | $1.94M | 0.31% | +13+0.9% | Added |
| Ogorek Anthony Joseph | 1,465 | $1.94M | 0.67% | −18−1.2% | Reduced |
| MONECO Advisors, LLC | 1,467 | $1.94M | 0.31% | +61+4.3% | Added |
| Herold Advisors, Inc. | 1,469 | $1.95M | 0.47% | −98−6.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,470 | $1.95M | 0.35% | +102+7.5% | Added |
| First County Bank | 1,473 | $1.95M | 0.95% | −177−10.7% | Reduced |
| Ignite Planners, LLC | 1,446 | $1.95M | 0.55% | −19−1.3% | Reduced |
| KC Investment Advisors, LLC | 1,480 | $1.96M | 1.02% | +49+3.4% | Added |
| Leo Wealth, LLC | 1,480 | $1.98M | 0.20% | +198+15.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,493 | $1.98M | 0.15% | +1,493 | New |
| Oak Harbor Wealth Partners, LLC | 1,498 | $1.99M | 0.62% | −77−4.9% | Reduced |
| Fiduciary Family Office, LLC | 1,501 | $1.99M | 0.78% | +369+32.6% | Added |
| KRS Capital Management, LLC | 1,501 | $1.99M | 1.61% | +46+3.2% | Added |
| Guinness Atkinson Asset Management Inc | 1,502 | $1.99M | 0.94% | −80−5.1% | Reduced |
| Saxon Interests, Inc. | 1,505 | $1.99M | 0.95% | −28−1.8% | Reduced |
| Smithfield Trust Co | 1,506 | $2.00M | 0.11% | +118+8.5% | Added |
| Wellington Shields & Co., LLC | 1,511 | $2.00M | 0.67% | −75−4.7% | Reduced |
| Mendel Money Management | 1,514 | $2.01M | 0.93% | −221−12.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,508 | $2.01M | 0.28% | +721+91.6% | Added |
| Legacy Advisors, LLC | 1,517 | $2.02M | 0.25% | +650+75.0% | Added |
| Capital Advisors Wealth Management, LLC | 1,522 | $2.02M | 0.42% | +137+9.9% | Added |
| Riverstone Advisors, LLC | 1,525 | $2.02M | 1.21% | +424+38.5% | Added |
| Passumpsic Savings Bank | 1,527 | $2.02M | 1.29% | +1,527 | New |
| Doliver Advisors, LP | 1,535 | $2.03M | 0.57% | −11−0.7% | Reduced |
| Altus Wealth Group LLC | 1,540 | $2.04M | 1.02% | −22−1.4% | Reduced |
| Buffington Mohr McNeal | 1,543 | $2.05M | 0.37% | +1,543 | New |
| Element Capital Management LLC | 1,545 | $2.05M | 1.35% | +1,545 | New |
| Game Plan Financial Advisors, LLC | 1,547 | $2.05M | 1.04% | +4+0.3% | Added |
| Delta Financial Advisors LLC | 1,548 | $2.05M | 0.81% | +152+10.9% | Added |
| E&G Advisors, LP | 1,550 | $2.05M | 0.64% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,551 | $2.06M | 0.32% | +38+2.5% | Added |
| Transamerica Financial Advisors, Inc. | 1,553 | $2.06M | 0.21% | +137+9.7% | Added |
| L2 Asset Management, LLC | 1,555 | $2.06M | 0.68% | +135+9.5% | Added |
| Wolf Group Capital Advisors | 2,380 | $2.06M | 0.98% | 00.0% | Unchanged |
| NVWM, LLC | 1,556 | $2.07M | 0.57% | +227+17.1% | Added |
| ASB Consultores, LLC | 1,567 | $2.08M | 0.54% | +923+143.3% | Added |
| Letson Investment Management, Inc. | 1,568 | $2.08M | 0.88% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,569 | $2.08M | 1.28% | −698−30.8% | Reduced |
| Nikulski Financial, Inc. | 1,571 | $2.08M | 0.69% | +27+1.7% | Added |
| Rakuten Securities, Inc. | 1,574 | $2.09M | 0.91% | +364+30.1% | Added |
| Affinity Investment Advisors, LLC | 1,576 | $2.09M | 1.52% | −554−26.0% | Reduced |
| Precedent Wealth Partners, LLC | 1,577 | $2.09M | 0.90% | +78+5.2% | Added |
| Norden Group LLC | 1,577 | $2.09M | 0.42% | +452+40.2% | Added |
| Pinnacle Financial Partners Inc | 1,577 | $2.09M | 0.05% | +87+5.8% | Added |
| Johnson & White Wealth Management, LLC | 1,580 | $2.09M | 1.52% | +125+8.6% | Added |
| Retirement Planning Co of New England, Inc. | 1,583 | $2.10M | 1.15% | −2,589−62.1% | Reduced |
| Simon Quick Advisors, LLC | 1,584 | $2.10M | 0.16% | +301+23.5% | Added |
| AA Financial Advisors, LLC | 1,587 | $2.10M | 0.85% | +1,587 | New |
| Caldwell Investment Management Ltd. | 1,600 | $2.12M | 1.58% | −300−15.8% | Reduced |
| Princeton Capital Management LLC | 1,599 | $2.12M | 0.77% | +171+12.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,600 | $2.12M | 1.08% | +1,600 | New |
| Geller Advisors LLC | 1,603 | $2.12M | 0.17% | +38+2.4% | Added |
| Main Street Financial Solutions, LLC | 1,605 | $2.13M | 0.23% | −225−12.3% | Reduced |
| Baker Avenue Asset Management, LP | 1,607 | $2.13M | 0.08% | −971−37.7% | Reduced |