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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 1,608 | $2.13M | 0.20% | +461+40.2% | Added |
| Marietta Investment Partners LLC | 1,610 | $2.13M | 0.47% | −5−0.3% | Reduced |
| Hilltop National Bank | 1,611 | $2.14M | 0.73% | +1,611 | New |
| BBR Partners, LLC | 1,613 | $2.14M | 0.17% | −83−4.9% | Reduced |
| Lyell Wealth Management, LP | 1,614 | $2.14M | 0.22% | +37+2.3% | Added |
| Physicians Financial Services, Inc. | 1,618 | $2.15M | 0.76% | −5−0.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,620 | $2.15M | 1.49% | +6+0.4% | Added |
| Brown Miller Wealth Management, LLC | 1,629 | $2.16M | 0.95% | +1,259+340.3% | Added |
| Pettee Investors, Inc. | 1,637 | $2.17M | 0.92% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 1,627 | $2.18M | 1.52% | +1,627 | New |
| Proficio Capital Partners LLC | 1,644 | $2.18M | 0.24% | +94+6.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 1,647 | $2.18M | 0.55% | −43−2.5% | Reduced |
| Blueprint Investment Partners LLC | 1,647 | $2.18M | 0.43% | −127−7.2% | Reduced |
| Consilium Wealth Advisory, LLC | 1,657 | $2.20M | 1.24% | +755+83.7% | Added |
| Redwood Wealth Management Group, LLC | 1,658 | $2.20M | 2.33% | −52−3.0% | Reduced |
| Wolff Wiese Magana LLC | 1,664 | $2.21M | 1.90% | −21−1.2% | Reduced |
| NBT Bank N A | 1,674 | $2.22M | 0.16% | +2+0.1% | Added |
| Taylor & Morgan Wealth Management, LLC | 1,675 | $2.22M | 1.63% | −44−2.6% | Reduced |
| Munro Partners | 1,680 | $2.23M | 0.08% | −24,565−93.6% | Reduced |
| ICW Investment Advisors LLC | 1,682 | $2.23M | 0.99% | +26+1.6% | Added |
| Zimmermann Investment Management & Planning LLC | 1,687 | $2.24M | 0.81% | +86+5.4% | Added |
| Everhart Financial Group, Inc. | 1,688 | $2.24M | 0.65% | +143+9.3% | Added |
| Apollon Financial, LLC | 1,690 | $2.24M | 0.77% | +23+1.4% | Added |
| Simmons Bank | 1,693 | $2.24M | 0.17% | −11−0.6% | Reduced |
| Prudent Man Advisors, LLC | 1,695 | $2.25M | 0.84% | −439−20.6% | Reduced |
| River Street Advisors LLC | 1,699 | $2.25M | 1.52% | +60+3.7% | Added |
| First Commonwealth Financial Corp | 1,700 | $2.25M | 0.60% | −30−1.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 1,700 | $2.25M | 0.11% | −2,170−56.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,704 | $2.26M | 1.51% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,707 | $2.26M | 0.63% | +1,355+384.9% | Added |
| Lederer & Associates Investment Counsel | 1,709 | $2.27M | 1.57% | −2−0.1% | Reduced |
| Heartland Bank & Trust Co | 1,709 | $2.27M | 1.32% | +1,709 | New |
| Wealth Alliance Advisory Group, LLC | 1,713 | $2.27M | 0.53% | −45−2.6% | Reduced |
| Bard Financial Services, Inc. | 1,725 | $2.29M | 0.24% | −40−2.3% | Reduced |
| Valley Brook Capital Group | 1,725 | $2.29M | 1.83% | +90+5.5% | Added |
| Cravens & Co Advisors, LLC | 1,729 | $2.29M | 1.90% | −10−0.6% | Reduced |
| Magnus Financial Group LLC | 1,730 | $2.29M | 0.27% | −85−4.7% | Reduced |
| Montecito Bank & Trust | 1,731 | $2.29M | 0.46% | +342+24.6% | Added |
| Cutter & CO Brokerage, Inc. | 1,751 | $2.32M | 0.57% | −78−4.3% | Reduced |
| Chicago Trust Co NA | 1,755 | $2.33M | 0.48% | +183+11.6% | Added |
| Focus Financial Network, Inc. | 1,851 | $2.33M | 0.11% | +1,851 | New |
| Catalyst Financial Partners LLC | 1,820 | $2.33M | 0.60% | +147+8.8% | Added |
| Rehmann Capital Advisory Group | 1,761 | $2.34M | 0.17% | +27+1.6% | Added |
| Jaffetilchin Investment Partners, LLC | 1,767 | $2.34M | 0.21% | −17−1.0% | Reduced |
| Magnolia Capital Advisors LLC | 1,947 | $2.35M | 1.96% | +230+13.4% | Added |
| Griffin Asset Management, Inc. | 1,770 | $2.35M | 0.28% | −93−5.0% | Reduced |
| West Paces Advisors Inc. | 1,771 | $2.35M | 0.62% | −112−5.9% | Reduced |
| MTM Investment Management, LLC | 1,771 | $2.35M | 0.97% | +60+3.5% | Added |
| Leonteq Securities AG | 1,773 | $2.35M | 0.32% | +349+24.5% | Added |
| AMG National Trust Bank | 1,780 | $2.36M | 0.07% | +46+2.7% | Added |
| RMB Capital Management, LLC | 1,783 | $2.36M | 0.05% | −222−11.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,785 | $2.37M | 0.05% | +896+100.8% | Added |
| JBF Capital, Inc. | 1,800 | $2.39M | 0.39% | +300+20.0% | Added |
| Heritage Wealth Management, LLC | 1,808 | $2.40M | 1.22% | −333−15.6% | Reduced |
| Harvest Investment Advisors, LLC | 1,810 | $2.40M | 1.79% | −496−21.5% | Reduced |
| Garner Asset Management Corp | 1,810 | $2.40M | 1.22% | +68+3.9% | Added |
| Matrix Trust Co | 1,811 | $2.40M | 0.54% | −101−5.3% | Reduced |
| Morningstar Investment Services LLC | 1,821 | $2.40M | 0.03% | −1,003−35.5% | Reduced |
| Arlington Trust Co LLC | 1,812 | $2.40M | 0.62% | −86−4.5% | Reduced |
| Lifeworks Advisors, LLC | 1,814 | $2.40M | 0.67% | −161−8.2% | Reduced |
| Essex Financial Services, Inc. | 1,822 | $2.41M | 0.22% | +24+1.3% | Added |
| Breed's Hill Capital LLC | 1,824 | $2.42M | 2.23% | −1−0.1% | Reduced |
| Allianz SE | 18,301 | $2.43M | 0.08% | +18,301 | New |
| Avidian Wealth Solutions, LLC | 1,830 | $2.43M | 0.13% | +222+13.8% | Added |
| Palouse Capital Management, Inc. | 1,835 | $2.43M | 1.61% | −119−6.1% | Reduced |
| Bright Futures Wealth Management, LLC. | 1,534 | $2.43M | 1.32% | +1,534 | New |
| Formidable Asset Management, LLC | 1,837 | $2.44M | 0.40% | +1,233+204.1% | Added |
| Paragon Advisors, LLC | 1,844 | $2.44M | 0.98% | +779+73.1% | Added |
| Eudaimonia Partners, LLC | 1,845 | $2.45M | 0.58% | −55−2.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 1,848 | $2.45M | 2.25% | −406−18.0% | Reduced |
| Commons Capital, LLC | 1,857 | $2.46M | 3.58% | +5+0.3% | Added |
| Shared Vision Wealth Group LLC | 1,861 | $2.47M | 1.54% | −210−10.1% | Reduced |
| Cinctive Capital Management LP | 1,863 | $2.47M | 0.13% | +1,863 | New |
| Brandywine Oak Private Wealth LLC | 1,866 | $2.47M | 0.26% | +1+0.1% | Added |
| Strengthening Families & Communities, LLC | 1,868 | $2.48M | 1.47% | +185+11.0% | Added |
| Atom Investors LP | 1,872 | $2.48M | 0.31% | +675+56.4% | Added |
| TrinityPoint Wealth, LLC | 1,873 | $2.48M | 0.41% | −6−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,875 | $2.49M | 0.04% | +77+4.3% | Added |
| Colton Groome Financial Advisors, LLC | 1,876 | $2.49M | 1.00% | −179−8.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,879 | $2.49M | 0.69% | −76−3.9% | Reduced |
| Bensler, LLC | 1,883 | $2.50M | 0.36% | +58+3.2% | Added |
| Promethos Capital, LLC | 1,883 | $2.50M | 1.47% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,883 | $2.50M | 0.11% | +1,126+148.7% | Added |
| Gryphon Financial Partners LLC | 1,888 | $2.50M | 0.42% | +282+17.6% | Added |
| CSU Producer Resources, Inc. | 1,900 | $2.52M | 8.28% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,901 | $2.52M | 0.18% | −125−6.2% | Reduced |
| BIT Capital GmbH | 1,911 | $2.53M | 0.22% | +1,911 | New |
| Shepherd Financial Partners LLC | 1,915 | $2.54M | 0.33% | −42−2.1% | Reduced |
| CBOE Vest Financial, LLC | 1,916 | $2.54M | 0.07% | +1,227+178.1% | Added |
| Chesapeake Wealth Management | 1,927 | $2.55M | 0.93% | −137−6.6% | Reduced |
| Institutional & Family Asset Management, LLC | 1,934 | $2.56M | 0.41% | −317−14.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,903 | $2.57M | 0.32% | +1,903 | New |
| Parkwood LLC | 1,940 | $2.57M | 0.27% | +1,940 | New |
| Mission Creek Capital Partners, Inc. | 1,940 | $2.57M | 0.67% | +1,082+126.1% | Added |
| Cypress Capital, LLC | 1,941 | $2.57M | 0.70% | −1,097−36.1% | Reduced |
| PDS Planning, Inc | 1,942 | $2.57M | 0.27% | −27−1.4% | Reduced |
| Jasper Ridge Partners, L.P. | 1,947 | $2.58M | 0.08% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,947 | $2.58M | 0.40% | +312+19.1% | Added |
| IAM Advisory, LLC | 1,967 | $2.61M | 0.71% | −30−1.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,133 | $2.61M | 0.03% | −50−2.3% | Reduced |