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; 4,853 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
- 3,071
- +232 vs. Q4 2023
- Shares held
- 354.9M
- −834.4K (−0.2%) vs. Q4 2023
- Total value
- $469.0B
- +$72.1B (+18.2%) vs. Q4 2023
- New holders
- 339
- 1,169 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 | 4,853 | $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 |
|---|---|---|---|---|---|
| IAG Wealth Partners, LLC | 45 | $59.6K | 0.01% | −4−8.2% | Reduced |
| McIlrath & Eck, LLC | 45 | $59.8K | 0.01% | +13+40.6% | Added |
| Evolution Advisers, Inc. | 45 | $60.0K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 46 | $61.0K | 0.02% | +3+7.0% | Added |
| Raffa Wealth Management, LLC | 47 | $62.3K | 0.02% | −4−7.8% | Reduced |
| WealthCollab, LLC | 47 | $62.3K | 0.05% | +5+11.9% | Added |
| ORG Partners LLC | 46 | $62.5K | 0.12% | −582−92.7% | Reduced |
| Macroview Investment Management LLC | 49 | $64.6K | 0.07% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 49 | $64.9K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 49 | $65.0K | 0.05% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 50 | $66.3K | 0.04% | +50 | New |
| Aspect Partners, LLC | 50 | $66.3K | 0.05% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 51 | $68.1K | 0.03% | +26+104.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 51 | $68.8K | 0.05% | −20−28.2% | Reduced |
| TD Capital Management LLC | 55 | $72.5K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 55 | $72.9K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $72.9K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 55 | $72.9K | 0.02% | +6+12.2% | Added |
| HBC Financial Services, PLLC | 60 | $74.0K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $74.2K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 57 | $75.3K | 0.02% | +4+7.5% | Added |
| Clear Investment Research, LLC | 57 | $75.9K | 0.10% | −14−19.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 58 | $76.9K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 58 | $77.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 59 | $78.0K | 0.01% | −61−50.8% | Reduced |
| FWL Investment Management, LLC | 59 | $78.2K | 0.04% | +42+247.1% | Added |
| Pin Oak Investment Advisors Inc | 60 | $80.0K | 0.08% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 61 | $80.9K | 0.02% | +20+48.8% | Added |
| Western Pacific Wealth Management, LP | 62 | $82.2K | 0.06% | +4+6.9% | Added |
| Financial Freedom, LLC | 62 | $82.3K | 0.05% | −21−25.3% | Reduced |
| Signature Resources Capital Management, LLC | 74 | $82.6K | 0.08% | 00.0% | Unchanged |
| NCP Inc. | 65 | $86.2K | 0.06% | +65 | New |
| Scarborough Advisors, LLC | 65 | $86.2K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 64 | $86.4K | 0.04% | −22−25.6% | Reduced |
| Keener Financial Planning LLC | 66 | $88.0K | 0.06% | −66−50.0% | Reduced |
| J.Safra Asset Management Corp | 67 | $88.8K | 0.01% | −209−75.7% | Reduced |
| Knott David M Jr | 71 | $94.0K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 73 | $96.8K | 0.02% | +1+1.4% | Added |
| Valued Wealth Advisors LLC | 73 | $96.8K | 0.07% | +25+52.1% | Added |
| Creekmur Asset Management LLC | 74 | $98.0K | 0.03% | +35+89.7% | Added |
| HHM Wealth Advisors, LLC | 74 | $98.1K | 0.02% | +42+131.3% | Added |
| Osterweis Capital Management Inc | 75 | $99.4K | 0.01% | −30−28.6% | Reduced |
| CGC Financial Services, LLC | 75 | $99.4K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 76 | $100.7K | 0.05% | +65+590.9% | Added |
| Red Tortoise LLC | 82 | $108.9K | 0.06% | +20+32.3% | Added |
| DSM Capital Partners LLC | 84 | $111.3K | 0.00% | +27+47.4% | Added |
| City Holding Co | 85 | $112.7K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 88 | $116.6K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 90 | $119.3K | 0.06% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 91 | $120.6K | 0.06% | −1−1.1% | Reduced |
| Cornerstone Planning Group LLC | 95 | $120.7K | 0.04% | −23−19.5% | Reduced |
| Tidemark, LLC | 91 | $120.7K | 0.07% | +26+40.0% | Added |
| Cassady Schiller Wealth Management, LLC | 93 | $123.3K | 0.06% | +21+29.2% | Added |
| Turim 21 Investimentos Ltda. | 94 | $124.6K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 95 | $126.0K | 0.10% | +14+17.3% | Added |
| Impact Partnership Wealth, LLC | 98 | $129.9K | 0.05% | −7−6.7% | Reduced |
| Fernwood Investment Management, LLC | 99 | $130.6K | 0.04% | +99 | New |
| Spirit of America Management Corp | 100 | $132.5K | 0.03% | 00.0% | Unchanged |
| Park Circle Co | 100 | $132.5K | 0.12% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $132.5K | 0.07% | +100 | New |
| Pingora Partners LLC | 100 | $132.5K | 0.10% | +100 | New |
| Planning Capital Management Corp | 101 | $134.4K | 0.10% | −4−3.8% | Reduced |
| WR Wealth Planners, LLC | 102 | $134.8K | 0.04% | +102 | New |
| ZRC Wealth Management, LLC | 104 | $137.8K | 0.07% | −24−18.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 104 | $138.4K | 0.05% | +2+2.0% | Added |
| Lipe & Dalton | 105 | $139.0K | 0.07% | 00.0% | Unchanged |
| Norwood Financial Corp | 105 | $139.2K | 0.20% | +30+40.0% | Added |
| Blue Bell Private Wealth Management, LLC | 107 | $141.8K | 0.03% | −10−8.5% | Reduced |
| Orion Capital Management LLC | 108 | $143.1K | 0.08% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 109 | $144.5K | 0.05% | +30+38.0% | Added |
| RFP Financial Group LLC | 111 | $147.1K | 0.06% | −12−9.8% | Reduced |
| Solstein Capital, LLC | 112 | $148.4K | 0.10% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 115 | $151.9K | 0.02% | +34+42.0% | Added |
| Private Ocean, LLC | 115 | $152.4K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 116 | $153.7K | 0.03% | −1−0.9% | Reduced |
| Tompkins Financial Corp | 116 | $153.7K | 0.02% | +11+10.5% | Added |
| Colonial Trust Advisors | 116 | $153.7K | 0.02% | +30+34.9% | Added |
| Private Wealth Management Group, LLC | 117 | $155.1K | 0.07% | −14−10.7% | Reduced |
| FPC Investment Advisory, Inc. | 124 | $155.8K | 0.15% | +124 | New |
| Arrow Financial Corp | 118 | $156.4K | 0.02% | −19−13.9% | Reduced |
| Provenance Wealth Advisors, LLC | 119 | $157.7K | 0.02% | +92+340.7% | Added |
| Providence Capital Advisors, LLC | 127 | $168.3K | 0.04% | +3+2.4% | Added |
| Mascoma Wealth Management LLC | 128 | $169.7K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 128 | $169.7K | 0.02% | 00.0% | Unchanged |
| City State Bank | 134 | $178.0K | 0.08% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 134 | $178.2K | 0.04% | +134 | New |
| Close Asset Management Ltd | 135 | $179.0K | 0.01% | −65−32.5% | Reduced |
| North Star Investment Management Corp. | 136 | $179.9K | 0.01% | +9+7.1% | Added |
| Bell Investment Advisors, Inc | 136 | $180.3K | 0.04% | +2+1.5% | Added |
| Virtus Investment Advisers, Inc. | 138 | $182.9K | 0.13% | −14−9.2% | Reduced |
| Beta Wealth Group, Inc. | 140 | $185.6K | 0.09% | −66−32.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 119 | $185.9K | 0.01% | +119 | New |
| Sound Income Strategies, LLC | 141 | $186.2K | 0.01% | +93+193.8% | Added |
| Richardson Financial Services Inc. | 145 | $192.2K | 0.14% | +85+141.7% | Added |
| Advantage Trust Co | 150 | $198.8K | 0.15% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 151 | $200.1K | 0.03% | +151 | New |
| Riverwater Partners LLC | 151 | $200.1K | 0.15% | +151 | New |
| Eaton-Cambridge Inc. | 151 | $200.1K | 0.11% | +151 | New |
| LM Advisors LLC | 152 | $201.0K | 0.03% | +152 | New |
| Family Asset Management, LLC | 152 | $201.1K | 0.13% | −66−30.3% | Reduced |