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; 4,854 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 | 4,854 | $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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 223 | $296.2K | 0.02% | +223 | New |
| Ehrlich Financial Group | 224 | $296.5K | 0.25% | −1−0.4% | Reduced |
| McAdam, LLC | 224 | $296.5K | 0.02% | −29−11.5% | Reduced |
| Intelligence Driven Advisers, LLC | 224 | $296.9K | 0.04% | −11−4.7% | Reduced |
| Brown Capital Management LLC | 224 | $296.9K | 0.01% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 224 | $296.9K | 0.14% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 224 | $296.9K | 0.17% | 00.0% | Unchanged |
| Concord Investment Counsel Inc. | 224 | $296.9K | 0.11% | +224 | New |
| Rosenbaum Jay D. | 225 | $298.2K | 1.69% | −481−68.1% | Reduced |
| Tevis Investment Management | 225 | $298.2K | 0.25% | −84−27.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 225 | $298.4K | 0.14% | −41−15.4% | Reduced |
| Collective Family Office LLC | 226 | $299.5K | 0.10% | +12+5.6% | Added |
| Stonebridge Capital Advisors LLC | 226 | $299.5K | 0.03% | +36+18.9% | Added |
| Willis Johnson & Associates, Inc. | 227 | $300.6K | 0.03% | +227 | New |
| Versant Capital Management, Inc | 227 | $300.9K | 0.09% | −9−3.8% | Reduced |
| CNB Bank | 227 | $300.9K | 0.15% | +20+9.7% | Added |
| Lantz Financial LLC | 227 | $300.9K | 0.10% | −11−4.6% | Reduced |
| Garden State Investment Advisory Services LLC | 222 | $301.2K | 0.11% | +24+12.1% | Added |
| Rise Advisors, LLC | 227 | $301.5K | 0.16% | +187+467.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 228 | $301.8K | 0.12% | +1+0.4% | Added |
| Stansberry Asset Management, LLC | 228 | $302.2K | 0.04% | +10+4.6% | Added |
| American Money Management, LLC | 228 | $302.3K | 0.06% | −102−30.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 229 | $303.5K | 0.03% | +229 | New |
| 1858 Wealth Management, LLC | 273 | $304.7K | 0.29% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 230 | $304.8K | 0.14% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 230 | $304.8K | 0.06% | +33+16.8% | Added |
| Ascension Asset Management LLC | 230 | $304.8K | 0.16% | +230 | New |
| 17 Capital Partners, LLC | 230 | $304.8K | 0.23% | +230 | New |
| Charter Oak Capital Management, LLC | 230 | $305.3K | 0.03% | +230 | New |
| Ifrah Financial Services, Inc. | 231 | $305.9K | 0.09% | +48+26.2% | Added |
| Bordeaux Wealth Advisors LLC | 231 | $306.2K | 0.10% | +24+11.6% | Added |
| Mayfair Advisory Group, LLC | 231 | $306.3K | 0.22% | +10+4.5% | Added |
| Sutton Place Investors LLC | 232 | $307.5K | 0.15% | +232 | New |
| Northstar Group, Inc. | 232 | $307.5K | 0.06% | −10−4.1% | Reduced |
| Owen LaRue, LLC | 233 | $308.8K | 0.19% | −70−23.1% | Reduced |
| Washington Trust Advisors, Inc. | 234 | $310.0K | 0.03% | −309−56.9% | Reduced |
| Pensionmark Financial Group, LLC | 234 | $310.1K | 0.04% | −214−47.8% | Reduced |
| MGO Private Wealth, LLC | 234 | $310.1K | 0.19% | 00.0% | Unchanged |
| Williams & Novak, LLC | 279 | $311.4K | 0.35% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 235 | $311.5K | 0.03% | +4+1.7% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 235 | $311.5K | 0.19% | +235 | New |
| Root Financial Partners, LLC | 235 | $311.5K | 0.09% | +18+8.3% | Added |
| Parker Financial LLC | 236 | $312.8K | 0.18% | −15−6.0% | Reduced |
| Retirement Planning Group | 236 | $312.8K | 0.02% | +236 | New |
| Warwick Investment Management, Inc. | 236 | $312.8K | 0.07% | +236 | New |
| Intrepid Capital Management Inc | 236 | $312.8K | 0.20% | 00.0% | Unchanged |
| Harbor Advisory Corp | 237 | $314.1K | 0.11% | −44−15.7% | Reduced |
| Exchange Bank | 237 | $314.1K | 0.26% | +10+4.4% | Added |
| Palisade Asset Management, LLC | 237 | $314.1K | 0.03% | −47−16.5% | Reduced |
| SC&H Financial Advisors, Inc. | 238 | $314.8K | 0.08% | 00.0% | Unchanged |
| LongView Wealth Management | 238 | $315.4K | 0.13% | −102−30.0% | Reduced |
| Golden Road Advisors LLC | 238 | $315.4K | 0.26% | −11−4.4% | Reduced |
| Coastal Bridge Advisors, LLC | 238 | $315.4K | 0.07% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 238 | $315.4K | 0.60% | +238 | New |
| Auto-Owners Insurance Co | 239 | $316.8K | 0.01% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 240 | $318.1K | 0.90% | 00.0% | Unchanged |
| MA Private Wealth | 240 | $318.1K | 0.06% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 241 | $319.3K | 0.07% | −20−7.7% | Reduced |
| Heck Capital Advisors, LLC | 241 | $319.4K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 242 | $320.8K | 0.04% | +3+1.3% | Added |
| APCM Wealth Management for Individuals | 242 | $320.8K | 0.05% | +242 | New |
| Old Mission Investment Co LLC | 242 | $321.1K | 0.11% | −75−23.7% | Reduced |
| Firethorn Wealth Partners, LLC | 243 | $321.7K | 0.19% | +20+9.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 243 | $322.0K | 0.08% | −14−5.4% | Reduced |
| McMahon Financial Advisors, LLC | 243 | $322.1K | 0.08% | −3−1.2% | Reduced |
| Ellis Investment Partners, LLC | 245 | $324.5K | 0.07% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 245 | $324.7K | 0.03% | +1+0.4% | Added |
| Apella Capital, LLC | 243 | $324.7K | 0.02% | 00.0% | Unchanged |
| Family Firm, Inc. | 245 | $325.3K | 0.08% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 246 | $326.1K | 3.24% | −23−8.6% | Reduced |
| Ahl Investment Management, Inc. | 246 | $326.1K | 0.25% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 246 | $326.1K | 0.08% | +6+2.5% | Added |
| Clarus Group, Inc. | 246 | $326.1K | 0.23% | −137−35.8% | Reduced |
| Epic Trust Investment Advisors, LLC | 246 | $326.4K | 0.40% | −4−1.6% | Reduced |
| Fielder Capital Group LLC | 247 | $326.8K | 0.15% | +3+1.2% | Added |
| Hill Island Financial LLC | 247 | $327.3K | 0.11% | −10−3.9% | Reduced |
| One Charles Private Wealth Services, LLC | 247 | $327.4K | 0.14% | −36−12.7% | Reduced |
| Breakwater Capital Group | 247 | $327.4K | 0.08% | +6+2.5% | Added |
| 49 Wealth Management, LLC | 243 | $327.7K | 0.07% | −47−16.2% | Reduced |
| Win Advisors, Inc | 249 | $330.0K | 0.15% | −177−41.5% | Reduced |
| Summit Wealth Partners, LLC | 249 | $330.0K | 0.07% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 249 | $330.0K | 0.27% | 00.0% | Unchanged |
| Accredited Investors Inc. | 249 | $330.2K | 0.02% | +31+14.2% | Added |
| Falcon Wealth Planning | 250 | $330.9K | 0.05% | +25+11.1% | Added |
| S&CO Inc | 250 | $331.0K | 0.02% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 250 | $331.4K | 0.07% | −64−20.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 250 | $331.4K | 0.11% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 250 | $331.4K | 0.03% | +250 | New |
| Texas Capital Bank Wealth Management Services Inc | 250 | $331.4K | 0.04% | −38−13.2% | Reduced |
| Sunburst Financial Group, LLC | 246 | $332.2K | 0.09% | +6+2.5% | Added |
| Oxler Private Wealth LLC | 251 | $332.2K | 0.13% | +1+0.4% | Added |
| Hall Capital Management Co Inc | 251 | $332.7K | 0.16% | 00.0% | Unchanged |
| Wexford Capital LP | 251 | $332.7K | 0.07% | +251 | New |
| High Net Worth Advisory Group LLC | 251 | $332.7K | 0.10% | +251 | New |
| Charles Schwab Investment Advisory, Inc. | 251 | $333.1K | 0.00% | −72−22.3% | Reduced |
| Bernardo Wealth Planning LLC | 252 | $333.5K | 0.09% | +252 | New |
| First National Bank Sioux Falls | 252 | $334.0K | 0.18% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 252 | $334.0K | 0.06% | +1+0.4% | Added |
| Heritage Financial Services, LLC | 252 | $334.0K | 0.05% | +37+17.2% | Added |
| Sendero Wealth Management, LLC | 252 | $334.0K | 0.06% | +46+22.3% | Added |