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 |
|---|---|---|---|---|---|
| King Wealth | 254 | $336.0K | 0.06% | −10−3.8% | Reduced |
| Amussen Hunsaker Associates LLC | 250 | $336.2K | 0.06% | −100−28.6% | Reduced |
| CAP Partners, LLC | 255 | $337.9K | 0.30% | +1+0.4% | Added |
| Strategic Financial Concepts, LLC | 255 | $338.4K | 0.08% | +255 | New |
| Silver Coast Investments LLC | 256 | $339.3K | 0.14% | −13−4.8% | Reduced |
| Northeast Investment Management | 256 | $339.3K | 0.02% | +256 | New |
| OneAscent Financial Services LLC | 256 | $340.0K | 0.04% | −221−46.3% | Reduced |
| Winthrop Advisory Group LLC | 257 | $340.1K | 0.05% | +14+5.8% | Added |
| DCM Advisors, LLC | 257 | $340.7K | 0.14% | +257 | New |
| Perfromance Wealth Partners, LLC | 257 | $340.7K | 0.01% | +8+3.2% | Added |
| Benedetti & Gucer, Inc. | 257 | $341.0K | 0.17% | −38−12.9% | Reduced |
| waypoint wealth counsel | 258 | $342.0K | 0.26% | +58+29.0% | Added |
| Empirical Asset Management, LLC | 260 | $344.4K | 0.17% | +260 | New |
| Kellett Schaffner Wealth Advisors LLC | 261 | $345.9K | 0.24% | 00.0% | Unchanged |
| Hemington Wealth Management | 261 | $346.0K | 0.13% | −22−7.8% | Reduced |
| McLean Asset Management Corp | 260 | $346.4K | 0.12% | −18−6.5% | Reduced |
| Whelan Financial | 262 | $346.6K | 0.16% | +60+29.7% | Added |
| Worth Financial Advisory Group, LLC | 263 | $348.6K | 0.24% | +11+4.4% | Added |
| Occidental Asset Management, LLC | 263 | $348.6K | 0.07% | +64+32.2% | Added |
| Ullmann Financial Group, Inc. | 263 | $348.7K | 0.05% | +70+36.3% | Added |
| Ausdal Financial Partners, Inc. | 263 | $348.9K | 0.04% | +19+7.8% | Added |
| Royal Capital Wealth Management, LLC | 264 | $349.9K | 0.27% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 265 | $350.6K | 0.05% | −1−0.4% | Reduced |
| Element Pointe Advisors, LLC | 266 | $352.6K | 0.09% | −109−29.1% | Reduced |
| Sky Investment Group LLC | 266 | $352.6K | 0.07% | +28+11.8% | Added |
| Roberts Wealth Advisors, LLC | 270 | $353.9K | 0.13% | +270 | New |
| Lion Street Advisors, LLC | 318 | $355.0K | 0.14% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 268 | $355.2K | 0.00% | −12−4.3% | Reduced |
| Ergawealth Advisors, Inc. | 268 | $355.2K | 0.19% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 268 | $355.2K | 0.08% | +268 | New |
| Brown, Lisle/Cummings, Inc. | 269 | $356.5K | 0.12% | −14−4.9% | Reduced |
| Cubic Asset Management, LLC | 269 | $356.5K | 0.08% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 269 | $356.9K | 0.04% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 270 | $357.3K | 0.09% | +23+9.3% | Added |
| Cascade Financial Partners, LLC | 266 | $357.5K | 0.05% | +266 | New |
| Whalerock Point Partners, LLC | 270 | $357.9K | 0.10% | −21−7.2% | Reduced |
| Granite Harbor Advisors, Inc. | 270 | $357.9K | 0.24% | −5−1.8% | Reduced |
| Fortis Capital Advisors, LLC | 270 | $357.9K | 0.15% | +270 | New |
| Acropolis Investment Management, LLC | 271 | $359.2K | 0.02% | −1−0.4% | Reduced |
| High Falls Advisors, Inc | 273 | $361.2K | 0.09% | +273 | New |
| Mairs & Power Inc | 273 | $362.2K | 0.00% | +33+13.8% | Added |
| Principle Wealth Partners LLC | 273 | $362.5K | 0.03% | +11+4.2% | Added |
| Lloyd Advisory Services, LLC. | 275 | $364.5K | 0.08% | −199−42.0% | Reduced |
| Old Mission Capital LLC | 275 | $364.5K | 0.01% | +275 | New |
| KLR Investment Advisors, LLC | 298 | $364.9K | 0.26% | −1−0.3% | Reduced |
| Dimension Capital Management LLC | 275 | $365.8K | 0.07% | +81+41.8% | Added |
| JFS Wealth Advisors, LLC | 276 | $365.9K | 0.03% | +27+10.8% | Added |
| Florida Financial Advisors, LLC | 277 | $366.7K | 0.27% | −151−35.3% | Reduced |
| M. Kraus & Co | 277 | $367.1K | 0.11% | −5−1.8% | Reduced |
| MSH Capital Advisors LLC | 277 | $367.4K | 0.13% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 277 | $367.7K | 0.25% | −15−5.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 279 | $369.8K | 0.33% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 279 | $370.0K | 0.09% | 00.0% | Unchanged |
| Invst, LLC | 274 | $370.0K | 0.04% | +4+1.5% | Added |
| American Institute for Advanced Investment Management, LLP | 280 | $371.1K | 0.29% | −40−12.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 280 | $371.1K | 0.01% | +35+14.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 277 | $371.3K | 0.13% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 280 | $371.7K | 0.10% | +280 | New |
| AJOVista, LLC | 281 | $372.4K | 1.01% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 281 | $372.4K | 0.02% | +281 | New |
| BOS Asset Management, LLC | 281 | $372.4K | 0.20% | +281 | New |
| Diametric Capital, LP | 283 | $375.1K | 0.21% | +76+36.7% | Added |
| Swisher Financial Concepts, Inc. | 282 | $376.0K | 0.33% | −45−13.8% | Reduced |
| Destination Wealth Management | 284 | $376.4K | 0.01% | −52−15.5% | Reduced |
| Country Trust Bank | 284 | $376.4K | 0.01% | −12−4.1% | Reduced |
| Private Client Services, LLC | 284 | $376.6K | 0.25% | +34+13.6% | Added |
| BayBridge Capital Group, LLC | 308 | $377.2K | 0.33% | +308 | New |
| Yakira Capital Management, Inc. | 286 | $379.1K | 0.13% | −180−38.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 286 | $379.1K | 0.04% | −157−35.4% | Reduced |
| Sheets Smith Wealth Management | 288 | $381.3K | 0.04% | +5+1.8% | Added |
| Gallacher Capital Management LLC | 288 | $381.4K | 0.19% | −26−8.3% | Reduced |
| Weaver Consulting Group | 288 | $381.7K | 0.14% | +5+1.8% | Added |
| Kirtland Hills Capital Management, LLC | 289 | $381.8K | 0.33% | +289 | New |
| 1776 Wealth LLC | 289 | $383.0K | 0.19% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 289 | $383.5K | 0.25% | +1+0.3% | Added |
| Blume Capital Management, Inc. | 290 | $384.4K | 0.09% | −10−3.3% | Reduced |
| Watershed Private Wealth LLC | 290 | $384.4K | 0.17% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 289 | $385.2K | 0.11% | −140−32.6% | Reduced |
| Teza Capital Management LLC | 292 | $387.0K | 0.05% | −3,706−92.7% | Reduced |
| Ellevest, Inc. | 293 | $388.3K | 0.02% | +52+21.6% | Added |
| RFG Holdings, Inc. | 294 | $389.8K | 0.16% | +294 | New |
| Fortune Financial Advisors, LLC | 294 | $390.0K | 0.25% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 298 | $395.0K | 0.13% | +298 | New |
| Rappaport Reiches Capital Management, LLC | 299 | $395.6K | 0.12% | +46+18.2% | Added |
| Knightsbridge Asset Management, LLC | 355 | $396.3K | 0.11% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 299 | $396.4K | 0.03% | +17+6.0% | Added |
| Meyer Handelman Co | 300 | $397.6K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 300 | $398.1K | 0.13% | −205−40.6% | Reduced |
| Salomon & Ludwin, LLC | 305 | $398.9K | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 301 | $399.6K | 0.05% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 302 | $400.0K | 0.03% | +302 | New |
| Westshore Wealth, LLC | 302 | $400.4K | 0.17% | −4−1.3% | Reduced |
| Thrive Capital Management, LLC | 304 | $402.9K | 0.21% | +111+57.5% | Added |
| Global Strategic Investment Solutions, LLC | 304 | $402.9K | 0.05% | −45−12.9% | Reduced |
| Monticello Wealth Management, LLC | 304 | $403.1K | 0.04% | −295−49.2% | Reduced |
| Beacon Financial Advisory LLC | 304 | $403.1K | 0.20% | −78−20.4% | Reduced |
| City Center Advisors, LLC | 303 | $403.3K | 0.48% | +303 | New |
| Melfa Wealth Management, LLC | 305 | $404.3K | 0.29% | +305 | New |
| Foguth Wealth Management, LLC. | 305 | $404.3K | 0.22% | +305 | New |
| Gitterman Wealth Management, LLC | 306 | $405.6K | 0.16% | +306 | New |