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 |
|---|---|---|---|---|---|
| Watts Gwilliam & Co., LLC | 295 | $407.1K | 0.13% | +295 | New |
| Kerntke Otto McGlone Wealth Management Group | 307 | $407.9K | 0.40% | +1+0.3% | Added |
| San Luis Wealth Advisors LLC | 308 | $408.0K | 0.21% | −15−4.6% | Reduced |
| Echo45 Advisors LLC | 308 | $408.2K | 0.29% | +4+1.3% | Added |
| Hudson Value Partners, LLC | 308 | $408.2K | 0.17% | +8+2.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 310 | $410.9K | 0.05% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 310 | $410.9K | 0.35% | +310 | New |
| Emfo, LLC | 310 | $410.9K | 0.38% | −100−24.4% | Reduced |
| RKL Wealth Management LLC | 310 | $410.9K | 0.04% | 00.0% | Unchanged |
| Fort, L.P. | 311 | $412.2K | 1.03% | −84−21.3% | Reduced |
| Invictus Private Wealth, LLC | 311 | $412.2K | 0.04% | −26−7.7% | Reduced |
| Blue Investment Partners LLC | 311 | $412.2K | 0.21% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 312 | $413.5K | 0.26% | −28−8.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 314 | $416.2K | 0.30% | +19+6.4% | Added |
| Bedel Financial Consulting, Inc. | 314 | $416.4K | 0.07% | −9−2.8% | Reduced |
| Verus Capital Partners, LLC | 314 | $416.6K | 0.05% | +24+8.3% | Added |
| WNY Asset Management, LLC | 315 | $417.1K | 0.06% | +16+5.4% | Added |
| MAS Advisors LLC | 315 | $417.5K | 0.48% | −2−0.6% | Reduced |
| Imprint Wealth LLC | 309 | $417.5K | 0.10% | +309 | New |
| Cherrydale Wealth Management, LLC | 318 | $420.9K | 0.20% | +64+25.2% | Added |
| Montz Harcus Wealth Management LLC | 318 | $421.5K | 0.29% | +67+26.7% | Added |
| Beacon Capital Management, LLC | 319 | $422.8K | 0.09% | +53+19.9% | Added |
| Campion Asset Management LLC | 320 | $424.1K | 0.33% | +3+0.9% | Added |
| Cornercap Investment Counsel Inc | 321 | $425.5K | 0.07% | −1,935−85.8% | Reduced |
| Alliance Wealth Advisors, LLC | 322 | $426.8K | 0.27% | 00.0% | Unchanged |
| First Western Trust Bank | 322 | $426.8K | 0.02% | +5+1.6% | Added |
| TrueWealth Advisors, LLC | 323 | $427.7K | 0.17% | −141−30.4% | Reduced |
| Legacy Advisory Services, LLC | 323 | $428.0K | 0.41% | −4−1.2% | Reduced |
| Manchester Financial Inc | 324 | $428.8K | 0.11% | +58+21.8% | Added |
| Roman Butler Fullerton & Co | 352 | $430.7K | 0.16% | +21+6.3% | Added |
| Headinvest, LLC | 325 | $430.8K | 0.08% | −17−5.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 325 | $430.8K | 0.13% | −9−2.7% | Reduced |
| Security National Bank of So Dak | 326 | $432.1K | 0.26% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 327 | $433.8K | 0.07% | +103+46.0% | Added |
| FLC Capital Advisors | 328 | $434.7K | 0.11% | −66−16.8% | Reduced |
| New Covenant Trust Company, N.A. | 328 | $434.7K | 0.43% | +328 | New |
| Baron Silver Stevens Financial Advisors, LLC | 328 | $435.2K | 0.08% | +45+15.9% | Added |
| Walkner Condon Financial Advisors LLC | 329 | $436.1K | 0.09% | −105−24.2% | Reduced |
| Northside Capital Management, LLC | 329 | $436.1K | 0.08% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 330 | $437.4K | 0.08% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 333 | $440.8K | 0.33% | +144+76.2% | Added |
| Trivant Custom Portfolio Group, LLC | 333 | $441.4K | 0.28% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 334 | $442.7K | 0.30% | 00.0% | Unchanged |
| CWM Advisors, LLC | 335 | $444.0K | 0.05% | −748−69.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 337 | $446.7K | 0.29% | 00.0% | Unchanged |
| Investors Research Corp | 338 | $448.0K | 0.10% | −30−8.2% | Reduced |
| Lafayette Investments, Inc. | 338 | $448.0K | 0.10% | +25+8.0% | Added |
| Crestone Asset Management LLC | 338 | $448.0K | 0.09% | +34+11.2% | Added |
| Redhawk Wealth Advisors, Inc. | 339 | $449.6K | 0.07% | +5+1.5% | Added |
| Financial Management Network Inc | 343 | $452.4K | 0.11% | −3−0.9% | Reduced |
| LRI Investments, LLC | 342 | $453.3K | 0.11% | +342 | New |
| Opal Wealth Advisors, LLC | 344 | $455.3K | 0.15% | −88−20.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 347 | $459.6K | 0.19% | +1+0.3% | Added |
| Merriman Wealth Management, LLC | 348 | $461.2K | 0.02% | +98+39.2% | Added |
| Meridian Wealth Partners, LLC | 350 | $463.5K | 0.08% | +61+21.1% | Added |
| Stockman Wealth Management, Inc. | 350 | $463.9K | 0.08% | +32+10.1% | Added |
| Harbor Advisors LLC | 350 | $463.9K | 0.09% | +350 | New |
| Rollins Financial Advisors, LLC | 350 | $464.0K | 0.09% | +110+45.8% | Added |
| Orrstown Financial Services Inc | 351 | $465.2K | 0.26% | +41+13.2% | Added |
| MJP Associates Inc | 351 | $465.6K | 0.10% | +351 | New |
| Capital Planning LLC | 350 | $465.7K | 0.15% | +350 | New |
| Sargent Investment Group, LLC | 352 | $466.5K | 0.10% | −205−36.8% | Reduced |
| Fiduciary Alliance LLC | 346 | $467.3K | 0.08% | +10+3.0% | Added |
| German American Bancorp, Inc. | 353 | $467.9K | 0.06% | −12−3.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 353 | $467.9K | 0.08% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 353 | $467.9K | 0.16% | +170+92.9% | Added |
| Register Financial Advisors LLC | 355 | $470.0K | 0.24% | +17+5.0% | Added |
| GSG Advisors LLC | 345 | $470.3K | 0.17% | +345 | New |
| Glass Jacobson Investment Advisors llc | 356 | $471.7K | 0.18% | −20−5.3% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 356 | $471.8K | 0.26% | 00.0% | Unchanged |
| O'Dell Group, LLC | 356 | $471.8K | 0.12% | +8+2.3% | Added |
| ClearAlpha Technologies LP | 357 | $473.2K | 0.20% | +357 | New |
| WealthBridge Capital Management, LLC | 358 | $474.9K | 0.16% | −24−6.3% | Reduced |
| United Community Bank | 359 | $475.8K | 0.18% | −106−22.8% | Reduced |
| Wambolt & Associates, LLC | 353 | $476.6K | 0.14% | −6−1.7% | Reduced |
| Privium Fund Management (UK) Ltd | 353 | $476.6K | 0.24% | +353 | New |
| Private Wealth Partners, LLC | 361 | $477.9K | 0.04% | +51+16.5% | Added |
| One + One Wealth Management, LLC | 361 | $478.5K | 0.27% | −79−18.0% | Reduced |
| Tandem Wealth Advisors LLC | 361 | $478.5K | 0.26% | −48−11.7% | Reduced |
| Cardiff Park Advisors, LLC | 361 | $478.5K | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 361 | $478.5K | 0.27% | +361 | New |
| Twin Peaks Wealth Advisors, LLC | 363 | $481.2K | 0.27% | +20+5.8% | Added |
| Eagle Strategies LLC | 363 | $481.5K | 0.11% | +105+40.7% | Added |
| LJI Wealth Management, LLC | 364 | $482.4K | 0.12% | +44+13.8% | Added |
| Integrity Wealth Solutions LLC | 364 | $482.9K | 0.32% | +1+0.3% | Added |
| LaSalle St. Investment Advisors, LLC | 425 | $484.0K | 0.27% | +48+12.7% | Added |
| Crown Wealth Group, LLC | 366 | $485.1K | 0.25% | −24−6.2% | Reduced |
| Investment Partners Asset Management, Inc. | 366 | $485.1K | 0.44% | +33+9.9% | Added |
| Sigma Investment Counselors Inc | 366 | $485.1K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 367 | $486.4K | 0.09% | −373−50.4% | Reduced |
| Sandy Cove Advisors, LLC | 367 | $486.4K | 0.22% | −232−38.7% | Reduced |
| Humankind Investments LLC | 367 | $486.4K | 0.13% | −47−11.4% | Reduced |
| Atwood & Palmer Inc | 367 | $486.4K | 0.04% | +12+3.4% | Added |
| EdgeRock Capital LLC | 368 | $486.6K | 0.39% | +17+4.8% | Added |
| Flynn Zito Capital Management, LLC | 367 | $486.9K | 0.25% | +367 | New |
| Finer Wealth Management, Inc. | 368 | $487.8K | 0.32% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 370 | $490.0K | 0.13% | −3−0.8% | Reduced |
| Brand Asset Management Group, Inc. | 371 | $491.7K | 0.21% | +371 | New |
| Crew Capital Management, Ltd. | 371 | $491.8K | 0.40% | +157+73.4% | Added |
| Arthur M. Cohen & Associates, LLC | 372 | $493.1K | 0.10% | 00.0% | Unchanged |