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 |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 373 | $494.2K | 0.07% | −15−3.9% | Reduced |
| Fulcrum Capital LLC | 373 | $494.4K | 0.12% | −64−14.6% | Reduced |
| Dean Investment Associates, LLC | 373 | $494.4K | 0.07% | −27−6.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 375 | $497.0K | 0.22% | −3−0.8% | Reduced |
| Hamilton Wealth, LLC | 375 | $497.2K | 0.16% | −43−10.3% | Reduced |
| Motive Wealth Advisors | 376 | $498.4K | 0.30% | +144+62.1% | Added |
| Cypress Wealth Services, LLC | 376 | $499.0K | 0.12% | +165+78.2% | Added |
| Clarity Wealth Advisors, LLC | 377 | $499.8K | 0.17% | +22+6.2% | Added |
| Financial Advisory Corp | 378 | $501.0K | 0.21% | +57+17.8% | Added |
| Aletheian Wealth Advisors LLC | 378 | $501.0K | 0.27% | +39+11.5% | Added |
| Weatherly Asset Management L. P. | 383 | $507.5K | 0.05% | −10−2.5% | Reduced |
| Cahill Financial Advisors Inc | 384 | $508.9K | 0.07% | +129+50.6% | Added |
| Elgethun Capital Management | 375 | $509.7K | 0.13% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 385 | $510.3K | 0.37% | +192+99.5% | Added |
| Kozak & Associates, Inc. | 362 | $510.5K | 0.14% | +38+11.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 386 | $511.6K | 0.53% | −5−1.3% | Reduced |
| Nichols & Pratt Advisers LLP | 387 | $512.9K | 0.03% | +2+0.5% | Added |
| Insight Folios Inc | 387 | $513.1K | 0.21% | −2−0.5% | Reduced |
| Plan Group Financial, LLC | 388 | $514.3K | 0.34% | +110+39.6% | Added |
| Trust Co of the South | 388 | $514.3K | 0.12% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 389 | $515.6K | 0.03% | +389 | New |
| Foundry Partners, LLC | 390 | $516.9K | 0.03% | −125−24.3% | Reduced |
| Sym Financial Corp | 390 | $516.9K | 0.09% | +22+6.0% | Added |
| Unique Wealth Strategies, LLC | 392 | $519.5K | 0.25% | +392 | New |
| Liberty Wealth Management LLC | 393 | $520.0K | 0.10% | −15−3.7% | Reduced |
| M3 Advisory Group, LLC | 393 | $520.9K | 0.47% | +166+73.1% | Added |
| Enterprise Bank & Trust Co | 395 | $523.5K | 0.18% | −8−2.0% | Reduced |
| Congress Park Capital LLC | 395 | $523.5K | 0.23% | −5−1.3% | Reduced |
| Smith Shellnut Wilson LLC | 395 | $523.5K | 0.28% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 417 | $525.0K | 0.31% | +12+3.0% | Added |
| Guidance Point Advisors, LLC | 395 | $525.4K | 0.17% | −15−3.7% | Reduced |
| TNF LLC | 419 | $526.4K | 0.21% | −12−2.8% | Reduced |
| Smith Anglin Financial, LLC | 399 | $528.8K | 0.05% | +24+6.4% | Added |
| Consilio Wealth Advisors, LLC | 399 | $529.1K | 0.25% | +33+9.0% | Added |
| Waters Parkerson & Co., LLC | 400 | $530.0K | 0.03% | +94+30.7% | Added |
| Axq Capital, LP | 400 | $530.2K | 0.13% | −800−66.7% | Reduced |
| O'Brien Greene & Co. Inc | 400 | $530.2K | 0.17% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 401 | $531.0K | 0.28% | +34+9.3% | Added |
| Clarity Financial LLC | 401 | $531.5K | 0.08% | +44+12.3% | Added |
| Intergy Private Wealth, LLC | 402 | $532.8K | 0.22% | 00.0% | Unchanged |
| Smart Money Group LLC | 410 | $533.0K | 0.21% | +56+15.8% | Added |
| Goldstone Financial Group, LLC | 402 | $533.0K | 0.12% | +7+1.8% | Added |
| Ewa, LLC | 400 | $533.5K | 0.24% | +103+34.7% | Added |
| Financial Engines Advisors L.L.C. | 403 | $534.0K | 0.00% | +403 | New |
| Canvas Wealth Advisors, LLC | 417 | $534.2K | 0.18% | +68+19.5% | Added |
| Peak Planning Group, LLC | 403 | $534.4K | 0.33% | +2+0.5% | Added |
| Blodgett Wealth Advisors, LLC | 404 | $534.8K | 0.48% | +32+8.6% | Added |
| Creative Financial Designs Inc | 404 | $535.3K | 0.05% | −79−16.4% | Reduced |
| Sunflower Bank, N.A. | 404 | $535.5K | 0.12% | −35−8.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 404 | $535.7K | 0.20% | +4+1.0% | Added |
| Security Financial Services, INC. | 405 | $536.8K | 0.12% | +5+1.3% | Added |
| Northstar Asset Management LLC | 405 | $536.8K | 0.13% | +55+15.7% | Added |
| WBH Advisory Inc | 405 | $536.9K | 0.06% | +4+1.0% | Added |
| Archetype Wealth Partners | 406 | $538.0K | 0.09% | −142−25.9% | Reduced |
| Gill Capital Partners, LLC | 414 | $538.3K | 0.22% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 399 | $539.0K | 0.44% | −92−18.7% | Reduced |
| Auxano Advisors, LLC | 407 | $540.0K | 0.16% | +8+2.0% | Added |
| Foster Group, Inc. | 408 | $540.6K | 0.03% | +93+29.5% | Added |
| Missouri Trust & Investment Co | 414 | $548.7K | 0.21% | +75+22.1% | Added |
| McNamara Financial Services, Inc. | 414 | $548.7K | 0.12% | +414 | New |
| Fortress Wealth Group, LLC | 421 | $549.7K | 0.29% | +34+8.8% | Added |
| BluePath Capital Management, LLC | 415 | $550.5K | 0.43% | −207−33.3% | Reduced |
| Secure Asset Management, LLC | 416 | $550.8K | 0.13% | −84−16.8% | Reduced |
| Rockport Wealth LLC | 417 | $552.7K | 0.37% | +417 | New |
| Sandler Capital Management | 419 | $555.3K | 0.07% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 419 | $555.7K | 0.08% | −1−0.2% | Reduced |
| Hillsdale Investment Management Inc. | 420 | $556.7K | 0.04% | +110+35.5% | Added |
| Verity Asset Management, Inc. | 423 | $560.8K | 0.31% | −31−6.8% | Reduced |
| OneAscent Wealth Management LLC | 421 | $561.0K | 0.22% | −120−22.2% | Reduced |
| Rockland Trust Co | 424 | $562.0K | 0.03% | −126−22.9% | Reduced |
| Bangor Savings Bank | 424 | $562.0K | 0.06% | +10+2.4% | Added |
| Hofer & Associates. Inc | 424 | $562.2K | 0.47% | 00.0% | Unchanged |
| Bremer Bank National Association | 426 | $564.6K | 0.10% | −2,078−83.0% | Reduced |
| Dogwood Wealth Management LLC | 427 | $565.5K | 0.38% | +15+3.6% | Added |
| Capital Insight Partners, LLC | 429 | $568.6K | 0.11% | +63+17.2% | Added |
| Telos Capital Management, Inc. | 430 | $569.9K | 0.06% | −20−4.4% | Reduced |
| Wayfinding Financial, LLC | 431 | $571.0K | 0.33% | +4+0.9% | Added |
| Berkeley Capital Partners, LLC | 431 | $571.3K | 0.17% | −2−0.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 432 | $572.6K | 0.06% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 432 | $572.6K | 7.70% | +432 | New |
| Grant/GrossMendelsohn, LLC | 429 | $572.9K | 0.27% | +1+0.2% | Added |
| Ipswich Investment Management Co., Inc. | 435 | $576.6K | 0.14% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 437 | $579.2K | 0.44% | −5−1.1% | Reduced |
| RW Investment Management LLC | 437 | $579.2K | 0.08% | +87+24.9% | Added |
| Barings LLC | 439 | $581.9K | 0.01% | −55−11.1% | Reduced |
| Affinity Wealth Management LLC | 440 | $583.2K | 0.11% | −45−9.3% | Reduced |
| Catalyst Private Wealth, LLC | 440 | $583.2K | 0.31% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 443 | $587.2K | 0.28% | −119−21.2% | Reduced |
| Carr Financial Group Corp | 443 | $587.7K | 0.20% | −23−4.9% | Reduced |
| Delta Investment Management, LLC | 444 | $588.6K | 0.13% | −13−2.8% | Reduced |
| Catalyst Capital Advisors LLC | 445 | $589.8K | 0.01% | +57+14.7% | Added |
| Alpha DNA Investment Management LLC | 447 | $592.5K | 0.33% | −111−19.9% | Reduced |
| Coordinated Financial Services, Inc. | 447 | $592.5K | 0.52% | +447 | New |
| Marest Capital, LLC | 448 | $593.3K | 0.55% | +448 | New |
| KLCM Advisors, Inc. | 448 | $593.8K | 0.08% | −227−33.6% | Reduced |
| Pier 88 Investment Partners LLC | 450 | $596.4K | 0.15% | +100+28.6% | Added |
| Belmont Capital, LLC | 451 | $597.1K | 0.16% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 453 | $599.8K | 0.49% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 453 | $600.4K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 453 | $600.4K | 0.10% | +83+22.4% | Added |