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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 6,453 | $8.59M | 0.64% | −171−2.6% | Reduced |
| Canal Capital Management, LLC | 6,479 | $8.59M | 1.44% | −355−5.2% | Reduced |
| Wintrust Investments LLC | 6,467 | $8.57M | 0.76% | +154+2.4% | Added |
| Transcend Wealth Collective, LLC | 6,440 | $8.54M | 0.68% | −130−2.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,436 | $8.53M | 0.66% | +4+0.1% | Added |
| Hunter Associates Investment Management LLC | 6,416 | $8.51M | 1.43% | −714−10.0% | Reduced |
| Harbour Capital Advisors, LLC | 6,356 | $8.51M | 2.11% | −1,027−13.9% | Reduced |
| Taika Capital, LP | 6,380 | $8.46M | 4.39% | +5,000+362.3% | Added |
| Meeder Advisory Services, Inc. | 6,376 | $8.45M | 0.86% | +305+5.0% | Added |
| Nicholas Company, Inc. | 6,375 | $8.45M | 0.14% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 6,346 | $8.41M | 3.17% | −342−5.1% | Reduced |
| Regions Financial Corp | 6,346 | $8.41M | 0.06% | +89+1.4% | Added |
| Cypress Asset Management Inc | 6,190 | $8.34M | 2.26% | +1,282+26.1% | Added |
| AMJ Financial Wealth Management | 6,293 | $8.34M | 2.79% | +4,174+197.0% | Added |
| Fayez Sarofim & Co | 6,292 | $8.34M | 0.02% | −268−4.1% | Reduced |
| Sigma Planning Corp | 6,256 | $8.29M | 0.26% | +4,728+309.4% | Added |
| Global Retirement Partners, LLC | 6,242 | $8.27M | 0.31% | +194+3.2% | Added |
| Loomis Sayles & Co L P | 6,199 | $8.22M | 0.01% | −2,577−29.4% | Reduced |
| Kendall Capital Management | 6,153 | $8.16M | 2.81% | −5−0.1% | Reduced |
| First Citizens Bank & Trust Co | 6,134 | $8.13M | 0.16% | +3,498+132.7% | Added |
| Coldstream Capital Management Inc | 6,125 | $8.12M | 0.21% | +324+5.6% | Added |
| Old Second National Bank of Aurora | 6,105 | $8.09M | 2.10% | −276−4.3% | Reduced |
| IHT Wealth Management, LLC | 6,082 | $8.06M | 0.32% | −110−1.8% | Reduced |
| Horan Capital Advisors, LLC. | 6,052 | $8.02M | 2.85% | −62−1.0% | Reduced |
| Signet Financial Management, LLC | 6,038 | $8.00M | 1.10% | +188+3.2% | Added |
| Fundamentun, LLC | 6,021 | $7.98M | 0.78% | +741+14.0% | Added |
| Citizens Business Bank | 6,003 | $7.96M | 1.66% | +76+1.3% | Added |
| Evergreen Capital Management LLC | 5,970 | $7.91M | 0.30% | −232−3.7% | Reduced |
| Avitas Wealth Management LLC | 5,962 | $7.90M | 1.20% | −58−1.0% | Reduced |
| Moody National Bank Trust Division | 5,956 | $7.89M | 0.62% | +36+0.6% | Added |
| James Investment Research Inc | 5,954 | $7.89M | 0.94% | −173−2.8% | Reduced |
| Merit Financial Group, LLC | 6,142 | $7.85M | 0.19% | +2,995+95.2% | Added |
| RBA Wealth Management, LLC | 5,914 | $7.84M | 3.18% | −1,077−15.4% | Reduced |
| Symmetry Partners, LLC | 5,858 | $7.76M | 0.61% | −632−9.7% | Reduced |
| Sumitomo Life Insurance Co | 5,842 | $7.74M | 0.20% | −223−3.7% | Reduced |
| FDx Advisors, Inc. | 5,826 | $7.72M | 1.17% | −1,468−20.1% | Reduced |
| Intrust Bank NA | 5,811 | $7.70M | 0.83% | −259−4.3% | Reduced |
| Bellwether Advisors, LLC | 5,793 | $7.68M | 1.69% | −136−2.3% | Reduced |
| Woodline Partners LP | 5,792 | $7.68M | 0.07% | +5,792 | New |
| Vancity Investment Management Ltd | 5,775 | $7.65M | 0.91% | −2,790−32.6% | Reduced |
| We Are One Seven, LLC | 5,771 | $7.65M | 0.40% | +81+1.4% | Added |
| Gladstone Institutional Advisory LLC | 5,740 | $7.61M | 0.42% | −1,623−22.0% | Reduced |
| Sandhill Capital Partners LLC | 5,737 | $7.60M | 0.61% | −108−1.8% | Reduced |
| Farmers National Bank | 5,708 | $7.57M | 2.26% | +212+3.9% | Added |
| Consolidated Capital Management, LLC | 5,705 | $7.56M | 3.62% | −152−2.6% | Reduced |
| Aquatic Capital Management LLC | 5,700 | $7.55M | 0.25% | −34,050−85.7% | Reduced |
| Petredis Investment Advisors LLC | 5,696 | $7.55M | 0.91% | +243+4.5% | Added |
| Connectus Wealth, LLC | 5,688 | $7.55M | 0.21% | −786−12.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,689 | $7.54M | 0.40% | +396+7.5% | Added |
| Cary Street Partner Investment Advisory LLC | 5,674 | $7.52M | 0.32% | −303−5.1% | Reduced |
| Capital Investment Advisors, LLC | 5,619 | $7.45M | 0.17% | −98−1.7% | Reduced |
| Palogic Value Management, L.P. | 5,605 | $7.43M | 3.21% | −85−1.5% | Reduced |
| S. R. Schill & Associates | 5,604 | $7.43M | 3.23% | −155−2.7% | Reduced |
| Annex Advisory Services, LLC | 5,603 | $7.43M | 0.26% | −813−12.7% | Reduced |
| Nations Financial Group Inc, | 5,598 | $7.42M | 0.62% | +330+6.3% | Added |
| Larson Financial Group LLC | 5,579 | $7.39M | 0.57% | −322−5.5% | Reduced |
| Fulton Bank, N.A. | 5,578 | $7.39M | 0.30% | −107−1.9% | Reduced |
| Bogart Wealth, LLC | 5,573 | $7.39M | 0.38% | +5,275+1,770.1% | Added |
| Waterloo Capital, L.P. | 5,570 | $7.38M | 0.94% | +88+1.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 5,542 | $7.35M | 0.17% | −3,536−39.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,535 | $7.34M | 1.18% | +65+1.2% | Added |
| Navellier & Associates Inc | 5,527 | $7.32M | 0.90% | −1,412−20.3% | Reduced |
| Foster & Motley Inc | 5,522 | $7.32M | 0.50% | −154−2.7% | Reduced |
| Diversify Advisory Services, LLC | 5,404 | $7.30M | 0.43% | +5,404 | New |
| Community Bank, N.A. | 5,503 | $7.29M | 0.96% | −374−6.4% | Reduced |
| Ardsley Advisory Partners LP | 5,500 | $7.29M | 1.05% | +5,500 | New |
| Berry Wealth Group, LP | 5,476 | $7.26M | 6.02% | +482+9.7% | Added |
| Asio Capital, LLC | 5,454 | $7.26M | 1.54% | −37−0.7% | Reduced |
| Westwood Wealth Management | 5,475 | $7.26M | 3.56% | +675+14.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,475 | $7.26M | 0.11% | −475−8.0% | Reduced |
| Chiron Investment Management, LLC | 5,424 | $7.19M | 3.12% | −2,831−34.3% | Reduced |
| Spears Abacus Advisors LLC | 5,415 | $7.18M | 0.15% | −627−10.4% | Reduced |
| CoreCap Advisors, LLC | 5,392 | $7.15M | 0.38% | +2,436+82.4% | Added |
| Community Financial Services Group, LLC | 5,392 | $7.15M | 1.63% | +5,392 | New |
| Monetary Management Group Inc | 5,377 | $7.13M | 1.99% | +460+9.4% | Added |
| Independent Solutions Wealth Management, LLC | 5,374 | $7.12M | 1.69% | −299−5.3% | Reduced |
| Northern Oak Wealth Management Inc | 5,328 | $7.06M | 0.84% | −2,574−32.6% | Reduced |
| Shaker Investments LLC | 5,320 | $7.05M | 2.99% | −1,054−16.5% | Reduced |
| Qtron Investments LLC | 5,316 | $7.05M | 1.00% | +148+2.9% | Added |
| Point72 Hong Kong Ltd | 5,300 | $7.02M | 0.35% | +5,300 | New |
| Ameritas Advisory Services, LLC | 5,465 | $7.01M | 0.29% | +2,383+77.3% | Added |
| EFG Asset Management (North America) Corp. | 5,280 | $6.99M | 1.21% | −28−0.5% | Reduced |
| First Hawaiian Bank | 5,246 | $6.95M | 0.22% | +293+5.9% | Added |
| RDA Financial Network | 5,232 | $6.93M | 2.38% | +59+1.1% | Added |
| NatWest Group plc | 5,225 | $6.93M | 2.67% | −3,073−37.0% | Reduced |
| Overbrook Management Corp | 5,217 | $6.91M | 1.86% | +5,217 | New |
| Meiji Yasuda Life Insurance Co | 5,200 | $6.89M | 0.15% | −103−1.9% | Reduced |
| Souders Financial Advisors | 5,186 | $6.87M | 1.08% | −1,446−21.8% | Reduced |
| Boston Partners | 5,173 | $6.86M | 0.01% | −593−10.3% | Reduced |
| Evercore Wealth Management, LLC | 5,161 | $6.84M | 0.11% | −11−0.2% | Reduced |
| Hohimer Wealth Management, LLC | 5,145 | $6.82M | 1.60% | −4,977−49.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,138 | $6.81M | 0.73% | −589−10.3% | Reduced |
| IFG Advisory, LLC | 5,130 | $6.80M | 0.51% | −1,108−17.8% | Reduced |
| Lockheed Martin Investment Management Co | 6,170 | $6.80M | 0.49% | −430−6.5% | Reduced |
| Royal Fund Management, LLC | 5,109 | $6.80M | 0.78% | +221+4.5% | Added |
| Gabelli Funds LLC | 5,103 | $6.76M | 0.05% | −4−0.1% | Reduced |
| Keebeck Wealth Management, LLC | 5,097 | $6.76M | 0.99% | −657−11.4% | Reduced |
| Spire Wealth Management | 5,091 | $6.75M | 0.18% | −87−1.7% | Reduced |
| Syon Capital LLC | 5,080 | $6.73M | 0.64% | +358+7.6% | Added |
| Ostrum Asset Management | 5,067 | $6.72M | 0.53% | +277+5.8% | Added |