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
- 3,070
- +232 vs. Q4 2023
- Shares held
- 354.9M
- −834.5K (−0.2%) vs. Q4 2023
- Total value
- $469.0B
- +$72.1B (+18.2%) vs. Q4 2023
- New holders
- 339
- 1,168 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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 4,088 | $5.42M | 2.05% | −18−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 4,076 | $5.40M | 0.82% | +900+28.3% | Added |
| GM Advisory Group, Inc. | 4,068 | $5.39M | 0.38% | +273+7.2% | Added |
| Davy Global Fund Management Ltd | 4,067 | $5.39M | 0.61% | +82+2.1% | Added |
| Field & Main Bank | 4,064 | $5.39M | 2.09% | −427−9.5% | Reduced |
| JPL Wealth Management, LLC | 4,052 | $5.37M | 2.96% | +522+14.8% | Added |
| Robbins Farley LLC | 4,042 | $5.36M | 2.95% | −412−9.3% | Reduced |
| Concord Wealth Partners | 4,036 | $5.35M | 0.96% | +288+7.7% | Added |
| Steward Partners Investment Solutions, LLC | 4,036 | $5.35M | 0.90% | +2,061+104.4% | Added |
| Atomi Financial Group, Inc. | 4,020 | $5.33M | 0.49% | −131−3.2% | Reduced |
| Maytus Capital Management, LLC | 4,000 | $5.30M | 2.25% | +4,000 | New |
| Nwam LLC | 4,056 | $5.29M | 0.43% | −523−11.4% | Reduced |
| Concentric Wealth Management, LLC | 3,985 | $5.28M | 1.41% | +64+1.6% | Added |
| 9258 Wealth Management, LLC | 3,979 | $5.27M | 0.82% | +95+2.4% | Added |
| New England Asset Management Inc | 3,970 | $5.26M | 0.82% | −4,585−53.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 4,044 | $5.26M | 0.62% | +3,572+756.8% | Added |
| Ingalls & Snyder LLC | 3,947 | $5.23M | 0.23% | −57−1.4% | Reduced |
| Symphony Financial, Ltd. Co. | 3,939 | $5.22M | 1.22% | −692−14.9% | Reduced |
| AE Wealth Management LLC | 3,884 | $5.15M | 0.06% | −47,361−92.4% | Reduced |
| Alpha Omega Wealth Management LLC | 3,881 | $5.14M | 0.96% | −380−8.9% | Reduced |
| Westend Capital Management, LLC | 3,861 | $5.12M | 1.98% | +3,861 | New |
| Wunderlich Capital Managemnt | 3,860 | $5.12M | 2.31% | −1,038−21.2% | Reduced |
| Convergence Investment Partners, LLC | 3,856 | $5.11M | 1.96% | −1,302−25.2% | Reduced |
| Purus Wealth Management, LLC | 3,852 | $5.11M | 2.52% | +284+8.0% | Added |
| American National Bank & Trust Co | 3,814 | $5.06M | 1.19% | +3,814 | New |
| Confluence Wealth Services, Inc. | 3,809 | $5.05M | 0.45% | −113−2.9% | Reduced |
| Foresight Capital Management Advisors, Inc. | 3,796 | $5.03M | 3.83% | −15−0.4% | Reduced |
| Mason & Associates, LLC | 3,796 | $5.03M | 3.83% | +3,796 | New |
| Rathbone Brothers plc | 3,785 | $5.02M | 0.03% | +2,468+187.4% | Added |
| Wealthcare Advisory Partners LLC | 3,768 | $4.99M | 0.16% | +1,197+46.6% | Added |
| First Business Financial Services, Inc. | 3,764 | $4.99M | 0.53% | +12+0.3% | Added |
| Greenland Capital Management LP | 3,725 | $4.94M | 0.82% | +1,400+60.2% | Added |
| Patton Albertson Miller Group, LLC | 3,725 | $4.94M | 0.74% | +1,987+114.3% | Added |
| MGB Wealth Management, LLC | 3,718 | $4.93M | 2.00% | 00.0% | Unchanged |
| Saranac Partners Ltd | 3,710 | $4.92M | 3.01% | −435−10.5% | Reduced |
| CWA Asset Management Group, LLC | 3,709 | $4.92M | 0.30% | +1,847+99.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,700 | $4.90M | 1.53% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,700 | $4.90M | 0.85% | +1,050+39.6% | Added |
| Archford Capital Strategies, LLC | 3,696 | $4.90M | 0.82% | +57+1.6% | Added |
| Schechter Investment Advisors, LLC | 3,689 | $4.89M | 0.37% | +480+15.0% | Added |
| Alcosta Capital Management, Inc. | 3,688 | $4.89M | 3.28% | −13−0.4% | Reduced |
| Wedmont Private Capital | 3,663 | $4.89M | 0.36% | +76+2.1% | Added |
| Jmac Enterprises LLC | 3,683 | $4.88M | 0.91% | −19−0.5% | Reduced |
| Chilton Investment Co LLC | 3,665 | $4.86M | 0.13% | +618+20.3% | Added |
| Beaumont Financial Advisors, LLC | 3,663 | $4.85M | 0.40% | +118+3.3% | Added |
| Clear Rock Advisors, LLC | 3,649 | $4.84M | 2.10% | −77−2.1% | Reduced |
| Buckingham Strategic Partners | 3,638 | $4.82M | 0.14% | +3,122+605.0% | Added |
| Chicago Capital, LLC | 3,636 | $4.82M | 0.15% | −59−1.6% | Reduced |
| Allen Investment Management LLC | 3,633 | $4.82M | 0.06% | −193−5.0% | Reduced |
| Horizon Investment Services, LLC | 3,613 | $4.79M | 2.34% | −48−1.3% | Reduced |
| Arden Trust Co | 3,611 | $4.79M | 0.67% | −24−0.7% | Reduced |
| Hudson Capital Management LLC | 3,608 | $4.78M | 1.65% | −717−16.6% | Reduced |
| Exor Capital LLP | 3,600 | $4.77M | 0.20% | +3,600 | New |
| Warren Averett Asset Management, LLC | 3,587 | $4.75M | 0.11% | +2,367+194.0% | Added |
| Becker Capital Management Inc | 3,584 | $4.75M | 0.16% | −275−7.1% | Reduced |
| Van Leeuwen & Company, LLC | 3,582 | $4.75M | 2.41% | −268−7.0% | Reduced |
| Girard Partners Ltd. | 3,569 | $4.73M | 0.45% | +2,406+206.9% | Added |
| Holderness Investments Co | 3,560 | $4.72M | 1.15% | +24+0.7% | Added |
| Manhattan West Asset Management, LLC | 3,559 | $4.72M | 1.13% | +761+27.2% | Added |
| Hoey Investments, Inc | 3,558 | $4.72M | 1.05% | +1,553+77.5% | Added |
| Perkins Coie Trust Co | 3,546 | $4.70M | 1.10% | +214+6.4% | Added |
| Empower Advisory Group, LLC | 3,544 | $4.70M | 0.02% | −248−6.5% | Reduced |
| Zions Bancorporation, N.A. | 3,538 | $4.69M | 0.35% | −401−10.2% | Reduced |
| Lecap Asset Management Ltd | 3,537 | $4.69M | 0.98% | +2,292+184.1% | Added |
| GPS Wealth Strategies Group, LLC | 3,518 | $4.66M | 0.76% | +295+9.2% | Added |
| Red Spruce Capital, LLC | 3,515 | $4.66M | 2.16% | −1,198−25.4% | Reduced |
| Otter Creek Advisors, LLC | 3,510 | $4.65M | 3.27% | +3,510 | New |
| Concord Asset Management, LLC | 3,505 | $4.65M | 1.22% | +253+7.8% | Added |
| Capstone Wealth Management Group, LLC | 3,502 | $4.64M | 3.33% | +18+0.5% | Added |
| Patten Group, Inc. | 3,501 | $4.64M | 1.14% | +40+1.2% | Added |
| Glen Eagle Advisors, LLC | 3,483 | $4.62M | 0.88% | +14+0.4% | Added |
| Altrius Capital Management Inc | 3,482 | $4.62M | 1.16% | +293+9.2% | Added |
| Kinneret Advisory, LLC | 3,482 | $4.62M | 0.46% | −11−0.3% | Reduced |
| 1st Source Bank | 3,442 | $4.56M | 0.27% | −20−0.6% | Reduced |
| Prosperity Consulting Group, LLC | 3,411 | $4.52M | 0.57% | +1,353+65.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,407 | $4.52M | 1.17% | +3,407 | New |
| New Hampshire Trust | 3,404 | $4.51M | 1.05% | −621−15.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,404 | $4.51M | 0.73% | −326−8.7% | Reduced |
| RFG Advisory, LLC | 3,394 | $4.50M | 0.15% | +446+15.1% | Added |
| International Assets Investment Management, LLC | 3,325 | $4.49M | 0.47% | +344+11.5% | Added |
| StrongBox Wealth, LLC | 3,382 | $4.48M | 2.36% | −449−11.7% | Reduced |
| Benjamin Edwards Inc | 3,379 | $4.48M | 0.89% | +238+7.6% | Added |
| RBF Capital, LLC | 3,373 | $4.47M | 0.25% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 3,365 | $4.46M | 1.22% | +2+0.1% | Added |
| Wealth Alliance | 3,365 | $4.46M | 0.59% | −126−3.6% | Reduced |
| Toth Financial Advisory Corp | 3,358 | $4.45M | 0.56% | −38−1.1% | Reduced |
| L & S Advisors Inc | 3,092 | $4.44M | 0.50% | −10,499−77.2% | Reduced |
| Caliber Wealth Management, LLC | 3,348 | $4.44M | 2.36% | −147−4.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,347 | $4.44M | 0.12% | −191−5.4% | Reduced |
| Prelude Capital Management, LLC | 3,345 | $4.43M | 0.30% | +2,877+614.7% | Added |
| Pacitti Group Inc. | 3,341 | $4.43M | 2.39% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,337 | $4.43M | 0.86% | +469+16.4% | Added |
| 3Chopt Investment Partners, LLC | 3,337 | $4.42M | 1.82% | +69+2.1% | Added |
| Birch Hill Investment Advisors LLC | 3,326 | $4.41M | 0.21% | −395−10.6% | Reduced |
| MWA Asset Management | 3,307 | $4.38M | 3.18% | −388−10.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,303 | $4.38M | 1.05% | −333−9.2% | Reduced |
| Fortem Financial Group, LLC | 3,296 | $4.37M | 1.92% | +72+2.2% | Added |
| United Capital Management of KS, Inc. | 3,294 | $4.37M | 1.00% | −71−2.1% | Reduced |
| Eley Financial Management, Inc | 3,294 | $4.37M | 1.88% | −64−1.9% | Reduced |
| Headlands Technologies LLC | 3,269 | $4.33M | 1.04% | +3,269 | New |