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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 3,257 | $4.32M | 0.08% | +417+14.7% | Added |
| Two Sigma Investments, LP | 3,254 | $4.31M | 0.01% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 3,250 | $4.31M | 2.35% | −18−0.6% | Reduced |
| Premier Path Wealth Partners, LLC | 3,244 | $4.30M | 0.81% | −191−5.6% | Reduced |
| Wealthspire Advisors, LLC | 3,237 | $4.29M | 0.06% | −178−5.2% | Reduced |
| Portfolio Design Labs, LLC | 3,232 | $4.28M | 1.44% | −1,136−26.0% | Reduced |
| Garrett Investment Advisors LLC | 3,230 | $4.28M | 0.54% | −106−3.2% | Reduced |
| Welch & Forbes LLC | 3,219 | $4.27M | 0.06% | −8−0.2% | Reduced |
| Groesbeck Investment Management Corp | 3,198 | $4.24M | 4.51% | −114−3.4% | Reduced |
| Trustmark National Bank Trust Department | 3,188 | $4.23M | 0.34% | +104+3.4% | Added |
| New Millennium Group LLC | 3,177 | $4.21M | 3.18% | +282+9.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,174 | $4.21M | 0.61% | +3,174 | New |
| Atlantic Trust, LLC | 3,167 | $4.20M | 1.10% | +520+19.6% | Added |
| Grandview Asset Management LLC | 3,163 | $4.19M | 1.90% | −182−5.4% | Reduced |
| Evergreen Wealth Management, LLC | 3,162 | $4.19M | 2.84% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,157 | $4.18M | 0.70% | +216+7.3% | Added |
| SeaBridge Investment Advisors LLC | 3,148 | $4.17M | 1.10% | −27−0.9% | Reduced |
| Hengehold Capital Management LLC | 3,146 | $4.17M | 0.44% | −562−15.2% | Reduced |
| Farther Finance Advisors, LLC | 3,078 | $4.16M | 0.25% | +236+8.3% | Added |
| Trifecta Capital Advisors, LLC | 3,134 | $4.15M | 1.01% | +431+15.9% | Added |
| Beech Hill Advisors, Inc. | 3,132 | $4.15M | 1.73% | −270−7.9% | Reduced |
| Schear Investment Advisers, LLC | 3,132 | $4.15M | 3.33% | +24+0.8% | Added |
| Clarius Group, LLC | 3,120 | $4.14M | 0.29% | −404−11.5% | Reduced |
| Equitable Trust Co | 3,114 | $4.13M | 0.29% | −517−14.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,110 | $4.12M | 2.45% | +3,110 | New |
| Vise Technologies, Inc. | 3,109 | $4.12M | 0.81% | +208+7.2% | Added |
| EULAV Asset Management | 3,104 | $4.11M | 0.11% | −302−8.9% | Reduced |
| TTP Investments, Inc. | 3,079 | $4.11M | 1.80% | +359+13.2% | Added |
| Decatur Capital Management, Inc. | 3,098 | $4.11M | 2.23% | −30−1.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,094 | $4.10M | 1.10% | −123−3.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,074 | $4.07M | 0.19% | +612+24.9% | Added |
| Worldquant Millennium Advisors LLC | 3,067 | $4.07M | 0.05% | −9,632−75.8% | Reduced |
| Capstone Investment Advisors, LLC | 3,067 | $4.07M | 0.08% | +1,698+124.0% | Added |
| Ziegler Capital Management, LLC | 26,535 | $4.06M | 0.16% | −3,075−10.4% | Reduced |
| FNY Investment Advisers, LLC | 3,056 | $4.05M | 2.64% | +3,056 | New |
| LGT Fund Management Co Ltd. | 3,055 | $4.05M | 1.69% | +825+37.0% | Added |
| StoneX Group Inc. | 3,047 | $4.05M | 0.36% | +224+7.9% | Added |
| Harbour Investments, Inc. | 3,048 | $4.04M | 0.14% | +113+3.9% | Added |
| Forum Financial Management, LP | 3,046 | $4.04M | 0.07% | +24+0.8% | Added |
| Mango Five Family, Inc. | 3,045 | $4.04M | 1.34% | −240−7.3% | Reduced |
| MidWestOne Financial Group, Inc. | 3,044 | $4.03M | 0.72% | −55−1.8% | Reduced |
| Human Investing LLC | 3,023 | $4.01M | 0.80% | −176−5.5% | Reduced |
| Hourglass Capital, LLC | 3,020 | $4.00M | 1.21% | −874−22.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 3,019 | $4.00M | 0.15% | −1,415−31.9% | Reduced |
| Advocate Group LLC | 3,008 | $3.99M | 0.79% | −501−14.3% | Reduced |
| Ratan Capital Management LP | 3,000 | $3.98M | 2.11% | +3,000 | New |
| V-Square Quantitative Management LLC | 2,990 | $3.96M | 0.66% | +1,813+154.0% | Added |
| Legacy Bridge, LLC | 2,987 | $3.96M | 2.32% | −251−7.8% | Reduced |
| Venturi Wealth Management, LLC | 2,984 | $3.95M | 0.25% | +14+0.5% | Added |
| Paralel Advisors LLC | 2,983 | $3.95M | 0.18% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,981 | $3.95M | 0.07% | +211+7.6% | Added |
| Monument Capital Management | 2,980 | $3.95M | 1.14% | +54+1.8% | Added |
| Harbour Investment Management LLC | 2,967 | $3.93M | 1.85% | −12−0.4% | Reduced |
| Johnson Financial Group, Inc. | 2,957 | $3.93M | 0.21% | −618−17.3% | Reduced |
| Ascent Wealth Partners, LLC | 2,964 | $3.93M | 0.58% | +8+0.3% | Added |
| Nomura Holdings Inc | 2,956 | $3.92M | 0.03% | −17,092−85.3% | Reduced |
| Ironwood Investment Counsel, LLC | 2,955 | $3.92M | 0.69% | +7+0.2% | Added |
| RB Capital Management, LLC | 2,956 | $3.92M | 1.05% | −8−0.3% | Reduced |
| Insight Wealth Strategies, LLC | 2,954 | $3.92M | 0.57% | +2+0.1% | Added |
| HMS Capital Management, LLC | 2,937 | $3.89M | 2.16% | −259−8.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,931 | $3.88M | 0.21% | +1,129+62.7% | Added |
| Optas, LLC | 2,921 | $3.87M | 1.06% | −185−6.0% | Reduced |
| Alaethes Wealth LLC | 2,919 | $3.87M | 1.69% | −226−7.2% | Reduced |
| Range Financial Group LLC | 2,916 | $3.86M | 2.01% | −12−0.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,916 | $3.86M | 0.12% | +31+1.1% | Added |
| Weaver Capital Management LLC | 2,916 | $3.86M | 1.34% | −101−3.3% | Reduced |
| Private Advisory Group LLC | 2,914 | $3.86M | 0.55% | +453+18.4% | Added |
| Keystone Investors Pte Ltd | 2,905 | $3.85M | 0.33% | +173+6.3% | Added |
| HBW Advisory Services LLC | 3,448 | $3.85M | 0.72% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,890 | $3.83M | 0.17% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 2,890 | $3.83M | 2.27% | −145−4.8% | Reduced |
| DeDora Capital, Inc. | 2,879 | $3.82M | 1.21% | +377+15.1% | Added |
| Neville Rodie & Shaw Inc | 2,868 | $3.80M | 0.29% | +1,853+182.6% | Added |
| Founders Financial Alliance, LLC | 2,864 | $3.80M | 1.14% | −376−11.6% | Reduced |
| Aragon Global Management, LP | 2,860 | $3.79M | 1.70% | +2,860 | New |
| Maxwell Wealth Strategies Inc. | 2,778 | $3.79M | 1.92% | +60+2.2% | Added |
| Oarsman Capital, Inc. | 2,852 | $3.78M | 0.90% | −336−10.5% | Reduced |
| Family Management Corp | 2,830 | $3.75M | 0.69% | −299−9.6% | Reduced |
| Emprise Bank | 2,830 | $3.75M | 2.52% | +2,830 | New |
| InterOcean Capital Group, LLC | 2,822 | $3.74M | 0.09% | +219+8.4% | Added |
| TrueMark Investments, LLC | 2,815 | $3.73M | 3.42% | +793+39.2% | Added |
| Naviter Wealth, LLC | 2,809 | $3.72M | 0.61% | +266+10.5% | Added |
| Fairbanks Capital Management, Inc. | 2,794 | $3.70M | 2.55% | −669−19.3% | Reduced |
| Great Diamond Partners, LLC | 2,792 | $3.70M | 0.85% | +1,098+64.8% | Added |
| Vanguard Capital Wealth Advisors | 2,787 | $3.69M | 2.60% | −11−0.4% | Reduced |
| Caldwell Trust Co | 2,784 | $3.69M | 0.43% | +104+3.9% | Added |
| Aubrey Capital Management Ltd | 3,200 | $3.68M | 1.30% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,769 | $3.67M | 0.21% | −129−4.5% | Reduced |
| Louisbourg Investments Inc. | 3,101 | $3.67M | 1.02% | −269−8.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,762 | $3.66M | 1.92% | −102−3.6% | Reduced |
| LCNB Corp | 2,752 | $3.65M | 1.32% | −116−4.0% | Reduced |
| Carret Asset Management, LLC | 2,748 | $3.64M | 0.43% | −10−0.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,743 | $3.64M | 0.89% | +19+0.7% | Added |
| GeoWealth Management, LLC | 2,743 | $3.64M | 0.14% | +379+16.0% | Added |
| IFP Advisors, Inc | 2,738 | $3.63M | 0.16% | −528−16.2% | Reduced |
| Trust Investment Advisors | 2,729 | $3.62M | 2.61% | −20−0.7% | Reduced |
| PFG Investments, LLC | 2,725 | $3.61M | 0.22% | +1,514+125.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,723 | $3.61M | 1.50% | −52−1.9% | Reduced |
| Pacific Global Investment Management CO | 2,718 | $3.60M | 0.69% | +47+1.8% | Added |
| Resonant Capital Advisors, LLC | 2,717 | $3.60M | 0.31% | +187+7.4% | Added |