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; 4,855 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 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $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 |
|---|---|---|---|---|---|
| Eudaimonia Partners, LLC | 1,845 | $2.45M | 0.58% | −55−2.9% | Reduced |
| Paragon Advisors, LLC | 1,844 | $2.44M | 0.98% | +779+73.1% | Added |
| Formidable Asset Management, LLC | 1,837 | $2.44M | 0.40% | +1,233+204.1% | Added |
| Bright Futures Wealth Management, LLC. | 1,534 | $2.43M | 1.32% | +1,534 | New |
| Palouse Capital Management, Inc. | 1,835 | $2.43M | 1.61% | −119−6.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,830 | $2.43M | 0.13% | +222+13.8% | Added |
| Allianz SE | 18,301 | $2.43M | 0.08% | +18,301 | New |
| Breed's Hill Capital LLC | 1,824 | $2.42M | 2.23% | −1−0.1% | Reduced |
| Essex Financial Services, Inc. | 1,822 | $2.41M | 0.22% | +24+1.3% | Added |
| Lifeworks Advisors, LLC | 1,814 | $2.40M | 0.67% | −161−8.2% | Reduced |
| Arlington Trust Co LLC | 1,812 | $2.40M | 0.62% | −86−4.5% | Reduced |
| Morningstar Investment Services LLC | 1,821 | $2.40M | 0.03% | −1,003−35.5% | Reduced |
| Garner Asset Management Corp | 1,810 | $2.40M | 1.22% | +68+3.9% | Added |
| Matrix Trust Co | 1,811 | $2.40M | 0.54% | −101−5.3% | Reduced |
| Harvest Investment Advisors, LLC | 1,810 | $2.40M | 1.79% | −496−21.5% | Reduced |
| Heritage Wealth Management, LLC | 1,808 | $2.40M | 1.22% | −333−15.6% | Reduced |
| JBF Capital, Inc. | 1,800 | $2.39M | 0.39% | +300+20.0% | Added |
| Douglass Winthrop Advisors, LLC | 1,785 | $2.37M | 0.05% | +896+100.8% | Added |
| RMB Capital Management, LLC | 1,783 | $2.36M | 0.05% | −222−11.1% | Reduced |
| AMG National Trust Bank | 1,780 | $2.36M | 0.07% | +46+2.7% | Added |
| Leonteq Securities AG | 1,773 | $2.35M | 0.32% | +349+24.5% | Added |
| MTM Investment Management, LLC | 1,771 | $2.35M | 0.97% | +60+3.5% | Added |
| West Paces Advisors Inc. | 1,771 | $2.35M | 0.62% | −112−5.9% | Reduced |
| Griffin Asset Management, Inc. | 1,770 | $2.35M | 0.28% | −93−5.0% | Reduced |
| Magnolia Capital Advisors LLC | 1,947 | $2.35M | 1.96% | +230+13.4% | Added |
| Jaffetilchin Investment Partners, LLC | 1,767 | $2.34M | 0.21% | −17−1.0% | Reduced |
| Rehmann Capital Advisory Group | 1,761 | $2.34M | 0.17% | +27+1.6% | Added |
| Catalyst Financial Partners LLC | 1,820 | $2.33M | 0.60% | +147+8.8% | Added |
| Focus Financial Network, Inc. | 1,851 | $2.33M | 0.11% | +1,851 | New |
| Chicago Trust Co NA | 1,755 | $2.33M | 0.48% | +183+11.6% | Added |
| Cutter & CO Brokerage, Inc. | 1,751 | $2.32M | 0.57% | −78−4.3% | Reduced |
| Montecito Bank & Trust | 1,731 | $2.29M | 0.46% | +342+24.6% | Added |
| Magnus Financial Group LLC | 1,730 | $2.29M | 0.27% | −85−4.7% | Reduced |
| Cravens & Co Advisors, LLC | 1,729 | $2.29M | 1.90% | −10−0.6% | Reduced |
| Valley Brook Capital Group | 1,725 | $2.29M | 1.83% | +90+5.5% | Added |
| Bard Financial Services, Inc. | 1,725 | $2.29M | 0.24% | −40−2.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,713 | $2.27M | 0.53% | −45−2.6% | Reduced |
| Heartland Bank & Trust Co | 1,709 | $2.27M | 1.32% | +1,709 | New |
| Lederer & Associates Investment Counsel | 1,709 | $2.27M | 1.57% | −2−0.1% | Reduced |
| Darwin Advisors, LLC | 1,707 | $2.26M | 0.63% | +1,355+384.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,704 | $2.26M | 1.51% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 1,700 | $2.25M | 0.11% | −2,170−56.1% | Reduced |
| First Commonwealth Financial Corp | 1,700 | $2.25M | 0.60% | −30−1.7% | Reduced |
| River Street Advisors LLC | 1,699 | $2.25M | 1.52% | +60+3.7% | Added |
| Prudent Man Advisors, LLC | 1,695 | $2.25M | 0.84% | −439−20.6% | Reduced |
| Simmons Bank | 1,693 | $2.24M | 0.17% | −11−0.6% | Reduced |
| Apollon Financial, LLC | 1,690 | $2.24M | 0.77% | +23+1.4% | Added |
| Everhart Financial Group, Inc. | 1,688 | $2.24M | 0.65% | +143+9.3% | Added |
| Zimmermann Investment Management & Planning LLC | 1,687 | $2.24M | 0.81% | +86+5.4% | Added |
| ICW Investment Advisors LLC | 1,682 | $2.23M | 0.99% | +26+1.6% | Added |
| Munro Partners | 1,680 | $2.23M | 0.08% | −24,565−93.6% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 1,675 | $2.22M | 1.63% | −44−2.6% | Reduced |
| NBT Bank N A | 1,674 | $2.22M | 0.16% | +2+0.1% | Added |
| Wolff Wiese Magana LLC | 1,664 | $2.21M | 1.90% | −21−1.2% | Reduced |
| Redwood Wealth Management Group, LLC | 1,658 | $2.20M | 2.33% | −52−3.0% | Reduced |
| Consilium Wealth Advisory, LLC | 1,657 | $2.20M | 1.24% | +755+83.7% | Added |
| Blueprint Investment Partners LLC | 1,647 | $2.18M | 0.43% | −127−7.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,647 | $2.18M | 0.55% | −43−2.5% | Reduced |
| Proficio Capital Partners LLC | 1,644 | $2.18M | 0.24% | +94+6.1% | Added |
| Three Seasons Wealth, LLC | 1,627 | $2.18M | 1.52% | +1,627 | New |
| Pettee Investors, Inc. | 1,637 | $2.17M | 0.92% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 1,629 | $2.16M | 0.95% | +1,259+340.3% | Added |
| Meadow Creek Wealth Advisors LLC | 1,620 | $2.15M | 1.49% | +6+0.4% | Added |
| Physicians Financial Services, Inc. | 1,618 | $2.15M | 0.76% | −5−0.3% | Reduced |
| Lyell Wealth Management, LP | 1,614 | $2.14M | 0.22% | +37+2.3% | Added |
| BBR Partners, LLC | 1,613 | $2.14M | 0.17% | −83−4.9% | Reduced |
| Hilltop National Bank | 1,611 | $2.14M | 0.73% | +1,611 | New |
| Marietta Investment Partners LLC | 1,610 | $2.13M | 0.47% | −5−0.3% | Reduced |
| Money Concepts Capital Corp | 1,608 | $2.13M | 0.20% | +461+40.2% | Added |
| Baker Avenue Asset Management, LP | 1,607 | $2.13M | 0.08% | −971−37.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,605 | $2.13M | 0.23% | −225−12.3% | Reduced |
| Geller Advisors LLC | 1,603 | $2.12M | 0.17% | +38+2.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,600 | $2.12M | 1.08% | +1,600 | New |
| Princeton Capital Management LLC | 1,599 | $2.12M | 0.77% | +171+12.0% | Added |
| Caldwell Investment Management Ltd. | 1,600 | $2.12M | 1.58% | −300−15.8% | Reduced |
| AA Financial Advisors, LLC | 1,587 | $2.10M | 0.85% | +1,587 | New |
| Simon Quick Advisors, LLC | 1,584 | $2.10M | 0.16% | +301+23.5% | Added |
| Retirement Planning Co of New England, Inc. | 1,583 | $2.10M | 1.15% | −2,589−62.1% | Reduced |
| Johnson & White Wealth Management, LLC | 1,580 | $2.09M | 1.52% | +125+8.6% | Added |
| Pinnacle Financial Partners Inc | 1,577 | $2.09M | 0.05% | +87+5.8% | Added |
| Norden Group LLC | 1,577 | $2.09M | 0.42% | +452+40.2% | Added |
| Precedent Wealth Partners, LLC | 1,577 | $2.09M | 0.90% | +78+5.2% | Added |
| Affinity Investment Advisors, LLC | 1,576 | $2.09M | 1.52% | −554−26.0% | Reduced |
| Rakuten Securities, Inc. | 1,574 | $2.09M | 0.91% | +364+30.1% | Added |
| Nikulski Financial, Inc. | 1,571 | $2.08M | 0.69% | +27+1.7% | Added |
| Argus Investors' Counsel, Inc. | 1,569 | $2.08M | 1.28% | −698−30.8% | Reduced |
| Letson Investment Management, Inc. | 1,568 | $2.08M | 0.88% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,567 | $2.08M | 0.54% | +923+143.3% | Added |
| NVWM, LLC | 1,556 | $2.07M | 0.57% | +227+17.1% | Added |
| Wolf Group Capital Advisors | 2,380 | $2.06M | 0.98% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,555 | $2.06M | 0.68% | +135+9.5% | Added |
| Transamerica Financial Advisors, Inc. | 1,553 | $2.06M | 0.21% | +137+9.7% | Added |
| Trust Co of Toledo NA | 1,551 | $2.06M | 0.32% | +38+2.5% | Added |
| E&G Advisors, LP | 1,550 | $2.05M | 0.64% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 1,548 | $2.05M | 0.81% | +152+10.9% | Added |
| Game Plan Financial Advisors, LLC | 1,547 | $2.05M | 1.04% | +4+0.3% | Added |
| Element Capital Management LLC | 1,545 | $2.05M | 1.35% | +1,545 | New |
| Buffington Mohr McNeal | 1,543 | $2.05M | 0.37% | +1,543 | New |
| Altus Wealth Group LLC | 1,540 | $2.04M | 1.02% | −22−1.4% | Reduced |
| Doliver Advisors, LP | 1,535 | $2.03M | 0.57% | −11−0.7% | Reduced |