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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 421 | $561.0K | 0.22% | −120−22.2% | Reduced |
| Verity Asset Management, Inc. | 423 | $560.8K | 0.31% | −31−6.8% | Reduced |
| Hillsdale Investment Management Inc. | 420 | $556.7K | 0.04% | +110+35.5% | Added |
| JGP Wealth Management, LLC | 419 | $555.7K | 0.08% | −1−0.2% | Reduced |
| Sandler Capital Management | 419 | $555.3K | 0.07% | 00.0% | Unchanged |
| Rockport Wealth LLC | 417 | $552.7K | 0.37% | +417 | New |
| Secure Asset Management, LLC | 416 | $550.8K | 0.13% | −84−16.8% | Reduced |
| BluePath Capital Management, LLC | 415 | $550.5K | 0.43% | −207−33.3% | Reduced |
| Fortress Wealth Group, LLC | 421 | $549.7K | 0.29% | +34+8.8% | 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 |
| Foster Group, Inc. | 408 | $540.6K | 0.03% | +93+29.5% | Added |
| Auxano Advisors, LLC | 407 | $540.0K | 0.16% | +8+2.0% | Added |
| Eagle Wealth Strategies LLC | 399 | $539.0K | 0.44% | −92−18.7% | Reduced |
| Gill Capital Partners, LLC | 414 | $538.3K | 0.22% | 00.0% | Unchanged |
| Archetype Wealth Partners | 406 | $538.0K | 0.09% | −142−25.9% | Reduced |
| WBH Advisory Inc | 405 | $536.9K | 0.06% | +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 |
| Benchmark Financial Wealth Advisors, LLC | 404 | $535.7K | 0.20% | +4+1.0% | Added |
| Sunflower Bank, N.A. | 404 | $535.5K | 0.12% | −35−8.0% | Reduced |
| Creative Financial Designs Inc | 404 | $535.3K | 0.05% | −79−16.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 404 | $534.8K | 0.48% | +32+8.6% | Added |
| Peak Planning Group, LLC | 403 | $534.4K | 0.33% | +2+0.5% | Added |
| Canvas Wealth Advisors, LLC | 417 | $534.2K | 0.18% | +68+19.5% | Added |
| Financial Engines Advisors L.L.C. | 403 | $534.0K | 0.00% | +403 | New |
| Ewa, LLC | 400 | $533.5K | 0.24% | +103+34.7% | Added |
| Goldstone Financial Group, LLC | 402 | $533.0K | 0.12% | +7+1.8% | Added |
| Smart Money Group LLC | 410 | $533.0K | 0.21% | +56+15.8% | Added |
| Intergy Private Wealth, LLC | 402 | $532.8K | 0.22% | 00.0% | Unchanged |
| Clarity Financial LLC | 401 | $531.5K | 0.08% | +44+12.3% | Added |
| Key Client Fiduciary Advisors, LLC | 401 | $531.0K | 0.28% | +34+9.3% | 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 |
| Waters Parkerson & Co., LLC | 400 | $530.0K | 0.03% | +94+30.7% | Added |
| Consilio Wealth Advisors, LLC | 399 | $529.1K | 0.25% | +33+9.0% | Added |
| Smith Anglin Financial, LLC | 399 | $528.8K | 0.05% | +24+6.4% | Added |
| TNF LLC | 419 | $526.4K | 0.21% | −12−2.8% | Reduced |
| Guidance Point Advisors, LLC | 395 | $525.4K | 0.17% | −15−3.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 417 | $525.0K | 0.31% | +12+3.0% | 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 |
| M3 Advisory Group, LLC | 393 | $520.9K | 0.47% | +166+73.1% | Added |
| Liberty Wealth Management LLC | 393 | $520.0K | 0.10% | −15−3.7% | Reduced |
| Unique Wealth Strategies, LLC | 392 | $519.5K | 0.25% | +392 | 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 |
| Emerald Mutual Fund Advisers Trust | 389 | $515.6K | 0.03% | +389 | New |
| Trust Co of the South | 388 | $514.3K | 0.12% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 388 | $514.3K | 0.34% | +110+39.6% | Added |
| Insight Folios Inc | 387 | $513.1K | 0.21% | −2−0.5% | Reduced |
| Nichols & Pratt Advisers LLP | 387 | $512.9K | 0.03% | +2+0.5% | Added |
| White Knight Strategic Wealth Advisors, LLC | 386 | $511.6K | 0.53% | −5−1.3% | Reduced |
| Kozak & Associates, Inc. | 362 | $510.5K | 0.14% | +38+11.7% | Added |
| Spotlight Asset Group, Inc. | 385 | $510.3K | 0.37% | +192+99.5% | Added |
| Elgethun Capital Management | 375 | $509.7K | 0.13% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 384 | $508.9K | 0.07% | +129+50.6% | Added |
| Weatherly Asset Management L. P. | 383 | $507.5K | 0.05% | −10−2.5% | Reduced |
| Aletheian Wealth Advisors LLC | 378 | $501.0K | 0.27% | +39+11.5% | Added |
| Financial Advisory Corp | 378 | $501.0K | 0.21% | +57+17.8% | Added |
| Clarity Wealth Advisors, LLC | 377 | $499.8K | 0.17% | +22+6.2% | Added |
| Cypress Wealth Services, LLC | 376 | $499.0K | 0.12% | +165+78.2% | Added |
| Motive Wealth Advisors | 376 | $498.4K | 0.30% | +144+62.1% | Added |
| Hamilton Wealth, LLC | 375 | $497.2K | 0.16% | −43−10.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 375 | $497.0K | 0.22% | −3−0.8% | 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 |
| Kohmann Bosshard Financial Services, LLC | 373 | $494.2K | 0.07% | −15−3.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 372 | $493.1K | 0.10% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 371 | $491.8K | 0.40% | +157+73.4% | Added |
| Brand Asset Management Group, Inc. | 371 | $491.7K | 0.21% | +371 | New |
| Integrated Investment Consultants, LLC | 370 | $490.0K | 0.13% | −3−0.8% | Reduced |
| Finer Wealth Management, Inc. | 368 | $487.8K | 0.32% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 367 | $486.9K | 0.25% | +367 | New |
| EdgeRock Capital LLC | 368 | $486.6K | 0.39% | +17+4.8% | Added |
| Atwood & Palmer Inc | 367 | $486.4K | 0.04% | +12+3.4% | Added |
| Red Door Wealth Management, LLC | 367 | $486.4K | 0.09% | −373−50.4% | Reduced |
| Sandy Cove Advisors, LLC | 367 | $486.4K | 0.22% | −232−38.7% | Reduced |
| Humankind Investments LLC | 367 | $486.4K | 0.13% | −47−11.4% | Reduced |
| Sigma Investment Counselors Inc | 366 | $485.1K | 0.03% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 366 | $485.1K | 0.25% | −24−6.2% | Reduced |
| Investment Partners Asset Management, Inc. | 366 | $485.1K | 0.44% | +33+9.9% | Added |
| LaSalle St. Investment Advisors, LLC | 425 | $484.0K | 0.27% | +48+12.7% | Added |
| Integrity Wealth Solutions LLC | 364 | $482.9K | 0.32% | +1+0.3% | Added |
| LJI Wealth Management, LLC | 364 | $482.4K | 0.12% | +44+13.8% | Added |
| Eagle Strategies LLC | 363 | $481.5K | 0.11% | +105+40.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 363 | $481.2K | 0.27% | +20+5.8% | Added |
| One + One Wealth Management, LLC | 361 | $478.5K | 0.27% | −79−18.0% | Reduced |
| Tandem Wealth Advisors LLC | 361 | $478.5K | 0.26% | −48−11.7% | Reduced |
| Cardiff Park Advisors, LLC | 361 | $478.5K | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 361 | $478.5K | 0.27% | +361 | New |
| Private Wealth Partners, LLC | 361 | $477.9K | 0.04% | +51+16.5% | Added |
| Wambolt & Associates, LLC | 353 | $476.6K | 0.14% | −6−1.7% | Reduced |
| Privium Fund Management (UK) Ltd | 353 | $476.6K | 0.24% | +353 | New |
| United Community Bank | 359 | $475.8K | 0.18% | −106−22.8% | Reduced |
| WealthBridge Capital Management, LLC | 358 | $474.9K | 0.16% | −24−6.3% | Reduced |
| ClearAlpha Technologies LP | 357 | $473.2K | 0.20% | +357 | New |
| ORBA Wealth Advisors, L.L.C. | 356 | $471.8K | 0.26% | 00.0% | Unchanged |
| O'Dell Group, LLC | 356 | $471.8K | 0.12% | +8+2.3% | Added |